Edelweiss Multi Cap Fund - Direct Plan

AMC: EDELWEISS Moderate Risk Equity Multi Cap

📊 Quick Summary Of This Page

Edelweiss Multi Cap Fund - Direct Plan is a mutual fund managed by , offering diversified exposure across equities with holdings spanning key sectors and companies. Analyze its portfolio structure, sector allocation, NAV trend and SIP performance to understand its investment strategy and risk profile.
₹100
Minimum SIP
0.46%
Expense Ratio
Mr. Trideep Bhattacharya
Fund Manager
IDCW Payout
Plan Type
04 Oct 2023
Launch Date
1%
If the units are redeemed /switched out on or before 90 days from the date of allotment - 1% of the appliable NAV. If the units are redeemed /switched out after 90 days from the date of allotment - NIL.
Exit Load
NAV Momentum
Fund Analysis

Edelweiss Multi Cap Fund - Direct Plan does not yet have a 5-year performance history.

The average return for Multi Cap funds is 78.51% .

Holdings Insights

The fund currently owns more than 0 stocks.

The top 10 holdings account for 0.00% of total assets.

Based on portfolio allocation, this fund appears well diversified compared with peers.

Category Comparison
Metric Fund Category Avg
1 Year Return 10.34% 2.41%
2 Year Return N/A 17.24%
3 Year Return N/A 47.94%
4 Year Return N/A 65.92%
5 Year Return N/A 78.51%
6 Year Return N/A 116.64%
7 Year Return N/A 149.79%
Expense Ratio 0.46% -
NAV History
Fund Information

AMC: EDELWEISS

Category: Equity • Multi Cap

Launch Date: 04 Oct 2023

Fund Manager: Mr. Trideep Bhattacharya

Minimum Purchase: ₹100

Exit Load: If the units are redeemed /switched out on or before 90 days from the date of allotment - 1% of the appliable NAV. If the units are redeemed /switched out after 90 days from the date of allotment - NIL.

Lock-in: 1

Risk: Moderate Risk

About This Fund

Edelweiss Multi Cap Fund - Direct Plan is managed by EDELWEISS and belongs to the Equity category.

Investors often evaluate this fund using metrics such as portfolio holdings, diversification, expense ratio, risk profile and long-term NAV performance.

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Frequently Asked Questions

Edelweiss Multi Cap Fund - Direct Plan is a mutual fund managed by . It invests across equities and provides exposure to diversified companies and sectors.

SIP suitability of Edelweiss Multi Cap Fund - Direct Plan depends on its historical NAV performance, volatility, portfolio quality, expense ratio and long-term consistency.

Edelweiss Multi Cap Fund - Direct Plan holds companies such as and other stocks based on its latest portfolio disclosure.

is currently one of the highest allocated sectors in Edelweiss Multi Cap Fund - Direct Plan, based on the latest portfolio data.

Edelweiss Multi Cap Fund - Direct Plan currently holds approximately stocks across multiple sectors and market caps.

The expense ratio of Edelweiss Multi Cap Fund - Direct Plan is , which represents the annual cost charged for managing the fund.

Edelweiss Multi Cap Fund - Direct Plan manages assets worth approximately , representing the total investor capital under management.

Edelweiss Multi Cap Fund - Direct Plan carries a risk profile based on its portfolio composition, volatility and market exposure.

Edelweiss Multi Cap Fund - Direct Plan performance can be evaluated using historical NAV trends, SIP returns and long-term return consistency.

Yes, Edelweiss Multi Cap Fund - Direct Plan can be compared with other funds based on returns, holdings, overlap, sector allocation and risk metrics.

Edelweiss Multi Cap Fund - Direct Plan is evaluated against , which represents its benchmark index for performance comparison.

is the Asset Management Company responsible for managing Edelweiss Multi Cap Fund - Direct Plan and making investment decisions.

Yes, Edelweiss Multi Cap Fund - Direct Plan provides company-wise exposure showing which stocks the fund is invested in and their weightage.

Edelweiss Multi Cap Fund - Direct Plan may be suitable for long-term investors depending on risk tolerance, investment goals and portfolio diversification needs.

The SIP calculator uses historical NAV data of Edelweiss Multi Cap Fund - Direct Plan to estimate returns and wealth creation over different time periods.