Edelweiss Flexi Cap Fund: The fund prefers businesses with scalability and ability to grow faster than the sector

Edelweiss Flexi Cap Fund gave 20% returns in five years: Should you invest? It is agnostic to any investing style and avoids taking outsized sector bets, macro calls or cash calls. The portfolio is well diversified with modest positions in its top bets. Should you

ET Wealth collaborates with Value Research to analyse top mutual funds. We examine the key fundamentals of the fund, its portfolio and performance to help you make an informed investment decision.

EDELWEISS FLEXI CAP FUND
BASIC FACTS
DATE OF LAUNCH
2 MAR 2015
CATEGORY
EQUITY
TYPE
FLEXI CAP
AUM*

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Rs.2,365 crore
BENCHMARK
NIFTY 500 TOTAL
RETURN INDEX

WHAT IT COSTS
NAV**
GROWTH OPTION
Rs.36.76
IDCW
Rs.30.18
MINIMUM INVESTMENT
Rs.100

MINIMUM SIP AMOUNT
Rs.100

EXPENSE RATIO# (%)
1.96
EXIT LOAD
1% for redemption within 90 days

*AS ON 31 OCT 2024
**AS ON 21 NOV 2024
#AS ON 31 OCT 2024

FUND MANAGER
TRIDEEP BHATTACHARYA
3 YEARS

Recent portfolio changes
New entrants
Bajaj Housing Finance, Havells India, Ipca Laboratories, Lupin, SBI Life Insurance Company (Sep). Escorts Kubota, ICICI Lombard General Insurance Comapny (Oct).
Complete exits
Aarti Industries, Bharat Petroleum Corporation, CanFin Homes, IndusInd Bank, JB Chemicals & Pharmaceuticals, Voltas (Sep).

Should You Buy?
Earlier run as Edelweiss Multi Cap, the fund was repositioned under the flexi-cap category to retain its fluidity in market-cap allocation. It retains a large-cap bias, with modest presence in mid- and small-caps. The fund prefers businesses with scalability and ability to grow faster than the sector. It is agnostic to any investing style and avoids taking outsized sector bets, macro calls or cash calls. The portfolio is well diversified with modest positions in its top bets. The fund has outperformed sharply over the past year, and has fared well in recent years. The fund should do well over market cycles as it shuns any style bias.

This story originally appeared on: India Times - Author:Faqs of Insurances