Should I invest in Edelweiss Flexi Cap Fund?

We don't give personal investment advice. Edelweiss Flexi Cap Fund - Direct Plan - Growth Option is suitable for an investor whose:time horizon is **5+ years** — equity funds can drop 30-50% in bad years; horizons under 5 years materially raise the risk of selling at a lossrisk tolerance accepts seeing the portfolio fall sharply without panic-sellinggoal isn't capital preservation in the short termCross-check the numbers above against alternatives before deciding. Worst 5-year drawdown: 19.0%. 5-year CAGR: 14.70%.

Edelweiss

Edelweiss Flexi Cap Fund - Direct Plan - Growth Option

Latest NAV

₹45.5140

As of

17 Jul 2026

2,377 NAV records on file

NAV history & peer comparison

All NAVs split-adjusted and normalised to 100 at the start of the selected period, so funds with very different absolute NAV scales can be compared on one axis.

Period

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Returns matrix

Fund return alongside the category average and peer rank for every standard window. Returns under one year are absolute; one year and longer are compound annualised (CAGR).

Window	Fund	Category avg	+/− vs avg	Rank	Quartile
1D	+0.57%	+0.10%	+0.47	8 / 104	Q1
1W	-0.07%	-0.02%	-0.05	61 / 103	Q3
2W	+0.21%	+0.10%	+0.12	49 / 102	Q2
1M	+1.60%	+1.52%	+0.08	52 / 101	Q3
3M	+1.99%	+5.34%	-3.35	69 / 100	Q3
6M	-1.04%	+9.00%	-10.04	80 / 99	Q4
YTD	-2.24%	+4.61%	-6.85	82 / 99	Q4
1Y	+3.20%	+18.02%	-14.82	62 / 90	Q3
2Y	+2.61%	+9.96%	-7.35	66 / 84	Q4
3Y	+15.92%	+13.26%	+2.65	24 / 76	Q2
4Y	+17.89%	+15.27%	+2.63	11 / 41	Q2
5Y	+14.70%	+14.07%	+0.62	10 / 34	Q2
7Y	+17.26%	+15.95%	+1.31	6 / 23	Q2
10Y	—	—	—	—	—
Inception	+16.83%	+11.59%	+5.24	18 / 104	Q1

Quartile legend: Q1 top 25% Q2 25-50% Q3 50-75% Q4 bottom 25%

Calendar-year returns

Full-year performance vs category average. Current year is partial (year-to-date).

Year	Fund	Category avg	+/− vs avg	Rank
2026 YTD	-2.24%	+0.72%	-2.96	35 / 44
2025	+6.58%	+3.69%	+2.89	14 / 39
2024	+27.41%	+20.93%	+6.48	10 / 40
2023	+30.74%	+29.96%	+0.77	16 / 34
2022	+2.44%	+1.56%	+0.88	14 / 34
2021	+36.51%	+25.89%	+10.63	11 / 52
2020	+16.41%	+15.92%	+0.50	23 / 58
2019	+9.96%	+7.18%	+2.79	27 / 69
2018	-3.35%	-5.07%	+1.73	13 / 34
2017	+45.94%	+36.55%	+9.39	4 / 31
2016	—	—	—	—

Rolling returns

Removes start-date bias by averaging CAGR over every overlapping N-year window in the fund's history. Higher average plus tight min/max plus high "% positive" = consistent.

1-Year rolling

+18.28%

106 windows

min -21.3% · max 67.7%

87% positive

3-Year rolling

+17.88%

81 windows

min -1.3% · max 31.3%

99% positive

5-Year rolling

+18.42%

57 windows

min 11.3% · max 29.2%

100% positive

Limited basis — fund is young, so this average may be skewed by which 5Y windows happen to be available.

7-Year rolling

+17.40%

33 windows

min 15.1% · max 20.0%

100% positive

Limited basis — fund is young, so this average may be skewed by which 7Y windows happen to be available.

