FundLens
63
Small CapBuy

Edelweiss Small Cap

Edelweiss · Direct–Growth · rank #9 of 36 by Smart Score

Trailing returns

vs Nifty Smallcap 250 (index-fund proxy)
1 Year
4.6%
+4.5% vs index
3 Years
18.1%
+0.2% vs index
5 Years
18.3%
+3.4% vs index
Since launch
25.2%

Year-by-year performance

last entry = YTD
2021
+70.2%
2022
+3.4%
2023
+44.3%
2024
+26.8%
2025
-1.1%
2026
+7.9%

Why this score

Edelweiss Small Cap scores 63/100 — #9 of 36 Small Cap fund (Buy). It stands out for expense ratio and 5y return — beating 96% of peers on expense ratio. It has no major weak spot vs the category.

Each bar shows the fund's percentile vs Small Cap peers — a longer bar beats more of the category.

Expense ratio0.62% · 96th percentile in category
5Y return18.30% · 70th percentile in category
Sharpe ratio0.76 · 67th percentile in category
Sortino ratio0.96 · 72nd percentile in category
3Y return18.08% · 56th percentile in category
Fund size6579.72 Cr · 57th percentile in category

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