Know more about Edelweiss MF Small Cap Fund, opportunities, market insights, performance, returns and more. Learn more about Edelweiss MF Small Cap Fund in India.

1. Edelweiss Small
Cap Fund
August’23
Identifying the Legends of Tomorrow
1

2. Why Small caps?
2

3. Small caps provide a bigger opportunity for alpha
generation
Source : Bloomberg. The above data is of NSE 500. Data as of 31st July,2023
Average number of analyst coverage Average % FPI holdings
29
18
8
Large cap
Mid cap
Small cap
19
13
10
Small caps are under-researched Small caps are under-owned
(Top 100 stocks)
(101st to 250th stock)
(Next 250 companies)
3

4. Small caps are the stepping stone for future mid caps
and large caps
Stock Sector
M-cap
expansion over
the last 5 years
APL Apollo Tubes Ltd. Capital Goods 5.4x
Dixon Technologies (India) Consumer Durables 5x
Navin Fluorine International Chemicals 5.3x
Tata Elxsi Information Technology 8x
Small cap to Mid cap
29
Small cap to Large cap
1
Source AMFI. AMFI Classification for the last 5 years. Above data is for the period Jan’18-Jan’23.
No. of stocks transformed
to small cap & mid cap in
the last 5 years
Few examples
4

5. Small caps have been dominating the multi-bagger list
Source : Goldman Sachs report. Stocks that have generated 10x returns within a 5 yr rolling period since 2000 have been considered multi-baggers. The top 100 is Large cap, the Next 150 is midcap, Rest are Small cap
12%
18%
70%
% Multi-baggers share in India by M-cap
Largecap Midcap Smallcap
54%
34%
32%
29%
18% 18%
35%
17% 16% 16%
0%
10%
20%
30%
40%
50%
60%
India (NSE
500)
Korea
(KOSPI)
Brazil
(IBOV)
South
Africa
(JALSH)
China
(MSCI
CHINA)
Taiwan
(TWSE)
Australia
(ASX 200)
Europe
(SXXP)
US (SPX) Japan
(TOPIX)
% Multi-baggers across markets since 2000
Since 2000, India has held a prominent position globally in the list of multi-baggers.
Multi-baggers have been dominated by small caps historically in India.
5

6. Small caps tend to outperform large caps during recovery
phase
Source : NSE , Index rebased to 1,000. Past Performance may or may not be sustained in future.
0
200
400
600
800
1000
1200
1400
1600
1800
2000
NIFTY 50 - TRI Nifty Smallcap 250 - TRI
Pre-Covid Crisis Economic Growth
Recovery
Pre-Covid Crisis Recovery Economic Growth
Period Jul’18- Jan’20 Feb’20 – May’20 June’20 – Jan’21 Feb’21 – May’23
NIFTY 50 – TRI 13.80% -17.51% 39.68% 33.53%
Nifty Smallcap 250 - TRI -8.44% -29.79% 69.01% 61.58%
6

7. Period NIFTY 50 - TRI
NIFTY Small cap
250 - TRI
3 Years 22.71% 39.21%
5 Years 13.02% 14.93%
10 Years 14.51% 20.43%
Small caps have outperformed large caps over longer
periods
Source: ACE MF, Data as of 31st July 2023. Past performance may or may not be sustained in future. Returns are represented in CAGR. Index values are adjusted. 7
0
200
400
600
800
1000
1200
1400
1600
NIFTY 50 - TRI Nifty Smallcap 250 - TRI

8. Investing in small caps for longer term ensure better outcomes
Source: ACE MF, Daily rolling returns since 01st Jan 2011 till 31st July 2023. Past performance may or may not be sustained in future. Returns > 1 Year = CAGR
Volatility in return reduces in the long term
NIFTY Smallcap 250 TRI
8
-43.45%
-17.51%
-6.16%
2.53%
135.79%
44.66%
27.72%
20.43%
59.54%
80.65%
90.73%
100.00%
-60%
-40%
-20%
0%
20%
40%
60%
80%
100%
120%
140%
160%
1 Year 3 Years 5 Years 10 Years
Min Max % of Positive Instances

