Edelweiss Small Cap Fund

Review Date: 07-08-2026

Beginning of Analysis

Edelweiss Small Cap Fund is the 8th ranked fund in the Small Cap Fund category. The category has total 21 funds. The Edelweiss Small Cap Fund has shown a very good past performence in Small Cap Fund. The fund has a Jensen Alpha of -0.27% which is lower than the category average of -0.04%. The fund has a Sharpe Ratio of 0.6 which is higher than the category average of 0.57.
The past performance of the fund may or may not be sustained in the future. The review is not investment advice nor is it a recommendation to buy or sell funds. The ranking is based on proprietary methodology developed by bmsmoney. The methodology is based on the past performance of the funds and does not guarantee future performance.
Small Cap Mutual Funds

Edelweiss Small Cap Fund Return Analysis

The Edelweiss Small Cap Fund has delivered a mixed performance across various time horizons, showcasing both strengths and challenges when compared to its Small Cap Fund peers and the Nifty Smallcap 250 TRI benchmark. This analysis examines the fund’s returns over periods ranging from one month to ten years, alongside its Systematic Investment Plan (SIP) performance, highlighting its rankings within the Small Cap Fund category and its ability to outperform or underperform the benchmark and category averages.

• The fund has given a return of 2.92%, 6.43 and 10.87 in last one, three and six months respectively. In the same period the category average return was 3.24%, 7.65% and 15.08% respectively.
• Edelweiss Small Cap Fund has given a return of 13.04% in last one year. In the same period the Nifty Smallcap 250 TRI return was 10.22%. The fund has given 2.82% more return than the benchmark return.
• The fund has given a return of 18.3% in last three years and rank 11th out of twenty four funds in the category. In the same period the Nifty Smallcap 250 TRI return was 18.1%. The fund has given 0.2% more return than the benchmark return.
• Edelweiss Small Cap Fund has given a return of 18.66% in last five years and category average returns is 17.58% in same period. The fund ranked 7th out of twenty one funds in the category. In the same period the Nifty Smallcap 250 TRI return was 16.3%. The fund has given 2.36% more return than the benchmark return.
• The fund has given a SIP return of 22.49% in last one year whereas category average SIP return is 26.77%. The fund one year return rank in the category is 18th in 31 funds
• The fund has SIP return of 13.56% in last three years and ranks 12th in 24 funds. Bank of India Small Cap Fund has given the highest SIP return (20.89%) in the category in last three years.
• The fund has SIP return of 17.92% in last five years whereas category average SIP return is 17.71%.

Edelweiss Small Cap Fund Risk Analysis

• The fund has a standard deviation of 18.24 and semi deviation of 13.18. The category average standard deviation is 19.42 and semi deviation is 13.77.
• The fund has a Value at Risk (VaR) of -29.41 and a maximum drawdown of -21.37. The category average VaR is -30.46 and the maximum drawdown is -22.91. The fund has a beta of 0.79 which shows that fund is less volatile than the benchmark.

Standard deviation measures the fund's return volatility and Semi deviation focuses on downside volatility. Value at Risk (VaR) is a measure of the risk of investments. Maximum Drawdown is the maximum loss from a peak to a trough of a portfolio. Beta measures the volatility of the fund compared to the benchmark. A beta of 1 indicates that the fund will move in line with the benchmark. A beta of more than 1 indicates that the fund will be more volatile than the benchmark and vice versa.

Very Good Performance in Small Cap Fund Category

Good Performance in Small Cap Fund Category

Poor Performance in Small Cap Fund Category

Very Poor Performance in Small Cap Fund Category

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Investors beware: Mutual Fund investments are subject to market risks. Please read the scheme related documents carefully.

Data Source: www.amfiindia.com

SEBI Categorization