Edelweiss Small Cap Fund Regular Growth+0.62%

4Groww
0.00%
1 Year Return
Equity
Small Cap
null.0 star
6M
All

Fund Details

Edelweiss Small Cap Fund Regular Growth

RiskHigh
Min SIP AmountN.A
Expense Ratio2.49%
NAV10.84 (14 Nov 2019)
Fund Started18 Jan 2019
Fund Size424 Cr

Returns

1Y
3Y*
5Y*
Since inception*
Edelweiss Small Cap Fund Regular Growth
NA
NA
NA
8.4%
Category Average
-12.9%
1.0%
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
    0
    with 12.5% annual returns

    Comparison

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

    Top Holdings

    NameSectorInstrument% Assets
    VIP Industries Ltd.ChemicalsEquity3.1%
    JK Cement LtdConstructionEquity2.8%
    Blue Star Ltd.Cons DurableEquity2.7%
    Kei Industries Ltd.EngineeringEquity2.5%
    Deepak Nitrite Ltd.ChemicalsEquity2.4%
    INOX Leisure Ltd.ServicesEquity2.4%
    Grindwell Norton Ltd.MetalsEquity2.4%
    Orient Electric Ltd.EngineeringEquity2.3%
    PVR Ltd.ServicesEquity2.2%
    Praj Industries Ltd.EngineeringEquity2.1%
    See All

    Fund Managers

    addHarshad Patwardhan
    Education
    Mr. Patwardhan is B.Tech from IIT, MBA from IIM and CFA.
    Experience
    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 Regular 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 Regular Growth.The fund currently has an Asset Under Management(AUM) of ₹424 Cr and the Latest NAV as of 14 Nov 2019 is ₹10.84.

    The Edelweiss Small Cap Fund Regular Growth is rated High risk. 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

    Returns are taxed at 15%, if you redeem before one year. After 1 year, you are required to pay LTCG tax of 10% on returns of Rs 1 lakh+ in a financial year.

    Scheme Information Document(SID)

    ₹5000
    Min for First Investment
    ₹0
    Min for Second Investment
    Exit load of 1% if units are redeemed within 365 days.
    Exit Load

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    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
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