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Edelweiss Mutual Fund

Edelweiss Multi Cap Fund

Edelweiss Mutual Fund · Direct plan · Growth

1-year returns
4.7%
NAV
₹16.38
▲ 1.11% · 18 Sept 2026
Fund size
₹3,550 Cr
Expense ratio
0.66%
a year
Minimum SIP
₹100

Figures are for the Direct plan. The Regular plan, bought through a distributor, is at ₹15.66 and has returned 3.18% over a year.

Returns, and where it stands

Against the average multi cap fund, and its place among them. Anything longer than a year is a yearly rate.

PeriodThis fundCategoryRank
1 year4.7%5.3%behind18 of 31
Every period, and the Regular plan →
PeriodDirectRegular
1 month-2.7%-2.8%
3 months1.5%1.1%
6 months10.2%9.4%
1 year4.7%3.2%
2 yearsp.a.1.4%-0.1%

Figures are for the Direct plan, and the rank compares it against the same plan of its peers, best first. Based on NAV history from Oct 2023.

Plan

NAV history

▲ 4.68% in the last 1Y

14.015.516.918 Sept 202520 Mar 202618 Sept 2026

Hover or tap the chart for the NAV on any date. Past NAVs are adjusted for unit splits.

If you had invested in this fund

Investment type
years
Total invested
₹1,20,000
Gain
₹7,930
XIRR (per year)
6.3%
Value today
₹1,27,930

24 monthly instalments from 20 Sept 2024, valued at the latest NAV. Past returns do not guarantee future returns.

What the ride has been like

Worked out from this fund's own NAV history, not a rating.

How bumpy
15.2% a year
about the same as the multi cap fund average
Worst fall so far
−20.2%
Sept 2024 to Mar 2025.
Years that made money
88.2%
Of every one-year stretch it has been through.

Fund details

Minimum lumpsum
₹100
Minimum top-up
₹100
Lock-in
None
Plan started
25 Oct 2023
Portfolio turnover
0.35x
Expense ratio
0.66%
as of 31 Jul 2026

Managed by Sumanta Khan, Amit Vora, Trideep Bhattacharya, Raj Koradia

Direct plan figures, last checked on 20 Sept 2026. Exit load and the scheme's benchmark are in thescheme document.

How it compares

Edelweiss Multi Cap Fund against other funds in the Multi Cap Fund category
Fund1Y3Y5YExpenseFund size
Axis Multicap Fund8.94%19.49%1.1%₹11,985 Cr
HSBC Multi Cap Fund7.44%18.31%0.84%₹6,503 Cr
LIC MF Multi Cap Fund8.53%18.19%0.82%₹2,254 Cr
Bank of India Multi Cap Fund10.87%17.55%0.74%₹1,335 Cr
Mahindra Manulife Multi Cap Fund11.76%17.37%16.11%0.87%₹7,662 Cr
ITI Multi Cap Fund10.97%16.95%14.3%0.84%₹1,543 Cr
Edelweiss Multi Cap Fund4.68%0.66%₹3,550 Cr

About Edelweiss Multi Cap Fund

Edelweiss Multi Cap Fund is a multi cap fund managed by Edelweiss Mutual Fund. Invest at least 25% each in large, mid and small caps, giving exposure across company sizes.

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.

The scheme's stated objective, as published by Edelweiss Mutual Fund.

The NAV (net asset value) is the price of one unit of the fund. It is published by the fund house every business day and changes with the value of the fund's holdings. The Growth option reinvests all gains, so its NAV reflects the fund's total return.

Tax on your gains

Gains are taxed as equity: sell within 12 months and the gain is short-term, taxed at 20%. Hold longer and it is long-term, taxed at 12.5% on gains above ₹1.25 lakh in a financial year, across all your equity investments.

Work out what you would owe with the capital gains tax calculator.

Every plan and option, with scheme codes
PlanOptionNAVScheme code
DirectGrowth₹16.3799152094
DirectIDCW₹15.8733152093
RegularGrowth₹15.6639152095
RegularIDCW₹15.159152096

Frequently asked questions

What is the NAV of Edelweiss Multi Cap Fund today?

The NAV of Edelweiss Multi Cap Fund (Direct plan, Growth) is ₹16.3799 and the Regular plan NAV is ₹15.6639, as of 18 Sept 2026.

What returns has Edelweiss Multi Cap Fund given?

Over the last year the Direct plan returned 4.68%. Past returns do not guarantee future returns.

What is the expense ratio of Edelweiss Multi Cap Fund?

The Direct plan charges 0.66% a year, as disclosed on 31 Jul 2026. The fee is already taken out of the NAV, so the returns above are what you keep.

What is the minimum SIP amount in Edelweiss Multi Cap Fund?

You can start a monthly SIP with ₹100, or invest a lump sum of ₹100 or more.

How much has Edelweiss Multi Cap Fund fallen in the past?

Its deepest fall was 20.2% from 24 Sept 2024 to 3 Mar 2025. Of every one-year stretch in its history, 88% ended in a gain.

Which category does Edelweiss Multi Cap Fund belong to?

It is a Multi Cap Fund from Edelweiss Mutual Fund. Invest at least 25% each in large, mid and small caps, giving exposure across company sizes.

What is the difference between the Direct and Regular plan?

Both invest in the same portfolio. The Direct plan is bought straight from the fund house or a direct platform and has a lower expense ratio because no distributor commission is paid, so its NAV grows slightly faster over time.

How are gains from Edelweiss Multi Cap Fund taxed?

Gains are taxed as equity: sell within 12 months and the gain is short-term, taxed at 20%. Hold longer and it is long-term, taxed at 12.5% on gains above ₹1.25 lakh in a financial year, across all your equity investments.

Source: NAVs published by the fund house through AMFI. Mutual fund investments are subject to market risks; read all scheme-related documents carefully. Past performance does not guarantee future returns. This page is for information only and is not a recommendation to buy or sell.