Scheme Overview
Edelweiss Multi Cap Fund - Regular Plan - Growth
Category: Equity: Multi Cap |
Launch Date: 26-10-2023 |
Asset Class: Equity |
Benchmark: Nifty 500 Multicap 50:25:25 TRI |
Expense Ratio: 1.91% As on ( 30-09-2024) |
Status: Open Ended |
Minimum Investment: 100.0 |
Minimum Topup: 100.0 |
Total Assets: 2,512 Cr As on ( 30-09-2024) |
Turn over: 17 |
15.0639
0.01 ( 0.0345% )
48.2%
Nifty 500 Multicap 50:25:25 TRI16.69%
PERFORMANCE of Edelweiss Multi Cap Fund - Regular Plan - Growth
Scheme Performance (%) Data as on - 31-10-2024
1-Year Ret (%) | 3-Yrs Ret (%) | 5-Yrs Ret (%) | 10-Yrs Ret (%) | Since Launch Ret (%) | |
---|---|---|---|---|---|
Edelweiss Multi Cap Fund - Regular Plan - Growth | 48.88 | - | - | - | 48.2 |
NIFTY500 MULTICAP 50:25:25 TRI | 39.47 | 18.57 | 23.63 | 15.91 | 16.69 |
Equity: Multi Cap | 41.51 | 19.16 | 22.73 | 15.82 | 22.83 |
Yearly Performance (%)
Fund Managers
Amit Vora, Trideep Bhattacharya
Investment Objective
The scheme 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.
RETURNS CALCULATOR for Edelweiss Multi Cap Fund - Regular Plan - Growth
Growth of 10000 In SIP (Fund vs Benchmark)
Growth of 10000 In LUMPSUM (Fund vs Benchmark)
Rolling Returns
Rolling returns are the annualized returns of the scheme taken for a specified period (rolling returns period) on every day/week/month and taken till the last day of the duration. In this chart we are showing the annualized returns over the rolling returns period on every day from the start date and comparing it with the benchmark. Rolling returns is the best measure of a fund's performance. Trailing returns have a recency bias and point to point returns are specific to the period in consideration. Rolling returns, on the other hand, measures the fund's absolute and relative performance across all timescales, without bias.
Riskometer
Key Performance and Risk Statistics of Edelweiss Multi Cap Fund - Regular Plan - Growth
Key Statistics | Volatility | Sharpe Ratio | Alpha | Beta | Yield to Maturity | Average Maturity |
---|---|---|---|---|---|---|
Edelweiss Multi Cap Fund - Regular Plan - Growth | - | - | - | - | - | - |
Equity: Multi Cap | - | - | - | - | - | - |
PEER COMPARISION of Edelweiss Multi Cap Fund - Regular Plan - Growth
Scheme Name | Launch Date |
1-Year Ret (%) |
2-Yrs Ret (%) |
3-Yrs Ret (%) |
5-Yrs Ret (%) |
10-Yrs Ret (%) |
---|---|---|---|---|---|---|
Edelweiss Multi Cap Fund - Regular Plan - Growth | 26-10-2023 | 48.88 | 0.0 | 0.0 | 0.0 | 0.0 |
Axis Multicap Fund - Regular Plan - Growth | 05-12-2021 | 49.06 | 31.97 | 0.0 | 0.0 | 0.0 |
Baroda BNP Paribas MULTI CAP FUND - Regular Plan - Growth Option | 12-09-2003 | 48.96 | 29.33 | 18.34 | 23.7 | 14.67 |
Kotak Multicap Fund-Regular Plan-Growth | 29-09-2021 | 47.66 | 32.36 | 23.76 | 0.0 | 0.0 |
HSBC Multi Cap Fund - Regular - Growth | 30-01-2023 | 47.58 | 0.0 | 0.0 | 0.0 | 0.0 |
LIC MF Multi Cap Fund-Regular Plan-Growth | 31-10-2022 | 45.36 | 0.0 | 0.0 | 0.0 | 0.0 |
Invesco India Multicap Fund - Growth Option | 17-03-2008 | 44.22 | 28.86 | 17.68 | 22.51 | 15.61 |
ICICI Prudential Multicap Fund - Growth | 01-10-1994 | 44.19 | 30.01 | 20.21 | 21.71 | 15.43 |
WhiteOak Capital Multi Cap Fund Regular Plan Growth | 22-09-2023 | 44.01 | 0.0 | 0.0 | 0.0 | 0.0 |
Nippon India Multi Cap Fund-Growth Plan-Growth Option | 25-03-2005 | 42.76 | 32.11 | 26.24 | 24.79 | 15.47 |