3 Year return
22.14%Investment Details
Calculate Returns
Based on past performance of this fund
Risk Involved
Your principal will be at
Very High Risk
Asset Under Management
₹2247.99 Cr.
Expense Ratio
0.44% (inclusive of GST)
Exit Load
1.00% - If redeemed / switched out on or befoe 90 days from the date of allotment. Nil - If redeemed / switched out after 90 days from the date of allotment.
Tax Implications
Withdrawal within 1 year:
20% tax on gains
Withdrawal after 1 year:
12.5% tax on gains above ₹1.25 lakh per financial year
Fund Holdings
Edelweiss Mutual Fund Managers
TB
Trideep Bhattacharya
Fund Manager since Oct 2023
Fund House Details
Edelweiss Mutual Fund Asset management company
Peer Comparison
Comparison with other similar funds
|
Funds
|
3 Y Returns
|
ARQ Rating
|
|---|---|---|
|
JM Flexicap Fund |
30.21% |
2.5 |
|
Quant Flexi Cap Fund |
25.79% |
0 |
|
Parag Parikh Flexi Cap Fund |
19.22% |
3.5 |
Schemes by Edelweiss Mutual Fund
List of mutual fund schemes by AMC
Other . FoFs Domestic
Bharat Bond ETF FoF April 2032 Direct Growth
Other . FoFs Domestic
Bharat Bond ETF FoF April 2032 Direct Plan Dividend Payout
Other . FoFs Domestic
Bharat Bond ETF FoF April 2032 Direct Plan Dividend Reinvestment
Other . FoFs Domestic
Bharat Bond ETF FoF April 2033 Direct Plan Growth
Other . FoFs Domestic
Bharat Bond ETF FoF April 2033 Direct Plan IDCW Payout
About Edelweiss Flexi Cap Fund Direct Plan Growth
Edelweiss Flexi Cap Fund Direct Growth is a flexi cap mutual fund scheme offered by Edelweiss Mutual Fund. This investment avenue is designed with a distinctive approach, offering the flexibility to navigate between small, mid, and large-cap companies. The fund's strategy revolves around investing in quality businesses and well-managed entities with a proven track record of resilience in the face of significant market shifts. A notable aspect of the fund's philosophy is its inclination to avoid weak businesses that could be disproportionately impacted by market shocks.
Investment Objective of the Scheme
The core investment objective of Edelweiss Flexi Cap Fund Direct Plan Growth is to achieve long-term capital appreciation. To attain this goal, the scheme primarily channels its investments into equity and equity-related securities of companies across diverse market capitalisations. This strategy aims to capitalise on opportunities presented by companies spanning the spectrum of market sizes, potentially enhancing returns through exposure to varied growth trajectories.
Key Features of The Fund
| 5-year return | 25.55% |
| Expense Ratio | 0.44% |
| Fund Manager | Trideep Bhattacharya |
| Fund Size | ₹2247.99 Cr |
| Risk Profile | Very High |
Is This Scheme Right for Me?
Edelweiss Flexi Cap Fund Direct Plan Growth is particularly suitable for investors seeking long-term capital growth. By investing in a range of equity and equity-related securities across different market capitalisations, the fund offers a diversified approach to potential returns. However, potential investors should be aware that investments in equities carry inherent market-related risks, and the fund's performance could fluctuate based on broader market trends. As with any investment decision, aligning one's investment objectives and risk tolerance is crucial. Before making any investment, it's advisable to conduct thorough research and, if needed, seek guidance from financial experts to ensure that the investment strategy aligns with individual financial goals.
AMC Contact Details
| Name | Edelweiss Mutual Fund |
| Launch Date | 2009 |
| Addresss | Edelweiss House, Off. C.S.T Road, Kalina, Mumbai - 400 098 |
| Contact | 1800 425 0090 |
| EMFHelp@edelweissmf.com | |
| Website | https://www.edelweissmf.com/ |
Disclaimer: Mutual funds are subject to market risk. Read all scheme-related documents carefully to make informed-decision.
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FAQs
What is today's NAV of Edelweiss Flexi Cap Fund?
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What is the expense ratio of Edelweiss Flexi Cap Fund?
What are the returns of Edelweiss Flexi Cap Fund since inception?
What is the minimum SIP amount to invest in Edelweiss Flexi Cap Fund?
How do I invest in Edelweiss Flexi Cap Fund?
- Make sure you are logged in to Angel One.
- Select the type of investment: SIP or one-time.
- In case of an SIP, select the amount and date and click ‘Start SIP’. In case of a one-time investment, enter just the amount.
- Proceed by clicking the pay button and choosing your mode of payment.
- Your portfolio will be updated with this investment in 3-5 working days.
How to start an SIP in Edelweiss Flexi Cap Fund?
- Click on the ‘Invest’ button.
- Enter your desired SIP amount and the SIP date.
- You can uncheck the ‘Make first payment now’ box if you don’t want to make the payment right away.
- Choose your payment method between UPI and Net Banking.
- Make your payment.
- Your SIP is created.
How do I automate an SIP in Edelweiss Flexi Cap Fund?
- Once you create an SIP, click on ‘Set up autopay’
- Select your desired verification method - debit card, net banking or Aadhar method credentials - and click on submit.
- Once you verify the OTP, your mandate request will be created.
How can I withdraw/redeem my investment in Edelweiss Flexi Cap Fund?
- Go to the ‘Investments’ section and click on the mutual fund scheme you want to withdraw.
- Enter the amount you want to withdraw and tap the ‘Withdraw’ button.
- Verify the details on the ‘Confirm withdraw’ screen.
- Select the bank account in which you want to receive the funds.
- You will receive your funds within three working days of placing the order.
- You can track your order in the ‘Orders’ section.
