Analyst’s Choice
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 Multi Cap Fund - Direct Plan
|
Very High
|
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0.33 |
|||
Very High
|
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0.79 |
||||
Very High
|
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0.89 |
||||
Very High
|
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0.56 |
||||
Very High
|
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0.38 |
₹2,257 Cr
1.00 (90)
100
--
100
6
Investment Strategy
The scheme seeks to generate long-term capital appreciation by investing in a diversified portfolio of equity & equity-related instruments across large cap, mid cap and small cap stocks.
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 fund is mandated to invest at least 25 per cent of its money each in stocks of large, medium and small-sized companies. Such funds can be fairly volatile since at least 50% of their assets will always be invested in mid and small cap stocks which generally experience more severe ups and downs. This makes them suitable for long-term investors who don’t mind higher risk, but we suggest you also consider flexi-cap funds which offer complete freedom to fund managers to choose companies of different sizes.
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 multi-cap fund, if you need to redeem your investment in less than five years.
Capital Gains Taxation
Dividend Taxation
Edelweiss Multi Cap Fund - Direct Plan is mandated to invest at least 25 per cent of its assets each in large, mid and small-cap stocks.
Mutual funds can be bought directly from the website of the fund house. For instance, Edelweiss Multi 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 Multi Cap Fund - Direct Plan is ₹14.7821 as of 14-Aug-2024.
The AUM of Edelweiss Multi Cap Fund - Direct Plan Fund is ₹2,257 Cr as of 31-Jul-2024
The riskometer level of Edelweiss Multi Cap Fund - Direct Plan is Very High. See More
Company | Percentage of Portfolio |
---|---|
3.61
|
|
3.15
|
|
2.99
|
|
2.38
|
|
2.05
|
As of 31-Jul-2024, Edelweiss Multi Cap Fund - Direct Plan had invested 98.55% in Equity, 1.94% in Debt and -0.49% in Cash & Cash Eq. See More
Edelweiss Multi Cap Fund - Direct Plan is 0 years 9 months old. It has delivered 47.82% returns since inception. See More
1Y
|
3Y
|
5Y
|
7Y
|
10Y
|
Since Inception
|
---|---|---|---|---|---|
--
|
--
|
--
|
--
|
--
|
47.82%
|
No, There is no lock in period in Edelweiss Multi Cap Fund - Direct Plan.
The expense ratio of Edelweiss Multi Cap Fund - Direct Plan is 0.33.