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Edelweiss Small Cap Fund: 25%+ CAGR & 5X Potential? #investment #mutualfunds

This short breaks down the performance of Edelweiss Small Cap Fund for a one-time ₹1,00,000 investment with different holding periods, using actual category data for 3Y, 5Y and since inception performance as of Dec 2025 (illustrative only). The fund has delivered around 21–25%+ CAGR over 3–5 years and since inception, while recent 1-year returns are slightly negative, highlighting the volatility typical of small-cap equity funds.


Key metrics covered in this video:

Trailing 1Y, 3Y, 5Y and since inception CAGR and the corresponding portfolio values for ₹1 lakh invested.

Very High risk profile, AUM around ₹5,300 Cr, latest NAV near ₹49 and direct-plan expense ratio close to 0.42–0.43%.

4‑star type ratings and inclusion in several ‘best small-cap funds’ lists, reflecting strong risk-adjusted performance over longer horizons despite short-term drawdowns.

Comment below if small-cap funds form part of your long-term portfolio.
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   / @desiinvesteracademy  

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#smallcapfund #smallcapmutualfunds #mutualfundsindia #highriskhighreturn #equityfunds #wealthbuilding #5yearreturns #cagr #investingindia #personalfinance #mutualfundreview #sipinvesting #longterminvesting

Disclaimer:
The views and information shared in this video are for educational and informational purposes only and do not constitute financial advice. I am not a SEBI-registered financial advisor. Please consult a qualified professional before making any investment decisions. Investments in mutual funds and financial markets are subject to risks. Past performance does not guarantee future results.

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