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Edelweiss Small Cap Fund Growth Return

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  • 6M
  • 1Y
  • 3Y
  • 5Y
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Showing Funds Performance since Sep 07, 2020

Edelweiss Small Cap Fund Growth Fund Overview

Min. investment

SIP ₹100 & Lump. ₹100

AUM (Fund size)

₹6,156 Cr

Lock In Period

N/A

Expense Ratio

1.83

Exit Load

If the units are redeemed /switched out on or before 90 days from the date of allotment - 1.00%If the units are redeemed /switched out after 90 days from the date of allotment - Nil.

Benchmark

Nifty Smallcap 250 Total Return

Edelweiss Small Cap Fund Growth Calculate Returns

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Growth Review

DurationFund Return(%)Category Average(%)Category Best(%)
1M6.850.9912.01
6M6.002.0927.35
1Y4.014.7377.31
3Y17.6015.54114.05

Portfolio Analysis

  • Equity: 97.36%
  • Debt: 2.64%
  • Others
As on: 2026-05-31
View allocation % by

1. City Union Bank Ltd.3.12%
2. Karur Vysya Bank Ltd.2.58%
3. Equitas Small Finance Bank Ltd.1.74%
4. The Federal Bank Ltd.1.30%

1. Fortis Healthcare Ltd.2.27%
2. Krishna Inst of Medical Sciences Ltd.2.16%
3. Vijaya Diagnostic Centre Ltd.1.46%
4. Dr. Lal Path Labs Ltd.1.05%

1. Ajanta Pharma Ltd.2.14%
2. JB Chemicals & Pharmaceuticals Ltd.1.66%
3. IPCA Laboratories Ltd.1.41%
4. Neuland Laboratories Ltd.0.89%
5. Concord Biotech Ltd.0.79%

1. PNB Housing Finance Ltd.1.95%
2. Can Fin Homes Ltd.1.19%
3. Home First Finance Company India Ltd.0.47%

1. KEI Industries Ltd.2.38%
2. Motherson Sumi Wiring India Ltd.1.21%

1. Multi Commodity Exchange Of India Ltd.3.37%

1. Billionbrains Garage Ventures Ltd.1.61%
2. Zensar Technologies Ltd.0.65%
3. Birlasoft Ltd.0.56%

1. Inventurus Knowledge Solutions Ltd.1.77%
2. Firstsource Solutions Ltd.0.98%

1. Triveni Turbine Ltd.1.52%
2. Bharat Heavy Electricals Ltd.0.84%
3. GMM Pfaudler Ltd.0.26%

1. Max Financial Services Ltd.1.46%
2. Cholamandalam Financial Holdings Ltd.0.67%
3. KFIN Technologies Ltd.0.49%

1. Craftsman Automation Ltd.1.49%
2. Thermax Ltd.1.11%

1. Navin Fluorine International Ltd.1.60%
2. SRF Ltd.0.85%

1. Avalon Technologies Ltd.2.44%

1. JSW Cement Ltd.1.14%
2. JK Lakshmi Cement Ltd.0.56%
3. The Ramco Cements Ltd.0.51%

1. APL Apollo Tubes Ltd.1.65%
2. Ratnamani Metals & Tubes Ltd.0.53%

1. Radico Khaitan Ltd.2.11%

1. V-Mart Retail Ltd.1.26%
2. Vishal Mega Mart Ltd0.80%

1. Kirloskar Pneumatic Co.Ltd.1.62%
2. Ingersoll Rand (India) Ltd.0.43%

1. Gabriel India Ltd.1.96%

1. Indian Bank1.89%

1. UNO Minda Ltd.1.86%

1. Bikaji Foods International Ltd.1.77%

1. Century Plyboards (India) Ltd.1.74%

1. Aether Industries Ltd.1.15%
2. Clean Science and Technology Ltd.0.52%

1. Jubilant Ingrevia Ltd.1.50%

1. Sumitomo Chemical India Ltd.1.45%

1. Delhivery Ltd.1.30%

1. Go Digit General Insurance Ltd.1.28%

1. Ather Energy Ltd.1.24%

1. Balkrishna Industries Ltd.1.12%

1. K.P.R. Mill Ltd.1.04%

1. Ahluwalia Contracts (India) Ltd.0.70%
2. KNR Constructions Ltd.0.33%

About Fund Edelweiss Small Cap Fund Growth

Edelweiss Small Cap Fund Growth managed by Edelweiss Mutual Fund,is a Small-capscheme with Assets Under Management of ₹6,156 Crore. The fund benchmarks its performance against the Nifty Smallcap 250 Total Return while maintaining an expense ratio of 1.83. Under the expert guidance of Trideep Bhattacharya ,the fund implements a disciplined investment approach aligned with its mandate. The scheme requires a minimum investment of ₹500 for SIP and ₹1,000 for lump sum investments, making it accessible to diverse investor profiles.

Fund Managers

Trideep Bhattacharya

Mr. Trideep Bhattacharya is a B.Tech (Electrical Engineer), MBA (Finance). Prior to joining Edelweiss Asset Management Limited he has worked with Axis Mutual Fund, State Street Global Advisors, UBS Global Asset Management and Kotak Securities.

Peer Comparison

Fund NameRatingsAUMExpense Ratio
HSBC Small Cap Fund - Growth216876.72 CR1.68
Aditya Birla Sun Life Small Cap Fund Growth15452.53 CR1.85
Edelweiss Small Cap Fund Growth46155.89 CR1.83
Bandhan Small Cap Fund Growth527219.13 CR1.59
Fund Name1Y3Y
This FundHSBC Small Cap Fund - Growth3.976858.9219
This FundAditya Birla Sun Life Small Cap Fund Growth8.976660.0277
This FundEdelweiss Small Cap Fund Growth4.014762.6215
This FundBandhan Small Cap Fund Growth5.2712105.6244

Edelweiss Small Cap Fund Growth FAQs

Edelweiss Small Cap Fund Growth's fund is managed by experienced SEBI-registered investment fund manager , who implements the fund's strategy through research-backed decisions while adhering to its stated objectives.

The expense ratio of Edelweiss Small Cap Fund Growth is 1.83. This expense ratio is calculated by dividing the fund's operating expenses by its net assets.

Edelweiss Small Cap Fund Growth’s fund performance is as follows:
  • 1 Month : 6.85%
  • 6 Months : 6.00%
  • 1 Year : 4.01%
  • 3 Years : 17.60%
Returns of Edelweiss Small Cap Fund Growth are updated daily based on NAV of ₹ 46.908 as on Jul 02,2026. Since inception, the return has been 62.62%.

You can invest in Edelweiss Small Cap Fund Growth through SIP with a minimum of ₹500 monthly or make a lump sum investment of a minimum ₹1,000. Additional purchase minimums vary by scheme.

The fund size (AUM) of Edelweiss Small Cap Fund Growth is ₹6,156 crore. It changes based on market performance, inflows, and outflows.

You can track your investment in Edelweiss Small Cap Fund Growth through our website, our Choice FinX mobile app, regular statements, and email updates. Our customer support team is available for queries.