Edelweiss Mutual Fund Small Cap Fund - Direct Plan - Growth

Edelweiss Mutual Fund Small Cap Fund - Direct Plan - Growth overview and fund details

Edelweiss Mutual Fund Small Cap Fund - Direct Plan - Growth ek small cap equity mutual fund hai. Iska primary objective hai long-term capital appreciation karna. Is fund ka focus choti companies par hai, jo ki high growth potential rakhti hain. Ye fund un investors ke liye suitable hai jo high risk tolerance rakhte hain aur long-term wealth creation ka soch rahe hain. Agar aap equity investing me naya hain, toh is fund ko samajhna thoda challenging ho sakta hai, par agar aap risk le sakte hain, toh yeh fund aapke portfolio ka ek valuable hissa ban sakta hai.

Edelweiss Mutual Fund Small Cap Fund - Direct Plan - Growth returns analysis 2026

Edelweiss Mutual Fund Small Cap Fund - Direct Plan - Growth ne 1 saal me 6.72%, 3 saal me 19.78%, aur 5 saal me 19.22% returns diye hain. Jab inhe benchmark Nifty Smallcap 250 TRI ke saath compare karte hain, toh yeh fund consistent returns generate karne me successful raha hai. Agar aap dekhein, toh 3 aur 5 saal ke returns kaafi achhe hain, jo ki fund manager Bharat Lahoti ke effective management ka praman hai. Volatility ke hone ke bawajood, is fund ki performance ne investors ko long-term perspective se achhe returns diye hain. Iska expense ratio 0.82% hai, jo kaafi competitive hai, isliye ye investors ko achhe returns de sakta hai.

Edelweiss Mutual Fund Small Cap Fund - Direct Plan - Growth ke top holdings aur portfolio

Edelweiss Mutual Fund Small Cap Fund - Direct Plan - Growth ki top holdings me Aarti Drugs Ltd. (3.2%), Hatsun Agro Product Ltd. (2.9%), National Aluminium Company Ltd. (2.7%), VST Tillers Tractors Ltd. (2.5%), aur Repco Home Finance Ltd. (2.3%) shamil hain. In holdings se yeh fund portfolio diversification mein madad karta hai. Sector allocation bhi kaafi interesting hai, jahan healthcare, consumer goods, aur finance sectors ko achha weightage diya gaya hai. Yeh holdings fund ki strategy ko align karte hain, jisse long-term growth potential enhance hota hai.

Edelweiss Mutual Fund Small Cap Fund - Direct Plan - Growth riskometer and downside risk

Edelweiss Mutual Fund Small Cap Fund - Direct Plan - Growth ka riskometer "Very High" hai, iska matlab hai ki is fund me market volatility kaafi zyada hai. Small cap stocks inherently zyada volatile hote hain aur market ke fluctuations ke saath inka price bhi fluctuate hota hai. Agar aapka risk appetite high hai aur aap market ki volatility ko handle kar sakte hain, toh yeh fund aapke liye theek hai. Sharpe ratio data not available hai, par small caps ki volatility ke karan ye fund high returns ki potential rakhta hai, saath hi downside risk bhi uthana padta hai.

Edelweiss Mutual Fund Small Cap Fund - Direct Plan - Growth advantages and disadvantages

• High growth potential: Small cap stocks ki wajah se high returns milne ki sambhavana.
• Diversified portfolio: Multiple sectors me investment se risk kam hota hai.
• Experienced fund manager: Bharat Lahoti ke leadership me fund ka effective management.
• Competitive expense ratio: 0.82% ka expense ratio jo returns ko enhance karta hai.

• High volatility: Market fluctuations se kabhi kabhi significant losses ho sakte hain.
• Not suitable for conservative investors: Risk-averse logon ke liye yeh fund sahi nahi hoga.
• Limited historical data: Small cap funds me historical data ki kami hoti hai, jo decision making ko mushkil banata hai.