How to Invest in Edelweiss Small Cap Fund Direct Growth?

You can easily invest in Edelweiss Small Cap Fund Direct Growth in a hassle-free manner on Groww. The process is extremely simple, quick and completely paperless. Invest in a few minutes with the following steps: Log on to your Groww account Search for Edelweiss Small Cap Fund Direct Growth from the search box In order to invest, you will have to complete all the KYC formalities which are completely online and paperless and take a few minutes to complete Once you are done with that, you can start investing in Edelweiss Small Cap Fund Direct Growth as SIP or lumpsum as per your investment objective and risk tolerance

What kind of returns does Edelweiss Small Cap Fund Direct Growth provide?

The Edelweiss Small Cap Fund Direct Growth has been there from 07 Feb 2019 and the average annual returns provided by this fund is 35.30% since its inception.

How much expense ratio is charged by Edelweiss Small Cap Fund Direct Growth?

The term Expense Ratio used for Edelweiss Small Cap Fund Direct Growth or any other mutual fund is the annual charges one needs to pay to the Mutual Fund company for managing your investments in that fund. The Expense Ratio of Edelweiss Small Cap Fund Direct Growth is 0.40% as of 04 Dec 2023...

What is the AUM of Edelweiss Small Cap Fund Direct Growth?

The AUM, short for Assets Under Management of Edelweiss Small Cap Fund Direct Growth is ₹2,473.18Cr as of 04 Dec 2023.

How to Redeem Edelweiss Small Cap Fund Direct Growth?

If you want to sell your Edelweiss Small Cap Fund Direct Growth holdings, go to your holding on the app or web and simply click on it. You will get two options - redeem & invest more; click on redeem and enter your desired amount or if you wish to redeem the entire holding amount then select the 'redeem all' checkbox.

Can I invest in SIP and Lump Sum of Edelweiss Small Cap Fund Direct Growth?

You can select either SIP or Lumpsum investment of Edelweiss Small Cap Fund Direct Growth based on your investment objective and risk tolerance.

What is the NAV of Edelweiss Small Cap Fund Direct Growth?

The NAV of Edelweiss Small Cap Fund Direct Growth is ₹37.38 as of 01 Dec 2023.

What is the PE and PB ratio of Edelweiss Small Cap Fund Direct Growth?

The PE ratio ratio of Edelweiss Small Cap Fund Direct Growth is determined by dividing the market price by its earnings per share and the PB ratio of the same is evaluated by dividing the stock price per share by its book value per share (BVPS).

Edelweiss Small Cap Fund Direct Growth - NAV, Mutual Fund Performance & Portfolio

