Should I invest in Edelweiss Flexi Cap Fund - Regular?

We don't give personal investment advice. Edelweiss Flexi Cap Fund - Regular - IDCW 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: 21.0%. 5-year CAGR: 11.32%.

Edelweiss

Edelweiss Flexi Cap Fund - Regular - IDCW Option

Latest NAV

₹30.6060

As of

2 Jun 2026

2,345 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	+0.23%	+0.25%	-0.02	20 / 37	Q3
1W	-2.17%	-1.28%	-0.89	34 / 37	Q4
2W	-0.87%	+0.28%	-1.15	33 / 37	Q4
1M	-2.08%	-0.31%	-1.76	33 / 37	Q4
3M	-3.33%	-0.58%	-2.75	28 / 37	Q4
6M	-5.79%	-2.98%	-2.81	21 / 36	Q3
YTD	-6.77%	-4.71%	-2.06	23 / 36	Q3
1Y	+0.82%	+2.50%	-1.67	15 / 33	Q2
2Y	+2.69%	+2.46%	+0.23	18 / 33	Q3
3Y	+14.94%	+9.45%	+5.49	4 / 29	Q1
4Y	+15.19%	+10.44%	+4.75	2 / 17	Q1
5Y	+11.32%	+8.60%	+2.72	2 / 14	Q1
7Y	+11.78%	+9.59%	+2.18	2 / 12	Q1
10Y	—	—	—	—	—
Inception	+12.50%	+8.61%	+3.89	8 / 37	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	-6.77%	-6.23%	-0.54	18 / 30
2025	+5.01%	+0.95%	+4.06	6 / 27
2024	+25.45%	+18.04%	+7.41	8 / 26
2023	+28.66%	+25.45%	+3.21	6 / 20
2022	+0.68%	-2.75%	+3.43	3 / 15
2021	+23.69%	+24.94%	-1.25	11 / 15
2020	+9.90%	+11.34%	-1.44	9 / 17
2019	+8.02%	+9.92%	-1.90	13 / 16
2018	-11.61%	-11.90%	+0.29	3 / 8
2017	+45.42%	+36.57%	+8.85	1 / 5
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

+13.33%

104 windows

min -27.2% · max 69.9%

75% positive

3-Year rolling

+12.79%

80 windows

min -6.0% · max 23.3%

93% positive

5-Year rolling

+13.31%

56 windows

min 5.4% · max 22.0%

100% positive

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

7-Year rolling

+12.76%

31 windows

min 10.0% · max 14.6%

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

14.46%

3-year · annualised

Sharpe ratio

0.59

vs risk-free 6.5%

Sortino ratio

0.89

Downside-only deviation

Max drawdown

-19.55%

Sep 2024 → Feb 2025

% positive months

77.8%

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
Nippon India Flexi Cap Fund - Regular Plan - IDCW Option	Nippon India	₹15.9186	3 Jun 2026
Invesco India Flexi Cap Fund - Regular Plan - IDCW	Invesco	₹15.8400	3 Jun 2026
Motilal Oswal Flexi cap Fund Regular - IDCW Payout/Reinvestment	Motilal Oswal	₹29.7444	3 Jun 2026
Mirae Asset Flexi Cap Fund - Regular Plan - IDCW	Mirae Asset	₹15.4630	3 Jun 2026
Parag Parikh Flexi Cap Fund - Regular Plan - IDCW	Parag Parikh	₹81.9363	2 Jun 2026
Baroda BNP Paribas Flexi Cap Fund - Regular Plan - IDCW Option	Baroda BNP Paribas	₹12.8419	3 Jun 2026
PGIM India Flexi Cap Fund - Regular Plan - Dividend Option	PGIM India	₹16.9800	3 Jun 2026
Axis Flexi Cap Fund - Regular Plan - IDCW	Axis	₹16.1100	3 Jun 2026
360 ONE FLEXICAP FUND-REGULAR PLAN- IDCW	360 ONE	₹14.8502	3 Jun 2026
Abakkus Flexi Cap Fund - Regular - IDCW		₹10.2890	3 Jun 2026

Recent NAVs

Date	NAV
2 Jun 2026	₹30.6060
1 Jun 2026	₹30.5370
29 May 2026	₹30.8760
27 May 2026	₹31.3120
26 May 2026	₹31.2840
25 May 2026	₹31.3580
22 May 2026	₹30.9730
21 May 2026	₹30.9060
20 May 2026	₹30.9440
19 May 2026	₹30.8750

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 02 Jun 2026, the NAV of Edelweiss Flexi Cap Fund - Regular - IDCW Option is ₹30.6060. It's a Flexi Cap Fund from Edelweiss, run as a Regular plan IDCW (dividend) option. NAVs update once per business day from the AMFI feed.

Edelweiss Flexi Cap Fund - Regular - IDCW Option has NAV history starting from 28 Nov 2016, a track record of about 9 years 6 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 - Regular - IDCW 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 - Regular - IDCW Option has delivered a absolute return of 0.82% — -1.67 pp behind the Flexi Cap Fund category average of 2.50%. The fund ranks #15 of 33 in its category — the second (Q2) quartile.

Over the trailing 3-year window, Edelweiss Flexi Cap Fund - Regular - IDCW Option has delivered a CAGR of 14.94% — +5.49 pp ahead of the Flexi Cap Fund category average of 9.45%. The fund ranks #4 of 29 in its category — the top (Q1) quartile.

Over the trailing 5-year window, Edelweiss Flexi Cap Fund - Regular - IDCW Option has delivered a CAGR of 11.32% — +2.72 pp ahead of the Flexi Cap Fund category average of 8.60%. The fund ranks #2 of 14 in its category — the top (Q1) quartile.

₹1 lakh invested in Edelweiss Flexi Cap Fund - Regular - IDCW Option exactly 5 years ago would be worth approximately ₹170,964 today — a multiplier of 1.71×, based on the 5-year CAGR of 11.32%. The category average over the same window would have grown ₹1 lakh to ₹151,062.

A ₹10,000 monthly SIP in Edelweiss Flexi Cap Fund - Regular - IDCW Option over the last 5 years — total invested ₹600,000 — would be worth ₹789,691 today. That's an XIRR (money-weighted annualised return) of 10.92%.

Edelweiss Flexi Cap Fund - Regular - IDCW Option doesn't yet have 10 years of NAVs. Over the longest available window (7-year SIP), ₹10,000/month would have grown to ₹1,331,561 — XIRR 12.93%.

On a 5-year basis, Edelweiss Flexi Cap Fund - Regular - IDCW Option ranks #2 out of 14 funds in the Flexi Cap Fund category — that places it in the top quartile (Q1) — strong outperformance. The category average return over the same window is 8.60%; this fund delivered 11.32%.

The worst peak-to-trough decline Edelweiss Flexi Cap Fund - Regular - IDCW Option has experienced over the last 5-year window is 21.03% — its NAV fell from a high on 18 Oct 2021 to a low on 20 Jun 2022. 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 - Regular - IDCW Option averaged 13.31% (best 21.96%, worst 5.37%). 100% of rolling windows ended positive. The 5-year Sharpe ratio is 0.38 — weak risk-adjusted performance.

In calendar year 2025, Edelweiss Flexi Cap Fund - Regular - IDCW Option returned 5.01% — beating the Flexi Cap Fund category average of 0.95% by 4.06 pp. It ranked #6 of 27 in its category that year.

Edelweiss Flexi Cap Fund - Regular - IDCW 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 - Regular - IDCW 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: 21.0%. 5-year CAGR: 11.32%.

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