Edelweiss Small Cap Fund

Mutual Fund

By Rajendra Apr 24, 2023 image source -Unsplash Scheme Analysis

Top 5 Holding

westlife J B Chemical KEI Industries Persistent Federal Bank 3.30 3.14 2.87 2.31 2.24 Total - 13.86

Investment Strategy

[{"selector":"#anim-331e70f4-a176-414d-b4af-e89330b0ef7b","keyframes":{"opacity":[1,1]},"delay":0,"duration":2000,"easing":"cubic-bezier(.3,0,.55,1)","fill":"both"}] [{"selector":"#anim-731b92f6-5bd4-4503-ba38-f2e9a222fd12","keyframes":{"transform":["scale(3)","scale(1)"]},"delay":0,"duration":2000,"easing":"cubic-bezier(.3,0,.55,1)","fill":"forwards"}] Invest in small businesses that aim to deliver exponential business and earnings growth Image Credit - Unsplash

Market Cap Exposure

[{"selector":"#anim-acc3b4f1-53f5-4363-9dcb-3bb52f2ca7a9","keyframes":{"opacity":[0,1]},"delay":0,"duration":4000,"easing":"cubic-bezier(0.2, 0.6, 0.0, 1)","fill":"both"}] [{"selector":"#anim-aa51962e-9641-4b11-af3d-9586401b34a7","keyframes":{"transform":["rotate(-120deg) translate3d(0px, -59.64385%, 0) rotate(120deg)","rotate(-120deg) translate3d(0px, 0px, 0) rotate(120deg)"]},"delay":0,"duration":4000,"easing":"cubic-bezier(0.2, 0.6, 0.0, 1)","fill":"both"}] [{"selector":"#anim-dea8074b-53ed-4d97-90e2-de765d3e5654","keyframes":{"transform":["scale(1)","scale(1.5)","scale(0.95)","scale(1)"],"offset":[0,0.33,0.66,1]},"delay":0,"duration":1450,"easing":"ease-in-out","fill":"both","iterations":1}] Brush Stroke Large Cap Mid Cap 1.91% 29.88% Small Cap 68.22%

Investment Strategy

[{"selector":"#anim-99652b4d-faf4-494f-aba3-a83cce85c121","keyframes":{"opacity":[1,1]},"delay":0,"duration":2000,"easing":"cubic-bezier(.3,0,.55,1)","fill":"both"}] [{"selector":"#anim-eb22a1ab-be6f-4a63-a9cc-7819e99ce4ec","keyframes":{"transform":["scale(3)","scale(1)"]},"delay":0,"duration":2000,"easing":"cubic-bezier(.3,0,.55,1)","fill":"forwards"}] Invest in businesses benefiting from economic growth owing to their cyclical nature Image Credit - Unsplash

Capital Goods

21.63 13.32 8.42 8.26 6.82

Investment Strategy

[{"selector":"#anim-6d143465-8eec-4ee8-a0a5-79a3f67510c6","keyframes":{"opacity":[1,1]},"delay":0,"duration":2000,"easing":"cubic-bezier(.3,0,.55,1)","fill":"both"}] [{"selector":"#anim-8ce8c7cf-bda3-43ab-9738-d8c624fd754e","keyframes":{"transform":["scale(3)","scale(1)"]},"delay":0,"duration":2000,"easing":"cubic-bezier(.3,0,.55,1)","fill":"forwards"}] No compromise on quality by doing a higher degree of due diligence Image Credit - Unsplash

Scheme Performance

[{"selector":"#anim-7c98fd5b-db79-4bbb-93e4-4ed8485fb64b","keyframes":{"transform":["translate3d(-109.63855%, 0px, 0)","translate3d(0px, 0px, 0)"]},"delay":0,"duration":600,"easing":"cubic-bezier(0.4, 0.4, 0.0, 1)","fill":"both"}] [{"selector":"#anim-76128be1-ace5-424c-82b7-942ddc2bc194","keyframes":{"opacity":[0,1]},"delay":0,"duration":600,"easing":"cubic-bezier(0.4, 0.4, 0.0, 1)","fill":"both"}] [{"selector":"#anim-4571c6d7-549f-4bd0-a391-974795f4a764","keyframes":{"transform":["scale(0.15)","scale(1)"]},"delay":0,"duration":600,"easing":"cubic-bezier(0.4, 0.4, 0.0, 1)","fill":"forwards"}] Thick Brush Stroke Upto 1 Year - 1.00% Scribbled Arrow As on 3 Apr, 2023 1 Year 3 Year Since inception 0.56% 43.67% 24.13%

Investment Strategy

[{"selector":"#anim-890efbaa-368a-48c1-ab78-a5ad0b3c2fdd","keyframes":{"opacity":[1,1]},"delay":0,"duration":2000,"easing":"cubic-bezier(.3,0,.55,1)","fill":"both"}] [{"selector":"#anim-d8f4ce0b-081b-4287-90c9-37663d3d23e5","keyframes":{"transform":["scale(3)","scale(1)"]},"delay":0,"duration":2000,"easing":"cubic-bezier(.3,0,.55,1)","fill":"forwards"}] Constantly monitor portfolio liquidity to handle market fluctuations and redemption pressures Image Credit - Unsplash

SIP Performance

Thick Brush Stroke upto 1 year - 1% Scribbled Arrow As on 3 Apr. 2023 1 Year 3 Year 49 Month 12,050 50,741 80,145 0.77% 23.54% 24.58% Monthly SIP of 1,000

[{"selector":"#anim-b7fbb2db-f694-4d93-b3b9-3fb23e0c87ca","keyframes":{"opacity":[1,1]},"delay":0,"duration":2000,"easing":"cubic-bezier(.3,0,.55,1)","fill":"both"}] [{"selector":"#anim-43dbe98d-3fe8-40d6-acba-0f2786b09a9d","keyframes":{"transform":["scale(3)","scale(1)"]},"delay":0,"duration":2000,"easing":"cubic-bezier(.3,0,.55,1)","fill":"forwards"}] Your overall portfolio returns may increase due to the high-risk and high-return nature of the fund Image Credit - Unsplash

Mutual Fund

Edelweiss Small Cap Fund

Category

Inception

Benchmark

AUM - 1,500 Cr

Fund Manager

Sahil Shah & Trideep Bhattacharya