Widely used:
Analyst’s Choice
Value Research Rating
Analyst’s Choice
Riskometer
Very High
₹42.3350 -0.97%
As on 13-Aug-2024
As per SEBI's Riskometer.
Split between different types of investments
Split between categories of Equity investments
Rating |
VR Opinion |
Risk
|
Return (%) |
|
Expense Ratio (%)
|
|
|---|---|---|---|---|---|---|
|
Edelweiss Flexi Cap Fund - Direct Plan
|
|
|
Very High
|
Please wait... |
0.35 |
|
 |
|
Very High
|
Please wait... |
0.63 |
||
|
|
Very High
|
Please wait... |
0.78 |
||
|
|
Very High
|
Please wait... |
0.95 |
||
|
|
Very High
|
Please wait... |
0.74 |
₹2,248 Cr
1.00 (90)
100
1
100
6
Investment Strategy
The scheme seeks to generate long term capital appreciation, from a diversified portfolio that dynamically invest in equity and equity related securities of companies across various market capitalisation.
Suitability
When you invest for five years or more, you can expect gains that comfortably beat the inflation rate as well as returns from fixed income options. But be prepared for ups and downs in your investment value along the way.
This is a flexi-cap fund where the fund management team has complete freedom to invest in companies of different sizes, depending on where it expects maximum gains. This versatility makes flexi-cap funds most suitable for equity fund investors, as the job of stock selection is left completely to the fund manager, which is the very idea of investing in a mutual fund.
Like for all equity funds, you must invest only through the SIP route. Click here to read a primer on SIP investing.
Warning: Do not invest in this, or any other flexi-cap fund, if you need to redeem your investment in less than five years.
Capital Gains Taxation
Dividend Taxation
Edelweiss Flexi Cap Fund - Direct Plan is mandated to invest at least 65 per cent of its assets in equity stocks at all times. Flexi cap funds have complete freedom to invest in companies of different sizes, depending on where the fund management team expects maximum gains.
Mutual funds can be bought directly from the website of the fund house. For instance, Edelweiss Flexi Cap Fund - Direct Plan fund can be purchased from the website of Edelweiss Mutual Fund. You can also buy mutual funds through platforms like MF Central, MF Utility, among others. However, if you are not comfortable buying mutual funds online, you can seek help of a mutual fund distributor. Most banks also act as mutual fund distributors. So you can connect with your bank for assistance.
The NAV of Edelweiss Flexi Cap Fund - Direct Plan is ₹42.3350 as of 14-Aug-2024.
The AUM of Edelweiss Flexi Cap Fund - Direct Plan Fund is ₹2,248 Cr as of 31-Jul-2024
The riskometer level of Edelweiss Flexi Cap Fund - Direct Plan is Very High. See More
| Company | Percentage of Portfolio |
|---|---|
|
6.07
|
|
|
4.94
|
|
|
4.68
|
|
|
3.54
|
|
|
3.18
|
As of 31-Jul-2024, Edelweiss Flexi Cap Fund - Direct Plan had invested 99% in Equity, 1.47% in Debt and -0.47% in Cash & Cash Eq. See More
Edelweiss Flexi Cap Fund - Direct Plan is 9 years 6 months old. It has delivered 16.35% returns since inception. See More
|
1Y
|
3Y
|
5Y
|
7Y
|
10Y
|
Since Inception
|
|---|---|---|---|---|---|
|
44.26%
|
21.45%
|
24.14%
|
18.93%
|
--
|
16.35%
|
No, There is no lock in period in Edelweiss Flexi Cap Fund - Direct Plan.
The expense ratio of Edelweiss Flexi Cap Fund - Direct Plan is 0.35.
Mutual Funds 
Edelweiss Edelweiss Flexi Cap Fund - Direct Plan
