Edelweiss Small Cap Fund is one of the best performing Mutual Funds in the small-cap category. Investors’ money in this equity mutual fund scheme has more than doubled in the last three years. The small-cap fund has delivered a CAGR (compounded annual growth rate) of over 28 per cent since its inception in February 2019, while the category’s returns over the period stood at 17 per cent. This means that Edelweiss Small Cap Fund has given an alpha return of 11 per cent in the last three years.
Edelweiss Small Cap Fund Fact Sheet
In the last one year, Edelweiss Small Cap Fund has given 6.35 per cent annualized return while the category return during this period is 5.40 per cent. In the last two years, this small cap mutual fund has given 40.58 per cent annual return while the total return given during this period is around 98 per cent. Hence, investors’ money in Edelweiss Small Cap Fund almost doubled in the last two years. The category return stood at 40.76 per cent in the last two years. Similarly, in the last three years, Edelweiss Small Cap Fund has given an annualized return of 31.40 per cent, while its absolute return during this period is around 127 per cent. The category return stood at 28.55 per cent during this period.
However, since its inception in February 2019, this small-cap equity mutual fund has given an annualized return of 28.10 per cent, while its absolute return stands at 146 per cent. The category return stood at 17.10 per cent during this period.
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According to data from Value Research, this 5-star rated small-cap mutual fund has an expense ratio of 2.16 per cent in the last one year. If an investor had started Monthly Systematic Investment Plan (SIP) 10,000 a year ago, the absolute value of one’s investment could have been 1,26,423. if the investor had it 10,000 monthly SIP in this 5-star rated plan two years ago, its 10,000 monthly SIP would have increased 3,06,854. Similarly, if an investor had started this SIP three years ago, his 10,000 monthly SIP would have increased 5,94,110.
Should you invest now?
Speaking on Edelweiss Small Cap Fund, Nidhi Manchanda, a certified financial planner said, “Edelweiss Small Cap Fund is one of the best funds under small cap fund category as it has helped investors to more than double their money in almost 3 years. With high returns, the fund has controlled upward and downward volatility. It has a beta of 0.82, which indicates low volatility and low market risk. It has delivered benchmark returns of over 10 percent. Beat with positive alpha.”
Advising mutual fund investors to opt for this fund in SIP mode, the certified financial planner said, “It is suitable for investors who are planning to start SIP for their long term goals. At least 5 years Investors with an investment horizon of Rs. is to avoid high risk and instead diversify it over time.”
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