Edelweiss Multi Cap Gr

All Cap

Diversified

Equity

India Multi Asset

Others

Empty

1–7 yearsInvestment Horizon

Empty

What This Strategy Does

Edelweiss Multi Cap Fund Regular Growth is an equity flexi-cap fund which captures India's broad-based earnings growth opportunity through a multi-cap investment approach, deploying capital across financials, industrials, and consumer sectors to achieve benchmark-aligned compounding.

Performance and Risk Analysis

Historical returns, volatility patterns, and how this fund has performed relative to its benchmark.

Fund Performance

2.8% AnnuallyAlpha

+0.0% vs +0.0% benchmarkSince Inception

+0.0% vs +0.0% benchmark3Y Annualized

+0.0% vs +0.0% benchmark5Y Annualized

Edelweiss Multi Cap Gr

Benchmark Index

Benchmark Performance Comparison

Edelweiss Multi Cap Fund

NIFTY 50

Given the product’s limited performance history, the assessment considers the fund house’s track record and the historical performance of comparable strategies managed by the same fund house, which follow similar investment approaches. Such comparisons provide historical context only and do not represent the performance of the new product or indicate its future returns.

Risk Profile

Standard Deviation18.7%

Maximum Drawdown-18.9% | Oct 2024

Sharpe Ratio-0.02

Beta0.95

Upside Capture97%

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.

Portfolio Holdings Overview

SectoralAllocation

Capital Goods21.42%

Services9.5%

Utilities2.59%

Consumers23.79%

Technology8.4%

Energy & Infra4.77%

Financial Services29.53%

Geographic Allocation

Domestic100%

Top Stock Holdings

CompanySectorAllocation

Clearing Corporation Of India Ltd.Utilities5.56%

ICICI Bank LtdFinancial Services3.90%

Larsen & Toubro LtdCapital Goods2.95%

Radico Khaitan LtdConsumers2.86%

Karur Vysya Bank LtdFinancial Services2.66%

Multi Commodity Exchange of India LtdFinancial Services2.37%

Reliance Industries LtdEnergy & Infra2.34%

HDFC Bank LtdFinancial Services2.32%

City Union Bank LtdFinancial Services2.31%

NTPC LtdUtilities2.10%

Fund House Management

The asset management company’s track record, AUM scale, and fund manager credentials.

Fund Manager Track Record

Trideep Bhattacharya

Lead Portfolio Manager

Mr. Trideep Bhattacharya has experience of 18 years. Manages 89 funds at Edelweiss Asset Management Limited with an AUM of approximately ₹23,943 Cr Holds a MBA degree.

Raj Koradia

Co-Portfolio Manager

Mr. Raj Koradia has experience of 10 years. Manages 39 funds at Edelweiss Asset Management Limited with an AUM of approximately ₹23,450 Cr Holds a B.Com degree.

Sumanta Khan

Co-Portfolio Manager

Mr. Sumanta Khan has experience of 21 years. Manages 30 funds at Edelweiss Asset Management Limited with an AUM of approximately ₹1,776 Cr Holds a B.Tech degree.

Amit Vora

Co-Portfolio Manager

Amit Vora has experience of 6 years. Manages 99 funds at Edelweiss Asset Management Limited with an AUM of approximately ₹23,878 Cr

Dhruv Bhatia

Co-Portfolio Manager

Mr. Dhruv Bhatia

Raj Koradia

Co-Portfolio Manager

Mr. Raj Koradia has experience of 10 years. Manages 39 funds at Edelweiss Asset Management Limited with an AUM of approximately ₹23,450 Cr Holds a B.Com degree.

Sumanta Khan

Co-Portfolio Manager

Mr. Sumanta Khan has experience of 21 years. Manages 30 funds at Edelweiss Asset Management Limited with an AUM of approximately ₹1,776 Cr Holds a B.Tech degree.

Amit Vora

Co-Portfolio Manager

Amit Vora has experience of 6 years. Manages 99 funds at Edelweiss Asset Management Limited with an AUM of approximately ₹23,878 Cr

Dhruv Bhatia

Co-Portfolio Manager

Mr. Dhruv Bhatia

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.

54 years

Combined Team Experience

₹ 95,214 Cr

Assets Under Management

Firm Overview

AMCEdelweiss Asset Management Limited

Total AUM₹1,80,658.3 Cr

Investment Professionals49+

Global Offices250 Cities

Operational & Regulatory Details

What it costs to invest, transaction mechanics, and regulatory disclosures you should know.

Costs and Fees

Total Expense Ratio (TER)2.03%

Exit Load1

Regulatory & Tax Information

INF754K01RW0

ISIN

DailyDealing Frequency

Nifty 500 Multicap 50:25:25 TR INRBenchmark

LTCG | >1Year 12.5%% on gain above 1.25 Lakh

STCG | <1Year 20%%

Tax Implications (India)