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FAQ : Edelweiss Flexi Cap Fund - Growth - Direct Plan

Edelweiss Flexi Cap Fund - Growth - Direct Plan has delivered CAGR and average rolling returns as follows :

1 Year 3 Year 5 Year 9 Year
CAGR(%) 16.78 19.57 15.87 15.15
Average Rolling Returns(%) 18.49 15.41 15.29 15.69

The Current NAV of Edelweiss Flexi Cap Fund - Growth - Direct Plan is ₹43.81.

You can consider SIP in Edelweiss Flexi Cap Fund - Growth - Direct Plan as it has outperformed the benchmark most of the time and has a Somewhat good quality portfolio. Funds returns likely to be fairly different than its benchmark NIFTY 500 , as Funds portfolio is somewhat different.

Edelweiss Flexi Cap Fund - Growth - Direct Plan fund’s expense ratio is 0.43%

The process for redemption is

  • Give a request for redemption of the number of units or the amount you want. The request will be acknowledged.
  • You will get information about the redemption and the NAV at which redeemed.
  • The amount will be deposited in the designated bank account.

The AUM of Edelweiss Flexi Cap Fund - Growth - Direct Plan is currently ₹3,203 Crores.

The Top three stocks are HDFC Bank, ICICI Bank and SBI and account for 14% of its portfolio. Top 5 and 10 stocks of fund account for 21% and 34% of fund’s portfolio respectively.

Top three sectors of Edelweiss Flexi Cap Fund - Growth - Direct Plan fund are BFSI, Construction & Infrastructure and Auto accounting for 53% of the total portfolio.

Funds Portfolio Quality is Somewhat Good. It has a large proportion of Green and Orange Stocks.Since this is a Equity - Flexi Cap Fund it is comparatively safer to invest in this fund. However, since it has not consistently outperformed its benchmark index on an average 3-year rolling returns basis it is not the most suitable fund for SIP.

The category of Edelweiss Flexi Cap Fund - Growth - Direct Plan Fund is Equity - Flexi Cap Fund.

Trideep Bhattacharya and Ashwani Agarwalla manage the Edelweiss Flexi Cap Fund - Growth - Direct Plan Fund.

Edelweiss Flexi Cap Fund - Growth - Direct Plan current PE ratio is 37.06 and PB ratio is 6.73

The asset allocation of Edelweiss Flexi Cap Fund - Growth - Direct Plan is Stocks : 95.95%, Debt : 3.31% and Gold : 0.73%

The minimum SIP amount for Edelweiss Flexi Cap Fund - Growth - Direct Plan is ₹100.00 and minimum lumpsum is ₹100.00

The exit load for Edelweiss Flexi Cap Fund - Growth - Direct Plan is 1% on or before 90 days, Nil after 90 days

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