{"id":248917,"date":"2026-09-16T11:48:15","date_gmt":"2026-09-16T06:18:15","guid":{"rendered":"https:\/\/univest.in\/blogs-2\/edelweiss-small-cap-fund-direct-growth-review-2026\/"},"modified":"2026-09-16T11:48:15","modified_gmt":"2026-09-16T06:18:15","slug":"edelweiss-small-cap-fund-direct-growth-review-2026","status":"publish","type":"post","link":"https:\/\/univest.in\/blogs-2\/edelweiss-small-cap-fund-direct-growth-review-2026\/","title":{"rendered":"Edelweiss Small Cap Fund Direct Growth Review 2026: NAV, Returns, Portfolio &#038; Should You Invest?"},"content":{"rendered":"<p><a href=\"https:\/\/univest.in\/mutual-funds\/edelweiss-small-cap-fund-g-direct-plan\">Edelweiss Small Cap Fund Direct Growth Plan<\/a> has a NAV of \u20b952.318 as of 15 September 2026 and manages \u20b97,252 Cr. Its 1-year, 3-year and 5-year returns are 9.89%, 14.91% and 17.4%, and the scheme sits in the High Risk bucket.<\/p>\n<p>Our view is that the fund has rewarded patient investors better over longer periods than in the near term, but the recent patch has been softer. The portfolio is spread across 74 holdings, yet the top positions still matter, so this is best suited to investors who can accept sharp swings in a small-cap equity fund.<\/p>\n<div id=\"ez-toc-container\" class=\"ez-toc-v2_0_65 counter-hierarchy ez-toc-counter ez-toc-grey ez-toc-container-direction\">\n<div class=\"ez-toc-title-container\">\n<p class=\"ez-toc-title \" >Table of Contents<\/p>\n<span class=\"ez-toc-title-toggle\"><a href=\"#\" class=\"ez-toc-pull-right ez-toc-btn ez-toc-btn-xs ez-toc-btn-default ez-toc-toggle\" aria-label=\"Toggle Table of Content\"><span class=\"ez-toc-js-icon-con\"><span class=\"\"><span class=\"eztoc-hide\" style=\"display:none;\">Toggle<\/span><span class=\"ez-toc-icon-toggle-span\"><svg style=\"fill: #999;color:#999\" xmlns=\"http:\/\/www.w3.org\/2000\/svg\" class=\"list-377408\" width=\"20px\" height=\"20px\" viewBox=\"0 0 24 24\" fill=\"none\"><path d=\"M6 6H4v2h2V6zm14 0H8v2h12V6zM4 11h2v2H4v-2zm16 0H8v2h12v-2zM4 16h2v2H4v-2zm16 0H8v2h12v-2z\" fill=\"currentColor\"><\/path><\/svg><svg style=\"fill: #999;color:#999\" class=\"arrow-unsorted-368013\" xmlns=\"http:\/\/www.w3.org\/2000\/svg\" width=\"10px\" height=\"10px\" viewBox=\"0 0 24 24\" version=\"1.2\" baseProfile=\"tiny\"><path d=\"M18.2 9.3l-6.2-6.3-6.2 6.3c-.2.2-.3.4-.3.7s.1.5.3.7c.2.2.4.3.7.3h11c.3 0 .5-.1.7-.3.2-.2.3-.5.3-.7s-.1-.5-.3-.7zM5.8 14.7l6.2 6.3 6.2-6.3c.2-.2.3-.5.3-.7s-.1-.5-.3-.7c-.2-.2-.4-.3-.7-.3h-11c-.3 0-.5.1-.7.3-.2.2-.3.5-.3.7s.1.5.3.7z\"\/><\/svg><\/span><\/span><\/span><\/a><\/span><\/div>\n<nav><ul class='ez-toc-list ez-toc-list-level-1 ' ><li class='ez-toc-page-1 ez-toc-heading-level-2'><a class=\"ez-toc-link ez-toc-heading-1\" href=\"https:\/\/univest.in\/blogs-2\/edelweiss-small-cap-fund-direct-growth-review-2026\/#Quick_facts\" title=\"Quick facts\">Quick facts<\/a><\/li><li class='ez-toc-page-1 ez-toc-heading-level-2'><a class=\"ez-toc-link ez-toc-heading-2\" href=\"https:\/\/univest.in\/blogs-2\/edelweiss-small-cap-fund-direct-growth-review-2026\/#Performance\" title=\"Performance\">Performance<\/a><\/li><li class='ez-toc-page-1 ez-toc-heading-level-2'><a class=\"ez-toc-link ez-toc-heading-3\" href=\"https:\/\/univest.in\/blogs-2\/edelweiss-small-cap-fund-direct-growth-review-2026\/#Should_you_BUY_or_HOLD_Edelweiss_Small_Cap\" title=\"Should you BUY or HOLD Edelweiss Small Cap?