TickerKhojEdelweiss Mutual Fund · Equity · Small Cap · Regular plan
Edelweiss Small Cap Fund - Regular Plan - Growth
₹44.145NAV on 2 Nov 2026Expense ratio 1.96%
29 Oct 2025NAV low 38.04 · high 48.98-1.9%
In plain words
Over 3 years it returned +11.6% a year, against +7.4% for its benchmark index.
Its worst fall from a peak in the last 3 years was -23.1%.
On 3-year return it ranks 14 of 24 funds in Small Cap.
A monthly SIP over 5 years ended ₹33,662 higher in the direct plan than the regular plan, because of the lower expense ratio.
Past returns, not a promise of future returns or a recommendation.
Returns vs benchmark
| Period | Fund | Benchmark |
|---|---|---|
| 1 month | -5.6% | +1.9% |
| 3 months | -6.3% | -5.1% |
| 6 months | +0.1% | -3.2% |
| 1 year | -1.8% | -10.2% |
| 3 years (yearly) | +11.6% | +7.4% |
| 5 years (yearly) | +13.2% | +6.5% |
| Since start (yearly) | +21.2% | +11.2% |
Monthly SIP of ₹10,000
| Period | Invested | Value now | Yearly return |
|---|---|---|---|
| 1 year | ₹1,20,000 | ₹1,18,815 | -1.6% |
| 3 years | ₹3,60,000 | ₹3,82,469 | +3.8% |
| 5 years | ₹5,90,000 | ₹7,80,179 | +11.0% |
Other plan of this fund: Edelweiss Small Cap Fund - Direct Plan - Growth