Edelweiss Small Cap Fund Regular Growth

• Alpha 0.00%
• Beta 0.00
• Sharpe Ratio1.01
• Std Deviation 14.64%
• 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 Regular Growth has an AUM of 4373.58 crores & has delivered CAGR of 29.56% in the last 5 years. The fund has an exit load of 1.00% and an expense ratio of 1.83%. The minimum investment in Edelweiss Small Cap Fund Regular Growth is Rs 5000 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 KEI Industries, Radico Khaitan, Jubilant Ingrevia & Uno Minda.

The major sectors where the fund is invested are Construction Services, Regional Banks, Misc. Capital Goods & Biotechnology & Drugs.

Some of the similar funds are Edelweiss Small Cap Fund Regular Growth, Sundaram Small Cap Fund - Regular Plan - Growth Option, Aditya Birla Sun Life Small Cap Fund Growth, UTI Small Cap Fund Regular Growth, Mahindra Manulife Small Cap Fund Regular Growth. Edelweiss Small Cap Fund Regular Growth has a sharpe ratio of 1.01 & a standard deviation of 14.64%.