\">Should you BUY or HOLD Edelweiss Small Cap?<\/a><\/li><li class='ez-toc-page-1 ez-toc-heading-level-2'><a class=\"ez-toc-link ez-toc-heading-4\" href=\"https:\/\/univest.in\/blogs-2\/edelweiss-small-cap-fund-direct-growth-review-2026\/#Peer_comparison\" title=\"Peer comparison\">Peer comparison<\/a><\/li><li class='ez-toc-page-1 ez-toc-heading-level-2'><a class=\"ez-toc-link ez-toc-heading-5\" href=\"https:\/\/univest.in\/blogs-2\/edelweiss-small-cap-fund-direct-growth-review-2026\/#Portfolio_where_your_money_goes\" title=\"Portfolio: where your money goes\">Portfolio: where your money goes<\/a><\/li><li class='ez-toc-page-1 ez-toc-heading-level-2'><a class=\"ez-toc-link ez-toc-heading-6\" href=\"https:\/\/univest.in\/blogs-2\/edelweiss-small-cap-fund-direct-growth-review-2026\/#Who_should_invest\" title=\"Who should invest\">Who should invest<\/a><\/li><li class='ez-toc-page-1 ez-toc-heading-level-2'><a class=\"ez-toc-link ez-toc-heading-7\" href=\"https:\/\/univest.in\/blogs-2\/edelweiss-small-cap-fund-direct-growth-review-2026\/#Tax_and_exit_load\" title=\"Tax and exit load\">Tax and exit load<\/a><\/li><li class='ez-toc-page-1 ez-toc-heading-level-2'><a class=\"ez-toc-link ez-toc-heading-8\" href=\"https:\/\/univest.in\/blogs-2\/edelweiss-small-cap-fund-direct-growth-review-2026\/#Frequently_asked_questions\" title=\"Frequently asked questions\">Frequently asked questions<\/a><\/li><li class='ez-toc-page-1 ez-toc-heading-level-2'><a class=\"ez-toc-link ez-toc-heading-9\" href=\"https:\/\/univest.in\/blogs-2\/edelweiss-small-cap-fund-direct-growth-review-2026\/#Bottom_line\" title=\"Bottom line\">Bottom line<\/a><\/li><li class='ez-toc-page-1 ez-toc-heading-level-2'><a class=\"ez-toc-link ez-toc-heading-10\" href=\"https:\/\/univest.in\/blogs-2\/edelweiss-small-cap-fund-direct-growth-review-2026\/#Explore_mutual_funds_with_Univest\" title=\"Explore mutual funds with Univest\">Explore mutual funds with Univest<\/a><\/li><li class='ez-toc-page-1 ez-toc-heading-level-2'><a class=\"ez-toc-link ez-toc-heading-11\" href=\"https:\/\/univest.in\/blogs-2\/edelweiss-small-cap-fund-direct-growth-review-2026\/#RIA_disclosure\" title=\"RIA disclosure\">RIA disclosure<\/a><\/li><\/ul><\/nav><\/div>\n<h2 style=\"font-weight:700\"><span class=\"ez-toc-section\" id=\"Quick_facts\"><\/span>Quick facts<span class=\"ez-toc-section-end\"><\/span><\/h2>\n<table>\n<thead>\n<tr>\n<th>Particular<\/th>\n<th>Details<\/th>\n<\/tr>\n<\/thead>\n<tbody>\n<tr>\n<td>NAV<\/td>\n<td>\u20b952.318 as of 15 Sep 2026<\/td>\n<\/tr>\n<tr>\n<td>AUM<\/td>\n<td>\u20b97,252 Cr<\/td>\n<\/tr>\n<tr>\n<td>Expense Ratio<\/td>\n<td>0.43%<\/td>\n<\/tr>\n<tr>\n<td>Launch Date<\/td>\n<td>07 Feb 2019<\/td>\n<\/tr>\n<tr>\n<td>Min SIP<\/td>\n<td>\u20b9100<\/td>\n<\/tr>\n<tr>\n<td>Risk Category<\/td>\n<td>High Risk<\/td>\n<\/tr>\n<tr>\n<td>Benchmark<\/td>\n<td>Nifty Small Cap<\/td>\n<\/tr>\n<tr>\n<td>Fund Category<\/td>\n<td>Equity<\/td>\n<\/tr>\n<tr>\n<td>Exit Load<\/td>\n<td>1% on or before 90D, Nil after 90D<\/td>\n<\/tr>\n<tr>\n<td>Fund Managers<\/td>\n<td>Dhruv Bhatia, Trideep Bhattacharya, Raj Koradia<\/td>\n<\/tr>\n<\/tbody>\n<\/table>\n<p>The fund is managed by Dhruv Bhatia, Trideep Bhattacharya and Raj Koradia.