58
Small CapHold
Edelweiss Small Cap
Edelweiss · Direct–Growth · rank #10 of 36 by Smart Score
Data updated
Trailing returns
1 Year
12.0%
+3.4% vs index
3 Years
16.4%
+1.2% vs index
5 Years
18.3%
+2.8% vs index
Since launch
25.2%
Year-by-year performance
2021
+70.2%+9.0% vs index
2022
+3.4%+6.8% vs index
2023
+44.3%-4.0% vs index
2024
+26.8%+0.3% vs index
2025
-1.1%+4.6% vs index
2026
+10.9%+1.3% vs index
Why this score
Edelweiss Small Cap scores 58/100 — #10 of 36 Small Cap fund (Hold). It stands out for expense ratio and volatility — beating 86% of peers on expense ratio. The main drag is its 1y return (better than only 37% of peers).
Each bar shows the fund's percentile vs Small Cap peers — a longer bar beats more of the category.
Expense ratio0.65% · 86th percentile in category
Volatility16.28 · 69th percentile in category
5Y return18.27% · 59th percentile in category
1Y return12.01% · 37th percentile in category
Fund size6817.93 Cr · 57th percentile in category
Sortino ratio0.80 · 56th percentile in category
Top holdings
1.City Union Bank Ltd3.03%
2.Karur Vysya Bank Ltd2.77%
3.Fortis Healthcare Ltd2.34%
4.Gabriel India Ltd2.32%
5.Ajanta Pharma Ltd2.28%
90 disclosed equity positions · portfolio as of Jul 2026 · weights are % of total corpus.