9. Why invest in small caps now?
9

10. Returns are a blend of valuation and earnings growth
Valuations
Earnings
Growth
Returns
10

11. Valuations are reasonable
Valuations have corrected meaningfully from their peak
Source: Bloomberg. Nifty 50 & Nifty smallcap 250 1 yr Forward PE considered for premium/discount chart
Smallcap PE is at discount over largecap
-60%
-40%
-20%
0%
20%
40%
60%
Feb-18 Sep-18 Apr-19 Nov-19 Jun-20 Jan-21 Aug-21 Mar-22 Oct-22 May-23
PE Premium/Discount
11

12. Earnings cycle has just kicked-off
Source: Bloomberg. Positive EPS considered for each CY. Past Performance may or may not be sustained in future.
Nifty Smallcap 100 EPS shows faster earnings growth compared to Nifty50
-27%
23%
-2%
-8% -9%
0%
16%
27%
29%
25%
-30%
-20%
-10%
0%
10%
20%
30%
40% NSE Smallcap 100 EPS Growth
12
-1% -2%
8%
20%
4%
-5%
17%
32%
10%
15%
-30%
-20%
-10%
0%
10%
20%
30%
40% Nifty 50 EPS Growth

13. Liquidity
-2.0
-
2.0
4.0
6.0
8.0
10.0
-
2,000
4,000
6,000
8,000
10,000
12,000
14,000
Net RBI Liquidity Nifty Smallcap 250 - TRI
Correlation of banking system liquidity and small cap index performance
Source : RBI , Bloomberg, NSE
Small caps gain momentum as the liquidity in the banking system increases.
Currently, liquidity is in surplus which may aid small cap performance
13

14. Earnings growth + Re-rating =
Market-cap expansion
14

15. Small cap companies are surpassing their industry-leading large cap counterparts in terms of earnings,
and this is evidently reflected in the stock prices.
Be a part of the growth story with small caps
10%
23%
26%
0%
5%
10%
15%
20%
25%
30%
TCS PERSISTENT TATA ELXI
5-yr Earnings growth
Small cap
Small cap
-
2,000
4,000
6,000
8,000
10,000
12,000
5-yr Share price rebased
TCS PERSISTENT TATA ELXI
Source : Screener , Bloomberg. Data as on 28th March ,2018. Earnings data FY18-FY23 .AMFI M-cap classification as on 31st Mar;17. Past Performance may or may not be sustained in future.
IT Sector
15

16. Be a part of the growth story with small caps
15%
22%
32%
0%
5%
10%
15%
20%
25%
30%
35%
ASIANPAINT ASTRAL APL APOLLO
5-yr Earnings growth
0
1000
2000
3000
4000
5000
6000
7000
5-yr Share price rebased
Asian Paints Astral pipes Apolo
Source : Screener , Bloomberg. Data considered is for the period Mar 2018 – Mar’23 .AMFI M-cap classification as on 31st Mar;17. Past Performance may or may not be sustained in future.
Building Material
Small cap
Small cap companies are surpassing their industry-leading large-cap counterparts in terms of earnings,
and this is evidently reflected in the stock prices.
16

17. Small caps are only at the beginning of their journey
Why small caps can punch above their weight
*Alpha potential is the potential for excess returns associated with active management
Small caps provide a wider range of exposure compared to
large caps
Vast universe + less well-researched = alpha potential*
Small caps tend to outperform large caps during recovery
phase
Attractively priced
1. Valuations
2. Growth Potential
4. Alpha Factor
5. Unique sectors
3. Economic Recovery
17

18. Introducing
Edelweiss Small Cap Fund
Identifying the Legends of Tomorrow
18

19. Investment Framework
19

20. Our philosophy while managing your money
Our FAIR investment framework helps in identifying robust and clean businesses available at acceptable price and also
keeps us informed on their ESG standings
Use the forensic framework to check accounting quality, board governance standards and ownership
background
Focus on reasonably priced businesses with medium-term earnings power rather than short-term and be
value/ growth agnostic
Be informed on ESG factors for businesses that we like to invest and its impact on the environment and
humans at large
Pick well managed businesses having scalable opportunities and superior return on capital employed
20