<\/p>\n<p class=\"mf-source-date\"><small>Source data date: as of 15 Sep 2026<\/small><\/p>\n<h2 style=\"font-weight:700\"><span class=\"ez-toc-section\" id=\"Performance\"><\/span>Performance<span class=\"ez-toc-section-end\"><\/span><\/h2>\n<table>\n<thead>\n<tr>\n<th>Period<\/th>\n<th>Fund return<\/th>\n<th>Benchmark return<\/th>\n<\/tr>\n<\/thead>\n<tbody>\n<tr>\n<td>1M<\/td>\n<td>-3.88%<\/td>\n<td>-2.29%<\/td>\n<\/tr>\n<tr>\n<td>3M<\/td>\n<td>3.17%<\/td>\n<td>3.01%<\/td>\n<\/tr>\n<tr>\n<td>1Y<\/td>\n<td>9.89%<\/td>\n<td>3.15%<\/td>\n<\/tr>\n<tr>\n<td>3Y<\/td>\n<td>14.91%<\/td>\n<td>13.52%<\/td>\n<\/tr>\n<tr>\n<td>5Y<\/td>\n<td>17.4%<\/td>\n<td>13.83%<\/td>\n<\/tr>\n<\/tbody>\n<\/table>\n<p>The recent trend is mixed. Over one month, the fund slipped more than the benchmark, which tells us the short-term path has remained choppy rather than smooth. Over three months, however, it was slightly ahead of the index, so the near-term picture is not one-way weak.<\/p>\n<p>The bigger picture is stronger. The 1-year return is well above the benchmark, and that gap remains visible over 3 years and 5 years. The fund has therefore added value over the longer horizon, even though the latest month was softer than the market.<\/p>\n<p>This pattern matters for small-cap investors because the route to long-term gains is rarely linear. The series suggests a fund that has recovered over time and built a better long-run compounding record than its benchmark, but not one that has avoided drawdowns along the way.<\/p>\n<p>For investors comparing it with the index, the key point is that the fund\u2019s edge is clearer over 1 year and beyond than in the freshest data point. That means the case for the fund rests more on patience and consistency of long-term compounding than on short-term momentum.<\/p>\n<p class=\"mf-source-date\"><small>Source data date: as of 15 Sep 2026<\/small><\/p>\n<section class=\"univest-mf-premium-cta\" style=\"margin:28px 0;padding:24px;border-radius:10px;border:1px solid #d8e3f0;background:#f7faff\">\n<h2 style=\"font-weight:700\"><span class=\"ez-toc-section\" id=\"Should_you_BUY_or_HOLD_Edelweiss_Small_Cap\"><\/span>Should you BUY or HOLD Edelweiss Small Cap?<span class=\"ez-toc-section-end\"><\/span><\/h2>\n<p>A fund&#8217;s past returns alone don&#8217;t tell you whether you should buy it today or continue holding it.<\/p>\n<p>The right decision depends on factors such as your current allocation, purchase price, risk profile, investment horizon and the role this fund plays in your overall portfolio.<\/p>\n<p><strong>Already holding Edelweiss Small Cap? Thinking of investing now?