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(%) | 42.58 | 21.42 | 18.94 | 15.32 |
Average Rolling Returns(%) | 18.00 | 15.87 | 14.26 | N/A |
The Current NAV of Edelweiss Flexi Cap Fund - Growth - Direct Plan is ₹37.59.
You can consider SIP in Edelweiss Flexi Cap Fund - Growth - Direct Plan as it has consistently outperformed the benchmark and has a Very 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 0.45%
The process for redemption is
The AUM of Edelweiss Flexi Cap Fund - Growth - Direct Plan is currently ₹1,690 Crores.
The Top three stocks are HDFC Bank, Larsen & Toubro and ICICI Bank and account for 17% of its portfolio. Top 5 and 10 stocks of fund account for 24% and 36% 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 54% of the total portfolio.
Funds Portfolio Quality is Very Good. It has a large proportion of Green 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 43.94 and PB ratio is 8.14
The asset allocation of Edelweiss Flexi Cap Fund - Growth - Direct Plan is Stocks : 98.07%, Debt : 1% and Gold : 0.95%
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