Formerly Edelweiss Multi-Cap Reg Gr
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).
Investment Duration5 years
0
Total Investment0
Wealth Gained0
Total Corpus Created (₹)
With CAGR of 11.25 % in 5 years₹ 32.584
NAV (Apr 23)
Last 1Y | 42.4% |
Last 3Y | 21.4% |
Last 5Y | 17.7% |
Last 10Y | NA |
Since Inception | 13.7% |
6 Month CAGR | 25.4% |
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 | INF843K01KN5 |
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 |
of
for
with step up of
Asset | Returns | Total Corpus | Gains | CAGR |
---|---|---|---|---|
Edelweiss Flexi Cap Fund (Growth) | 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.
hdfc bank ltd
6%larsen & toubro ltd
5.5%icici bank ltd
5.4%reliance industries ltd
4%bajaj auto ltd
3.1%financial services
26.9%industrials
18.1%consumer cyclical
14.6%technology
11.4%energy
6.4%Fund Name | Fund Size | Outperformance Consistency |
---|---|---|
₹ 17,313 cr | ||
₹ 14,075 cr | ||
₹ 21,475 cr | ||
₹ 53,505 cr | ||
₹ 41,281 cr |
Edelweiss Asset Management Limited
Fund Name | Scripbox Opinion | Till Date CAGR | |
---|---|---|---|
5.6% | 5.2% | ||
5.7% | 7.2% | ||
- | 5.4% | ||
5.7% | 7.2% | ||
5.6% | 5.2% |
Edelweiss Flexi Cap Fund (G) 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 Gr. The fund is managed by Edelweiss Asset Management Limited. The fund managers are Ashwani Agarwalla, Trideep Bhattacharya.
Nav of Edelweiss Flexi Cap Fund (G) as of 4/23/2024 is ₹32.58 with the total AUM as of 4/24/2024 is ₹1690.088. With Scripbox you can compare and check the latest nav for all mutual funds in India. Edelweiss Flexi Cap Fund (G) 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 (G) 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 (G) 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 (G) is rated as a 3 fund in Equity and delivered 42.4% returns in the last 1 year. Scripbox provides a compare mutual funds research tool to view a detailed comparison with Edelweiss Flexi Cap Fund (G).
What is Edelweiss Flexi Cap Fund (G)?
How to invest in Edelweiss Flexi Cap Fund (G)?
You can invest in Edelweiss Flexi Cap Fund (G) 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 (G)?
The minimum sip amount for Edelweiss Flexi Cap Fund (G) is ₹1000. You can invest in multiples of ₹5000.
Is Edelweiss Flexi Cap Fund (G) good to invest in?
As per Scripbox experts, Edelweiss Flexi Cap Fund (G) is a Neutral fund. You can investEdelweiss Flexi Cap Fund (G) 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 (G)?
The expense ratio of the Edelweiss Flexi Cap Fund (G) is 2.03% for regular plan.