SIP returns — historical "what if"

If you had invested every month in this fund over the chosen period, this is what your investment would be worth today.

Period

Total invested

₹ —

Today's value

₹ —

XIRR

Annualised

Wealth multiplier

Period	Total invested	Today's value	XIRR	Wealth multiplier

XIRR is the annualised internal rate of return on the SIP cash flow — invariant to the monthly amount. "Today's value" and "Total invested" scale linearly with the slider. Past performance does not guarantee future returns. Excludes exit load and taxes.

Risk profile

Risk-adjusted return and volatility, computed from monthly NAV returns over the trailing 3-year and 5-year windows.

Std deviation

13.77%

3-year · annualised

Sharpe ratio

0.68

vs risk-free 6.5%

Sortino ratio

1.16

Downside-only deviation

Max drawdown

-19.03%

Sep 2024 → Feb 2025

% positive months

61.1%

Share of monthly returns > 0 over the 3-year window

Sharpe / Sortino use a risk-free rate of 6.5% (1-year T-bill proxy). Higher Sharpe = more return per unit of total risk; higher Sortino = more return per unit of downside risk.

Peers in Flexi Cap Fund

Scheme	Fund house	NAV	As of
HDFC Flexi Cap Fund - Growth Option - Direct Plan	HDFC	₹2,248.7410	17 Jul 2026
Nippon India Flexi Cap Fund - Direct Plan - Growth Plan - Growth Option	Nippon India	₹17.9459	17 Jul 2026
SBI Flexicap Fund - DIRECT PLAN - Growth Option	SBI	₹121.4251	17 Jul 2026
ICICI Prudential Flexicap Fund - Direct Plan - Growth	ICICI Prudential	₹21.1200	17 Jul 2026
Invesco India Flexi Cap Fund - Direct Plan - Growth	Invesco	₹20.6200	17 Jul 2026
BANDHAN Flexi Cap Fund-Direct Plan-Growth	Bandhan	₹232.8250	17 Jul 2026
quant Flexi Cap Fund - Growth Option-Direct Plan	Quant	₹122.1976	17 Jul 2026
Aditya Birla Sun Life Flexi Cap Fund - Growth - Direct Plan	Aditya Birla Sun Life	₹2,165.0600	17 Jul 2026
Motilal Oswal Flexi cap Fund Direct Plan-Growth Option	Motilal Oswal	₹67.6885	17 Jul 2026
Franklin India Flexi Cap Fund - Direct - Growth	Franklin India	₹1,808.6718	17 Jul 2026

Recent NAVs

Date	NAV
17 Jul 2026	₹45.5140
16 Jul 2026	₹45.2560
15 Jul 2026	₹45.3380
14 Jul 2026	₹45.1500
13 Jul 2026	₹45.5150
10 Jul 2026	₹45.5470
9 Jul 2026	₹45.0480
8 Jul 2026	₹44.7660
7 Jul 2026	₹45.6430
6 Jul 2026	₹45.8020

Frequently asked questions

These answers are generated from this fund's live metrics — NAV, returns, peer rank, drawdown, SIP backtest. Numbers refresh nightly after AMFI's NAV feed lands.

As of 17 Jul 2026, the NAV of Edelweiss Flexi Cap Fund - Direct Plan - Growth Option is ₹45.5140. It's a Flexi Cap Fund from Edelweiss, run as a Direct plan Growth option. NAVs update once per business day from the AMFI feed.

Edelweiss Flexi Cap Fund - Direct Plan - Growth Option has NAV history starting from 28 Nov 2016, a track record of about 9 years 7 months. That's enough history to evaluate the fund across one or two market cycles. Look at rolling returns rather than point-to-point to judge consistency.

Edelweiss Flexi Cap Fund - Direct Plan - Growth Option is managed by Edelweiss. It's classified by AMFI under the 'Flexi Cap Fund' SEBI category, which determines its peer set and tax treatment.

