Edelweiss Small Cap Fund
Edelweiss Small Cap Fund is a small cap fund of Edelweiss Mutual Fund with ₹7,063 cr under management. It is ahead of its benchmark (Nifty Smallcap 250 TRI) in 3 of 3 periods. Its direct plan charges 0.63% a year.
Has Edelweiss Small Cap Fund beaten its benchmark?
Ahead of its benchmark, Nifty Smallcap 250 TRI, in 3 of 3 periods in AMFI's figures; +7.28% over the last year against +5.12%.
Period returns
Direct Plan, growth · 3y and longer a year| Period | Fund | Nifty Smallcap 250 TRI | Ahead |
|---|---|---|---|
| 1 month | −2.95% | −2.73% | — |
| 3 months | −2.01% | −1.21% | — |
| 6 months | +9.81% | +11.53% | — |
| 1 year | +8.01% | +6.04% | +1.97 pts |
| 3 years | +14.35% | +13.53% | +0.82 pts |
| 5 years | +14.94% | +13.22% | +1.72 pts |
| 10 years | — | +14.34% | — |
| Since start from 14 Feb 2019 | +24.09% | — | — |
Official figures
AMFI performance feed, 13 Oct 2026| Period | Direct | Regular | Benchmark | Ahead | Rank |
|---|---|---|---|---|---|
| 1y | +7.28% | +5.85% | +5.12% | +2.16 | 🔒 |
| 3y | +14.39% | +12.79% | +13.51% | +0.88 | 🔒 |
| 5y | +15.14% | +13.42% | +13.33% | +1.81 | 🔒 |
| 10y | — | — | — | — | — |
Value of 100, month-end
Feb 2019 to 14 Oct 2026₹100 put in at the start of Feb 2019 would be ₹514 on 14 Oct 2026, against ₹387 in the Nifty Smallcap 250 TRI.
What does Edelweiss Small Cap Fund cost?
0.63% a year on the direct plan, 1.95% on the regular plan; 1 of 36 funds in its category charge less.
Who manages Edelweiss Small Cap Fund?
What does Edelweiss Small Cap Fund hold?
Not read yet: the fund house's monthly portfolio file is not covered so far.
Questions people ask
What is the expense ratio of Edelweiss Small Cap Fund?
0.63% a year on the direct plan and 1.95% on the regular plan (expense report, Oct 2026).
How has Edelweiss Small Cap Fund done?
Its direct plan returned +14.39% a year over 3 years against +13.51% for its benchmark, Nifty Smallcap 250 TRI, as of 13 Oct 2026.
See Edelweiss Small Cap Fund beside your own funds in Valarth
