Edelweiss Small Cap Fund Review

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Edelweiss Small Cap Fund

About Edelweiss Mutual Fund 

Edelweiss multi cap funds are wholly managed by the group of Edelweiss with more than 20 years of an experience in fund management. 

About Edelweiss Small Cap Fund 

Edelweiss Small Cap fund is an equity fund scheme that was launched by Edelweiss mutual fund. Later on, it was introduced on 18th Jan 2019 to its investors. Currently, the fund is managed by Harshad Patwardhan. Talking about AU, it is of INR 448 Cr, and, the latest NAV is INR 12.04 (dated as of 17th Jan 2020). The ufn growth is rated risky. The minimum SIP investment is INR 500, and, lumpsum investment is INR 5000. Exit load of 1%, only if redeem within 365 days.  

Investment Objective 

The objective of the investment is to generate long-term capital-appreciation from a portfolio that pre-dominantly invests in equity & equity-related securities of smallcap companies.  

Tax Implications 

Returns are taxed at 15%, only if you redeem before a year. After 1 year, you are required to pay LTCG tax of 10% on returns of INR 1 lakh+ in a financial year.  

Top Holdings 

Name Sector Instrument % Assets
JK Cement Ltd Construction Equity 2.8%
VIP Industries Ltd. Chemicals Equity 2.7%
INOX Leisure Ltd. Services Equity 2.6%
Blue Star Ltd. Cons Durable Equity 2.5%
L&T Finance Holdings Ltd. Financial Equity 2.4%
City Union Bank Ltd. Financial Equity 2.4%
Deepak Nitrite Ltd. Chemicals Equity 2.3%
Grindwell Norton Ltd. Metals Equity 2.3%
PVR Ltd. Services Equity 2.2%
GMM Pfaudler Ltd. Engineering Equity 2.2%


How to Invest Edelweiss Small Cap Fund with Gulaq?         

Edelweiss Small Cap Fund investment is not a fuss, especially with Gulaq. With hassle-free and paperless documentation, the summing-up of your investment journey becomes easy. All you need to do is:    

  • Sign-in at gulaq.com. You can also check your KYC for FREE     
  • Fetch in your amount (whether SIP or lumpsum)    
  • Submit ‘Invest Now’    

Rating: 5.0/5. From 8 votes.
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