EquitySmall Cap FundDirect · Growth
Edelweiss Small Cap Fund - Direct Plan - Growth
Edelweiss · Scheme 146196
₹54.61▲ 0.33%NAV · 2026-09-18
Strong FundScore
AUM
₹6,818 cr
Expense ratio
0.63%
3Y CAGR
18.4%
Risk level
High
Min SIP
₹100
Benchmark
Nifty Smallcap 250 TRI
Fund manager: Harshad PatwardhanExit load: Exit load of 1%, if redeemed within 90 days.
Strong · 75/100
A high-quality fund that scores well on the factors that matter.
🎯 For aggressive investors with a 7+ year horizon who can tolerate sharp ups and downs.
📈 Why it could do well
- ✓Strong long-term record — 19.3% CAGR over 5 years.
- ✓Compounding well recently — 18.4% CAGR over 3 years.
- ✓Very consistent — delivers dependably across market cycles, ideal for SIPs.
- ✓Low cost — 0.63% expense ratio means more of the return stays with you.
- ✓3Y CAGR: +18.4%
- ✓5Y CAGR: +19.3%
📉 What could drag it down
- •Small Cap Funds are inherently higher-risk — best held 7+ years to ride out swings.
FundScore breakdown
75/100 · Strong
Returns
Strong
Consistency
Excellent
Risk-adjusted
Decent
Downside protection
Decent
Cost efficiency
Excellent
Portfolio quality
Average
Each dial rates the fund 0–100 on one factor, computed from real NAV history. Fuller & greener = stronger.
SIP return calculator
Back-tested on this fund's actual historical NAVs. Past performance ≠ future returns.