Edelweiss Small Cap Fund Direct Growth+0.40%

4Groww
0.00%
1 Year Return
Equity
Small Cap
4.0 star
6M
All

Fund Details

Edelweiss Small Cap Fund Direct Growth

Risk
Min SIP Amount₹500
Expense Ratio0.98%
NAV9.9 (23 Aug 2019)
Fund Started18 Jan 2019
Fund Size354 Cr

Returns

1Y
3Y*
5Y*
Since inception*
Edelweiss Small Cap Fund Direct Growth
NA
NA
NA
-0.6%
Category Average
-21.1%
-0.8%
NA
-
Rank within category
NA
NA
NA
-
*All returns are annualized.
SIP
Lumpsum
I want to invest per month5,000
    Estimated Value
    as per Historical Returns
    30
    with 4.3% annual returns

    Comparison

    Data not available
    Pros
    Found nothing so far.
    Cons
    Found nothing so far.

    Top Holdings

    NameSectorInstrument% Assets
    NIIT Technologies Ltd.TechnologyEquity2.7%
    JK Cement LtdConstructionEquity2.6%
    VIP Industries Ltd.ChemicalsEquity2.5%
    Grindwell Norton Ltd.MetalsEquity2.3%
    Sobha Ltd.ConstructionEquity2.3%
    PVR Ltd.ServicesEquity2.2%
    Equitas Holdings Ltd.FinancialEquity2.2%
    Deepak Nitrite Ltd.ChemicalsEquity2.2%
    Cholamandalam Investment & Finance Co. Ltd.FinancialEquity2.1%
    Ujjivan Financial Services Ltd.FinancialEquity1.9%
    See All

    Fund Managers

    addHarshad Patwardhan
    Education
    Mr. Patwardhan is B.Tech from IIT, MBA from IIM and CFA.
    Experience
    Mr. Patwardhan has an overall work experience of over 23 years in the investment management function and has joined Edelweiss AMC as Chief Investment Officer - Equity and a key personnel. Prior to joining Edelweiss AMC, he was associated with JPMorgan Asset Management India Private Limited since June 2006 as CIO-Equities. Prior to that Mr. Patwardhan worked for two years with Deutsche Equities India Private Limited as a senior research analyst and has had extensive experience with several foreign brokerage houses covering a variety of sectors.
    Funds Managed

    Other Details

    Edelweiss Small Cap Fund Direct Growth is a Equity Mutual Fund Scheme launched by Edelweiss Mutual Fund. This scheme was introduced to investors on 18 Jan 2019. Harshad Patwardhan is the Current Fund Manager of Edelweiss Small Cap Fund Direct Growth.The fund currently has an Asset Under Management(AUM) of ₹354 Cr and the Latest NAV as of 23 Aug 2019 is ₹9.9.

    The Edelweiss Small Cap Fund Direct Growth is rated risk. Minimum SIP Investment is 500. Minimum Lumpsum Investment is 5000. Exit load of 1% if units are redeemed within 365 days..

    Investment Objective

    The scheme seeks to generate long term capital appreciation from a portfolio that predominantly invests in equity and equity related securities of small cap companies.

    Tax Implications

    Scheme Information Document(SID)

    ₹5000
    Min for First Investment
    ₹500
    Min for Second Investment
    Exit load of 1% if units are redeemed within 365 days.
    Exit Load

    Compare Funds

    Edelweiss Small Cap Fund Direct Growth
    VS
    search

    About Edelweiss Mutual Fund

    Address
    Tower 3, Wing B, Ground Floor, Kohinoor City Mall, Kohinoor City, Kirol Road, Kurla(W), Mumbai 400070
    Phone
    +91 22 40979900
    Launch Date
    29 Apr 2008
    Edelweiss Mutual Fund
    Asset Management Company
    Custodian
    Standard Chartered Bank
    Registrar & Transfer Agent
    Karvy
    Address
    Karvy House, No. 46, 8-2-609/K, Avenue 4, Street No.1 Banjara Hills,
    Invest Now
    Enter investment amount
    + ₹1,000
    + ₹5,000
    + ₹10,000
    ONE TIME
    MONTHLY SIP
    Similar Funds
    Data not available
    Mutual fund investments are subject to market risks. Please read the scheme information and other related documents carefully before investing.
    Past performance is not indicative of future returns. Please consider your specific investment requirements, risk tolerance, investment goal, time frame, risk and reward balance and the cost associated with the investment before choosing a fund, or designing a portfolio that suits your needs.
    MOST POPULAR ON GROWW
    MUTUAL FUNDS COMPANIES: ICICI PRUDENTIAL  | HDFC  | RELIANCE  | ADITYA BIRLA SUN LIFE  | SBI  | UTI  | FRANKLIN TEMPLETON  | KOTAK MAHINDRA  | IDFC  | DSP BLACKROCK  | AXIS  | TATA  | L&T  | SUNDARAM  | DHFL PRAMERICA  | INVESCO  | LIC  | JM FINANCIAL  | BARODA PIONEER  | CANARA ROBECO  | HSBC  | IDBI  | INDIABULLS  | MOTILAL OSWAL  | BNP PARIBAS  | MIRAE ASSET  | PRINCIPAL  | BOI AXA  | UNION KBC  | TAURUS  | EDELWEISS  | ESSEL  | MAHINDRA  | QUANTUM  | PPFAS  | IIFL  | ESCORTS  |