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: 2940.02 As on (30-09-2025)

Expense Ratio: 1.91% As on (29-09-2025)

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 28-10-2025

15.3572

-0.0161

CAGR Since Inception

23.08%

NIFTY500 MULTICAP 50:25:25 TRI 16.09%

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 2.59 - - - 23.08
NIFTY500 MULTICAP 50:25:25 TRI 5.76 19.59 24.01 15.55 16.09
Equity: Multi Cap 5.41 19.49 23.88 15.06 15.42

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 2.59 0.0 0.0 0.0 0.0
Motilal Oswal Multi Cap Fund Reg Gr 18-06-2024 14.95 0.0 0.0 0.0 0.0
WhiteOak Capital Multi Cap Fund Reg Gr 22-09-2023 10.63 25.66 0.0 0.0 0.0
Mirae Asset Multicap Fund Reg Gr 01-08-2023 8.75 21.06 0.0 0.0 0.0
SBI Multicap Fund Reg Gr 05-03-2022 8.44 21.36 17.21 0.0 0.0
Franklin India Multi Cap Fund Gr 05-07-2024 7.93 0.0 0.0 0.0 0.0
Kotak Multicap Fund Reg Gr 03-09-2021 7.92 25.47 23.72 0.0 0.0
Sundaram Multi Cap Fund Gr 01-01-2013 7.15 21.2 18.07 22.21 14.62
LIC MF Multi Cap Fund Reg Gr 31-10-2022 7.06 23.46 0.0 0.0 0.0
PGIM India Multi Cap Fund Reg Gr 10-09-2024 7.05 0.0 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 - - - - - -