Edelweiss Multi Cap Fund Direct Growth

Edelweiss Multi Cap Fund Direct Growth is an equity fund. This fund was started on 25 October, 2023. The fund is managed by Amit Vora, Raj Koradia, Trideep Bhattacharya, Dhruv Bhatia. The fund could potentially beat inflation in the long-run.

1. Edelweiss Multi Cap Fund Direct Growth has ₹2909 Cr worth of assets under management (AUM) as on Aug 2025 and is more than category average.
2. The fund has an expense ratio 0.4.
   

Edelweiss Multi Cap Fund Direct Growth has given a CAGR return of 26.59% since inception. Over the last 1 year the fund has given a CAGR return of -0.21%.

Edelweiss Multi Cap Fund Direct Growth has allocated its funds majorly in Cash Equivalent, Financial Services, Consumer Cyclical, Health, Tech, Industrial, Basic Materials, Consumer Defensive, Energy, Utilities, Real Estate, Communication. Its top holdings are HDFC Bank Ltd, ICICI Bank Ltd, Reliance Industries Ltd, NTPC Ltd, Multi Commodity Exchange of India Ltd

As it is a multi-cap mutual fund the taxation is as follows:
For short term (less than a year) capital gains will be taxed at 20%
For long term (more than 1 year) capital gains will be taxed at 12.5% without indexation benefit
Dividends will always be taxed at slab rate. Long term gains upto Rs 1 lakh are exempt capital gains tax.

The Fund 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. However, there is no assurance that the investment objective of the Scheme will be realized and the Scheme does not assure or guarantee any returns.

Minimum investment for lump sum payment is INR 100.00 and for SIP is INR 100.00. Edelweiss Multi Cap Fund Direct Growth has no lock in period.