Edelweiss Multi Cap Fund Overview

Mutual Fund

Edelweiss Multi cap Fund is an open-ended equity Fund. This fund was launched on 3rd February 2015. The benchmark of Edelweiss Multi cap Fund is NIFTY 500 TRI. Edelweiss Multi cap Fund is managed by Mr. Harshad Patwardhan.

Edelweiss Multi cap Fund is not so old but it has given good return in last three years which is 15.86% The return since launch of this fund is 9.36%. The minimum investment of Edelweiss Multi cap Fund lump sum is Rs.5000. The minimum investment of Edelweiss Multi cap Fund SIP is Rs.500. As this fund invests in equity stocks the risk of this fund is moderately high. Edelweiss Multi-cap Mutual Fund is best for investors who are seeking long term capital growth as this fund invests in equity and equity-related instruments. The AUM of Edelweiss Multi cap Fund is Rs.231cr. (as on 28th Feb 2019). The expense ratio of this fund is 2.49% (as on 28th Feb 2019). This fund comes with Edelweiss Multi cap Fund Growth and Edelweiss Multi cap Fund Dividend .But it is advisable to invest in The Edelweiss Multi cap Fund Growth. Edelweiss Multi cap Fund has 93.01% asset in Indian stocks which 63.79% is in large-cap stocks, 18.17% in mid cap stocks and 10.33% in small cap stocks. Investors who want to invest at least for three to five years this fund is best for them.

Top 10 holdings of Edelweiss Multi cap Fund

S.No. Name of Holding Net Assets (%)
1 HDFC Bank Ltd. 8.46
2 Clearing Corporation of India Ltd. 5.39
3 Infosys Ltd. 5.32
4 Housing Development Finance Corporation Ltd. 4.08
5 ICICI Bank Ltd. 4.05
6 Reliance Industries Ltd. 4
7 Tata Consultancy Services Ltd. 3.66
8 Axis Bank Ltd. 3.43
9 Hindustan Unilever Ltd. 3.15
10 Larsen & Toubro Ltd. 2.68

Top 5 sectors of Edelweiss Multi cap Fund

S.No. Name of Holding Net Assets (%)
1 Bank – Private 22.37
2 IT – Software 11.69
3 Finance – Housing 5.36
4 Household and Personal Products 4.85
5 Miscellaneous 4.46

                 Edelweiss Multi cap Fund

  • AUM Size- Rs.231cr.(as on 28th February 2019) 
  • Expense Ratio- 2.49% (28th February 2019)
  • Launch Date- 3rd Feb 2015
  • Benchmark- NIFTY 500 TRI
  • Risk- Moderately High
  • Return Since Launch- 9.36%

Performance

  1-Year 3-Year 5-Year 10-Year
Fund 3.19 15.86
S&P BSE 500 TRI 8.63 15.65
Category 4.88 13.85
Rank within Category 27 11
Number of funds in category 45 42

As on Apr 04, 2019

Apply Personal Loan Online at Lowest Interest Rate Upto Rs. 40 Lacs

*Salary account or relational bank
Proceed
Terms of Use
By clicking on 'Apply Now' I authorize FreEMI and its representative to call me or SMS me overriding my registry on DNC/NDNC.

Loan Duration: 12 - 60 months*   T&C Apply*

Previous