NRI from all over the world (excluding U.S.A. & Canada) can invest in this fund
SBNRI is a certified Mutual Fund distributor registered with Association of Mutual Funds in India (AMFI) with Reg. No. 246671
₹46.36
-0.75%
NAV as on 17 Dec 24, 12:00 AM
very high risk
small cap
equity
NAV as on 17 Dec 24, 12:00 AM
very high risk
small cap
equity
30.71%p.a.
Last 1Y
24.06%p.a.
Last 3Y
33.75%p.a.
Last 5Y
29.68%p.a.
Since Inception
About Edelweiss Small Cap Fund Growth for NRIs
NRIs can achieve long-term capital appreciation by investing in the Edelweiss Small Cap Fund Growth scheme from Edelweiss Asset Management Limited. It is a Small-Cap mutual fund scheme that predominantly invests in Small-Cap stocks of companies. Launched on Feb 2019, Edelweiss Small Cap Fund Growth is Small-Cap fund of its category with 4,373.58 Cr fund under management as on Dec 2024. The expense ratio of this fund is less than that of most other Fund category Small-Cap funds.
- Edelweiss Small Cap Fund Growth delivered 30.7% annual returns during the last year. It has delivered 29.7% average annual returns since the fund was launched.
- Edelweiss Small Cap Fund Growth scheme tends to consistently deliver higher returns than most schemes in the same category.
- The scheme has predominantly invested in equity
Fund Objective
The investment objective of the scheme is to generate long term capital appreciation from a portfolio that predominantly invests in equity and equity related securities of small cap companies.
Top 10 Holdings
BSE Ltd
2.68%
Radico Khaitan Ltd
2.56%
KEI Industries Ltd
2.55%
UNO Minda Ltd
2.48%
Kirloskar Pneumatic Co Ltd
2.48%
Jubilant Ingrevia Ltd Ordinary Shares
2.40%
J.B. Chemicals & Pharmaceuticals Ltd
2.34%
Ajanta Pharma Ltd
2.32%
Multi Commodity Exchange of India Ltd
2.23%
Krishna Institute of Medical Sciences Ltd
2.06%
Fund Managers
- Dhruv Bhatia (Oct 2024 - Present)
- Trideep Bhattacharya (Dec 2021 - Present)
- Raj Koradia (Aug 2024 - Present)
Key Information
View Scheme Document
Edelweiss Small Cap Fund Growth SIP Calculator
If invested
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For a period of
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Fixed Deposit
NRI Mutual Fund Tax on Edelweiss Small Cap Fund Growth
Just like for resident investors, capital gains from mutual fund investments are subject to income tax for NRI investors.
| Fund Type | Short-term Capital Gains (STCG) Tax | Long-term Capital Gains (LTCG) Tax |
|---|---|---|
| Equity mutual funds | 15% | 10% (above Rs. 1 lakh LTCG) without indexation* |
| Debt & other types of funds | At tax slab rate | 20% with indexation benefits |
How can NRIs invest in Edelweiss Small Cap Fund Growth?
NRIs and OCIs can download the SBNRI app to invest in mutual funds from the country of their residence. Here are a few simple steps you need to take:
- Complete your NRI KYC: Type in your personal details and attach supporting documents, like:
- PAN Number
- Overseas address proof: Any of – Water/electricity bill, postpaid mobile/internet bill, rent agreement, driving license, etc.
- Passport – front and back
- Passport size photograph
- signature
If all details are correct, your KYC will be approved within 7 to 8 business days.
- Onboarding: After KYC, you need to share the following details to complete onboarding process and start investing in Edelweiss Small Cap Fund Growth
- Onboarding: After KYC, you need to share the following details to complete onboarding process and start investing:
- City and country of birth
- NRE/NRO bank account statement/ canceled cheque for the latest 3 months
- Nominee details
Similar Funds
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3Y Return
Nippon India Small Cap Fund - Growth
very high risk | equity
29.3%
HDFC Small Cap Fund Growth
very high risk | equity
24.6%
SBI Small Cap Fund Plan Growth
very high risk | equity
21.0%
Frequently Asked Questions
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