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Edelweiss Multi-Cap Fund - Regular Plan - Growth

  • Regular
  • Direct
Category : Multi Cap Fund
(Min ₹1000 for SIP, ₹5000 for one time investment)
  • Latest (Updated on 30th Jun 2019)
    Crisil Rank
  • (Updated on 31st Mar 2019)
    Crisil Rank
  • (Updated on 31st Dec 2018)
    Crisil Rank
  • (Updated on 30th Sep 2018)
    Crisil Rank
Should you invest in this fund? - Fund performance is deteriorating compared to similar funds in the Multi Cap Fund. However, fund has still maintained good performance compared to peers. Existing investors can continue their SIPs/investments.

Returns (NAV as on 18th October, 2019)

Period Invested for ₹10000 Invested on Latest Value Absolute Returns Annualised Returns Category Avg Rank within Category
1 Week 11-Oct-19 10268.70 2.69% - 2.52% 41/70
1 Month 18-Sep-19 10743.90 7.44% - 6.16% 27/70
3 Month 18-Jul-19 10124.20 1.24% - 0.41% 43/69
6 Month 18-Apr-19 10029.40 0.29% - -1.86% 29/68
YTD 01-Jan-19 10529.60 5.30% - -1.15% 33/68
1 Year 17-Oct-18 11054.80 10.55% 10.52% 7.26% 28/67
2 Year 18-Oct-17 11001.70 10.02% 4.89% 0.63% 8/43
3 Year 18-Oct-16 13462.70 34.63% 10.42% 7.09% 4/35
Since Inception 03-Feb-15 14673.00 46.73% 8.49% 6.65% 33/66

SIP Returns (NAV as on 18th October, 2019)

Period Invested for ₹1000 SIP Started on Investments Latest Value Absolute Returns Annualised Returns
1 Year 17-Oct-18 12000 12545.71 4.55 % 8.51 %
2 Year 18-Oct-17 24000 24953.14 3.97 % 3.79 %
3 Year 18-Oct-16 36000 40319.87 12 % 7.5 %

Compare performance

Category 1 D 1 M 3 M 6 M YTD 1 Y 2 Y 3 Y 5 Y
This Fund 0.94% 6.99% -0.37% -1.03% -0.80% 9.57% 4.45% 10.52% 0.00%
Nifty 50 1.07% 7.11% -0.87% -1.70% -0.32% 10.84% 6.40% 10.79% 8.29%
Benchmark: Nifty 500 TRI 1.25% 6.15% -1.12% -3.15% -1.97% 8.60% 3.42% 9.72% 9.75%
Category Average 1.17% 6.16% 0.41% -1.86% -1.15% 7.26% 0.63% 7.09% 9.10%
Category Rank 50/70 27/70 43/69 29/68 33/68 28/67 8/43 4/35 0/0
Best in Category 3.33% 9.81% 7.94% 8.99% 10.24% 22.93% 7.23% 11.10% 15.11%
Worst in Category 0.14% -0.30% -8.94% -16.58% -15.63% -13.91% -8.05% 1.39% 4.69%

Best Quarters

Period This Fund Nifty 50 Nifty 500 TRI Category Average
Q1 - 2017 16.80% 12.16% 14.17% 15.07%
Q1 - 2017 16.80% 12.16% 14.17% 15.07%
Q4 - 2017 13.89% 5.84% 8.91% 9.48%

Worst Quarters

Period This Fund Nifty 50 Nifty 500 TRI Category Average
Q4 - 2016 -7.34% -6.39% -7.03% -6.46%
Q2 - 2018 -5.09% 4.36% 0.95% -5.92%
Q4 - 2016 -7.34% -6.39% -7.03% -6.46%

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