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Edelweiss Small Cap Fund Direct Growth
Equity
Small Cap
Very High Risk
36.86%
3Y annualised
+0.55% 1D
1M
6M
1Y
3Y
All
 NAV: 01 Dec 2023₹37.38
Min. SIP amount₹100
Rating4
Fund size₹2,473.18Cr
Return calculator
Monthly SIP
One-Time
₹5,000 per month
Over the past
Total investment of ₹0
Would have become ₹ (%)
Understand termsAnnualised returnsAverage of the yearly returns of a mutual fund over a given period.
Absolute returnsThe total return of a mutual fund over a given period.
Returns and rankingsCategory: Equity Small Cap
Annualised returns
Absolute returns
6M1Y3YAll
Fund returnsNA35.3%36.9%31.5%
Category averageNA33.8%33.5%NA
Rank with in categoryNA199NA
Understand terms
Holdings (71)NameSectorInstrumentAssets
APL Apollo Tubes Ltd.
Metals & MiningEquity3.1%
JB Chemicals & Pharmaceuticals Ltd.
HealthcareEquity2.9%
Birlasoft Ltd.
TechnologyEquity2.8%
Westlife Foodworld Ltd.
ServicesEquity2.6%
Kei Industries Ltd.
Capital GoodsEquity2.6%
Ajanta Pharma Ltd.
HealthcareEquity2.3%
Amber Enterprises India Ltd.
Consumer DiscretionaryEquity2.2%
Can Fin Homes Ltd.
FinancialEquity2.1%
The Federal Bank Ltd.
FinancialEquity2.0%
Krishna Institute of Medical Sciences Ltd
HealthcareEquity2.0%
See All
Understand termsExpense ratioA fee payable to a mutual fund house for managing your mutual fund investments. It is the total percentage of a company’s fund assets used for administrative, management, advertising, and other expenses.
TaxA percentage of your capital gains payable to the government upon exiting your mutual fund investments. Taxation is categorized as long-term capital gains (LTCG) and short-term capital gains (STCG) depending on your holding period and the type of fund.
Exit loadA fee payable to a mutual fund house for exiting a fund (fully or partially) before the completion of a specified period from the date of investment.
Stamp dutyA form of tax payable for the purchase or sale of an asset or security. 
Past expense ratio & exit load
Expense ratio
Exit load
24 Nov 2023 - Present
0.40%
23 Nov 2023 - 24 Nov 2023
0.40%
22 Nov 2023 - 23 Nov 2023
0.40%
21 Nov 2023 - 22 Nov 2023
0.40%
20 Nov 2023 - 21 Nov 2023
0.41%
17 Nov 2023 - 20 Nov 2023
0.41%
16 Nov 2023 - 17 Nov 2023
0.41%
15 Nov 2023 - 16 Nov 2023
0.41%
10 Nov 2023 - 15 Nov 2023
0.41%
09 Nov 2023 - 10 Nov 2023
0.41%
08 Nov 2023 - 09 Nov 2023
0.41%
07 Nov 2023 - 08 Nov 2023
0.41%
06 Nov 2023 - 07 Nov 2023
0.41%
03 Nov 2023 - 06 Nov 2023
0.41%
02 Nov 2023 - 03 Nov 2023
0.42%
01 Nov 2023 - 02 Nov 2023
0.42%
31 Oct 2023 - 01 Nov 2023
0.42%
30 Oct 2023 - 31 Oct 2023
0.42%
27 Oct 2023 - 30 Oct 2023
0.42%
26 Oct 2023 - 27 Oct 2023
0.42%
25 Oct 2023 - 26 Oct 2023
0.42%
23 Oct 2023 - 25 Oct 2023
0.42%
20 Oct 2023 - 23 Oct 2023
0.42%
19 Oct 2023 - 20 Oct 2023
0.42%
18 Oct 2023 - 19 Oct 2023
0.42%
17 Oct 2023 - 18 Oct 2023
0.42%
16 Oct 2023 - 17 Oct 2023
0.42%
13 Oct 2023 - 16 Oct 2023
0.42%
12 Oct 2023 - 13 Oct 2023
0.42%
11 Oct 2023 - 12 Oct 2023
0.44%
10 Oct 2023 - 11 Oct 2023
0.44%
09 Oct 2023 - 10 Oct 2023
0.44%
06 Oct 2023 - 09 Oct 2023
0.44%
05 Oct 2023 - 06 Oct 2023
0.44%
04 Oct 2023 - 05 Oct 2023
0.44%
03 Oct 2023 - 04 Oct 2023
0.44%
30 Sep 2023 - 03 Oct 2023
0.44%
29 Sep 2023 - 30 Sep 2023
0.44%
27 Sep 2023 - 29 Sep 2023
0.44%
26 Sep 2023 - 27 Sep 2023
0.44%
25 Sep 2023 - 26 Sep 2023
0.44%
22 Sep 2023 - 25 Sep 2023
0.44%
21 Sep 2023 - 22 Sep 2023
0.44%
20 Sep 2023 - 21 Sep 2023
0.44%
18 Sep 2023 - 20 Sep 2023
0.44%
15 Sep 2023 - 18 Sep 2023
0.44%
14 Sep 2023 - 15 Sep 2023
0.44%
13 Sep 2023 - 14 Sep 2023
0.44%
12 Sep 2023 - 13 Sep 2023
0.44%
11 Sep 2023 - 12 Sep 2023
0.44%
08 Sep 2023 - 11 Sep 2023
0.44%
07 Sep 2023 - 08 Sep 2023
0.44%
06 Sep 2023 - 07 Sep 2023
0.44%
05 Sep 2023 - 06 Sep 2023
0.44%
04 Sep 2023 - 05 Sep 2023
0.44%
01 Sep 2023 - 04 Sep 2023
0.44%
31 Aug 2023 - 01 Sep 2023
0.44%
31 Jul 2023 - 31 Aug 2023
0.45%
30 Jun 2023 - 31 Jul 2023
0.48%
31 May 2023 - 30 Jun 2023
0.54%
30 Apr 2023 - 31 May 2023
0.56%
31 Mar 2023 - 30 Apr 2023
0.60%
28 Feb 2023 - 31 Mar 2023
0.60%
31 Jan 2023 - 28 Feb 2023
0.58%
31 Dec 2022 - 31 Jan 2023
0.47%
31 Dec 2022 - 31 Dec 2022
0.47%
31 Dec 2022 - 31 Dec 2022
0.47%
30 Nov 2022 - 31 Dec 2022
0.48%
30 Nov 2022 - 30 Nov 2022
0.48%
30 Nov 2022 - 30 Nov 2022
0.48%
31 Oct 2022 - 30 Nov 2022
0.49%
31 Oct 2022 - 31 Oct 2022
0.49%
31 Oct 2022 - 31 Oct 2022
0.49%
30 Sep 2022 - 31 Oct 2022
0.49%
30 Sep 2022 - 30 Sep 2022
