• right-arrow
  • Mutual Funds
    right-arrow
  • Edelweiss Mutual Funds
    right-arrow
  • Edelweiss Flexi Cap Fund of Income Distribution cum capital withdrawal Opt (PIDCW-A)

Formerly Edelweiss Multi-Cap Reg DP

Edelweiss Mutual Funds

Edelweiss Flexi Cap Fund of Income Distribution cum capital withdrawal Opt (PIDCW-A)

EquityDiversified

Top Ranked

19.886

NAV (Oct 25)

16.2%
5 Year CAGR
Scripbox Opinion

Top Ranked

Edelweiss Flexi Cap Fund of Income Distribution cum capital withdrawal Opt (PIDCW-A) is a good choice within diversified mutual funds.

Scripbox recommends other funds for investment in diversified.

Click here to see our recommendations.

Diversified funds provides inflation beating growth over the long term and is suitable for investment objectives with duration of 10-15 years or longer (minimum 5 years).

Scripbox does not recommend investing in the dividend option of a fund because dividends are taxable at a higher rate than withdrawals.

Our analysis of this fundLearn how we rate funds ->

Track Record

6 Years. The fund has Relatively moderate history for analysis. We recommend funds with longer history.

Relative Size

875 Cr. Medium within the category

Category View

Superior. The category has a superior investment outlook

Consistency Of Performance

Good. The historical performance of the fund has been good

Invest in this fund
Explore a better alternative to this fund with a Scripbox plan.
Build Long Term Wealth

Build Long Term Wealth

Invest in a scientifically curated set of equity mutual funds which are best aligned towards achieving any long term objectives you have.

  • graph-icon-gray
    Historical growth rate of 12% per annum
  • graph-icon-gray
    Recommended Duration > 5 years
  • graph-icon-gray
    No Lock-in
  • graph-icon-gray
    Grow Wealth , Retirement , Kid's Education

No single fund can achieve what a plan can. Learn why

chart-amc-about

Historical NAV

19.886

NAV (Oct 25)

Fund Returns

Last 1Y
57.1%
Last 3Y
21.9%
Last 5Y
16.2%
Last 10Y
NA
Since Inception
13.4%
6 Month CAGR
27.8%
info-icon-blue

Scheme Information

Investment Objective

The investment objective of the Scheme is to generate long-term capital appreciation from a diversified portfolio that predominantly invests in equity and equity-related securities of companies across various market capitalisation. However,there can be no assurance that the investment objective of the Scheme will be realised.

Low

Low to Moderate

Moderate

Moderately High

High

Very High

risk-indicator-arrow.svg

Very High Risk

Expense Ratio
2.25
Launched (6y ago)
Feb 03, 2015
AUM in Crores
874.582
ISIN
INF843K01KO3
Lock-in
No Lock-in
Benchmark
IISL Nifty 500 TR INR
SIP Minimum
1000
Lumpsum Min.
5000
Fund Managers
user-avatar

Harshad Patwardhan

Fund Manager

user-avatar

Trideep Bhattacharya

Fund Manager

calculator

Returns Calculator Comparison

of

for

with step up of

InstrumentReturnsTotal CorpusGainsAnnualised %
Mutual Fund70%₹ 9,65,796 ₹ 2,33,18411.25%
EPF70% ₹ 9,00,761 ₹ 1,68,1498.50%
Property70% ₹ 8,67,662 ₹ 1,35,0507.00%
PPF70% ₹ 8,69,819 ₹ 1,37,2077.10%
Bank FD70% ₹ 8,46,471 ₹ 1,13,8596.00%
Gold70% ₹ 8,46,471 ₹ 1,13,8596.00%
Savings Bank70% ₹ 8,25,950 ₹ 93,3385.00%

Disclaimer: Products compared like fixed deposits may provide fixed guaranteed returns. Mutual Funds investments are subject to market risk, read all scheme related documents carefully before investing. Past performance is not an indicator of future returns.

build-long-item-wealth-img

Build Long Term Wealth

Invest in a scientifically curated set of equity mutual funds which are best aligned towards achieving any long term objectives you have.

