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Two funds walk into a table. Only the numbers talk.

Edelweiss Flexi Cap Fund vs ITI Flexi Cap Fund

Pick two or three funds. We’ll tell you in plain words which grew faster, which was calmer, which costs less and what your money would have become. Figures are for the Direct plan, Growth option, where a fund has one.

  • Edelweiss Flexi Cap Fund
  • ITI Flexi Cap Fund

The short version

Who comes out ahead on each measure, over the 3 years all of them have been around.

  • Grew faster

    BITI Flexi Cap Fund

    ITI Flexi Cap Fund returned 19.8% a year over 3 years, against 15.8% for Edelweiss Flexi Cap Fund. ₹1 lakh invested 3 years ago would be about ₹1.72 Lakh today, against ₹1.55 Lakh.

  • Smoother ride

    AEdelweiss Flexi Cap Fund

    Edelweiss Flexi Cap Fund swung the least: about 14.8% a year either way, against 16.5% for ITI Flexi Cap Fund. Lower means fewer scary days.

  • Fell less in a crash

    No fair winner yet

    At its worst, ITI Flexi Cap Fund fell 21.4% from its peak, against 36.1% for Edelweiss Flexi Cap Fund. On ₹1 lakh, that's a dip to ₹63,898 at the bottom for Edelweiss Flexi Cap Fund. Could you have held on?

    Not a fair fight: we only have data for ITI Flexi Cap Fund (from Feb 2023), so it has not been through the 2020 crash the others fell in.

  • More consistent

    No fair winner yet

    Pick any day in the past and hold for a year: ITI Flexi Cap Fund ended up in profit 92% of the time, against 85% for Edelweiss Flexi Cap Fund.

    Not a fair fight: we only have data for ITI Flexi Cap Fund (from Feb 2023), so it has not been through the 2020 crash the others fell in.

  • Costs less

    AEdelweiss Flexi Cap Fund

    Edelweiss Flexi Cap Fund charges 0.77% a year, against 0.91% for ITI Flexi Cap Fund. On ₹1 lakh that's ₹770 a year against ₹910, taken quietly from the NAV.

What your money would have become

The same amount, put into each fund on the same day.

₹10k₹16.6kNov 2023Nov 2026

The dashed line is the ₹10,000 you put in. Above it is profit, below it is loss.

  • AEdelweiss Flexi Cap Fund₹15,305 from ₹10,000(15.3% a year)
  • BITI Flexi Cap Fund₹16,952 from ₹10,000(19.3% a year)

A one-time ₹10,000 put in 3 years ago, valued at the latest NAV. This is what happened, not what will.

Strengths and watch-outs

Each fund judged against its own category, and against a 5-year SBI FD at 6.05%.

AEdelweiss Flexi Cap Fund

  • Strength: Ahead of its category: 12.6% a year over 5 years, against a category average of 11.1%
  • Strength: Beat a 5-year SBI FD: 12.6% a year over 5 years, against 6.05%
  • Watch out: Fell harder than its category in the worst crash

BITI Flexi Cap Fund

  • Strength: Ahead of its category: 19.8% a year over 3 years, against a category average of 14.1%
  • Strength: In the top quarter of its category over 3 years (#1 of 36)
  • Strength: Beat a 5-year SBI FD: 19.8% a year over 3 years, against 6.05%
  • Watch out: Swings more than most funds in its category

All the numbers

The stronger figure in each row is marked Best. Under each return is the fund’s rank in its category and the category average.

Edelweiss Flexi Cap Fund compared with ITI Flexi Cap Fund
MeasureAEdelweiss Flexi Cap FundBITI Flexi Cap Fund
ReturnsHow much the fund grew. Beyond a year, this is per year (annualised).
1 yearLast 12 months, the most noisy figure2.8%#26 of 42 · avg 4.6%15.9%Best#1 of 42 · avg 4.6%
3 yearsPer year, over a full market mood swing15.8%#11 of 36 · avg 14.1%19.8%Best#1 of 36 · avg 14.1%
5 yearsPer year, the fairest single test12.6%#8 of 27 · avg 11.1%–
RiskHow bumpy the ride was. This is what decides whether you stay invested.
Ups and downsVolatility: how far it swings in a typical year. Lower is calmer14.8%Bestcategory avg 14.5%16.5%category avg 14.5%
Worst fallThe biggest drop from a peak in 10 years. Lower is better−36.1%category avg −26.3%−21.4%data from 22 Feb 2023 only
Best 12 monthsIts strongest year92.3%59.2%data from 22 Feb 2023 only
Worst 12 monthsIts weakest year-29.7%-6.1%data from 22 Feb 2023 only
Odds of a gainShare of all 1-year holding periods that ended in profit85%92%data from 22 Feb 2023 only
Cost and sizeThe fee comes out of your returns every year, whether the fund does well or not.
Expense ratioYearly fee. Lower keeps more for you0.77%Best0.91%
Fund sizeMoney managed (AUM). Neither better nor worse₹3,489 Cr₹1,588 Cr
Minimum SIPSmallest monthly amount₹100Best₹500
Lock-inTime before you can withdrawNoneNone

“Best” is not a recommendation: a fund that returned more usually took more risk to do it.

Which one fits you?

There is no best fund, only a better fit for what you need the money to do.

AEdelweiss Flexi Cap Fund

Might suit you if…

  • a smoother ride matters more to you than the top return
  • you care about keeping costs low, which adds up over decades

BITI Flexi Cap Fund

Might suit you if…

  • you want the stronger long-run growth and can sit through sharper falls