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: 3148.29 As on (28-11-2025)

Expense Ratio: 1.89% As on (28-11-2025)

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 15-12-2025

15.252

0.0071

CAGR Since Inception

21.12%

NIFTY500 MULTICAP 50:25:25 TRI 15.93%

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 -2.92 - - - 21.12
NIFTY500 MULTICAP 50:25:25 TRI 0.73 17.59 19.94 15.94 15.93
Equity: Multi Cap -1.18 17.79 19.82 15.18 14.32

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 -2.92 14.2 0.0 0.0 0.0
Mirae Asset Multicap Fund Reg Gr 01-08-2023 4.01 13.73 0.0 0.0 0.0
WhiteOak Capital Multi Cap Fund Reg Gr 22-09-2023 2.71 17.05 0.0 0.0 0.0
Franklin India Multi Cap Fund Gr 05-07-2024 1.99 0.0 0.0 0.0 0.0
Kotak Multicap Fund Reg Gr 03-09-2021 1.76 16.32 22.07 0.0 0.0
Bank of India Multi Cap Fund Reg Gr 03-03-2023 1.48 14.15 0.0 0.0 0.0
Sundaram Multi Cap Fund Gr 01-01-2013 1.29 11.82 16.68 18.61 14.8
Bandhan Multi Cap Fund Reg Gr 05-12-2021 1.29 12.47 16.49 0.0 0.0
SBI Multicap Fund Reg Gr 05-03-2022 1.06 14.27 16.11 0.0 0.0
Canara Robeco Multi Cap Fund Reg Gr 08-07-2023 1.02 13.6 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 - - - - - -