Edelweiss Flexi Cap Fund

Mutual Fund-

Edelweiss Flexi Cap Fund

By Rajendra

Apr 22, 2023

image credit -Unsplash

Scheme Analysis

Edelweiss Flexi Cap Fund Category Flexi Cap

Inception

Feb 03, 2015

Benchmark

NIFTY 500

AUM - 1,056 Cr

Fund Manager

Trideep Bhattac harya

Fund follow a flexible approach that lets us switch between small, mid, and large-cap companies

Portfolio Construct

Top 5 Holding

ICICI Bank

Infosys

HDFC Bank

L & T

Reliance

8.81

7.23

6.19

5.25

4.82

Total :- 32.30

Fund do not invest in weak businesses that can be highly impacted by market shocks

Market Cap Exposure Large Cap

Mid Cap

82.00%

13.00%

Edelweiss Flexi Cap Fund

Small Cap

5.00%

Fund invest in quality businesses and managements that have a proven track record of coping with big change

Financials

Technology

Engineering

Top 5 Sector 30.27

11.98

10.03

7.19

6.36

FMCG

Construction

You invest in strong companies that do well in positive markets and are stable in negative markets

Image Credit- Unsplash

Scheme Performance Exit Load Upto 1 Year - 1.00%

As on 28 Feb. 2023

1 Year

3 Year

5 Year

Period

Returns

0.17%

31.17%

10.21%

SIP Performance Exit Load upto 12 month - 1%

As on 28 Feb. 2023

1 Year

3 Year

5 Year

Period

Value

11,892

43,516

81.155

Returns

-0.20%

12.97%

12.17%

Monthly SIP of 1,000

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