21. Attractive investment Value =
discounted investment value +
compounding investment value
Our investment process
Listed universe
Fundamental
framework
ESG
framework
Forensic
analysis
framework
Filter
Robust businesses
Analyse quality using
Forensics
Arrive at
Acceptable price
Be ESG Informed
Quantitative Screening
(1) 5 yr average ROIC > 10% (2) Current year Sales, EBITDA, PAT > 5 yr.
average Sales, EBITDA, PAT. (3) Revenue growth > Av. Sector growth
21

22. Portfolio construction/
monitoring
Risk management at each level of investment process
Risk management is core to our strategy at each level of investment process
Quality
Corp. Governance
Price
Liquidity
Reg. Guidelines
Sell Discipline
Portfolio Risk
Residual Macro Bets
Best Price Monitoring
Liquidity Monitoring
Trading
Investment
process
Risk
management
Idea generation/
research
22

23. What we don’t do
Not doing something is an active call and very important factor in investing
Take out-sized
sector bets
Macro calls Cash-calls
Earnings of every sector
goes through cycles and
over longer period it is in
line with broader market
earnings.
Hence, we avoid out-sized
sector bets unless it is the
mandate of the fund.
Macro calls may not work
all the time given the
dynamic nature of our
markets today compared to
what they were in the past.
Timing the market is
difficult and hence, we
keep our portfolios fully
invested.
02
01 03
23

24. Edelweiss Small Cap Fund Investment Strategy
Investing in small businesses that aim to deliver exponential business and
earnings growth.
Buying businesses benefiting from economic growth owing to their
cyclical nature.
Making no compromise on quality by doing a higher degree of due
diligence and forensic analysis.
Constantly monitoring portfolio liquidity to handle market fluctuations and
redemption pressures.
24

25. Three themes in focus
Consumption China + 1
Capex
25

26. Income figures in dollar
Consumption – An evergreen theme in India
Consumer
China + 1
2% 7%
24%
46%
36%
34%
38%
13%
0%
10%
20%
30%
40%
50%
60%
70%
80%
90%
100%
2021 2031
Above 35,000 10,000-35,000 5,000-10,000 0-5,000
India’s overall consumption could more than double
as income distribution in the country shifts
Housing inventory at 10 yr low
The above graph suggests a rapid decrease in the housing inventory
indicating an increase in consumption
Few direct & indirect consumption plays in the portfolio : Westlife Foodworld Ltd , Metro Brand
Source : Morgan Stanley Report, Bloomberg.Internal research. The above stocks may or may not be part of the portfolio in future. 26

27. Westlife Foodworld continues to focus on improving sales through
Menu, meals, and branding, and helped the company to post 15%
sales CAGR over 5years despite COVID.
The management targets to reach 580–630 new restaurants by
2027 from current 357 stores.
McDonald's is receiving a positive response in the smaller cities and
towns, as a result of its aspirations. Non-Metro towns continue to
grow at over 1.3x on the pre-covid base.
Source : Internal Research. Bloomberg. Data as on 31st Mar,2023. The above stocks may or may not be part of the portfolio in future.
Westlife Foodworld Ltd. – Playing the consumption theme
Key Parameters 5 Yr Growth %
Sales Growth 15%
Profit Growth 85%
Westlife Foodworld Ltd.
0
100
200
300
400
500
600
700
800
900
Westlife Foodworld Ltd.
27

28. Source : Reuters. Note : BE is budget estimates, rest are actual/provisional fig. The above stocks may or may not be part of the portfolio in future.
Capex on the rise
Consumption China + 1
Capex
2.8 2.6
3.1 3.4
4.3
5.9
7.5
10
0
2
4
6
8
10
12
2016-17 2017-18 2018-19 2019-20 2020-21 2021-22
BE
2022-23
BE
2023-24
BE
India’s capex to increase by 33% in FY 23-24
Government’s thrust on capital expenditure
to boost economy and high spends on
infra bodes well for industrials
When interest rates rise the economy is
usually on a stronger footing to withhold
this regime change and hence, industrial
activity tend to remain strong and resilient.
Industrial manufacturing businesses are
also mostly beneficial of high commodity
prices since they can pass on the higher
cost without impacting demand to a large
extent.
Few direct & indirect capex plays in the portfolio : APL Apollo Tubes , Metro Brands
28
Rs.Tn

