Edelweiss Flexi Cap Fund Direct Growth

Edelweiss Flexi Cap Fund Direct Growth is an equity fund. This fund was started on 3 February, 2015. The fund is managed by Ashwani Agarwalla. The fund could potentially beat inflation in the long-run.

1. Edelweiss Flexi Cap Fund Direct Growth has ₹2802 Cr worth of assets under management (AUM) as on Jul 2025 and is more than category average.
2. The fund has an expense ratio 0.4.
   

Edelweiss Flexi Cap Fund Direct Growth has given a CAGR return of 15.23% since inception. Over the last 1, 3 and 5 years the fund has given a CAGR return of 1.94%, 24.00% and 25.79% respectively.

Edelweiss Flexi Cap Fund Direct Growth has allocated its funds majorly in Cash Equivalent, Financial Services, Tech, Industrial, Consumer Cyclical, Health, Consumer Defensive, Basic Materials, Energy, Communication, Utilities, Real Estate. Its top holdings are HDFC Bank Ltd, ICICI Bank Ltd, Reliance Industries Ltd, Larsen & Toubro Ltd, Infosys Ltd

As it is a flexi 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 investment objective of the Scheme is to generate long-term capital appreciation from a diversified portfolio that dynamically invests in equity and equity-related securities of companies across various market capitalisation. However, there can be no assurance that the investment objective of the Scheme will be realized.

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