Edelweiss Flexi Cap Fund
Flexi Cap Fund
Launch Date: 13 Jan 2015
Suitable for
Investment Period
3+ year investments
Low risk investors
Prefer steady, predictable returns over high growth.
Review
Provides average overall results, with good recent performance but weaker consistency.
Edelweiss Flexi Cap Fund
Flexi Cap Fund
Fund Health
Returns 📈
Typically 13-21% if held 3+ years
Risk ⚠️
Risk of less than FD returns -
Low
Quality 🏆
Extra Returns for the Risk -
Good
Consistency of Performance -
Average
Peer Performance
| Fund | Rolling 3Y Returns | Last 3Y Returns | Risk < FD Returns | Consistency Of Performance |
|---|---|---|---|---|
Edelweiss Flexi Cap Fund | 17% | 18% | 9% | Average |
Parag Parikh Flexi Cap Fund | 20% | 18% | 2% | Good |
Jm Flexicap Fund | 19% | 18% | 9% | Good |
Nifty 500 Benchmark | 15% | 16% | 9% | — |
Flexi Cap Fund Category Average | 15% | 15% | 10% | — |
Return
Long Term -
Average
Average compared to other funds / index
Recent
Good
Better or close to other funds / index
Overall
Good
Done well in recent years, but average long-term performance
Risk
Risk of low returns
Good
Better or close to other funds in avoiding low returns
Extra Return for the Risk
Good
Delivers strong returns for the risk taken compared to peers
Consistency
Average
Sometimes outperforms, sometimes underperforms compared to peers
Overall Performance
Overall
Average
Moderate overall performance across all metrics
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Track Record
Recent Performance
+40%
+20%
0%
-20%
2022
2023
2024
2025
2026
Index
Fund
When market falls
-0%
-10%
-20%
-30%
-40%
-50%
Feb '16
Dec '16
Oct '18
Mar '20
Jun '22
Index
Fund
During big market falls, your fund tracks the market.
Recovery time after falls
21 months
Fund
|
22 months
Index
Average time taken to recover after a major fall
Fastest recovery
3 mth|3 mth
Slowest recovery
57 mth|62 mth
Details
AUM
₹349 Cr
Expense Ratio
0.44%
Exit Load
N/A
Minimum Amount
₹5000.00
Fund Manager
N/A
Fund House
Edelweiss Asset Management Limited
Launch Date
13 Jan 2015
Age
11 years
Category
Flexi Cap Fund
Benchmark
Nifty 500 TRI
FAQs
Is Edelweiss Flexi Cap Fund a good mutual fund?
Edelweiss Flexi Cap Fund is a Average fund based on its returns, risk and consistency.
Historically:
•
Typical returns have been around 17%
•
Risk of earning less than FD returns has been Low
•
Performance consistency has been Average
Compared with other funds in the Flexi Cap Fund category, it has delivered better returns while taking less risk.
This fund may be suitable for investors with an investment horizon of at least 3+ years.
Should I invest in Edelweiss Flexi Cap Fund?
Edelweiss Flexi Cap Fund can be considered, but there are other funds in the category with stronger risk-adjusted performance or better consistency.
Investors should compare alternatives before investing.
Is Edelweiss Flexi Cap Fund safe?
No equity mutual fund is completely safe.
Compared with similar funds, Edelweiss Flexi Cap Fund has shown Good downside protection.
Historically, investors holding the fund for 3 years earned less than FD returns in approximately 9% of periods.
This suggests the fund carries less risk relative to its peers.
Can I lose money in Edelweiss Flexi Cap Fund?
Yes.
Like all equity mutual funds, Edelweiss Flexi Cap Fund can generate negative returns over shorter periods.
Historically, investors holding the fund for 3+ years experienced negative returns in approximately 1% of periods.
The probability generally decreases as the investment horizon increases.
What returns can I expect from Edelweiss Flexi Cap Fund?
Historically, investors holding Edelweiss Flexi Cap Fund for 3+ years experienced:
•
Typical returns around 17% p.a.
•
Best represented by recent returns of 18% p.a.
•
Worst historical outcome of -3% p.a.
Actual future returns will differ, but historical rolling returns provide a realistic range of outcomes.
How risky is Edelweiss Flexi Cap Fund?
Edelweiss Flexi Cap Fund has a Low risk profile compared with similar funds.
Historically:
•
Probability of earning less than FD returns: 9%
•
Average fall during major market declines: 21%
•
Average recovery time: 21 months
How does Edelweiss Flexi Cap Fund perform during market crashes?
During major market declines, Edelweiss Flexi Cap Fund has historically fallen around 21% compared with 21% for its benchmark.
This means the fund has protected investors worse than the benchmark during difficult periods.
How long does Edelweiss Flexi Cap Fund take to recover after a fall?
Historically, Edelweiss Flexi Cap Fund has taken around 21 months to recover from major market declines.
The benchmark recovered in approximately 22 months.
Faster recovery times generally indicate stronger resilience during market corrections.
Who should invest in Edelweiss Flexi Cap Fund?
Edelweiss Flexi Cap Fund may be suitable for investors who:
•
Have an investment horizon of at least 3+ years
•
Are comfortable with Low risk
•
Want exposure to Flexi Cap Fund funds
Who should avoid Edelweiss Flexi Cap Fund?
This fund may not be suitable for investors who:
•
Need money within 3+ years
•
Cannot tolerate market volatility
•
Prefer guaranteed returns
•
Are looking for a different investment style
Is Edelweiss Flexi Cap Fund suitable for SIP investing?
Edelweiss Flexi Cap Fund can be suitable for SIP investors with a horizon of at least 3+ years.
SIPs can help reduce the impact of short-term market volatility by investing across different market conditions.
What is the probability that Edelweiss Flexi Cap Fund earns less than a fixed deposit?
Historically, investors holding Edelweiss Flexi Cap Fund for 3 years earned less than FD returns in approximately 9% of periods.
This metric helps investors understand downside risk rather than focusing only on average returns.
How consistent is Edelweiss Flexi Cap Fund?
Edelweiss Flexi Cap Fund has shown Average consistency compared with other funds in its category.
Historically:
•
Top performer: 23%
•
Bottom performer: 2%
Is the extra return from Edelweiss Flexi Cap Fund worth the risk?
Risk-adjusted performance measures whether investors were adequately rewarded for the risks taken.
Historically, Edelweiss Flexi Cap Fund delivered Good risk-adjusted returns compared with similar funds.
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