<\/strong><\/p>\n<p><a href=\"https:\/\/univest.in\/mutual-funds\" style=\"font-weight:700;text-decoration:none\">Get your portfolio analysed for FREE by SEBI-registered Investment Adviser (RIA) through Univest MF Premium<\/a><\/p>\n<\/section>\n<h2 style=\"font-weight:700\"><span class=\"ez-toc-section\" id=\"Peer_comparison\"><\/span>Peer comparison<span class=\"ez-toc-section-end\"><\/span><\/h2>\n<table>\n<thead>\n<tr>\n<th>Fund<\/th>\n<th>1Y return<\/th>\n<th>3Y return<\/th>\n<th>5Y return<\/th>\n<\/tr>\n<\/thead>\n<tbody>\n<tr>\n<td><a href=\"https:\/\/univest.in\/mutual-funds\/edelweiss-small-cap-fund-g-direct-plan\">Edelweiss Small Cap Fund Direct Growth Plan<\/a><\/td>\n<td>9.89%<\/td>\n<td>14.91%<\/td>\n<td>17.4%<\/td>\n<\/tr>\n<tr>\n<td><a href=\"https:\/\/univest.in\/mutual-funds\/trustmf-small-cap-fund-g-direct-plan\">TRUSTMF Small Cap Fund Direct Growth Plan<\/a><\/td>\n<td>28.42%<\/td>\n<td>Data not available<\/td>\n<td>Data not available<\/td>\n<\/tr>\n<tr>\n<td><a href=\"https:\/\/univest.in\/mutual-funds\/bank-of-india-small-cap-fund-g-direct-plan\">Bank of India Small Cap Fund Direct Growth Plan<\/a><\/td>\n<td>27.67%<\/td>\n<td>21.4%<\/td>\n<td>20.49%<\/td>\n<\/tr>\n<tr>\n<td><a href=\"https:\/\/univest.in\/mutual-funds\/motilal-oswal-small-cap-fund-g-direct-plan\">Motilal Oswal Small Cap Fund Direct Growth Plan<\/a><\/td>\n<td>20.97%<\/td>\n<td>Data not available<\/td>\n<td>Data not available<\/td>\n<\/tr>\n<tr>\n<td><a href=\"https:\/\/univest.in\/mutual-funds\/union-small-cap-fund-g-direct-plan\">Union Small Cap Fund Direct Growth Plan<\/a><\/td>\n<td>19.13%<\/td>\n<td>16.51%<\/td>\n<td>16.73%<\/td>\n<\/tr>\n<tr>\n<td><a href=\"https:\/\/univest.in\/mutual-funds\/dsp-small-cap-fund-g-direct-plan\">DSP Small Cap Fund Direct Growth Plan<\/a><\/td>\n<td>18.51%<\/td>\n<td>16.99%<\/td>\n<td>18.84%<\/td>\n<\/tr>\n<\/tbody>\n<\/table>\n<p>This assessment is prepared by Uniapps Investment Adviser Pvt. Ltd. under SEBI Registered Investment Adviser registration INA000017639.<\/p>\n<p>The fund trails the strongest 1-year peer figures in this set, so its recent return does not stand out on a short-horizon basis. The comparison changes a little over longer periods: its 3-year and 5-year returns are below Bank of India Small Cap Fund Direct Growth Plan and DSP Small Cap Fund Direct Growth Plan, but they remain ahead of some peers with available medium-term data. That gives the fund a more middle-of-the-pack long-term shape than its softer 1-year result suggests.<\/p>\n<p>What stands out is the split between short-term weakness and longer-term steadiness. Some peers show much stronger recent numbers, yet a few also lack complete 3-year or 5-year figures, so the available evidence points to this fund being less about near-term momentum and more about steadier compounding over a fuller cycle.<\/p>\n<p class=\"mf-source-date\"><small>Source data date: as of 15 Sep 2026<\/small><\/p>\n<div class=\"univest-peer-login-cta\" style=\"margin:20px 0;padding:16px 18px;border:1px solid #d8e3f0;border-radius:8px;background:#f7faff\">\n<p style=\"margin:0\"><strong>Want to know more?<\/strong> <a href=\"https:\/\/univest.in\/user\/log-in\" style=\"font-weight:700;text-decoration:none\">Log in to Univest<\/a> for more mutual fund insights.