Edelweiss Small Cap Fund

Mutual Fund

By Rajendra Oct 15, 2022 image source -Unsplash Scheme Analysis

Investment Strategy

[{"selector":"#anim-a93cb374-27f4-48f3-a6f8-8a22bf1fad92","keyframes":{"opacity":[1,1]},"delay":0,"duration":2000,"easing":"cubic-bezier(.3,0,.55,1)","fill":"both"}] [{"selector":"#anim-6b5e9930-a387-4b9a-8356-bbaee8001151","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

Top 5 Holding

J B Chemical Westlife Development KEI Industries GMM Pfaudler Citi Union Bank 3.43 3.19 2.75 3.45 2.29 Total 15.11

Market Cap Exposure

[{"selector":"#anim-faf932ee-1d8f-4a02-a07c-7b0e93338773","keyframes":{"opacity":[0,1]},"delay":0,"duration":4000,"easing":"cubic-bezier(0.2, 0.6, 0.0, 1)","fill":"both"}] [{"selector":"#anim-604aed75-85b4-4a0d-8502-5af398914fad","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-e34a2887-d890-42d6-96a6-da06dbe9e630","keyframes":[{"transform":"scale(1)","offset":0},{"transform":"scale(1.5)","offset":0.33},{"transform":"scale(0.95)","offset":0.66},{"transform":"scale(1)","offset":1}],"delay":0,"duration":1450,"easing":"ease-in-out","fill":"both","iterations":1}] Brush Stroke Large Cap Mid Cap 2.03% 31.00% Small Cap 66.97%

Investment Strategy

[{"selector":"#anim-d8b80478-b5cd-46e1-9891-02d03d557aa6","keyframes":{"opacity":[1,1]},"delay":0,"duration":2000,"easing":"cubic-bezier(.3,0,.55,1)","fill":"both"}] [{"selector":"#anim-063d4447-5ebd-4ab6-bcfc-3f81680f06dd","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

25.07 13.78 8.06 7.54 7.31

Investment Strategy

[{"selector":"#anim-3545404a-1f17-453a-8225-423cf2f9a16d","keyframes":{"opacity":[1,1]},"delay":0,"duration":2000,"easing":"cubic-bezier(.3,0,.55,1)","fill":"both"}] [{"selector":"#anim-147a0a62-e4af-4a45-a943-2d5cbe67e83f","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-28ce2b3b-cd7e-4520-b236-829b15d378f4","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-cc3de0d9-75f2-4d88-aeb6-d0884b1790e5","keyframes":{"opacity":[0,1]},"delay":0,"duration":600,"easing":"cubic-bezier(0.4, 0.4, 0.0, 1)","fill":"both"}] [{"selector":"#anim-fe2ec5f7-4464-4018-be3e-734e019a604f","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 30Sep. 2022 1 Year 3 Year Since inception 7.73% 32.66% 28.77%

Investment Strategy

[{"selector":"#anim-1448b077-5a94-4d1b-a3bb-85b8e29cbda6","keyframes":{"opacity":[1,1]},"delay":0,"duration":2000,"easing":"cubic-bezier(.3,0,.55,1)","fill":"both"}] [{"selector":"#anim-92090f17-4042-4c47-a4de-3142f9f72b61","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 30 Sep. 2022 1 Year 3 Year 44 Month 12,642 59,411 78,411 10.10% 35.45% 32.93% Monthly SIP of 1,000

[{"selector":"#anim-3a7164a6-2b57-45b1-b993-9ef5c4b5ebca","keyframes":{"opacity":[1,1]},"delay":0,"duration":2000,"easing":"cubic-bezier(.3,0,.55,1)","fill":"both"}] [{"selector":"#anim-370640e6-4300-45bd-b893-d4a10989b107","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

