Overview (as on 30 Jul 2021)

NAV

₹23.252

1y returns

59.599%

Fund AUM

₹760 Cr

Expense Ratio

0.6%

Min SIP

₹1,000

Min Lumpsum

₹5,000

Fund Performance

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Monthly SIP
Lumpsum

I would like to invest

 
For Time Period
5 years
Total investment
₹0
Pre-Tax
Post-Tax
₹0
-Infinity% projected returns
₹0
-Infinity% projected returns
₹0
-Infinity% projected returns
₹0
-Infinity% projected returns
₹0
-Infinity% projected returns

Asset Allocation

Sector Allocation
Financial Services
31.22%
Tech
16.91%
Basic Materials
13.81%
Industrials
11.49%
Health
7.50%
Consumer
5.52%
Real Estate
3.37%
Energy
3.25%
Defensive
3.18%
Utilities
2.05%
Communication
1.70%
Size Breakup
Large Cap
65.22%
Mid Cap
22.94%
Small Cap
11.84%

Key Metrics

Beta 

0.0

Std deviation 

18.8%

Sharpe Ratio 

0.0

Holdings

Fund Details

Investment Objectives
The investment objective of the Scheme is to generate long-term capital appreciation from a diversi?ed portfolio that predominantly 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 realised.
Scheme Name
Edelweiss Flexi Cap Fund Direct Growth
Scheme Document
Exit Load

For 0 - 12 Months: 1%

After 12 Months : 0%

Plan Started
03 February, 2015
Fund Manager
Harshad Patwardhan
Fund House Details
Fund House
Edelweiss Asset Management Limited
Email
investor.amc@edelcap.com
Phone
+912240979968
Address
Edelweiss House, Off C.S.T. Road, Kalina

Other Related Plans

Peer Funds

Edelweiss Flexi Cap Fund Direct Growth

NAV

₹23.252

INDmoney Analysis

    success

    Fund is in Top 20 percent in its Category

    Return score is based upon:

    Benchmark out performance
    Consistency of returns
    Performance efficiency
    success

    Fund is in Top 30 percent in its Category

    Risk score is based upon:

    Return volatility
    Risk management
    Market sensitivity

Fund Manager

Harshad Patwardhan
Harshad Patwardhan

leader

Qualifications
B.Tech. (IIT), MBA (IIM) and a CFA qualification
Work Experience
"Mr. Harshad is currently Chief Investment Officer - Equity for Edelwiess Asset Management. He has over 23 years of experience in the investment management function. Prior to joining Edelweiss, he was associated with JPMorgan Asset Management India Private Limited as CIO-Equities. He also worked for two years with Deutsche Equities India Private Limited as a senior research analyst. Mr. Harshad has a B.Tech (IIT), MBA (IIM) and a is a CFA Charterholder."

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