Edelweiss Small Cap Fund — Deep Analysis

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Fund Overview

Edelweiss Small Cap Fund — Quick Summary

Edelweiss Small Cap Fund was launched in February 2020 — coincidentally the same month as Bandhan Small Cap Fund, just weeks before the COVID crash. Despite this difficult start, the fund has built a solid track record over 5 years and grown to ₹3,600 Cr+ AUM. With a competitive expense ratio of 0.58% and a low ₹100 minimum SIP, it is one of the more accessible small cap options for retail investors.

Fund House

Edelweiss Mutual Fund

✓ Suitable For

✓Investors with 7+ year horizon who can stay patient through crashes

✓SIP investors doing rupee cost averaging every month without stopping

✓Those seeking high wealth creation and comfortable with high volatility

✓Experienced investors using this as a satellite allocation in a diversified portfolio

✗ Not Suitable For

✗First-time investors — start with a large cap or hybrid fund first

✗Anyone who needs money within 3–5 years — small caps can be down for years

✗Investors who panic sell — 40–50% crashes are normal in this category

✗Those making it their only fund — concentration in small caps is dangerous

Who Runs This Fund

Fund Manager

HO

Hardick Bora

Fund Manager, Edelweiss Mutual Fund

Managing Since

2020

Experience

16+ Years

Funds Managed

4 Funds

Total AUM

₹7,000 Cr+

Hardick Bora manages Edelweiss Small Cap Fund with a growth-oriented approach, focusing on identifying emerging businesses at early stages of their growth journey. He looks for companies with improving return ratios, strong management quality, and sector tailwinds. The fund maintains a moderately diversified portfolio of 50-65 stocks.

Fund History

Key Moments in Fund's Life

February 2020

🚀 Fund Launch

Edelweiss Small Cap Fund launched weeks before one of the sharpest market crashes in history. The NFO investors faced immediate and steep losses as COVID hit.

March 2020

💥 COVID Crash

Being barely weeks old, the fund's NAV fell sharply. However, the crash also meant the manager could deploy capital at very attractive valuations — a silver lining for long-term performance.

2020 — 2022

📈 Rapid Recovery and Growth

The post-COVID small cap rally was a strong tailwind. The fund delivered excellent returns and attracted growing investor interest.

2022 — 2023

🔄 Navigating Global Headwinds

US rate hikes and geopolitical tensions caused small cap volatility. The fund held its ground relatively well, reflecting sound stock selection.

2024

📊 5-Year Track Record Milestone

Crossing the 5-year mark is significant — investors can now evaluate proper CAGR data across a meaningful period including the COVID crash and recovery.

What They Don't Tell You

The Dark Chapters

Every fund has painful periods. Here's an honest look at when Edelweiss Small Cap Fund struggled — because understanding this is crucial before investing.

February 2020 — March 2020

Launched Into the COVID Crash

Like Bandhan Small Cap, Edelweiss Small Cap launched just weeks before COVID caused a 35-40% market crash. NFO investors saw immediate and steep losses. Those who stayed invested eventually recovered — but the experience was traumatic for early participants.

NAV fell ~38% within weeks of launch

Edelweiss Brand Perception

Smaller AMC — Less Institutional Confidence

Edelweiss MF is a smaller player compared to SBI, HDFC, ICICI, or Nippon. This means smaller research teams, fewer institutional investors, and sometimes less rigorous coverage. For retail investors this may not matter, but for large investors the smaller AMC scale is a consideration.

Risk: Smaller AMC with limited research scale

Moderate Performance vs Peers

Not a Consistent Category Leader

While Edelweiss Small Cap has delivered decent absolute returns, it has not been a consistent top-quartile performer when compared to Tata, Nippon, or Quant Small Cap over the same period. Investors seeking the best risk-adjusted returns may find stronger alternatives in the category.

Returns have lagged category leaders in some periods

⚠️ Educational Disclaimer: The dark chapters above are presented for educational awareness only. Past difficulties do not predict future performance. CRNIndia.com is NOT a SEBI/AMFI registered advisor. Please consult a qualified financial advisor before investing.

Performance

Returns vs Benchmark

1 Month

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Nifty SC: —

3 Month

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Nifty SC: —

6 Month

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Nifty SC: —

1 Year

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Nifty SC: —

3 Year CAGR

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Nifty SC: —

5 Year CAGR

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Nifty SC: —

10 Year CAGR

—

Nifty SC: —

Since Inception

—

Sep 2009

Price History

NAV History

Consistency Analysis

Rolling Returns ℹ️ What is this?

Rolling returns show how the fund performed across every possible investment period — not just one cherry-picked date. This reveals true consistency. Learn more →

1Y Rolling (Avg)

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% of times positive: —

3Y Rolling (Avg)

—

% of times positive: —

5Y Rolling (Avg)

—

% of times positive: —

1-Year Rolling Returns Each point = 1yr return from that date

Risk Analysis

Maximum Drawdown ℹ️ What is this?

Drawdown shows the biggest fall from peak NAV. This is what investors actually experience during market crashes. Learn more →

Max Drawdown Ever

—

Recovery time: —

2020 Covid Crash

-40.2%

Recovery: 14 months

2018 IL&FS Crisis

-28.6%

Recovery: 24 months

Current from Peak

—

Peak NAV: —

Drawdown Chart % fall from rolling peak NAV

Valuation Signal

NAV vs 200-Day Moving Average

When NAV is above 200 DMA, the fund is in an uptrend. When below, it signals caution. Many investors use this as a simple entry/exit signal.

Current NAV

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200 DMA

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NAV vs DMA

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Loading signal...

NAV vs 200 DMA

Risk Metrics

Risk Ratios

Alpha (3Y)

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Excess return over benchmark. Higher is better.

Beta (3Y)

—

Volatility vs market. >1 means more volatile.

Sharpe Ratio

—

Return per unit of risk. >1 is considered good.

Sortino Ratio

—

Like Sharpe but only penalises downside risk.

Std Deviation

—

How much returns fluctuate. Lower = more stable.

R-Squared

—

How closely it tracks the benchmark index.

Benchmark Comparison

Fund vs Nifty Smallcap 250

₹1 Lakh invested — Growth comparison

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