Over the trailing 1-year window, Edelweiss Flexi Cap Fund - Direct Plan - Growth Option has delivered a absolute return of 3.20% — -14.82 pp behind the Flexi Cap Fund category average of 18.02%. The fund ranks #62 of 90 in its category — the third (Q3) quartile.

Over the trailing 3-year window, Edelweiss Flexi Cap Fund - Direct Plan - Growth Option has delivered a CAGR of 15.92% — +2.65 pp ahead of the Flexi Cap Fund category average of 13.26%. The fund ranks #24 of 76 in its category — the second (Q2) quartile.

Over the trailing 5-year window, Edelweiss Flexi Cap Fund - Direct Plan - Growth Option has delivered a CAGR of 14.70% — +0.62 pp ahead of the Flexi Cap Fund category average of 14.07%. The fund ranks #10 of 34 in its category — the second (Q2) quartile.

₹1 lakh invested in Edelweiss Flexi Cap Fund - Direct Plan - Growth Option exactly 5 years ago would be worth approximately ₹198,500 today — a multiplier of 1.98×, based on the 5-year CAGR of 14.70%. The category average over the same window would have grown ₹1 lakh to ₹193,154.

A ₹10,000 monthly SIP in Edelweiss Flexi Cap Fund - Direct Plan - Growth Option over the last 5 years — total invested ₹600,000 — would be worth ₹849,968 today. That's an XIRR (money-weighted annualised return) of 13.90%.

Edelweiss Flexi Cap Fund - Direct Plan - Growth Option doesn't yet have 10 years of NAVs. Over the longest available window (7-year SIP), ₹10,000/month would have grown to ₹1,537,546 — XIRR 16.96%.

On a 5-year basis, Edelweiss Flexi Cap Fund - Direct Plan - Growth Option ranks #10 out of 34 funds in the Flexi Cap Fund category — that places it in the second quartile (Q2) — above the median. The category average return over the same window is 14.07%; this fund delivered 14.70%.

The worst peak-to-trough decline Edelweiss Flexi Cap Fund - Direct Plan - Growth Option has experienced over the last 5-year window is 19.03% — its NAV fell from a high on 26 Sep 2024 to a low on 28 Feb 2025. Drawdown is a useful gauge of how much short-term pain you'd have endured to capture the long-term return.

Across all 5-year rolling windows, Edelweiss Flexi Cap Fund - Direct Plan - Growth Option averaged 18.42% (best 29.18%, worst 11.31%). 100% of rolling windows ended positive. The 5-year Sharpe ratio is 0.56 — reasonable risk-adjusted performance.

In calendar year 2025, Edelweiss Flexi Cap Fund - Direct Plan - Growth Option returned 6.58% — beating the Flexi Cap Fund category average of 3.69% by 2.89 pp. It ranked #14 of 39 in its category that year.

Edelweiss Flexi Cap Fund - Direct Plan - Growth Option is classified as an Equity fund (at least 65% equity exposure). Tax rules (post Budget 2024): if you hold 12 months or more, gains are Long-Term and taxed at 12.5% on the amount exceeding ₹1.25 lakh per financial year. Held for under 12 months, gains are Short-Term and taxed at 20%. The ₹1.25 L exemption is per PAN per FY across all equity LTCG.

We don't give personal investment advice. Edelweiss Flexi Cap Fund - Direct Plan - Growth Option is suitable for an investor whose:

time horizon is **5+ years** — equity funds can drop 30-50% in bad years; horizons under 5 years materially raise the risk of selling at a loss
risk tolerance accepts seeing the portfolio fall sharply without panic-selling
goal isn't capital preservation in the short term

Cross-check the numbers above against alternatives before deciding. Worst 5-year drawdown: 19.0%. 5-year CAGR: 14.70%.

Educational content only — not investment advice. Tax rules summarised above reflect Budget 2024; consult a qualified adviser before transacting.