Edelweiss Multi Cap Fund Direct Growth+0.38%

4Groww
-7.37%
1 Year Return
Equity
Multi Cap
4.0 star
6M
1Y
3Y
All

Fund Details

Edelweiss Multi Cap Fund Direct Growth

RiskHigh
Min SIP AmountNot Supported
Expense Ratio0.69%
NAV14.2 (23 Aug 2019)
Fund Started03 Feb 2015
Fund Size395 Cr

Returns

1Y
3Y*
5Y*
Since inception*
Edelweiss Multi Cap Fund Direct Growth
-7.4%
9.9%
NA
8.1%
Category Average
-9.1%
6.5%
NA
-
Rank within category
22
5
NA
-
*All returns are annualized.
SIP
Lumpsum
I want to invest per month5,000
    For how many years?
    1 Year
    3 Years
    Estimated Value
    as per Historical Returns
    30
    with -7.4% annual returns

    Comparison

    Data not available
    Pros
    1. Risk is lower compared to the benchmark
    2. Lower expense ratio
    3. 1Y Returns are higher than the benchmark
    4. 3Y Returns are higher than the benchmark
    Cons
    1. Age is less than 5 years

    Top Holdings

    NameSectorInstrument% Assets
    HDFC Bank Ltd.FinancialEquity8.9%
    ICICI Bank Ltd.FinancialEquity6.9%
    Housing Development Finance Corpn. Ltd.FinancialEquity5.4%
    Larsen & Toubro Ltd.ConstructionEquity4.7%
    Infosys Ltd.TechnologyEquity4.4%
    Kotak Mahindra Bank Ltd.FinancialEquity4.4%
    State Bank of IndiaFinancialEquity3.5%
    Reliance Industries Ltd.EnergyEquity3.5%
    Axis Bank Ltd.FinancialEquity3.4%
    Tata Consultancy Services Ltd.TechnologyEquity3.0%
    See All

    Fund Managers

    addHarshad Patwardhan
    Education
    Mr. Patwardhan is B.Tech from IIT, MBA from IIM and CFA.
    Experience
    Mr. Patwardhan has an overall work experience of over 23 years in the investment management function and has joined Edelweiss AMC as Chief Investment Officer - Equity and a key personnel. Prior to joining Edelweiss AMC, he was associated with JPMorgan Asset Management India Private Limited since June 2006 as CIO-Equities. Prior to that Mr. Patwardhan worked for two years with Deutsche Equities India Private Limited as a senior research analyst and has had extensive experience with several foreign brokerage houses covering a variety of sectors.
    Funds Managed

    Other Details

    Edelweiss Multi Cap Fund Direct Growth is a Equity Mutual Fund Scheme launched by Edelweiss Mutual Fund. This scheme was introduced to investors on 03 Feb 2015. Harshad Patwardhan is the Current Fund Manager of Edelweiss Multi Cap Fund Direct Growth.The fund currently has an Asset Under Management(AUM) of ₹395 Cr and the Latest NAV as of 23 Aug 2019 is ₹14.2.

    The Edelweiss Multi Cap Fund Direct Growth is rated High risk. Minimum SIP Investment is 1000. Minimum Lumpsum Investment is 5000. Exit load of 1% if redeemed within 12 months.

    Investment Objective

    The primary investment objective of the Scheme is to generate long term capital appreciation, from a diversifi ed 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. However, there can be no assurance that the investment objective of the Scheme will be realised.

    Tax Implications

    Returns are taxed at 15%, if you redeem before one year. After 1 year, you are required to pay LTCG tax of 10% on returns of Rs 1 lakh+ in a financial year.

    Scheme Information Document(SID)

    ₹5000
    Min for First Investment
    ₹500
    Min for Second Investment
    Exit load of 1% if redeemed within 12 months
    Exit Load

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    About Edelweiss Mutual Fund

    Address
    Tower 3, Wing B, Ground Floor, Kohinoor City Mall, Kohinoor City, Kirol Road, Kurla(W), Mumbai 400070
    Phone
    +91 22 40979900
    Launch Date
    29 Apr 2008
    Edelweiss Mutual Fund
    Asset Management Company
    Custodian
    Standard Chartered Bank
    Registrar & Transfer Agent
    Karvy
    Address
    Karvy House, No. 46, 8-2-609/K, Avenue 4, Street No.1 Banjara Hills,
    Invest Now
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    + ₹1,000
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    Mutual fund investments are subject to market risks. Please read the scheme information and other related documents carefully before investing.
    Past performance is not indicative of future returns. Please consider your specific investment requirements, risk tolerance, investment goal, time frame, risk and reward balance and the cost associated with the investment before choosing a fund, or designing a portfolio that suits your needs.
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