0.49%
30 Sep 2022 - 30 Sep 2022
0.49%
31 Aug 2022 - 30 Sep 2022
0.50%
31 Aug 2022 - 31 Aug 2022
0.50%
31 Jul 2022 - 31 Aug 2022
0.52%
31 Jul 2022 - 31 Jul 2022
0.52%
30 Jun 2022 - 31 Jul 2022
0.56%
30 Jun 2022 - 30 Jun 2022
0.56%
31 May 2022 - 30 Jun 2022
0.56%
31 May 2022 - 31 May 2022
0.56%
30 Apr 2022 - 31 May 2022
0.57%
30 Apr 2022 - 30 Apr 2022
0.57%
31 Mar 2022 - 30 Apr 2022
0.46%
31 Mar 2022 - 31 Mar 2022
0.46%
28 Feb 2022 - 31 Mar 2022
0.52%
28 Feb 2022 - 28 Feb 2022
0.52%
31 Jan 2022 - 28 Feb 2022
0.51%
31 Dec 2021 - 31 Jan 2022
0.52%
30 Nov 2021 - 31 Dec 2021
0.56%
31 Oct 2021 - 30 Nov 2021
0.56%
30 Sep 2021 - 31 Oct 2021
0.58%
31 Aug 2021 - 30 Sep 2021
0.59%
31 Jul 2021 - 31 Aug 2021
0.60%
30 Jun 2021 - 31 Jul 2021
0.62%
31 May 2021 - 30 Jun 2021
0.75%
30 Apr 2021 - 31 May 2021
0.80%
31 Mar 2021 - 30 Apr 2021
0.66%
28 Feb 2021 - 31 Mar 2021
0.83%
31 Jan 2021 - 28 Feb 2021
0.85%
31 Dec 2020 - 31 Jan 2021
0.86%
30 Nov 2020 - 31 Dec 2020
0.88%
31 Oct 2020 - 30 Nov 2020
0.89%
30 Sep 2020 - 31 Oct 2020
0.92%
31 Aug 2020 - 30 Sep 2020
0.91%
31 Jul 2020 - 31 Aug 2020
0.92%
30 Jun 2020 - 31 Jul 2020
0.92%
31 May 2020 - 30 Jun 2020
0.92%
30 Apr 2020 - 31 May 2020
0.92%
31 Mar 2020 - 30 Apr 2020
0.96%
29 Feb 2020 - 31 Mar 2020
0.96%
31 Jan 2020 - 29 Feb 2020
0.92%
31 Dec 2019 - 31 Jan 2020
0.92%
30 Nov 2019 - 31 Dec 2019
0.92%
31 Oct 2019 - 30 Nov 2019
0.92%
30 Sep 2019 - 31 Oct 2019
0.92%
31 Aug 2019 - 30 Sep 2019
0.92%
31 Jul 2019 - 31 Aug 2019
0.98%
30 Jun 2019 - 31 Jul 2019
0.98%
31 May 2019 - 30 Jun 2019
0.98%
30 Apr 2019 - 31 May 2019
0.98%
31 Mar 2019 - 30 Apr 2019
0.90%
28 Feb 2019 - 31 Mar 2019
1.41%
Expense ratio, exit load and taxExpense ratio: 0.40%Inclusive of GST
Exit loadExit load of 1%, if redeemed within 90 days.
Stamp duty0.005% (from July 1st, 2020)
Tax implicationReturns are taxed at 15%, if you redeem before one year. After 1 year, you are required to pay LTCG tax of 10% on returns of Rs 1 lakh+ in a financial year. 
Understand terms
Check past data
Minimum investment amountsMin. for 1st investment₹100
Min. for 2nd investment onwards₹100
Min. for SIP₹100
Fund managementSahil Shah
Aug 2021 - Present
View details
Also manages these schemes
Edelweiss Mid Cap Direct Plan Growth
Edelweiss Small Cap Fund Direct Growth
Edelweiss Multi Cap Fund Direct Growth
Trideep Bhattacharya
Dec 2021 - Present
View details
Education
Mr. Bhattacharya is a B.Tech (Electrical Engineer), MBA (Finance)
Experience
Prior to joining Edelweiss Asset Management Limited he has worked with Axis Mutual Fund, State Street Global Advisors, UBS Global Asset Management and Kotak Securities.
Also manages these schemes
Edelweiss ELSS Tax Saver Fund Direct Growth
Edelweiss Large & Mid Cap Direct Plan Growth
Edelweiss Mid Cap Direct Plan Growth
Edelweiss Flexi Cap Fund Direct Growth
Edelweiss Small Cap Fund Direct Growth
Edelweiss Focused Equity Fund Direct Growth
Edelweiss Multi Cap Fund Direct Growth
Fund house & investment objective
Edelweiss Mutual Fund
Rank (total assets)#15 in India
Total AUM₹1,14,015.32Cr
Date of Incorporation30 Apr 2008
 Edelweiss Small Cap Fund Direct Growth is a Equity Mutual Fund Scheme launched by Edelweiss Mutual Fund. This scheme was made available to investors on 30 Apr 2008. Harshad Patwardhan is the Current Fund Manager of Edelweiss Small Cap Fund Direct Growth fund. The fund currently has an Asset Under Management(AUM) of ₹1,14,015 Cr and the Latest NAV as of 01 Dec 2023 is ₹37.38.
The Edelweiss Small Cap Fund Direct Growth is rated Very High risk. Minimum SIP Investment is set to ₹100. Minimum Lumpsum Investment is ₹100. Exit load of 1%, if redeemed within 90 days.
;
Investment ObjectiveThe scheme seeks to generate long term capital appreciation from a portfolio that predominantly invests in equity and equity related securities of small cap companies.
;
Fund benchmarkNIFTY Smallcap 250 Total Return Index
Scheme Information Document(SID)
Fund house contact details
Address
Edelweiss HouseOff C.S.T. Road,Kalina Mumbai 400098
Phone
+91 22 4093 3400
Launch Date
30 Apr 2008
E-mail
NA
Website
www.edelweissmf.com
Edelweiss Mutual Fund
Asset Management Company
Custodian
Standard Chartered Bank
Registrar & Transfer Agent
KFin Tech
Address
Karvy House, No. 46, 8-2-609/K, Avenue 4, Street No.1 Banjara Hills,
Email
[email protected]
Website
www.karvymfs.com
Compare funds
Edelweiss Small Cap Fund Direct Growth
VS
Add mutual fund to compare

