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Edelweiss Flexi Cap Fund - Regular Plan - Growth Option

(Erstwhile Edelweiss Economic Resurgence Fund - Regular Plan - Growth Option)

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Category: Equity: Flexi Cap
Launch Date: 05-01-2015
Asset Class: Equity
Benchmark: NIFTY 500 TRI
Expense Ratio: 1.89% As on (31-12-2025)
Status: Open Ended Schemes
Minimum Investment: 100.0
Minimum Topup: 100.0
Total Assets: 3,127.07 Cr As on (31-12-2025)
Turn over: 44
NAV as on 30-01-2026

39.058

-0.1 (-0.2432%)

CAGR Since Inception

13.19%

NIFTY 500 TRI 12.22%

PERFORMANCE of Edelweiss Flexi Cap Fund - Regular Plan - Growth Option

Scheme Performance (%) Data as on - 30-01-2026

1-Year Ret (%) 3-Yrs Ret (%) 5-Yrs Ret (%) 10-Yrs Ret (%) Since Launch Ret (%)
Edelweiss Flexi Cap Fund - Regular Plan - Growth Option 10.95 19.81 18.13 15.6 13.19
NIFTY 500 TRI 5.78 16.16 15.12 14.83 12.22
Equity: Flexi Cap 6.75 16.53 15.74 14.46 12.67

Yearly Performance (%)

Nav Movement

Fund Managers

Mr. Raj Koradia

Investment Objective

The investment objective of the Scheme is to generate long-term capital appreciation from a diversified portfolio that dynamically invests in equity and equity-related securities of companies across various market capitalisation. However, there can be no assurance that the investment objective of the Scheme will be realized.

RETURNS CALCULATOR for Edelweiss Flexi Cap Fund - Regular Plan - Growth Option

Growth of 10000 In SIP (Fund vs Benchmark)

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Growth of 10000 In LUMPSUM (Fund vs Benchmark)

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Rolling Returns

Rolling returns are the annualized returns of the scheme taken for a specified period (rolling returns period) on every day/week/month and taken till the last day of the duration. In this chart we are showing the annualized returns over the rolling returns period on every day from the start date and comparing it with the benchmark. Rolling returns is the best measure of a fund's performance. Trailing returns have a recency bias and point to point returns are specific to the period in consideration. Rolling returns, on the other hand, measures the fund's absolute and relative performance across all timescales, without bias.

Key Performance and Risk Statistics of Edelweiss Flexi Cap Fund - Regular Plan - Growth Option

Key Statistics Volatility Sharpe Ratio Alpha Beta Yield to Maturity Average Maturity
Edelweiss Flexi Cap Fund - Regular Plan - Growth Option 12.65 1.0 2.48 0.98 - -
Equity: Flexi Cap - - - - - -

PEER COMPARISION

Scheme Name Launch
Date		 1-Year
Ret (%)		 2-Yrs
Ret (%)		 3-Yrs
Ret (%)		 5-Yrs
Ret (%)		 10-Yrs
Ret (%)
Edelweiss Flexi Cap Fund - Regular Plan - Growth Option 05-01-2015 10.95 12.94 19.81 18.13 15.6
HDFC Flexi Cap Fund - Growth Plan 01-01-1995 13.43 15.85 21.96 23.23 17.53
Kotak Flexicap Fund - Growth 05-09-2009 13.36 13.21 17.78 15.88 14.91
Aditya Birla Sun Life Flexi Cap Fund - Growth - Regular Plan 14-08-1998 12.72 12.75 18.43 16.1 15.1
Mirae Asset Flexi Cap Fund - Regular Plan - Growth 01-03-2023 11.6 11.25 0.0 0.0 0.0
ICICI Prudential Flexicap Fund - Growth 07-07-2021 11.17 12.71 19.05 0.0 0.0
ITI Flexi Cap Fund- Regular Plan- Growth 17-02-2023 10.3 10.17 0.0 0.0 0.0
Helios Flexi Cap Fund - Regular Plan - Growth Option 13-11-2023 10.28 12.6 0.0 0.0 0.0
Bajaj Finserv Flexi Cap Fund -Regular Plan-Growth 01-08-2023 9.58 13.22 0.0 0.0 0.0
Canara Robeco Flexicap Fund - Regular Plan - Growth Option 05-09-2003 9.45 10.58 15.65 14.78 14.58

Asset Allocation (%)

PORTFOLIO ANALYSIS of Edelweiss Flexi Cap Fund - Regular Plan - Growth Option

Portfolio as on