Edelweiss Multi-Cap Fund - Regular Plan - Growth Option

(Erstwhile Edelweiss Economic Resurgence Fund - Regular Plan - Growth Option)

Category: Equity: Multi Cap
Launch Date: 05-01-2015
Asset Class: Equity
Benchmark: NIFTY 500 TRI
Expense Ratio: 2.42% As on (31-01-2020)
Status: Open Ended Schemes
Minimum Investment: 5000.0
Minimum Topup: 500.0
Total Assets: 549.82 Cr As on (31-01-2020)
Turn over: 94.00
NAV as on 20-02-2020

15.565

-0.02 (-0.1478%)

CAGR Since Inception

9.16%

NIFTY 500 TRI 16.24%

PERFORMANCE of Edelweiss Multi-Cap Fund - Regular Plan - Growth Option

Scheme Performance (%) Data as on - 20-02-2020

1-Year Ret (%) 3-Yrs Ret (%) 5-Yrs Ret (%) 10-Yrs Ret (%) Since Launch Ret (%)
Edelweiss Multi-Cap Fund - Regular Plan - Growth Option 14.99 12.09 9.1 - 9.16
NIFTY 500 TRI 13.9 10.35 7.96 10.53 16.24
Equity: Multi Cap 17.52 9.12 7.46 11.76 13.4

Yearly Performance (%)

Nav Movement

Fund Managers

Mr. Harshad Patwardhan

Mr. Patwardhan is B.Tech from IIT, MBA from IIM and CFA. Prior to joining JPMorgan AMC he has worked with Deutsche Equities India Pvt. Ltd.

Investment Objective

The scheme seeks to generate long term capital appreciation, from a diversified portfolio that is substantially constituted of equity and equity related securities of companies with focus on riding economic cycles through dynamic allocation between various sectors and stocks at different stages of economic activity.

RETURNS CALCULATOR for Edelweiss Multi-Cap Fund - Regular Plan - Growth Option

Growth of 10000 In SIP (Fund vs Benchmark)

Amount :
Period :
Start :
End :

Growth of 10000 In LUMPSUM (Fund vs Benchmark)

Amount :
Start :

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

riskometer

Key Performance and Risk Statistics of Edelweiss Multi-Cap Fund - Regular Plan - Growth Option

Key Statistics Volatility Sharpe Ratio Alpha Beta Yield to Maturity Average Maturity
Edelweiss Multi-Cap Fund - Regular Plan - Growth Option - - -1.47 1.2 - -
Equity: Multi Cap - - - - - -

PEER COMPARISION of Edelweiss Multi-Cap Fund - Regular Plan - Growth Option

Period
Data as on - 20-02-2020
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 Option 05-01-2015 14.99 5.25 12.09 9.1 0.0
DSP Equity Fund - Regular Plan - Growth 29-04-1997 30.85 11.03 13.41 9.79 12.72
JM Multicap Fund - Growth option 23-09-2008 24.06 9.12 11.59 9.78 10.0
Axis Multicap Fund - Regular Plan - Growth 30-11-2017 23.86 16.16 0.0 0.0 0.0
Sahara Growth Fund-Growth 30-08-2002 23.16 8.44 9.11 6.21 8.41
BNP PARIBAS MULTI CAP Fund-Growth Option 15-09-2005 22.5 4.59 9.46 8.22 13.39
Sahara Star Value Fund-Growth Option 14-09-2009 22.36 2.51 6.49 8.25 9.36
UTI - Equity Fund-Growth Option 05-08-2005 21.84 12.86 13.57 9.16 13.36
Canara Robeco Equity Diversified Fund - Regular Plan - Growth 16-09-2003 21.44 11.7 14.55 8.94 12.62
Mahindra Mutual Fund Badhat Yojana - Regular Plan - Growth 05-05-2017 21.25 6.26 0.0 0.0 0.0

PORTFOLIO ANALYSIS of Edelweiss Multi-Cap Fund - Regular Plan - Growth Option

Asset Allocation (%)