More Stories

[{"selector":"#anim-2418f0e4-3c8a-4bb0-952b-b15444a9aad9","keyframes":{"opacity":[0,1]},"delay":0,"duration":1500,"easing":"cubic-bezier(0.2, 0.6, 0.0, 1)","fill":"both"}] [{"selector":"#anim-1231ba14-77ef-4bcd-bb1d-026013201f20","keyframes":{"transform":["translate3d(-170.42254%, 0px, 0)","translate3d(0px, 0px, 0)"]},"delay":0,"duration":1500,"easing":"cubic-bezier(0.2, 0.6, 0.0, 1)","fill":"both"}] [{"selector":"#anim-157aa19d-1a4b-4aa2-84cf-0866294b281d","keyframes":{"opacity":[0,1]},"delay":200,"duration":1000,"easing":"cubic-bezier(0.2, 0.6, 0.0, 1)","fill":"both"}] [{"selector":"#anim-fb927fe6-8453-405c-8f9e-8040c3f3f363","keyframes":{"transform":["translate3d(-151.3834%, 0px, 0)","translate3d(0px, 0px, 0)"]},"delay":200,"duration":1000,"easing":"cubic-bezier(0.2, 0.6, 0.0, 1)","fill":"both"}] [{"selector":"#anim-c1922315-ee1e-4258-84be-308b2c967fb4","keyframes":{"opacity":[0,1]},"delay":250,"duration":1000,"easing":"cubic-bezier(0.2, 0.6, 0.0, 1)","fill":"both"}] [{"selector":"#anim-5df5b422-40ce-4cac-a382-163f0148ba7f","keyframes":{"transform":["translate3d(-167.92454%, 0px, 0)","translate3d(0px, 0px, 0)"]},"delay":250,"duration":1000,"easing":"cubic-bezier(0.2, 0.6, 0.0, 1)","fill":"both"}] [{"selector":"#anim-82a53e94-71d9-490f-b945-2dc7b5390b9f","keyframes":{"opacity":[0,1]},"delay":300,"duration":1000,"easing":"cubic-bezier(0.2, 0.6, 0.0, 1)","fill":"both"}] [{"selector":"#anim-4d4a132d-47d7-4de4-844a-e9d42d30d007","keyframes":{"transform":["translate3d(-156.19468%, 0px, 0)","translate3d(0px, 0px, 0)"]},"delay":300,"duration":1000,"easing":"cubic-bezier(0.2, 0.6, 0.0, 1)","fill":"both"}] [{"selector":"#anim-4c11f737-1edd-4b59-8b80-64cfc03256cd","keyframes":{"opacity":[0,1]},"delay":200,"duration":1000,"easing":"cubic-bezier(0.2, 0.6, 0.0, 1)","fill":"both"}] [{"selector":"#anim-e78aec54-5614-4665-bd3e-fbc62d032aa3","keyframes":{"transform":["translate3d(-131.91488%, 0px, 0)","translate3d(0px, 0px, 0)"]},"delay":200,"duration":1000,"easing":"cubic-bezier(0.2, 0.6, 0.0, 1)","fill":"both"}] [{"selector":"#anim-108256d4-5842-4288-b1bc-f2e701097919","keyframes":{"opacity":[0,1]},"delay":250,"duration":1000,"easing":"cubic-bezier(0.2, 0.6, 0.0, 1)","fill":"both"}] [{"selector":"#anim-740bed49-76da-4fe7-bf57-206d5c99b263","keyframes":{"transform":["translate3d(-131.91488%, 0px, 0)","translate3d(0px, 0px, 0)"]},"delay":250,"duration":1000,"easing":"cubic-bezier(0.2, 0.6, 0.0, 1)","fill":"both"}] [{"selector":"#anim-75c89e1f-7c1a-4dd6-bf15-cc29777b0662","keyframes":{"opacity":[0,1]},"delay":300,"duration":1000,"easing":"cubic-bezier(0.2, 0.6, 0.0, 1)","fill":"both"}] [{"selector":"#anim-84b5ec60-b772-4c22-97d5-171591756b9a","keyframes":{"transform":["translate3d(-131.91488%, 0px, 0)","translate3d(0px, 0px, 0)"]},"delay":300,"duration":1000,"easing":"cubic-bezier(0.2, 0.6, 0.0, 1)","fill":"both"}] HDFC Small Cap Fund - What is Small Cap Fund - DSP Small Cap Fund

Mutual Fund

Edelweiss Small Cap Fund

Category

Inception

Benchmark

AUM - 1,337 Cr

Fund Manager

Sahil Shah & Trideep Bhattacharya