	6M	1Y	3Y	All
Fund returns	NA	35.3%	36.9%	31.5%
Category average	NA	33.8%	33.5%	NA
Rank with in category	NA	19	9	NA

Name	Sector	Instrument	Assets
APL Apollo Tubes Ltd.	Metals & Mining	Equity	3.1%
JB Chemicals & Pharmaceuticals Ltd.	Healthcare	Equity	2.9%
Birlasoft Ltd.	Technology	Equity	2.8%
Westlife Foodworld Ltd.	Services	Equity	2.6%
Kei Industries Ltd.	Capital Goods	Equity	2.6%
Ajanta Pharma Ltd.	Healthcare	Equity	2.3%
Amber Enterprises India Ltd.	Consumer Discretionary	Equity	2.2%
Can Fin Homes Ltd.	Financial	Equity	2.1%
The Federal Bank Ltd.	Financial	Equity	2.0%
Krishna Institute of Medical Sciences Ltd	Healthcare	Equity	2.0%

Rank (total assets)	#15 in India
Total AUM	₹1,14,015.32Cr

Date of Incorporation	30 Apr 2008

Fund benchmark	NIFTY Smallcap 250 Total Return Index

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Sarjapur Main Road, Bellandur
Bengaluru – 560103
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Min. for 1st investment	₹100
Min. for 2nd investment onwards	₹100

Rating	4
Fund size	₹2,473.18Cr

Edelweiss Small Cap Fund Direct Growth

Return calculator

Understand terms

Annualised returns

Absolute returns

Returns and rankings

Holdings (71)

Understand terms

Expense ratio

Tax

Exit load

Stamp duty

Past expense ratio & exit load

Expense ratio, exit load and tax

Expense ratio: 0.40%

Exit load

Stamp duty

Tax implication

Minimum investment amounts

Fund management

Sahil ShahAug 2021 - PresentView details

Trideep BhattacharyaDec 2021 - PresentView details

Fund house & investment objective

Fund house contact details

Compare funds

Sahil Shah
Aug 2021 - Present
View details

Trideep Bhattacharya
Dec 2021 - Present
View details