  • Inflation beating returns
    Inflation beating returns
  • Grow Wealth , Retirement , Kid's Education
    Grow Wealth , Retirement , Kid's Education
  • One click investing  tracking
    One click investing tracking
comparison

Comparison with Equity Funds

Fund NameScripbox OpinionFund SizeTrack Record

SBI Focused Equity Fund (G)

recommended-badge

₹ 20,371 cr

5

recommended-badge

₹ 5,357 cr

5

recommended-badge

₹ 5,218 cr

5

recommended-badge

₹ 3,953 cr

5

recommended-badge

₹ 3,346 cr

5

amc-icon

About the AMC

Edelweiss Asset Management Limited

Edelweiss Asset Management Limited manages assets worth 39,425 crores and was set up on 23 August 2007. It's current offering of mutual fund schemes includes 29 equity,92 debt and 24 hybrid funds.

amc-img

  • tel-amc-about
    022-40933400
  • mail-amc-about
    emfhelp@edelweissfin.com
  • Fund NameScripbox Opinion
    Till Date CAGR
    top-ranked-badge

    4.9%

    7%

    top-ranked-badge

    28.2%

    12.4%

    top-ranked-badge

    21.9%

    13.4%

    top-ranked-badge

    8.3%

    5.3%

    top-ranked-badge

    21.2%

    14.8%

    growth

    Build Long Term Wealth

    Invest in a scientifically curated set of equity mutual funds which are best aligned towards achieving any long term objectives you have.

    • graph-icon-gray
      Historical growth rate of 12% per annum
    • graph-icon-gray
      Recommended Duration > 5 years
    • graph-icon-gray
      No Lock-in
    • graph-icon-gray
      Grow Wealth , Retirement , Kid's Education
    • graph-icon-gray
      One-click investing and tracking
    • graph-icon-gray
      Zero fees for all your investments
    Parag Parikh Flexi Cap fund (Growth)

    Parag Parikh Flexi Cap fund (Growth)

    Equity

    Diversified

    Mirae Asset Large Cap Fund (Growth)

    Mirae Asset Large Cap Fund (Growth)

    Equity

    Large Cap

    Axis Bluechip Fund (Growth)

    Axis Bluechip Fund (Growth)

    Equity

    Large Cap

    Invesco India Growth Opportunities Fund (Growth)

    Invesco India Growth Opportunities Fund (Growth)

    Equity

    Diversified

    How does Scripbox rate funds?

    Proprietary 4-step system to rate mutual funds

    We use a proprietary system to rate mutual funds and based on that make a recommendation or rate the fund as top ranked.

    What Scripbox recommendations mean?
    Scripbox algorithm recommends 2-4 funds for investment for an investment asset class such as large cap, diversified, liquid etc. When you invest for an objective, the algorithm suggests the appropriate asset class and funds.
    Track Record

    Track Record

    We look at consistent and long historical performance for our analysis.

    Fund Size

    Fund Size

    We look at the size of the fund with respect to other funds in the category. Larger funds are preferred.

    Sub-asset Class View

    Sub-asset Class View

    We check if the sub-category of the fund is recommended by us.

    Fund Performance

    Fund Performance

    Consistency of performance over various tenures is analysed for a relative performance stack.

    Track Record

    Track Record

    We look at consistent and long historical performance for our analysis.

    Fund Size

    Fund Size

    We look at the size of the fund with respect to other funds in the category. Larger funds are preferred.

    Impact of Interest Rates

    Impact of Interest Rates

    We check the relative interest rate risk of the sub-category of the fund. Lower the better.

    Credit Attractiveness

    Credit Attractiveness

    We check the credit quality of the underlying instruments present in the fund. Higher the better.

    Equity Funds

    Debt Funds

    How to invest in best mutual funds?

    Investing through Scripbox is made easy and paperless. All you need to do is follow the below steps and start investing.

    01

    Choose a plan

    Choose a plan to invest to start investing

    02

    Create an Account

    Create an account with Scripbox through a paperless process, to invest in this fund.

    03

    Invest online & transfer

    Invest via netbanking, UPI or through an SIP (eNACH mandate).

    04

    Track your investments

    Track, invest more and withdraw your investments through the Scripbox dashboard

    TRUST

    1. 4100+Crores
    2. 2500+Cities
    3. 7200+Customers
    We manage to deliver better strategies to people who trust us.

