Mutual Fund

Edelweiss Small Cap Fund

By Rajendra

Oct 15, 2022

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Scheme Analysis

Category 

Small Cap

Inception

Feb 7, 2019

Benchmark

Nifty SmallCap 250

Scribbled Arrow

AUM  - 1,337 Cr

Fund Manager

Sahil Shah & Trideep Bhattacharya

Thick Brush Stroke

Edelweiss Small Cap Fund

Invest in small businesses that aim to deliver exponential business and earnings growth

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Investment Strategy

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

Brush Stroke

Market Cap Exposure

Large Cap

Mid Cap

2.03%

31.00%

Edelweiss Small Cap Fund

Small Cap

66.97%

Invest in businesses benefiting from economic growth owing to their cyclical nature

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Investment Strategy

Capital Goods

Financial Service

Consumer Durable

Top 5 Sector

25.07

13.78

8.06

7.54

7.31

Healthcare

Chemical

No compromise on quality by doing a higher degree of due diligence

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Investment Strategy

Thick Brush Stroke

Scheme Performance

Exit Load

Upto 1 Year - 1.00%

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As on 30Sep. 2022

1 Year

3 Year

Since inception

Period

Returns

7.73%

32.66%

28.77%

Constantly monitor portfolio liquidity to handle market fluctuations and redemption pressures

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Investment Strategy

Thick Brush Stroke

SIP Performance

Exit Load

upto 1 year - 1%

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As on 30 Sep. 2022

1 Year

3 Year

44 Month

Period

Value

12,642

59,411

78,411

Returns

10.10%

35.45%

32.93%

Monthly SIP of 1,000

Your overall portfolio returns may increase due to the high-risk and high-return nature of the fund

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