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Edelweiss Multi Cap Fund - Direct Plan - Growth

Edelweiss · Flexi Cap
High
₹15.17
Current NAV
23 Oct 2026
-4.0%
1Y Return
14.4%
3Y CAGR
20.7%
5Y CAGR
Watchlist
NAV History (1 Year)
Analysis & Suitability
Pros / Upsides
  • Highly cost-efficient with a low expense ratio of 0.97%.
  • Excellent risk-adjusted performance (Sharpe Ratio: 1.37).
  • Generates significant excess returns relative to benchmark index (Alpha: 3.37).
  • Very large asset base (AUM: ₹13,420 Cr) indicating high investor trust and liquidity.
Cons / Risks
  • Subject to high equity market volatility and short-term capital fluctuations.
Suitable for
  • Long-term wealth creation (5+ years horizon) like retirement or child education.
  • Systematic investments (SIP) for long-term target goal-based planning.
Not suitable for
  • Short-term goals (under 3 years) where preserving the capital is the main priority.
  • Short-term trading or speculative investment horizons.
Risk Profile: High Risk
Low Moderate High Very High
Risk Metrics
1.37
Sharpe Ratio
1.57
Beta
3.37
Alpha
1.88
Sortino
Fund Details
Fund House Edelweiss
Category Flexi Cap
AUM ₹13420 Cr
Expense Ratio 0.97%
Min SIP ₹500
Min Lumpsum ₹1000
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