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Edelweiss Multi Cap Fund - Regular Plan - Growth
★★★★★ TopFund est.
TopFund Score (fallback rating)
- Calculated by: TopFund — used only when no third-party rating exists for this fund
- Formula: 3-year trailing return percentile within category, adjusted ±1 star for expense ratio
- Refresh frequency: Whenever TopFund re-syncs this fund's data
- Limitations: A simplified 2-factor estimate, not equivalent to a rating agency's full analysis
TopFund Score: 61/100 · Average
How this score is calculated
- Star rating (35%)2/5
- 3Y CAGR (30%)—
- Expense ratio (20%)0.72%
- AUM (15%)₹3,432 Cr
Not investment advice — an analytical read of public fund data. Methodology →
Edelweiss Mutual Fund · Equity · Multi Cap
₹16.55
AUM: ₹3,431 Cr
NAV updated 17 days ago
Plan
Regular
Option
Growth
Risk
High
Expense Ratio
0.72%
Exit Load
Exit load of 1%, if redeemed within 90 days.
Fund Manager
Sahil Shah
Inception
Oct 2023
Benchmark
Nifty 500 Multicap 50:25:25 Total Return Index
Sharpe Ratio
0.18
Std Dev (1Y)
14.51%
Historical Returns (CAGR)
Annualized trailing returns computed from NAV history — past performance only, not a guarantee of future results.
1m
-1.75%
3m
+7.21%
6m
+9.16%
1y
+7.7%
3y
—
5y
—
10y
—
since inception
+16.81%
TopFund's Take on Edelweiss Multi Cap Fund - Regular Plan - Growth
Edelweiss Multi Cap Fund - Regular Plan - Growth sits in the middle of the pack for Multi Cap funds, currently carrying a 2-star rating. TopFund's composite Health Score, which weighs rating, 3-year CAGR, expense ratio and fund size, puts it at 61/100.
Cost: At 0.72%, the expense ratio is meaningfully cheaper — about 21% below the Multi Cap category average of 0.91% (based on 110 comparable funds). Lower costs compound in your favour over long holding periods.
Risk-adjusted performance: Over the trailing 1-year period, the fund shows a modest Sharpe ratio of 0.18 — returns have only marginally compensated for the risk taken. Separately, annualised volatility of 14.51% is fairly typical for Multi Cap funds.
Who should invest: This fund is best suited to investors who want the fund manager to freely allocate across large, mid and small caps rather than being boxed into one segment. The High risk rating means near-term volatility should be expected — this isn't a fund to check daily.
This is an automated, data-driven analysis based on the fund's own metrics and its category peers — not personalized investment advice. Consult a SEBI-registered advisor before investing.
Sector Allocation
Asset Allocation
Fund Snapshot
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Tools & Guides for This Fund
Frequently Asked Questions about Edelweiss Multi Cap Fund - Regular Plan - Growth
The current NAV (Net Asset Value) of Edelweiss Multi Cap Fund - Regular Plan - Growth is ₹16.55. NAV is updated every business day after market close by AMFI.
1Y: 7.7%
The expense ratio of Edelweiss Multi Cap Fund - Regular Plan - Growth is 0.72% per annum. This is the annual fee charged by the fund to manage your investment.
Edelweiss Multi Cap Fund - Regular Plan - Growth is managed by Sahil Shah at Edelweiss Mutual Fund.
Edelweiss Multi Cap Fund - Regular Plan - Growth is classified as a High risk fund. It is suitable for investors with a long-term horizon of 3+ years.
Yes, Edelweiss Multi Cap Fund - Regular Plan - Growth is an equity fund, making it suitable for SIP investments. Regular monthly SIPs help average out market volatility through rupee-cost averaging.
You can start a SIP in Edelweiss Multi Cap Fund - Regular Plan - Growth with as little as ₹500 per month through most mutual fund platforms. The minimum lump sum investment is typically ₹1,000.
The Assets Under Management (AUM) of Edelweiss Multi Cap Fund - Regular Plan - Growth is ₹3,432 crore. AUM indicates the total market value of assets managed by the fund.
* Past performance is not indicative of future results. Mutual fund investments are subject to market risks.
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