    We thrive on trust. You don’t need to just take our word for it! Get started with your wealth creation without worry.

    testimonial image
    Investing has helped me dream bigger for my life
    Dr. Shraddha BahirwaniSr. Dental Consultant

    About Edelweiss Flexi Cap Fund of Income Distribution cum capital withdrawal Opt (PIDCW-A)

    About Edelweiss Flexi Cap Fund of Income Distribution cum capital withdrawal Opt (PIDCW-A)

    Edelweiss Flexi Cap Fund of Income Distribution cum capital withdrawal Opt (PIDCW-A) is a Diversified Equity fund and has delivered an annualised return of 13.4% over a period of 6 years. The fund was previously known as Edelweiss Multi-Cap Reg DP . The fund is managed by Edelweiss Asset Management Limited. The fund managers are Harshad Patwardhan, Trideep Bhattacharya

    Edelweiss Flexi Cap Fund of Income Distribution cum capital withdrawal Opt (PIDCW-A) Investment Objective

    The investment objective of the Scheme is to generate long-term capital appreciation from a diversified portfolio that predominantly invests in equity and equity-related securities of companies across various market capitalisation. However,there can be no assurance that the investment objective of the Scheme will be realised. . However, there is no assurance that the objective of the scheme will be realized.

    Edelweiss Flexi Cap Fund of Income Distribution cum capital withdrawal Opt (PIDCW-A) NAV,AUM,Risk

    The Edelweiss Flexi Cap Fund of Income Distribution cum capital withdrawal Opt (PIDCW-A) fund was launched on Feb 03, 2015. The NAV (Net Asset Value) of this Diversified Equity fund as of 2021-10-25 is ₹19.89. The total AUM (Asset Under Management) of the fund as of 26/10/2021 is ₹874.582. The category risk of the Edelweiss Flexi Cap Fund of Income Distribution cum capital withdrawal Opt (PIDCW-A) fund is Very High Risk. The fund charges 2.25 % as expense ratio.

    Edelweiss Flexi Cap Fund of Income Distribution cum capital withdrawal Opt (PIDCW-A) Holdings

    The fund’s highest allocation is towards Equity and has invested 96.5% in this asset class. The top three holdings of the fund are , infosys ltd , icici bank ltd , hdfc bank ltd , state bank of india , hcl technologies ltd , bharti airtel ltd , clearing corporation of india ltd. , mphasis ltd , reliance industries ltd , axis bank ltd , srf ltd , larsen & toubro ltd , hindustan unilever ltd , max healthcare institute ltd ordinary shares , ultratech cement ltd , housing development finance corp ltd , dr reddy's laboratories ltd , itc ltd , phoenix mills ltd , emami ltd , dalmia bharat ltd , brigade enterprises ltd , ashok leyland ltd , cipla ltd , minda industries ltd , sun pharmaceuticals industries ltd , balkrishna industries ltd , csb bank ltd ordinary shares , cummins india ltd , amber enterprises india ltd ordinary shares , tata power co ltd , indusind bank ltd , mahindra logistics ltd , century plyboards (india) ltd , jk cement ltd , shriram transport finance co ltd , tata steel ltd , hindalco industries ltd , navin fluorine international ltd , equitas holding ltd , trent ltd , dixon technologies (india) ltd , sbi life insurance company limited , chambal fertilisers & chemicals ltd , gmm pfaudler ltd , godrej properties ltd , divi's laboratories ltd , aurobindo pharma ltd , action construction equipment ltd , honeywell automation india ltd , praj industries ltd , gujarat gas ltd , icici lombard general insurance co ltd , bharat petroleum corp ltd , gateway distriparks ltd , sbi cards and payment services ltd ordinary shares , net receivables/(payables) , bharti airtel ltd rights off 535 inr

    Edelweiss Flexi Cap Fund of Income Distribution cum capital withdrawal Opt (PIDCW-A) Sip

    The minimum SIP (Systematic Investment Plan) amount for this is ₹1000 and you can increase this in multiples of ₹ 100. In case you want to invest a lump sum, the minimum amount to be invested is ₹ 5000.

    Edelweiss Flexi Cap Fund of Income Distribution cum capital withdrawal Opt (PIDCW-A) Investment volatility and Horizon

    This fund is meant for investors with a minimum investment horizon of 5-7 years. Due to the asset class nature, expect volatility in your investments over the short term. The fund is benchmarked to IISL Nifty 500 TR INR

    Edelweiss Flexi Cap Fund of Income Distribution cum capital withdrawal Opt (PIDCW-A) Review

    Edelweiss Flexi Cap Fund of Income Distribution cum capital withdrawal Opt (PIDCW-A) has a score of 4 on a scale of 5. The fund scores 3 out of 5 based on historical performance. As compared to the other funds in its category, Edelweiss Flexi Cap Fund of Income Distribution cum capital withdrawal Opt (PIDCW-A) has a score of 3 out of 5 Scipbox has rated this fund 4 out of 5 based on consistency of performance over various years / tenures.

    Get started with investing today

    Invest in the best mutual funds recommended by Scripbox that are algorithmically selected that best suit your needs.