Edelweiss Multi Cap Fund
What This Strategy Does
CW Expert Research Notes
Consistent Outperformance
The fund has demonstrated resilient benchmark-relative performance, outperforming its category index and peers over the past 12 months, reflecting a robust investment process and effective stock selection.
Differentiated Construction
The fund's portfolio construction deviates from peers, with a distinct market-cap and sector positioning, including an overweight in the financial services sector and a bias towards mid-cap stocks, reflecting the manager's high-conviction views.
Cyclical Tailwinds
The fund is well-positioned to capitalize on potential catalysts such as an improving capex cycle, positive earnings revisions, and structural growth trends in sectors like industrials and consumer cyclicals, which could drive outperformance.
Performance and Risk Analysis
Historical returns, volatility patterns, and how this fund has performed relative to its benchmark.
Fund Performance
Benchmark Performance Comparison
Risk Profile
Detailed Risks
Market Risk
Potential recession triggered by aggressive rate hikes could dampen consumer demand, impacting mid-cap cyclical holdings.
Liquidity Risk
High mid-cap allocation could face liquidity stress during volatility spikes, hindering rebalancing.
Concentration Risk
Concentrated exposure to Indian IT sector faces margin pressures from rising wages, supply chain disruptions.
Specific Strategy Risk
Regulatory changes to tax policies or foreign investment rules could disproportionately impact multi-cap strategy.
Strategy Details
A closer look at the investment thesis, portfolio construction, and current holdings.
Core Investment Theme
Delivers flexibility that matters during market transitions. By investing across capitalizations without constraints, this approach allows fund managers to rotate capital toward the best risk-reward opportunities—whether that's defensiveness in large caps during uncertainty or growth capture in smaller companies during expansions. This adaptability can smooth portfolio returns across varying market conditions.
Broader Market View
Market Outlook
Why This Strategy is Attractive Now
Investment Style & Process
Investment Style
Why it Makes Sense
High-Level Investment Process
Portfolio Holdings Overview
Geographic Allocation
Top Stock Holdings
Fund House Management
The asset management company’s track record, AUM scale, and fund manager credentials.
Fund Manager Track Record
Dhruv Bhatia
Mr. Dhruv Bhatia
15 years
Combined Team Experience
₹ 93,438 Cr
Assets Under Management
Trideep Bhattacharya
Co-Portfolio ManagerMr. Trideep Bhattacharya
Raj Koradia
Co-Portfolio ManagerMr. Raj Koradia has experience of 9 years. Manages 65 funds at Edelweiss Asset Management Limited with an AUM of approximately ₹23,450 Cr Holds a B.Com degree.
Amit Vora
Co-Portfolio ManagerAmit Vora has experience of 5 years. Manages 83 funds at Edelweiss Asset Management Limited with an AUM of approximately ₹23,878 Cr
CW Expert Take
Edelweiss brings capital markets expertise to fund management. Their investment teams leverage deep sectoral knowledge from the parent group's domain experience. The fund house combines fundamental research with market structure understanding, useful across equity positioning and credit cycle navigation.
Firm Overview
Investment Philosophy & Approach
Disciplined Approach
Edelweiss follows a disciplined investment approach focused on rigorous research.
Risk Management
Risk management is embedded in the investment decision-making process.
Long-Term Perspective
The fund house maintains a long-term perspective on capital allocation.
Operational & Regulatory Details
What it costs to invest, transaction mechanics, and regulatory disclosures you should know.
Costs and Fees
Regulatory & Tax Information
LTCG | >1Year 12.5%% on gain above 1.25 Lakh
STCG | <1Year 20%%
Tax Implications (India)