29. APL is the largest structural tubes manufacturer in India with a market
share of 50%.
Structural steel share in overall steel consumption in India is one of the
lowest in the world at ~4% in FY2020 as compared to global average of 9-
10%.
With rising demand from housing and infrastructure projects, we expect
the structural steel market to witness a 10% CAGR over FY2021EP-
FY2024E.
APL, a market leader in the segment, would be the key beneficiary of
rising demand and potential market share gain over the next couple of
years.
APL’s presence in a niche business, first-mover advantage (introduction
of innovative products) in structural steel tubes space, and improved
earnings quality (better margin/RoE profile) places the company better in
terms of growth and valuations compared to other peers
Source : HEM Securities , Sharekhan , Bloomberg. Data as on 31st Mar,2023. The above stocks may or may not be part of the portfolio in future.
APL Apollo Tubes -
Key Parameters 5 Yr Growth %
Sales Growth 25%
Profit Growth 32%
ROE 24%
APL Apollo Tubes Ltd.
0
200
400
600
800
1000
1200
1400
1600
APL Apollo Tubes Ltd.
29

30. India is benefiting from China +1 shift
Consumption China + 1
Capex
India can experience an influx of capital, technology, and expertise,
which can contribute to its economic advancement with China+1
India’s economic
advancement
With the "China +1" approach, businesses looking to reduce
manufacturing costs can consider India as a viable option.
Low cost of labour
India has been making significant investments which support the
manufacturing sector and make India an attractive destination for
companies adopting the "China +1" strategy.
India’s heavy
infrastructure
investment
Conducive
business
environment
A conducive business environment encourages investments,
promotes entrepreneurship, and supports the growth of industries
involved in the "China +1" strategy.
Key factors for China + 1 theme
Few direct & indirect China+1 plays in the portfolio : Dixon Tech, Navin Flourine
30
The above stocks may or may not be part of the portfolio in future.

31. The Indian electronics and consumer durable industry are ~Rs.
4,00,000 crore and growing rapidly.
Manufacturing can be a significant growth owing to the shift in
manufacturing bases outside China.
Dixon’s leadership position is a key beneficiary in the electronic
outsourcing business.
Expanded capacity in consumer electronics and home
appliances, coupled with a PLI scheme license for mobile
phones, is likely to drive revenue growth momentum. In contrast,
the margin may expand due to economies of scale and
automation in the lighting business.
The company is foraying into new business verticals and
expanding its product portfolio of existing business verticals.
Source : Sharekhan, Bloomberg. Data as on 31st Mar,2023
Dixon Technologies – Key beneficiary of China+1 shift
Key Parameters 5 Yr Growth %
Sales Growth 34%
Profit Growth 33%
ROE 23%
Dixon Technologies Ltd.
0
1000
2000
3000
4000
5000
6000
7000
Dixon Technologies Ltd.
31

32. Edelweiss Small Cap Fund - Latest portfolio snapshot
Source: Bloomberg, AMFI, NSE, ACE MF and Internal Research. All data above are as on 31st July 2023. Note: The investment strategy stated above may change from time to time without any notice and shall be in
accordance with the strategy as mentioned in the Scheme Information Document. Liquidity assuming 30% market participation. Active bet is the summation of % of holdings of absolute deviation from the
benchmark, Liquidity is how quickly stocks can be bought/sold in the market.
Portfolio details
Total stocks in portfolio 69
Top 10 stocks 25.66%
Active bets 75.93%
Cash & Cash Equivalents 4.14%
Liquidity
< 1 day 39.4%
1 - 2 day 21.3%
2- 5 days 25.5%
> 5 days 13.7%
Top 10 active bets
Wt.
(%)
APL Apollo Tubes Ltd. 3.51%
Westlife Foodworld Ltd. 2.78%
Ajanta Pharma Ltd. 2.46%
JB Chemicals & Pharmaceuticals Ltd. 1.98%
Birlasoft Ltd. 1.93%
The Federal Bank Ltd. 1.92%
UNO Minda Ltd. 1.91%
Cholamandalam Investment & Fin Co Ltd. 1.90%
Century Plyboards (India) Ltd. 1.88%
Indian Bank 1.77%
32

