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MF_140353

Edelweiss Flexi Cap Fund - Direct Plan - Growth Option

Equity Scheme - Flexi Cap Fund

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End Amount
₹42,638.26
Initial: ₹10000.0 (Lumpsum)
Annualized Return (CAGR)
15.73%
MF_140353 Return
Benchmark CAGR
12.42%
Nifty 50
Inflation Adj. CAGR
10.44%
Real Annualized Return
Alpha
0.03
Excess Return vs Benchmark
Beta
0.98
Volatility vs Benchmark
Sharpe Ratio
0.61
Risk-Adjusted Return
Sortino Ratio
0.88
Downside Risk-Adjusted
Parameters (amount, dates, benchmark) can be changed by clicking the Change Settings button or dropdown above. Click to expand
₹
Capital is parked in this source symbol and transferred monthly into the target.
Interval in months to rebalance portfolio constituents (for portfolio strategies).
Calculate and show 3Yr, 5Yr, 7Yr, and 10Yr rolling monthly return correlations across symbols (disabled by default for faster backtests).
Performance Chart
Win Ratios against Benchmark: Nifty 50
Period Win Ratio (%) Avg Win over Benchmark (%) Avg Loss over Benchmark (%)
30 days 57% 22% 18%
60 days 63% 15% 13%
90 days 65% 12% 10%
180 days 66% 9% 6%
1Yr 65% 7% 3%
3Yr 83% 4% 2%
5Yr 89% 4% 1%
7Yr 100% 3% 0%
Rolling Returns Annualized % Comparison Format: Current Value | 2.5th Pct | Median Value | 97.5th Pct
Period Edelweiss Flexi Cap Fund - Direct Plan - Growth Option Nifty 50
30 days -5.6% | -65.2% | 22.4% | 196.7% 26.6% | -62.0% | 15.8% | 181.5%
60 days -36.7% | -52.9% | 21.9% | 132.2% -23.0% | -48.9% | 17.7% | 124.8%
90 days -26.3% | -48.6% | 19.5% | 107.1% -25.0% | -42.3% | 16.9% | 111.6%
1 Year -5.4% | -14.8% | 11.4% | 64.4% -10.0% | -15.3% | 11.4% | 59.1%
3 Years 14.1% | 0.8% | 19.0% | 28.1% 7.7% | 1.3% | 14.6% | 25.8%
5 Years 11.2% | 11.3% | 17.4% | 27.1% 6.4% | 7.2% | 14.7% | 22.6%
7 Years 15.7% | 15.0% | 17.4% | 19.2% 11.2% | 11.4% | 14.2% | 16.2%
10 Years 0.0% | 0.0% | 0.0% | 0.0% 0.0% | 0.0% | 0.0% | 0.0%
Periods of Negative Return (Drawdowns) 16 Periods
Start Date End Date Duration Max Drop (%) Benchmark & Other Symbols Max Drop Start Value Min Value End Value
Dec. 9, 2016 Jan. 7, 2017 29 days 6% Nifty 50: 4% 10218 9605 10229
May 16, 2017 July 19, 2017 64 days 5% Nifty 50: 2% 12644 11953 12671
Sept. 19, 2017 Oct. 24, 2017 35 days 5% Nifty 50: 4% 13426 12738 13483
Jan. 23, 2018 Aug. 25, 2018 214 days 9% Nifty 50: 9% 15128 13724 15226
Aug. 28, 2018 May 24, 2019 269 days 14% Nifty 50: 14% 15263 13058 15315
June 3, 2019 Dec. 18, 2019 198 days 11% Nifty 50: 11% 15610 13950 15617
Feb. 13, 2020 Nov. 7, 2020 268 days 36% Nifty 50: 37% 16218 10363 16357
Jan. 14, 2021 Feb. 2, 2021 19 days 6% Nifty 50: 7% 19121 17942 19296
March 3, 2021 May 18, 2021 76 days 6% Nifty 50: 6% 20543 19216 20680
Oct. 18, 2021 Jan. 12, 2022 86 days 8% Nifty 50: 10% 25671 23619 25826
Jan. 17, 2022 Sept. 13, 2022 239 days 18% Nifty 50: 16% 25962 21326 26086
Sept. 13, 2022 Nov. 5, 2022 53 days 7% Nifty 50: 7% 26086 24283 26107
Dec. 1, 2022 May 20, 2023 170 days 8% Nifty 50: 10% 26539 24398 26547
Sept. 15, 2023 Nov. 16, 2023 62 days 6% Nifty 50: 7% 30160 28318 30258
Sept. 26, 2024 Jan. 1, 2026 462 days 19% Nifty 50: 15% 45814 37097 45817
Jan. 2, 2026 Oct. 30, 2026 301 days 14% Nifty 50: 15% 46133 39897 42638