Should I invest in Edelweiss Flexi Cap Fund?

We don't give personal investment advice. Edelweiss Flexi Cap Fund - Regular 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: 19.6%. 5-year CAGR: 12.89%.

Edelweiss

Edelweiss Flexi Cap Fund - Regular Plan - Growth Option

Latest NAV

₹38.7870

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%	+0.46	2 / 42	Q1
1W	-0.10%	-0.15%	+0.05	20 / 42	Q2
2W	+0.16%	+0.31%	-0.15	25 / 42	Q3
1M	+1.49%	+2.17%	-0.69	30 / 42	Q3
3M	+1.64%	+5.01%	-3.37	32 / 42	Q4
6M	-1.74%	+6.46%	-8.19	31 / 41	Q4
YTD	-2.99%	+2.47%	-5.47	33 / 41	Q4
1Y	+1.72%	+13.53%	-11.80	24 / 39	Q3
2Y	+1.10%	+6.37%	-5.26	29 / 37	Q4
3Y	+14.17%	+11.98%	+2.19	10 / 35	Q2
4Y	+16.08%	+14.76%	+1.32	7 / 21	Q2
5Y	+12.89%	+12.19%	+0.70	4 / 16	Q1
7Y	+15.35%	+13.26%	+2.09	4 / 10	Q2
10Y	—	—	—	—	—
Inception	+15.13%	+11.38%	+3.75	13 / 42	Q2

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	-2.99%	-0.08%	-2.91	22 / 29
2025	+5.00%	+1.29%	+3.71	8 / 25
2024	+25.46%	+19.24%	+6.22	8 / 26
2023	+28.66%	+29.13%	-0.47	11 / 20
2022	+0.68%	-2.30%	+2.98	5 / 15
2021	+34.15%	+26.78%	+7.37	6 / 19
2020	+14.36%	+17.92%	-3.56	11 / 21
2019	+8.02%	+9.49%	-1.47	15 / 21
2018	-4.61%	-8.20%	+3.59	4 / 11
2017	+45.40%	+35.64%	+9.77	1 / 8
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

+16.48%

106 windows

min -22.7% · max 64.8%

83% positive

3-Year rolling

+15.97%

81 windows

min -2.6% · max 29.1%

98% positive

5-Year rolling

+16.48%

57 windows

min 9.5% · max 27.0%

100% positive

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

7-Year rolling

+15.51%

33 windows

min 13.2% · max 18.0%

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

13.74%

3-year · annualised

Sharpe ratio

0.57

vs risk-free 6.5%

Sortino ratio

0.95

Downside-only deviation

Max drawdown

-19.55%

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
Nippon India Flexi Cap Fund - Regular Plan - Growth Plan - Growth Option	Nippon India	₹16.7591	17 Jul 2026
Invesco India Flexi Cap Fund - Regular Plan - Growth	Invesco	₹19.2900	17 Jul 2026
Motilal Oswal Flexi Cap Fund Regular Plan-Growth Option	Motilal Oswal	₹60.5628	17 Jul 2026
Mirae Asset Flexi Cap Fund - Regular Plan - Growth	Mirae Asset	₹16.1660	17 Jul 2026
Parag Parikh Flexi Cap Fund - Regular Plan - Growth	Parag Parikh	₹83.4002	17 Jul 2026
DSP BlackRock Equity Fund - Regular Plan - Dividend	DSP BlackRock	₹59.0200	17 Jul 2026
Baroda BNP Paribas Flexi Cap Fund - Regular Plan - Growth Option	Baroda BNP Paribas	₹15.9256	17 Jul 2026
PGIM India Flexi Cap Fund - Regular Plan - Growth Option	PGIM India	₹36.5500	17 Jul 2026
Axis Flexi Cap Fund - Regular Plan - Growth	Axis	₹27.5400	17 Jul 2026
360 ONE FLEXICAP FUND-REGULAR PLAN- GROWTH	360 ONE	₹15.8047	17 Jul 2026

Recent NAVs

Date	NAV
17 Jul 2026	₹38.7870
16 Jul 2026	₹38.5680
15 Jul 2026	₹38.6400
14 Jul 2026	₹38.4810
13 Jul 2026	₹38.7930
10 Jul 2026	₹38.8250
9 Jul 2026	₹38.4010
8 Jul 2026	₹38.1620
7 Jul 2026	₹38.9120
6 Jul 2026	₹39.0480

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 - Regular Plan - Growth Option is ₹38.7870. It's a Flexi Cap Fund from Edelweiss, run as a Regular plan Growth option. NAVs update once per business day from the AMFI feed.

Edelweiss Flexi Cap Fund - Regular 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 - Regular 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 - Regular Plan - Growth Option has delivered a absolute return of 1.72% — -11.8 pp behind the Flexi Cap Fund category average of 13.53%. The fund ranks #24 of 39 in its category — the third (Q3) quartile.

Over the trailing 3-year window, Edelweiss Flexi Cap Fund - Regular Plan - Growth Option has delivered a CAGR of 14.17% — +2.19 pp ahead of the Flexi Cap Fund category average of 11.98%. The fund ranks #10 of 35 in its category — the second (Q2) quartile.

Over the trailing 5-year window, Edelweiss Flexi Cap Fund - Regular Plan - Growth Option has delivered a CAGR of 12.89% — +0.7 pp ahead of the Flexi Cap Fund category average of 12.19%. The fund ranks #4 of 16 in its category — the top (Q1) quartile.

₹1 lakh invested in Edelweiss Flexi Cap Fund - Regular Plan - Growth Option exactly 5 years ago would be worth approximately ₹183,355 today — a multiplier of 1.83×, based on the 5-year CAGR of 12.89%. The category average over the same window would have grown ₹1 lakh to ₹177,713.

A ₹10,000 monthly SIP in Edelweiss Flexi Cap Fund - Regular Plan - Growth Option over the last 5 years — total invested ₹600,000 — would be worth ₹813,333 today. That's an XIRR (money-weighted annualised return) of 12.12%.

Edelweiss Flexi Cap Fund - Regular 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 ₹1,436,119 — XIRR 15.05%.

On a 5-year basis, Edelweiss Flexi Cap Fund - Regular Plan - Growth Option ranks #4 out of 16 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 12.19%; this fund delivered 12.89%.

The worst peak-to-trough decline Edelweiss Flexi Cap Fund - Regular Plan - Growth Option has experienced over the last 5-year window is 19.55% — 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 - Regular Plan - Growth Option averaged 16.48% (best 27.04%, worst 9.46%). 100% of rolling windows ended positive. The 5-year Sharpe ratio is 0.45 — weak risk-adjusted performance.

In calendar year 2025, Edelweiss Flexi Cap Fund - Regular Plan - Growth Option returned 5.00% — beating the Flexi Cap Fund category average of 1.29% by 3.71 pp. It ranked #8 of 25 in its category that year.

Edelweiss Flexi Cap Fund - Regular 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 - Regular 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: 19.6%. 5-year CAGR: 12.89%.

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