<\/p>\n<\/div>\n<h2 style=\"font-weight:700\"><span class=\"ez-toc-section\" id=\"Portfolio_where_your_money_goes\"><\/span>Portfolio: where your money goes<span class=\"ez-toc-section-end\"><\/span><\/h2>\n<table>\n<thead>\n<tr>\n<th>Holding<\/th>\n<th>Sector<\/th>\n<th>Weight<\/th>\n<\/tr>\n<\/thead>\n<tbody>\n<tr>\n<td>City Union Bank Ltd.<\/td>\n<td>Bank<\/td>\n<td>3.17%<\/td>\n<\/tr>\n<tr>\n<td>Karur Vysya Bank Ltd.<\/td>\n<td>Bank<\/td>\n<td>2.64%<\/td>\n<\/tr>\n<tr>\n<td>Multi Commodity Exchange of India Ltd.<\/td>\n<td>Finance<\/td>\n<td>2.64%<\/td>\n<\/tr>\n<tr>\n<td>PNB Housing Finance Ltd.<\/td>\n<td>Finance<\/td>\n<td>2.34%<\/td>\n<\/tr>\n<tr>\n<td>Avalon Technologies Ltd.<\/td>\n<td>Electricals<\/td>\n<td>2.27%<\/td>\n<\/tr>\n<tr>\n<td>Gabriel India Ltd.<\/td>\n<td>Automobile &amp; Ancillaries<\/td>\n<td>2.18%<\/td>\n<\/tr>\n<tr>\n<td>Kei Industries Ltd.<\/td>\n<td>Electricals<\/td>\n<td>2.06%<\/td>\n<\/tr>\n<tr>\n<td>Ajanta Pharma Ltd.<\/td>\n<td>Healthcare<\/td>\n<td>1.94%<\/td>\n<\/tr>\n<tr>\n<td>Fortis Healthcare Ltd.<\/td>\n<td>Healthcare<\/td>\n<td>1.92%<\/td>\n<\/tr>\n<tr>\n<td>Radico Khaitan Ltd.<\/td>\n<td>Alcohol<\/td>\n<td>1.84%<\/td>\n<\/tr>\n<\/tbody>\n<\/table>\n<p>The largest holding is City Union Bank Ltd. at 3.17%, which is sizeable but not dominant on its own. The move from 3.17% at the top to 1.84% in the tenth holding is fairly gradual, which suggests the portfolio does not rely on one or two oversized positions for most of its visible weight.<\/p>\n<p>The displayed top ten account for about 23% of the portfolio, while the full disclosed holding count is 74. That points to a mix where the visible leaders matter, but a longer tail of smaller positions is still likely to have an important role in the overall outcome.<\/p>\n<p>Because the top holdings are spread across banking, finance, industrials, healthcare and other areas, the fund may have multiple sources of return rather than a single theme. At the same time, small-cap portfolios can still move sharply, so a broad list of holdings does not remove volatility; it mainly suggests that influence is distributed across more names.<\/p>\n<p>To see all holdings, visit the <a href=\"https:\/\/univest.in\/mutual-funds\/edelweiss-small-cap-fund-g-direct-plan\">Edelweiss Small Cap Fund Direct Growth Plan<\/a> page<\/p>\n<p class=\"mf-source-date\"><small>Source data date: as of 15 Sep 2026<\/small><\/p>\n<h2 style=\"font-weight:700\"><span class=\"ez-toc-section\" id=\"Who_should_invest\"><\/span>Who should invest<span class=\"ez-toc-section-end\"><\/span><\/h2>\n<p>This fund suits investors who are comfortable with High Risk exposure and can stay invested for several years. The 1-year return has been softer than the 3-year and 5-year figures, but the longer-term track record is still ahead of the benchmark, which makes patience important.<\/p>\n<p>The main trade-off is clear: investors get the potential benefit of small-cap compounding, but they must accept meaningful short-term swings and periods when the fund lags the index. The portfolio\u2019s 74 holdings help spread exposure, yet the strategy still depends on a riskier segment of the market.