53
Small CapHold
Edelweiss Small Cap
Edelweiss · Direct–Growth · rank #15 of 36 by Smart Score
Data updated
Trailing returns
1 Year
5.1%
+1.9% vs index
3 Years
13.7%
+1.2% vs index
5 Years
14.6%
+2.2% vs index
Since launch
23.8%
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
+4.8%-1.0% vs index
Why this score
Edelweiss Small Cap scores 53/100 — #15 of 36 Small Cap fund (Hold). It stands out for expense ratio and volatility — beating 88% of peers on expense ratio. The main drag is its 1y return (better than only 27% of peers).
Each bar shows the fund's percentile vs Small Cap peers — a longer bar beats more of the category.
Expense ratio0.65% · 88th percentile in category
Volatility16.38 · 69th percentile in category
3Y return13.72% · 44th percentile in category
1Y return5.11% · 27th percentile in category
5Y return14.56% · 54th percentile in category
Sharpe ratio0.44 · 44th percentile in category
Top holdings
1.City Union Bank Ltd3.23%
2.Multi Commodity Exchange Of India Ltd2.65%
3.Karur Vysya Bank Ltd2.56%
4.PNB Housing Finance Ltd2.36%
5.Gabriel India Ltd2.11%
94 disclosed equity positions · portfolio as of Sept 2026 · weights are % of total corpus.