Edelweiss Multi-Cap Regular Growth - Latest NAV ₹14.829, Returns, Performance & Portfolio

Edelweiss Multi-Cap Regular Growth

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Start your investment

Min amount: ₹300

Calculate Returns

Rs. 1,000 invested monthly becomes Rs. 5.88 Lakhs in a period of 20 years

Fund Summarystar

PeriodReturns(per year)
10 Years--
5 Years7.93%
3 Years3.54%
1 Year1.11%
6 Months24.03%
Fund Details
RiskModerately High risk
Fund TypeMulti-Cap
Exit Load1% for 365 Days

More about this fundstar

Top HoldingsWeightage
Reliance Industries Ltd8.92%
Infosys Ltd7.9%
HDFC Bank Ltd7.46%
ICICI Bank Ltd5.6%
Bharti Airtel Ltd3.5%
Housing Development Finance Corp Ltd3.28%
Kotak Mahindra Bank Ltd3.18%
Hindustan Unilever Ltd3.14%
Dr Reddy's Laboratories Ltd3.11%
Divi's Laboratories Ltd2.73%

About Edelweiss Multi Cap Fund

Edelweiss Multi Cap Fund is a diversified equity fund with an objective to generate long term capital appreciation from a diversified portfolio that is substantially constituted of equity and equity linked instruments.

Pros & Cons of Edelweiss Multi Cap Fund

Edelweiss Multi Cap Fund offers the following benefits: 1. Edelweiss Multi Cap Fund balances out the risk and volatility that comes with small cap and micro- cap funds. 2. These funds provide stability of a large cap fund as well. Well established companies tend to do well in all the market cycles and in Bull Run the smaller companies perform well, thereby making the returns of these funds very attractive. 3. Flexibility: The fund has the flexibility to adapt to and to capitalize upon changing market conditions. 4. Dynamic: Flexibility allows the scheme to be more responsive than reactive. This ensures that investors in the scheme stay ahead of the curve.

Certain drawbacks of Edelweiss Multi Cap Fund

  1. During crisis, when the market sentiment is dipping, large and midcap stocks plunge to more depths, hurting investors badly.
  2. Fund has seen portfolios overlap and has become benchmark huggers.

Fund Information and Statistics of Edelweiss Liquid fund

i) Inception / Launch date

Edelweiss Multi Cap Fund was launched on February 3, 2015 by EDELWEISS Mutual Fund AMC.

ii) Risk level

Being an open ended equity oriented fund, this fund is a moderately high risk bet and suitable for investors who have a long-term investment horizon of more than 5 years.

iii) Redemption

Redemption of Units will be done by a repurchase/buyback by the fund house. Under normal circumstances, your fund house will dispatch the redemption proceeds within 10 business days from date of receipt of request.

iv) Fund Manager

Mr. Harshad Patwardhan has been managing the fund since January 2015. He has an overall fund management experience of 25 years.

v) Entry / Exit load

The exit load is 1% if the units are redeemed within 12 months from the date of allotment in respect of purchase made other than through SIP. Also, if redeemed within 12 months from the date of allotment of units of each instalment of SIP purchase, the same applies.

Tax benefits of investing in the fund

Long term capital gains tax applies to returns on this fund. A capital gain registered during a period of less than 1 year is defined as Short-term Capital Gain (STCG). A capital gain registered over a period of more than 1 year is defined as Long-term Capital Gains (LTCG). STCG are taxed at the rate of 15%. Long term capital gains tax at the rate of 10% without the benefit of indexation.

About EDELWEISS Mutual Fund

Edelweiss Multi Cap Funds are managed by Edelweiss group with over 20 years’ experience in fund management.

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Frequently Asked Questions

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Start your investment

Min amount: ₹300

Calculate Returns

Rs. 1,000 invested monthly becomes Rs. 5.88 Lakhs in a period of 20 years
Moderately High risk

All investments come with risk. Risk is the volatility or fluctuation in the price (and returns) of the investment. Usually,

  • High Risk = High possible returns
  • Low Risk = Stable, relatively lower returns