Edelweiss Flexi Cap Fund Direct Growth

Edelweiss Flexi Cap Fund Direct Growth is a hybrid fund. This fund was started on 3 February, 2015. The fund is managed by Raj Koradia, Ashwani Agarwalla, Trideep Bhattacharya. This fund gives you the benefit of diversification.

1. Edelweiss Flexi Cap Fund Direct Growth has ₹2777 Cr worth of assets under management (AUM) as on Sep 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 15.16% since inception. Over the last 1, 3 and 5 years the fund has given a CAGR return of -1.25%, 20.16% and 23.36% respectively.

Edelweiss Flexi Cap Fund Direct Growth has allocated its funds majorly in Cash Equivalent, Financial Services, Consumer Cyclical, Industrial, Tech, Health, Consumer Defensive, Basic Materials, Corporate, Energy, Utilities, Communication, Real Estate, Government.

As it is a flexi cap mutual fund the taxation is as follows:
If the fund is equity oriented i.e. asset allocation of more than 65% in equity instruments:
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
Long term gains up to Rs 1 lakh are exempt from taxation (more than 12 months).

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.