<\/p>\n<h2 style=\"font-weight:700\"><span class=\"ez-toc-section\" id=\"Tax_and_exit_load\"><\/span>Tax and exit load<span class=\"ez-toc-section-end\"><\/span><\/h2>\n<table>\n<thead>\n<tr>\n<th>Holding period<\/th>\n<th>Tax rate<\/th>\n<th>Description<\/th>\n<\/tr>\n<\/thead>\n<tbody>\n<tr>\n<td>Units held less than 1 year<\/td>\n<td>20%<\/td>\n<td>Short-term capital gains tax<\/td>\n<\/tr>\n<tr>\n<td>Units held more than 1 year<\/td>\n<td>12.5%<\/td>\n<td>Long-term capital gains tax<\/td>\n<\/tr>\n<\/tbody>\n<\/table>\n<p>Exit load applies at 1% if units are sold on or before 90 days. There is no exit load after 90 days.<\/p>\n<p class=\"mf-source-date\"><small>Source data date: as of 15 Sep 2026<\/small><\/p>\n<h2 style=\"font-weight:700\"><span class=\"ez-toc-section\" id=\"Frequently_asked_questions\"><\/span>Frequently asked questions<span class=\"ez-toc-section-end\"><\/span><\/h2>\n<p><strong>What is the current NAV of Edelweiss Small Cap Fund Direct Growth Plan?<\/strong><br \/>The NAV is \u20b952.318 as of 15 September 2026.<\/p>\n<p><strong>What are the fund\u2019s 1-year, 3-year and 5-year returns?<\/strong><br \/>The returns are 9.89% over 1 year, 14.91% over 3 years and 17.4% over 5 years.<\/p>\n<p><strong>How has the fund done versus Nifty Small Cap?<\/strong><br \/>It has been ahead of Nifty Small Cap over 1 year, 3 years and 5 years. The gap is widest over 1 year.<\/p>\n<p><strong>How does it compare with the peer set on available returns?<\/strong><br \/>Its 1-year return is below the strongest peer figures in this set, while its 3-year and 5-year returns are also below some peers with available medium-term data. It still sits ahead of some peers on the longer horizon where figures are available.<\/p>\n<p><strong>Is there a minimum SIP amount?<\/strong><br \/>Yes, the minimum SIP amount is \u20b9100.<\/p>\n<p><strong>Who manages the fund and what is the exit load?<\/strong><br \/>The fund is managed by Dhruv Bhatia, Trideep Bhattacharya and Raj Koradia. The exit load is 1% on or before 90 days and nil after 90 days.<\/p>\n<h2 style=\"font-weight:700\"><span class=\"ez-toc-section\" id=\"Bottom_line\"><\/span>Bottom line<span class=\"ez-toc-section-end\"><\/span><\/h2>\n<p>Edelweiss Small Cap Fund Direct Growth Plan has shown a weaker recent patch than its longer-term record, but the 3-year and 5-year numbers still point to better compounding than the benchmark. In the peer set, its available returns are respectable rather than standout on a short horizon, while the longer-term figures sit below some stronger comparables. The fund\u2019s High Risk profile and diversified 74-holding portfolio make it a better fit for investors who can tolerate volatility and wait for the cycle to work through.