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Edelweiss Small Cap Fund
Fund Overview
| AUM (Fund size) | ₹5,297 Cr |
| Exit load | 1.0% |
| Lock-in Period | Nil |
| Age | 6 yrs 10 m since Jan 18, 2019 |
| Benchmark | NIFTY Smallcap 250 TRI |
| Min. investment | SIP: ₹3000 & Lumpsum: ₹10000 |
| Expense ratio | 1.81% as on Oct 31, 2025 |
| Plan type | Regular |
| Risk | Very High |
| Short term capital gains (STCG) | Returns taxed at 20% if you redeem before 1 year |
| Long term capital gains (LTCG) | After 1 year, returns above ₹1.25 lakh in a financial year are taxed at 12.5% |
Peer Comparison
| Fund Name | 1M | 6M | 1Y | 3Y | 5Y | 10Y |
|---|---|---|---|---|---|---|
| Edelweiss Small Cap Fund | -0.2% | 5.22% | 2.23% | 20.47% | 26.48% | N.A. |
| Nippon India Small Cap Fund | -0.39% | 4.01% | 1.44% | 22.6% | 30.16% | 20.17% |
| Bandhan Small Cap Fund | -0.75% | 6.84% | 7.12% | 31.17% | 28.56% | 16.83% |
| Tata Small Cap Fund | -4.2% | -2.26% | -7.22% | 17.22% | 25.58% | 14.21% |
| Invesco India Smallcap Fund | -1.02% | 7.95% | 6.15% | 25.37% | 28.69% | 15.5% |
| Quant Small Cap Fund | -0.55% | 4.1% | 2.06% | 23.79% | 32.2% | 19.45% |
| Fund Name | Std. deviation | Beta | Sharpe | Sortino |
|---|---|---|---|---|
| Edelweiss Small Cap Fund | 15.89 | 0.82 | 0.85 | 1.18 |
| Nippon India Small Cap Fund | 16.48 | 0.85 | 0.96 | 1.34 |
| Bandhan Small Cap Fund | 17.86 | 0.92 | 1.26 | 1.93 |
| Tata Small Cap Fund | 16.07 | 0.79 | 0.81 | 1.15 |
| Invesco India Smallcap Fund | 16.23 | 0.81 | 1.09 | 1.32 |
| Quant Small Cap Fund | 17.39 | 0.87 | 0.98 | 1.52 |
| Fund Name | AUM | Fund Age | Expense Ratio |
|---|---|---|---|
| Edelweiss Small Cap Fund | 5,297 Cr | 6 yrs 10 m | 1.81% |
| Nippon India Small Cap Fund | 68,969 Cr | 15 yrs 2 m | 1.39% |
| Bandhan Small Cap Fund | 17,380 Cr | 5 yrs 9 m | 1.64% |
| Tata Small Cap Fund | 11,792 Cr | 7 yrs 1 m | 1.67% |
| Invesco India Smallcap Fund | 8,720 Cr | 7 yrs 1 m | 1.72% |
| Quant Small Cap Fund | 30,504 Cr | 29 yrs 2 m | 1.58% |