33. True to label approach
The fund has primarily invested in small cap stocks and smaller allocation in mid caps.
Edelweiss Small Cap Fund portfolio allocation
Source : Ace MF, Data as of 31st July 2023 33
-
10.00
20.00
30.00
40.00
50.00
60.00
70.00
80.00
90.00
100.00
Cash & Cash Equivalent Large Cap Mid Cap Small Cap

34. Top 10 contributors & detractors
Source: Bloomberg. Data as on 31st July 2023. Past Performance may or may not be sustained in future.
Contributors
Weights
(%)
Return
(%)
Contributi
on (%)
KEI INDUSTRIES LTD 2.85 96.60 2.23
APAR INDUSTRIES LTD 1.32 232.82 1.90
ACTION CONSTRUCTION EQUIPMEN 1.05 222.39 1.48
WESTLIFE FOODWORLD LTD 3.05 60.22 1.47
APL APOLLO TUBES LTD 1.70 67.34 1.30
J.B. CHEMICALS & PHARMA LTD 3.20 42.53 1.25
CHOLAMANDALAM INVESTMENT AND 1.97 61.94 1.13
INDIAN BANK 1.47 102.63 1.13
MAX HEALTHCARE INSTITUTE LTD 1.97 60.94 1.09
CEAT LTD 0.78 49.13 0.97
TOTAL 19.36 - 13.95
Last 1 Year Last 1 Year
34
Detractors
Weights
(%)
Return
(%)
Contributi
on (%)
VMART RETAIL LTD 1.77 -17.73 -0.50
GREENPANEL INDUSTRIES LTD 0.73 -32.91 -0.47
LAURUS LABS LTD 0.51 -36.00 -0.38
CITY UNION BANK LTD 1.94 -16.72 -0.36
NOCIL LTD 1.21 -19.05 -0.35
MAHINDRA LOGISTICS LTD 0.98 -22.57 -0.29
CHAMBAL FERTILISERS & CHEM 1.42 -11.92 -0.25
JAMNA AUTO INDUSTRIES LTD 1.34 -8.55 -0.15
TCI EXPRESS LTD 1.07 -9.75 -0.14
GMM PFAUDLER LTD 1.86 -7.80 -0.11
TOTAL 12.83 - -3.00

35. Sector contribution to returns over the last 1 year
Top outperforming sectors Performance of top overweight sectors
4.47%
-0.20%
0.58%
0.12%
0.74%
Source : Bloomberg. The above data is for the last one year. Data as on 31st July,2023. The above weights are on a weighted avg basis over the last one year. Past Performance may or may not be sustained in future.
% Overweight Sectors Excess return over the
benchmark
35
7.05
2.77
2.49 2.31
1.82
3.19
2.15
2.40
1.82
4.01
0.00
1.00
2.00
3.00
4.00
5.00
6.00
7.00
8.00
Industrial
Products
Electrical
Equipment
Banks Auto
Components
Finance
Fund Benchmark
2.04
2.23
2.47
2.66
5.88
0 2 4 6 8
Electrical Equipment
Banks
Auto Components
Transport Services
Industrial Products

36. TIME in the market beats TIMING the market
Source: NSE, Data as of 31st July 2023
SIP assumed at Rs 10,000 Pm since inception. SIP is on NSE Smallcap 250 TR Index. The worst-case scenario is assuming that investments were made at
each monthly peaks. Best case is investments are at each monthly low and average case is average price of month. Past performance is no guarantee of
future return. This image is just an example to show long term return is should not be construed as a promise of performance. Since Inception date: 07th Feb
2019
SIP of Rs. 10,000 invested in different scenarios
36
11,01,548
10,54,354
10,17,602
5,40,000
10,35,868
9,83,361
9,45,979
Best Case Average Case Worst Case Actual Investment
Edelweiss Smallcap Fund Nifty Smallcap 250 TR

37. Consistent outperformance
Source : AceMF Data as on 31st July 2023. Past Performance may or may not be sustained in the future.
The fund has always stayed ahead of its benchmark since inception
37
10,05,239
9,19,440
-
2,00,000
4,00,000
6,00,000
8,00,000
10,00,000
12,00,000
Feb-19
Apr-19
Jun-19
Aug-19
Oct-19
Dec-19
Feb-20
Apr-20
Jun-20
Aug-20
Oct-20
Dec-20
Feb-21
Apr-21
Jun-21
Aug-21
Oct-21
Dec-21
Feb-22
Apr-22
Jun-22
Aug-22
Oct-22
Dec-22
Feb-23
Apr-23
Jun-23
Edelweiss Small Cap Fund-Reg(G) Nifty Smallcap 250 - TRI

