3 Year return

22.1%
Launched on January 2015 (9 years)

Investment Details

₹100

Minimum SIP Amount

₹100

Minimum one time investment

Fund has no lock-in period

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Based on past performance of this fund

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Risk Involved

scale

Your principal will be at

Very High Risk

Scheme Information

Asset Under Management

₹1859.88 Cr.

Expense Ratio

0.45% (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.

Ratings

ARQ Rating
1.5

Ratings by other agencies

3
4
3

Tax Implications

Withdrawal within 1 year

Exit load + 15% tax on gains

Withdrawal after 1 year

10% tax on gains over ₹1 Lakh per financial year

Fund Holdings

Holdings

Edelweiss Mutual Fund Managers

There are no records found for Fund Manager

Fund House Details

Edelweiss Mutual Fund

Edelweiss Mutual Fund Asset management company

AUM ₹147,767.86 Cr.
No. of Schemes 153
Setup Date NA

Peer Comparison

Comparison with other similar funds

Schemes by Edelweiss Mutual Fund

List of mutual fund schemes by AMC

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 20.72%
Expense Ratio 0.45%
Fund Manager NA
Fund Size ₹1859.88 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
Email 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.

Explore Tax-Saving Investment Advantages With SIPs

You can deduct ₹1.5 lakh from your taxable income by investing in an Equity Linked Savings Scheme (ELSS) through SIP, as allowed by Section 80(C) of the Income Tax Act, 1961. With a SIP in ELSS, individuals whose income is in the highest tax bracket (30%) can save about ₹45,000 annually. Plan tax-efficient investments and estimate possible returns utilising systematic investment plan calculator.

FAQs

What is today's NAV of Edelweiss Flexi Cap Fund?

NAV, or Net Asset Value, is the price of a single unit of a mutual fund. It is calculated by dividing the current value of holdings held by the mutual fund scheme at the end of the day by the total number of units issued. The NAV changes every day. The NAV of Edelweiss Flexi Cap Fund Jun 12 2024 is 40.427

What is the AUM of Edelweiss Flexi Cap Fund?

Short for Asset Under Management, AUM means the total assets held by a mutual fund scheme. The AUM of the fund changes every day based on the fluctuation in the price of the underlying assets. Fund houses don't update AUM on a daily basis. They only update it at the end of the month and release it within a few days of the following month. The AUM of Edelweiss Flexi Cap Fund is 1859.88 crore.

What is the expense ratio of Edelweiss Flexi Cap Fund?

The expense ratio is the annual charges you pay to the mutual fund house for managing your investments. It is a percentage of Assets Under Management. It is deducted from the fund’s returns. The expense ratio of Edelweiss Flexi Cap Fund is 0.45%

What are the returns of Edelweiss Flexi Cap Fund since inception?

The Edelweiss Flexi Cap Fund was launched on Jan 30 2015. The fund has delivered a CAGR of 16 since inception.

What is the minimum SIP amount to invest in Edelweiss Flexi Cap Fund?

A Systematic Investment Plan (SIP) in mutual funds allows you to invest small amounts periodically instead of a one-time investment. The frequency of investment can be monthly, quarterly, half-yearly or annually, as per your convenience. The minimum SIP for Edelweiss Flexi Cap Fund is 100.

How do I invest in Edelweiss Flexi Cap Fund?

  1. Make sure you are logged in to Angel One.
  2. Select the type of investment: SIP or one-time.
  3. 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.
  4. Proceed by clicking the pay button and choosing your mode of payment.
  5. Your portfolio will be updated with this investment in 3-5 working days.

How to start an SIP in Edelweiss Flexi Cap Fund?

  1. Click on the ‘Invest’ button.
  2. Enter your desired SIP amount and the SIP date.
  3. You can uncheck the ‘Make first payment now’ box if you don’t want to make the payment right away.
  4. Choose your payment method between UPI and Net Banking.
  5. Make your payment.
  6. Your SIP is created.

How do I automate an SIP in Edelweiss Flexi Cap Fund?

  1. Once you create an SIP, click on ‘Set up autopay’
  2. Select your desired verification method - debit card, net banking or Aadhar method credentials - and click on submit.
  3. Once you verify the OTP, your mandate request will be created.

How can I withdraw/redeem my investment in Edelweiss Flexi Cap Fund?

  1. Go to the ‘Investments’ section and click on the mutual fund scheme you want to withdraw.
  2. Enter the amount you want to withdraw and tap the ‘Withdraw’ button.
  3. Verify the details on the ‘Confirm withdraw’ screen.
  4. Select the bank account in which you want to receive the funds.
  5. You will receive your funds within three working days of placing the order.
  6. You can track your order in the ‘Orders’ section.