Returns (Lumpsum)
CAGR for periods ≥ 1 year1 Week-2.18%
1 Month-10.99%
3 Months-12.24%
6 Months-7.63%
1 Year-1.09%
3 Years (CAGR)+15.00%
5 Years (CAGR)+12.83%
10 Years (CAGR)—
Since Inception (Nov 2016)+14.28%
SIP Returns (XIRR)
₹1,000/month SIP, annualised1 Year SIP-12.27%
3 Year SIP+4.34%
5 Year SIP+9.47%
Since Inception (Nov 2016)+12.87%
Fund Details
Fund HouseEdelweiss Mutual Fund
CategoryFlexi Cap
Plan Typeregular
Optiongrowth
AUM₹3,203 Cr
Expense Ratio1.88%
Min SIP₹500
Min Lumpsum₹1,000
Launch Date28 Nov 2016
AMFI Code140355
Risk Metrics
—
Sharpe Ratio
—
Alpha
—
Beta
—
Sortino
—
Std Dev
—
Max Drawdown
Performance Comparison
Performance Comparison
Interested in This Fund?
Our experts will help you decide if this fund fits your goals.
Investment Objective
Edelweiss Flexi Cap Fund - Regular Plan - Growth Option aims to generate long-term capital appreciation by investing across companies of all market capitalisations — large, mid, and small cap — without any restriction on allocation. The fund manager has the flexibility to dynamically shift between segments based on market conditions.
About This Fund
Edelweiss Flexi Cap Fund - Regular Plan - Growth Option is a Flexi Cap mutual fund offered by Edelweiss Mutual Fund. The fund has been operational for over 9 years. It manages assets worth ₹3,203 Cr, reflecting investor confidence in the fund's strategy. The current expense ratio is 1.88%.
Who Should Invest?
- •Investors with a high risk appetite seeking long-term wealth creation
- •Investors with an investment horizon of 5 years or more
- •SIP investors who can benefit from rupee cost averaging during market fluctuations