Edelweiss Small Cap Fund Direct Growth

• Alpha 0.00%
• Beta 0.00
• Sharpe Ratio0.93
• Std Deviation 15.94%
• Tracking Error 0.00%

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

The Edelweiss Small Cap Fund Direct Growth has an AUM of 5369.04 crores & has delivered CAGR of 19.55% in the last 5 years. The fund has an exit load of 1.00% and an expense ratio of 0.45%. The minimum investment in Edelweiss Small Cap Fund Direct Growth is Rs 100 and the minimum SIP is Rs 500.

As per morningstar the risk & return rating of the fund are Medium & Exceptional respectively.

The top holdings of the fund include City Union Bank, Multi Commodity Exchange Of India, Karur Vysya Bank & Indian Bank.

The major sectors where the fund is invested are Regional Banks, Chemical Manufacturing, Auto & Truck Parts & Healthcare Facilities.

Some of the similar funds are Edelweiss Small Cap Fund Direct Growth, ICICI Prudential Smallcap Fund Direct Plan Growth, UTI Small Cap Fund Direct Growth, Aditya Birla Sun Life Small Cap Fund Direct Plan Growth, Motilal Oswal Small Cap Fund Direct Growth. Edelweiss Small Cap Fund Direct Growth has a sharpe ratio of 0.93 & a standard deviation of 15.94%.