38. Source : AceMF. Data as on 31st July ,2023
Drawdowns
Drawdowns are lower compared to the Nifty Small cap 250 TRI index
38
-50%
-45%
-40%
-35%
-30%
-25%
-20%
-15%
-10%
-5%
0%
Drawdowns
Edelweiss Small Cap Fund-Reg(G) Nifty Smallcap 250 - TRI

39. Trailing performance
Edelweiss smallcap fund
Benchmark
(NIFTY Smallcap 250 TRI)
Additional benchmark
(NIFTY 50 TRI)
Period Returns
Value of Rs.
10,000 invested
Returns
Value of Rs.
10,000 invested
Returns
Value of Rs.
10,000 invested
Last 1 Year 26.13% 12,629 29.97% 13,015 16.18% 11,628
Last 3 Years 40.72% 27,867 39.21% 26,980 22.71% 18,479
Since Inception 28.18% 30,409 21.54% 23,959 15.18% 18,837
Past performance may or may not be sustained in future and should not be used as a basis for comparison with other investments.
- CAGR Return for > 1 year and absolute return for =< 1 year.
- Different plans shall have different expense structure. The performance details provided herein are of Regular Plan of Edelweiss Smallcap
Fund. Returns are for Growth Option only. Since Inception returns are calculated on Rs. 10/- invested at inception of the scheme. In case the
start/end date is non-business day, the NAV of previous day is used for computation. Inception date – Feb 07, 2019.
-The scheme is currently managed by Mr. Sahil Shah (Fund Manager) since 10th Aug,2021 and Mr. Trideep Bhattacharya (Co- Fund Manager)
since 24th Dec,2021.
-Data Source: Ace MF, Data as on 31st July 2023 In case the start/end date is non-business day, the NAV of previous day is used for
computation. Please click here for performance of other funds managed by fund manager.
39

40. Scheme information
Scheme Open ended scheme
Inception date 7th February, 2019
Benchmark NIFTY Smallcap 250 TRI
AUM 2,151 Cr.
Net equity 95.86%
Sharpe ratio 2.06
Fund manager
Mr. Sahil H. Shah (Fund Manager)
Mr. Trideep Bhattacharya (Co- Fund Manager)
Exit load 1% if redeemed within 90 days of investment
Edelweiss small cap fund – Key terms
Data as on 31st July 2023. | Risk free rate of return (FIMMDA Overnight MIBOR) 6.90%
The investment objective is to generate long-term capital appreciation from a portfolio that predominantly invests
in equity and equity-related securities of small cap companies.
40

41. Meet the fund managers
Mr. Trideep Bhattacharya, Co- Fund manager
With PGDBM in Finance from SP Jain Institute of Management & Research, Mumbai and B.Tech in Electrical Engineering
from IIT, Kharagpur, meet our Co-CIO Equities – Mr. Trideep Bhattacharya.
Trideep comes with over two decades of experience in Equity investing across Indian and Global markets. Prior to joining
Edelweiss AMC, he was instrumental in building a market leading PMS business at Axis Asset Management Company, as
Senior Portfolio Manager – Alternate Equities.
He has also spent a significant amount of time as a Portfolio Manager at State Street Global Advisors and UBS Global
Asset Management (London, UK). When not occupied with work, Trideep loves playing Tennis, Bridge and is hands on with
few musical instruments.
Mr. Sahil Shah, Fund manager
Mr. Sahil Shah joined Edelweiss Asset Management as a fund manager in the year 2015.
Though his association with Edelweiss family dates to the year 2007 when he joined as a research analyst and was
given the role to do an in-depth coverage on automobile stocks within mid-small cap space. He has over 14 years of
rich experience as a Fund Manager and Research Analyst.
A Bachelors in Commerce & CFA (ICFAI), he’s also been part of the investment committee of research team at
Edelweiss Broking Limited.
41

