Edelweiss Flexi Cap Fund - Direct Plan - Growth Option
Edelweiss Mutual Fund · Equity · mandate: ≥65% in equities, any market cap · benchmark: NIFTY 500 TRI (TRI proxy)
AUM (all plans)
3,341 cr
TER direct / regular
0.76% / 2.12%
Active return /yr (full)
3.1%
Score
66
Rank (Score, pool)
#14 of 245
Percentile (full, pool)
72
IR vs benchmark
0.77
CAGR (absolute)
16.6%
Max drawdown
-27.1%
Months of data
117
Percentile ranks this fund within its peer pool; the leaderboard Score is
the weighted average of its fiscal-year percentiles (equity: active-return-rank blended
with IR-rank).
Cumulative active return
Growth of the fund relative to its benchmark: +10 means ₹100 in the fund is worth 10% more than ₹100 in the benchmark since the start of the line.
Equity curve
Drawdown
Fiscal-year record
FY
Active vs BM
vs category
IR
%ile
TE
Benchmark
Fund return
months
FY22
2.2%
2.9%
0.38
64
4.9%
21.6%
23.8%
12
FY23
3.1%
0.1%
0.71
56
4.2%
-1.6%
1.4%
12
FY24
2.5%
1.1%
0.78
60
2.4%
40.1%
42.6%
12
FY25
5.4%
2.8%
1.31
79
4.0%
5.9%
11.3%
12
FY26
3.5%
2.8%
1.35
84
2.6%
-3.1%
0.4%
12
FY27*
-0.4%
-2.2%
-0.35
36
2.9%
15.1%
14.7%
5
Active/Fund returns are TOTALS over the months covered — never annualized
(FY27* is year-to-date; a * row covers only part of the year).
%ile is the fund's percentile within its peer pool for that year.
Monthly active returns (%)
Jan
Feb
Mar
Apr
May
Jun
Jul
Aug
Sep
Oct
Nov
Dec
Year
2019
-1.2
-0.6
+0.3
-1.5
2020
+1.7
+1.7
-0.1
-1.9
-0.8
-2.3
+1.2
+0.0
-0.0
+0.4
-0.5
-0.7
-1.2
2021
+0.6
+2.3
-0.1
-1.0
-0.1
+1.3
+3.0
-2.2
-0.9
+0.7
-0.4
+2.0
+5.0
2022
-0.1
-0.5
+0.3
-2.4
+1.0
+0.7
+0.2
-0.5
+0.8
+0.7
-1.2
-0.3
-1.4
2023
+1.5
+2.1
+0.4
-1.5
+0.6
+0.4
-0.4
-0.0
-0.6
+0.1
+0.3
+0.8
+3.7
2024
+0.4
+0.8
+0.9
+0.9
+1.8
+1.8
-0.7
+1.2
+0.5
+0.8
+0.8
+0.7
+10.3
2025
-2.4
-0.0
-0.2
-0.1
-1.1
+0.9
-0.2
+1.3
-0.1
+0.2
+0.3
+0.8
-0.5
2026
+1.3
-0.5
+0.5
-1.3
-0.5
+0.3
+0.2
+0.9
+0.9
Fund monthly return minus benchmark; the year column compounds each separately and differences them.
Monthly returns (%)
Jan
Feb
Mar
Apr
May
Jun
Jul
Aug
Sep
Oct
Nov
Dec
Year
2016
-2.6
-2.6
2017
+7.5
+3.3
+5.2
+5.4
+0.9
-1.1
+5.9
-0.7
+0.2
+7.1
+2.7
+3.7
+47.9
2018
+1.3
-3.9
-1.9
+6.1
-3.4
-1.6
+5.6
+2.0
-8.0
-3.5
+4.1
+0.4
-3.6
2019
-0.4
-1.1
+7.7
-0.6
+3.6
-1.2
-6.2
-0.5
+5.1
+2.6
+0.7
+0.9
+10.3
2020
+1.5
-4.5
-23.7
+12.2
-3.1
+6.0
+7.9
+3.6
-0.3
+3.1
+11.3
+6.7
+16.4
2021
-1.3
+10.2
+0.9
-0.6
+6.9
+3.3
+4.5
+4.3
+2.5
+1.0
-3.3
+4.4
+37.1
2022
-0.7
-4.4
+4.4
-3.1
-3.2
-4.4
+9.8
+4.2
-2.4
+4.7
+2.2
-3.4
+2.4
2023
-1.9
-0.6
+0.6
+3.1
+4.4
+4.7
+3.5
-0.6
+1.6
-2.7
+7.4
+8.8
+31.4
2024
+2.4
+2.3
+1.7
+4.4
+2.5
+8.7
+3.6
+2.2
+2.6
-5.6
+0.9
-0.7
+27.4
2025
-5.8
-7.8
+7.1
+3.1
+2.5
+4.7
-3.0
-0.5
+1.1
+4.6
+1.3
+0.6
+7.0
2026
-1.9
-0.1
-10.9
+9.1
-0.5
+2.0
+2.3
+1.2
+0.2
Quarterly average AUM & estimated net flows
Quarterly net flow estimate: AUM_q − AUM_(q−1)·(1+quarter return). AUM shown is the quarter AVERAGE (AMFI central disclosure). Positive = net inflows, ₹cr.
Source: AMFI's official all-scheme NAV history (portal report; official NAV history, net of TER by
construction). Monthly returns are month-end NAV chains; stale prints (>7 days before
month-end) drop out rather than carry. Benchmark series are the median of plain-vanilla
direct-plan index funds tracking each index (TRI minus ~10-25bp/yr tracking drag — verified
against true-TRI chains). Direct plans, growth option only. Sharpe uses rf 6%, arithmetic
monthly convention. Independence: all figures are computed from mandatory public disclosures with a
fixed methodology applied identically to every fund — no fund can pay for inclusion,
exclusion, placement, or altered presentation, and any material commercial relationship
will be disclosed on the affected pages.
Nothing here is investment advice; past performance does not
predict future returns. Generated 2026-08-25 05:37Z · data through Aug 2026 · leaderboard
· PMS leaderboard