Edelweiss Mutual Fund Flexi Cap Fund - Direct Plan - Growth returns analysis 2026
Chaliye ab dekhte hain Edelweiss Mutual Fund Flexi Cap Fund - Direct Plan - Growth returns ko benchmark se compare karte hain.
| Period |
Edelweiss Mutual Fund Flexi Cap Fund - Direct Plan - Growth Returns |
Nifty 500 TRI Returns |
| 1 Year |
-2.38% |
data not available |
| 3 Years |
14.63% |
data not available |
| 5 Years |
12.31% |
data not available |
Dekha jaye toh, fund ki 1-year return negative hai, jo market volatility ko dikhata hai. Lekin 3-year aur 5-year returns are quite impressive, jo consistency ka darshan dete hain. Fund manager Bharat Lahoti ka experience aur strategy in returns par positive impact daal rahe hain.
Agar aap long-term investing ke liye soch rahe hain, toh ye fund aapko stable returns de sakta hai, magar short term mein thoda volatility expect karni chahiye.
Edelweiss Mutual Fund Flexi Cap Fund - Direct Plan - Growth portfolio breakdown for investors
Edelweiss Mutual Fund Flexi Cap Fund - Direct Plan - Growth ke top holdings mein kuch well-known companies shamil hain:
1. HDFC Bank Ltd. (8.2%)
2. ICICI Bank Ltd. (6.9%)
3. Infosys Ltd. (5.5%)
4. Reliance Industries Ltd. (5.1%)
5. Axis Bank Ltd. (4.2%)
Ye holdings fund ki strategy ko clearly reflect karti hain, jo ki financials aur technology sectors mein concentration ko dikhata hai.
Is fund ki sector allocation bhi kaafi diversified hai, jo isse long-term investors ke liye attractive banata hai. Agar aapko pata nahi hai ki kaise sector allocation aapke risk ko manage karta hai, toh is fund ka diversification aapke portfolio ko stabilize karne mein madadgar ho sakta hai.
Overall, ye fund un investors ke liye ek accha option hai jo high growth potential wali companies mein invest karna chahte hain.
Edelweiss Mutual Fund Flexi Cap Fund - Direct Plan - Growth – risk level aur volatility
Edelweiss Mutual Fund Flexi Cap Fund - Direct Plan - Growth ka riskometer "Very High" hai, jo is fund ki volatility ko darshata hai. Is fund mein invested capital ke loss ka khatra hai, particularly short-term market fluctuations ke dauran.
Risk profile ke hisaab se, ye fund un investors ke liye suitable hai jo market ke ups and downs ko smoothly handle kar sakte hain. Agar aap ek conservative investor hain, toh shayad ye fund aapke liye sahi na ho.
Agar Sharpe ratio ka data available hota, toh hum isse fund ke risk-adjusted returns ko samajhne mein aur madad milti. Lekin, volatility ko samajhna bahut zaroori hai, kyunki long-term investing ke liye ye factor crucial hota hai.