Edelweiss Multi Cap Fund
EDELWEISS MULTI CAP FUND - NFO (Apply Now link will be available soon)
Scheme Details
Launch Date : 4th October, 2023
Close Date : 18th October, 2023
Type : An open ended equity scheme investing in a portfolio of largecap, midcap and smallcap stocks
Investment Objective: The Fund seeks to generate long-term capital appreciation by investing in a diversified portfolio of equity & equity-related instruments across large cap, mid cap and small cap stocks However, there is no assurance that the investment objective of the Scheme will be realized and the Scheme does not assure or guarantee any returns
Minimum application amount : Lump sum: Minimum of Rs. 5,000/- & multiples of Re. 1/- thereafter SIP: Rs. 100/- and in multiples of Re. 1 thereafter
Exit load : If the units are redeemed /switched out on or before 90 days from the date of allotment – 1% of the appliable NAV If the units are redeemed /switched out after 90 days from the date of allotment - NIL
Fund manager : Mr. Trideep Bhattacharya Mr. Sahil Shah (Co-Fund Manager) Mr. Amit Vora (Overseas Securities)
Benchmark Index : NIFTY 500 Multicap 50:25:25 TRI
Why should you invest?
Over arching investment theme
- Best of India's ideas across market caps at the core of portfolio construction
- Defined allocation ranges, to avoid any bias towards any specific market cap
- Sector agnostic
Investment Experience
- In-house research capabilities across major sectors
- 15+ years of established track record of investing in proven leaders (large caps), selecting emerging giants (mid caps) and identifying rising champions (small caps)
Investment Framework
- FAIR framework
- Forensics
- Acceptable Price
- Investment style agnostic
- Robustness
- Avoid taking outsized sector bets, macro calls, and cash calls
Edelweiss Multi Cap Fund is suitable for investors who are seeking*:
- Long term capital appreciation
- Investment in equity and equity related instruments across large, mid and small cap stock
(Disclaimer: The content herein does not consider individual investor’s objectives, risk appetite or financial needs or circumstances or the suitability of the mutual fund products described herein. Hence, investors are advised to consult their professional investment adviser/ consultant/ tax advisor for investment advice.
A mutual fund scheme is NOT a DEPOSIT product and is not an obligation of, guaranteed, or insured by the mutual fund or its AMC. Due to the nature of the underlying investments, the returns or the potential returns of a mutual fund product cannot be guaranteed. When presented, historical performance is purely for reference purposes and does not guarantee future results)
Mutual funds are solely Distributed by GoldenFundswala under AMFI ARN- 246349, BSE Star MF- 57315
Mutual Fund investments are subject to market risks, read all scheme related documents carefully.