42. Risk-o-meter
This product is suitable for investors who are
seeking*:
Scheme risk-o-meter
Benchmark riskometer:
(NIFTY Smallcap 250 - TRI)
• Long term capital growth.
• Investment predominantly in equity and equity
related securities of smallcap companies.
Investors understand that their principal will
be at a very high risk
*Investors should consult their financial advisers if in doubt about whether the product is suitable for them.
Edelweiss Small Cap Fund
(An open-ended equity scheme predominantly investing in small cap stocks)
42

43. Disclaimer
This document is for information purposes and private circulation only and is not an offer to sell or a solicitation to buy any
mutual fund units / securities or to have business relations with Sponsor/ AMC/ Trustee Company and its associates or
Edelweiss Mutual Fund. These views alone are not sufficient and should not be used for the development or implementation
of an investment strategy. All opinions, figures and estimates included in this document (unless as specified in the
document) are as of this date and are subject to change without notice. It should not be construed as investment advice to
any party. Neither Sponsor/ AMC/ Trustee Company and its associates nor Edelweiss Mutual Fund or any person connected
with it, accepts any liability arising from the use of this information. Utmost care has been exercised while preparing the
document, and Sponsor/ AMC/ Trustee Company and its associates or Edelweiss Mutual Fund does not warrant the
completeness or accuracy of the information and disclaims all liabilities, losses and damages arising out of the use of this
information. The recipient of this material should rely on their investigations and take their own professional
advice. Investment decisions of the AMC may not always be profitable.The Sector / Stocks /issuers mentioned in the
presentation do not constitute as any research report / recommendation and the fund may or may not have future position in
these stocks / sector / issuers.
Mutual fund investments are subject to markets risks, read all scheme related documents carefully.
43

44. Disclaimer
44
Scheme Name Benchmark Name
1-Year 3-Years 5-Years
Scheme Benchmark Scheme Benchmark Scheme Benchmark
Edelweiss Mid Cap Fund-Regular Plan Nifty Midcap 150 TR Index 20.63% 26.98% 33.15% 35.20% 16.58% 17.24%
Edelweiss Mid Cap Fund-Direct Plan Nifty Midcap 150 TR Index 22.48% 26.98% 35.16% 35.20% 18.38% 17.24%
Funds Managed by Mr. Trideep Bhattacharya & Sahil Shah
Scheme Name Benchmark Name
1-Year 3-Years 5-Years
Scheme Benchmark Scheme Benchmark Scheme Benchmark
Edelweiss Large & Mid Cap Fund-Regular Plan Nifty Large Midcap 250 TR Index 17.37% 20.49% 25.36% 28.53% 13.73% 14.85%
Edelweiss Large & Mid Cap Fund-Direct Plan
Nifty Large Midcap 250 TR Index 19.26% 20.49% 27.39% 28.53% 15.53% 14.85%
Funds Managed by Mr. Abhishek Gupta & Co - Fund Manager Mr. Trideep Bhattacharya

45. Disclaimer
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Scheme Name Benchmark Name
6-month annualized
Scheme Benchmark
Edelweiss Focused Equity Fund - Regular Plan – Growth Nifty 500 TR Index 32.65% 29.91%
Edelweiss Focused Equity Fund - Direct Plan - Growth Nifty 500 TR Index 34.73% 29.91%
Funds Managed by Mr. Abhishek Gupta & Co - Fund Manager Mr. Trideep Bhattacharya
Funds Managed by Mr. Trideep Bhattacharya and Co- Fund Manager: Mr. Ashwani Agarwalla
Scheme Name Benchmark Name
1-Year 3-Years 5-Years
Scheme Benchmark Scheme Benchmark Scheme Benchmark
Edelweiss Long Term Equity Fund-Regular Plan Nifty 500 TR Index 17.65% 17.25% 22.83% 24.91% 11.30% 13.29%
Edelweiss Long Term Equity Fund-Direct Plan Nifty 500 TR Index 19.66% 17.25% 24.93% 24.91% 13.21% 13.29%
Edelweiss Flexi-Cap Fund-Regular Plan
Nifty 500 TR Index
18.13% 17.25% 24.50% 24.91% 12.38% 13.29%
Edelweiss Flexi-Cap Fund-Direct Plan
Nifty 500 TR Index
20.10% 17.25% 26.66% 24.91% 14.33% 13.29%

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