TickerKhojEdelweiss Mutual Fund · Equity · Small Cap · Direct plan
Edelweiss Small Cap Fund - Direct Plan - Growth
₹49.122NAV on 30 Oct 2026Expense ratio 0.64%
29 Oct 2025NAV low 42.45 · high 54.98-0.6%
In plain words
Over 3 years it returned +13.2% a year, against +7.4% for its benchmark index.
Its worst fall from a peak in the last 3 years was -22.9%.
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 | -5.5% | +1.9% |
| 3 months | -6.0% | -5.1% |
| 6 months | +0.8% | -3.2% |
| 1 year | -0.5% | -10.2% |
| 3 years (yearly) | +13.2% | +7.4% |
| 5 years (yearly) | +14.9% | +6.5% |
| Since start (yearly) | +23.0% | +11.2% |
Monthly SIP of ₹10,000
| Period | Invested | Value now | Yearly return |
|---|---|---|---|
| 1 year | ₹1,20,000 | ₹1,19,792 | -0.3% |
| 3 years | ₹3,60,000 | ₹3,91,472 | +5.3% |
| 5 years | ₹5,90,000 | ₹8,13,841 | +12.7% |
Other plan of this fund: Edelweiss Small Cap Fund - Regular Plan - Growth