Edelweiss Multi Cap Fund - Regular Plan - Growth

Fund House: Edelweiss Mutual Fund

Category: Equity: Multi Cap

Status: Open Ended Schemes

Launch Date: 26-10-2023

Minimum Investment: 100.0

Asset Class: Equity

Minimum Topup: 100.0

Benchmark: NIFTY500 MULTICAP 50:25:25 TRI

Total Assets: 3174.61 As on (31-12-2025)

Expense Ratio: 1.89% As on (31-12-2025)

Turn over: 81.00% | Exit Load: Exit Load: • If the units are redeemed / switched out on or before 90 days from the date of allotment – 1% • If the units are redeemed / switched out after 90 days from the date of allotment – Nil

NAV as on 23-01-2026

14.7567

-0.1856

CAGR Since Inception

18.26%

NIFTY500 MULTICAP 50:25:25 TRI 15.56%

PERFORMANCE

Scheme Performance  (%) 1-Year Ret (%) 3-Yrs Ret (%) 5-Yrs Ret (%) 10-Yrs Ret (%) Since Launch Ret (%)
Edelweiss Multi Cap Fund - Regular Plan - Growth 3.97 - - - 18.26
NIFTY500 MULTICAP 50:25:25 TRI 4.25 16.91 17.34 15.87 15.56
Equity: Multi Cap 2.28 16.7 17.14 14.99 11.58

Funds Manager

Mr. Raj Koradia

RETURNS CALCULATORS for Edelweiss Multi Cap Fund - Regular Plan - Growth

Growth of 10000 In SIP (Fund vs Benchmark)

Amount

Period

Start

End

Growth of 10000 In LUMPSUM (Fund vs Benchmark)

Amount

Start

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

Portfolio Holdings

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Sector Allocation

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

Scheme Name Inception Date 1 Year Rtn (%) 2 Year Rtn (%) 3 Year Rtn (%) 5 Year Rtn (%) 10 Year Rtn (%)
Edelweiss Multi Cap Fund Reg Gr 26-10-2023 3.97 11.66 0.0 0.0 0.0
Mirae Asset Multicap Fund Reg Gr 01-08-2023 7.33 9.89 0.0 0.0 0.0
WhiteOak Capital Multi Cap Fund Reg Gr 22-09-2023 6.81 13.88 0.0 0.0 0.0
Groww Multicap Fund Reg Gr 16-12-2024 6.69 0.0 0.0 0.0 0.0
Bank of India Multi Cap Fund Reg Gr 03-03-2023 6.33 11.13 0.0 0.0 0.0
Franklin India Multi Cap Fund Gr 05-07-2024 6.17 0.0 0.0 0.0 0.0
Kotak Multicap Fund Reg Gr 03-09-2021 5.9 12.62 21.45 0.0 0.0
Mahindra Manulife Multi Cap Fund Reg Gr 05-05-2017 5.73 9.71 18.44 19.85 0.0
Canara Robeco Multi Cap Fund Reg Gr 08-07-2023 5.46 10.38 0.0 0.0 0.0
Tata Multicap Fund Reg Gr 05-02-2023 4.74 5.91 0.0 0.0 0.0

Asset Allocation (%)

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 - - - - - -