<\/p>\n<p class=\"univest-posted-at\" style=\"font-size:14px;color:#666;margin:20px 0 8px\">Published on 16 September 2026 at 11:47 AM IST<\/p>\n<section class=\"univest-login-cta\" style=\"margin:28px 0;padding:24px;border-radius:10px;background:#eef5ff;border:1px solid #cddff7;text-align:center\">\n<h2 style=\"font-weight:700\"><span class=\"ez-toc-section\" id=\"Explore_mutual_funds_with_Univest\"><\/span>Explore mutual funds with Univest<span class=\"ez-toc-section-end\"><\/span><\/h2>\n<p>Review mutual fund data, compare performance and explore fund insights on Univest.<\/p>\n<p><a href=\"https:\/\/univest.in\/user\/log-in\" style=\"display:inline-block;padding:11px 20px;border-radius:6px;background:#1f4e79;color:#fff !important;text-decoration:none;font-weight:700\">Explore Univest<\/a><\/p>\n<\/section>\n<section class=\"univest-disclaimer\">\n<h2 style=\"font-weight:700\"><span class=\"ez-toc-section\" id=\"RIA_disclosure\"><\/span>RIA disclosure<span class=\"ez-toc-section-end\"><\/span><\/h2>\n<p>Mutual fund investments are subject to market risks. Read all scheme-related documents carefully before investing. This review is prepared by Uniapps Investment Adviser Pvt. Ltd. (earlier known as Uniapps Global Research Pvt. Ltd.) under SEBI Registered Investment Adviser registration INA000017639 for general informational purposes and is not personalized investment advice.<\/p>\n<\/section>\n<p><script type=\"application\/ld+json\">{\"@context\":\"https:\/\/schema.org\",\"@type\":\"InvestmentFund\",\"name\":\"Edelweiss Small Cap Fund Direct Growth Plan\",\"identifier\":\"edelweiss-small-cap-fund-g-direct-plan\",\"category\":\"Equity\",\"dateCreated\":\"07 Feb 2019\",\"isAccessibleForFree\":true,\"additionalProperty\":[{\"@type\":\"PropertyValue\",\"name\":\"NAV\",\"value\":52.318,\"valueReference\":\"as of 15 Sep 2026\"},{\"@type\":\"PropertyValue\",\"name\":\"AUM\",\"value\":\"7252 Cr\"},{\"@type\":\"PropertyValue\",\"name\":\"Expense Ratio\",\"value\":\"0.43\"},{\"@type\":\"PropertyValue\",\"name\":\"Benchmark\",\"value\":\"Nifty Small Cap\"},{\"@type\":\"PropertyValue\",\"name\":\"1Y Return\",\"value\":9.89},{\"@type\":\"PropertyValue\",\"name\":\"3Y Return\",\"value\":14.91},{\"@type\":\"PropertyValue\",\"name\":\"5Y Return\",\"value\":17.4},{\"@type\":\"PropertyValue\",\"name\":\"Fund Managers\",\"value\":\"Dhruv Bhatia, Trideep Bhattacharya, Raj Koradia\"}]}<\/script><script type=\"application\/ld+json\">{\"@context\":\"https:\/\/schema.org\",\"@type\":\"FAQPage\",\"mainEntity\":[{\"@type\":\"Question\",\"name\":\"What is the current NAV of Edelweiss Small Cap Fund Direct Growth Plan?\",\"acceptedAnswer\":{\"@type\":\"Answer\",\"text\":\"The NAV is \u20b952.318 as of 15 September 2026.\"}},{\"@type\":\"Question\",\"name\":\"What are the fund\u2019s 1-year, 3-year and 5-year returns?\",\"acceptedAnswer\":{\"@type\":\"Answer\",\"text\":\"The returns are 9.89% over 1 year, 14.91% over 3 years and 17.4% over 5 years.\"}},{\"@type\":\"Question\",\"name\":\"How has the fund done versus Nifty Small Cap?\",\"acceptedAnswer\":{\"@type\":\"Answer\",\"text\":\"It has been ahead of Nifty Small Cap over 1 year, 3 years and 5 years. The gap is widest over 1 year.\"}},{\"@type\":\"Question\",\"name\":\"How does it compare with the peer set on available returns?