- Mutual Funds
- Edelweiss Mutual Funds
- Edelweiss Flexi Cap Fund Opt (RIDCW-A)
Formerly Edelweiss Multi-Cap Reg DR
Flexi cap 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.
Investment Calculator
Investment Duration5 years
0
Total Investment0
Wealth Gained0
Total Corpus Created (₹)
With CAGR of 11.25 % in 5 yearsHistorical NAV
₹ 26.703
NAV (Apr 22)
Fund Returns
Last 1Y | 42.1% |
Last 3Y | 21.1% |
Last 5Y | 17.7% |
Last 10Y | NA |
Since Inception | 13.7% |
6 Month CAGR | 23.3% |
Scheme Information
The investment objective of the Scheme is to generate long-term capital appreciation from a diversified portfolio that dynamically 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 realized.
Expense Ratio | 2.03 |
Launched (9y ago) | Feb 03, 2015 |
AUM in Crores | 1690.088 |
ISIN | INF843K01KP0 |
Lock-in | No Lock-in |
Benchmark | Nifty 500 TR INR |
SIP Minimum | 1000 |
Lumpsum Min. | 5000 |
Standard Deviation (3yr) | 13 |
Standard Deviation (5yr) | 18.4 |
Beta (3yr) | 0.94 |
Beta (5yr) | 0.95 |
Sharpe Ratio (3yr) | 1.034 |
Sharpe Ratio (5yr) | 0.673 |
YTM | 0 |
Returns Calculator Comparison
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with step up of
| Asset | Returns | Total Corpus | Gains | CAGR |
|---|---|---|---|---|
| Edelweiss Flexi Cap Fund Opt (RIDCW-A) | 11,43,526 | 4,10,914 | 17.7% | |
| EPF | 9,00,761 | 1,68,149 | 8.50% | |
| Property | 8,67,662 | 1,35,050 | 7.00% | |
| PPF | 8,69,819 | 1,37,207 | 7.10% | |
| Bank FD | 8,46,471 | 1,13,859 | 6.00% | |
| Gold | 8,46,471 | 1,13,859 | 6.00% | |
| Savings Bank | 8,25,950 | 93,338 | 5.00% |
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.
Asset allocation and Holdings
Top Stock Holdings
hdfc bank ltd
6%larsen & toubro ltd
5.5%icici bank ltd
5.4%reliance industries ltd
4%bajaj auto ltd
3.1%Allocation by Sector
financial services
26.9%industrials
18.1%consumer cyclical
14.6%technology
11.4%energy
6.4%Comparison with Equity Funds
| Fund Name | Fund Size | Outperformance Consistency |
|---|---|---|
₹ 17,313 cr | ||
₹ 14,075 cr | ||
₹ 21,475 cr | ||
₹ 53,505 cr | ||
₹ 41,281 cr |
About the AMC
Edelweiss Asset Management Limited
| Fund Name | Scripbox Opinion | Till Date CAGR | |
|---|---|---|---|
5.6% | 5.2% | ||
5.8% | 7.2% | ||
- | 5.5% | ||
5.8% | 7.2% | ||
5.6% | 5.2% |
Edelweiss Flexi Cap Fund Opt (RIDCW-A) Review
Edelweiss Flexi Cap Fund Opt (RIDCW-A) is a Flexi Cap Equity fund and has delivered an annualised return of 13.7% over a period of 9 years. The fund was previously known as Edelweiss Multi-Cap Reg DR. The fund is managed by Edelweiss Asset Management Limited. The fund managers are Ashwani Agarwalla, Trideep Bhattacharya.
Nav of Edelweiss Flexi Cap Fund Opt (RIDCW-A) as of 4/22/2024 is ₹26.70 with the total AUM as of 4/23/2024 is ₹1690.088. With Scripbox you can compare and check the latest nav for all mutual funds in India. Edelweiss Flexi Cap Fund Opt (RIDCW-A) was launched on Feb 03, 2015. The category risk of the fund is Very High Risk.
The minimum SIP amount for Edelweiss Flexi Cap Fund Opt (RIDCW-A) 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. Check your estimated returns on mutual funds by using sip calculator.
Edelweiss Flexi Cap Fund Opt (RIDCW-A) 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 Nifty 500 TR INR.
Edelweiss Flexi Cap Fund Opt (RIDCW-A) is rated as a 3 fund in Equity and delivered 42.1% returns in the last 1 year. Scripbox provides a compare mutual funds research tool to view a detailed comparison with Edelweiss Flexi Cap Fund Opt (RIDCW-A).
Frequently Asked Questions
What is Edelweiss Flexi Cap Fund Opt (RIDCW-A)?
How to invest in Edelweiss Flexi Cap Fund Opt (RIDCW-A)?
You can invest in Edelweiss Flexi Cap Fund Opt (RIDCW-A) through AMC, intermediaries, brokers or platforms like Scripbox. To learn step by step process visit how to invest in mutual funds?
What is the minimum sip amount of Edelweiss Flexi Cap Fund Opt (RIDCW-A)?
The minimum sip amount for Edelweiss Flexi Cap Fund Opt (RIDCW-A) is ₹1000. You can invest in multiples of ₹5000.
Is Edelweiss Flexi Cap Fund Opt (RIDCW-A) good to invest in?
As per Scripbox experts, Edelweiss Flexi Cap Fund Opt (RIDCW-A) is a Neutral fund. You can investEdelweiss Flexi Cap Fund Opt (RIDCW-A) fund if its investment objective and risk-o-meter matches your investment goals and risk preferences.
What is the expense ratio of the Edelweiss Flexi Cap Fund Opt (RIDCW-A)?
The expense ratio of the Edelweiss Flexi Cap Fund Opt (RIDCW-A) is 2.03% for regular plan.