\",\"acceptedAnswer\":{\"@type\":\"Answer\",\"text\":\"Its 1-year return is below the strongest peer figures in this set, while its 3-year and 5-year returns are also below some peers with available medium-term data. It still sits ahead of some peers on the longer horizon where figures are available.\"}},{\"@type\":\"Question\",\"name\":\"Is there a minimum SIP amount?\",\"acceptedAnswer\":{\"@type\":\"Answer\",\"text\":\"Yes, the minimum SIP amount is \u20b9100.\"}},{\"@type\":\"Question\",\"name\":\"Who manages the fund and what is the exit load?\",\"acceptedAnswer\":{\"@type\":\"Answer\",\"text\":\"The fund is managed by Dhruv Bhatia, Trideep Bhattacharya and Raj Koradia. The exit load is 1% on or before 90 days and nil after 90 days.\"}}]}<\/script><script type=\"application\/ld+json\">{\"@context\":\"https:\/\/schema.org\",\"@type\":\"Organization\",\"name\":\"Uniapps Investment Adviser Pvt. Ltd.\",\"description\":\"SEBI Registered Investment Adviser INA000017639\"}<\/script><\/p>\n","protected":false},"excerpt":{"rendered":"<p>Edelweiss Small Cap Fund Direct Growth Plan has a NAV of \u20b952.318 as of 15 September 2026, AUM of \u20b97,252 Cr and High Risk exposure, with 1Y\/3Y\/5Y returns of 9.89%, 14.91% and 17.4%.<\/p>\n","protected":false},"author":38,"featured_media":248916,"comment_status":"open","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[3841],"tags":[],"class_list":["post-248917","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-mutual-funds"],"metadata":{"rank_math_internal_links_processed":["1"],"_thumbnail_id":["248916"],"rank_math_title":["Edelweiss Small Cap Fund Review 2026 | NAV, Returns"],"rank_math_description":["Edelweiss Small Cap Fund Direct Growth Plan NAV is \u20b952.318 as of 15 Sep 2026; 1Y return 9.89% and 5Y return 17.4%."],"rank_math_focus_keyword":["Edelweiss Small Cap Fund Direct Growth Plan review"],"rank_math_robots":["a:2:{i:0;s:7:\"noindex\";i:1;s:8:\"nofollow\";}"]},"jetpack_sharing_enabled":true,"jetpack_featured_media_url":"https:\/\/univest.in\/blogs-2\/wp-content\/uploads\/2026\/09\/Edelweiss_Small_Cap_Fund_Direct_Growth_Review_2026_NAV_Returns_Portfolio_Should_You_Invest_bullish.png","_links":{"self":[{"href":"https:\/\/univest.in\/blogs-2\/wp-json\/wp\/v2\/posts\/248917","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/univest.in\/blogs-2\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/univest.in\/blogs-2\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/univest.in\/blogs-2\/wp-json\/wp\/v2\/users\/38"}],"replies":[{"embeddable":true,"href":"https:\/\/univest.in\/blogs-2\/wp-json\/wp\/v2\/comments?post=248917"}],"version-history":[{"count":0,"href":"https:\/\/univest.in\/blogs-2\/wp-json\/wp\/v2\/posts\/248917\/revisions"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/univest.in\/blogs-2\/wp-json\/wp\/v2\/media\/248916"}],"wp:attachment":[{"href":"https:\/\/univest.in\/blogs-2\/wp-json\/wp\/v2\/media?parent=248917"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/univest.in\/blogs-2\/wp-json\/wp\/v2\/categories?post=248917"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/univest.in\/blogs-2\/wp-json\/wp\/v2\/tags?post=248917"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}