For Long Term Investing Edelweiss Multi Cap Fund

Edelweiss Multi Cap Fund

(An open ended equity scheme investing in a portfolio of large cap, midcap and smallcap stocks)

NFO Period: 4th - 18 October 2023

After NFO any one can Investing based on NAV Value 

 

India's decade

India is entering into one of its best decades of prosperity. It is scoring high in every possible area, creating multiple opportunities.

Multi cap Fund provides a structural edge to invest across ideas

Best of India's stories are spread across market cap

Industry	Large cap universe	Mid cap universe	Small cap universe
Banks	HDFC, ICICI, SBI, Kotak, Axis	Union, Indian Overseas, Yes, AU, IDFC First
IT Software	TechM, TCS, LTIM, Wipro, HCL Tech, Infosys
Realty		Macrotech, Godrej Properties, Oberoi Realty
Industrial Products		Polycab, Cummins, Astral, Bharat Forge	KEI Ind., Ratnamani Metals, Elgi Equipments
Auto Components		Schaeffler, Balkrishna, MRF	Exide, CIE Automotive, Amara Raja Batteries
Capital Markets		HDFC AMC	ICICI Securities, Nippon AMC, Indian Energy Exchange
Healthcare Services		Max, Syngene, Fortis	Dr.Lal Pathlabs, Narayana Hrudayalaya, Aster, DM Healthcare
Consumer Durables		Voltas, Metro, Kansai Nerolac	Blue Star, Bajaj Electricals, Century Plyboards

 

Multi Cap category can provide unbiased exposure across market caps

Market Cap	Multi Cap strategy (benchmark)	Multi Cap Fund (category)	Flexicap Fund (category)	Large & Midcap Fund (category)	Nifty 500
Large Cap	50%	37%	61%	46%	75%
Mid Cap	25%	27%	18%	38%	16%
Small Cap	25%	27%	13%	11%	9%

Source: ACE MF. Data as on 31st August 2023. Category average market cap split has been provided above. Portfolio Allocation is based on the prevailing market conditions and is subject to changes depending on the fund manager's view of the equity markets. For detailed asset allocation, please refer to the Scheme Information Document (SID). Numbers have been rounded off for better representation.

 

Why should you invest in Edelweiss Multi Cap Fund?

Overarching investment theme

• Best of India's ideas across market caps at the core of portfolio construction
• Defined allocation ranges, to avoid any bias towards any specific market cap
• Sector agnostic

Investment
Experience

• In-house research capabilities across major sectors
• 15+ years of established track record of investing in proven leaders (large caps), selecting emerging giants (mid caps) and identifying rising champions (small caps)

Investment
Framework

• FAIR framework
• Forensics
• Acceptable Price
• Investment style agnostic
• Robustness
• Avoid taking outsized sector bets, macro calls, and cash calls

Edelweiss Multi Cap Fund is suitable for investors who are seeking*:

• Long term capital appreciation
• Investment in equity and equity related instruments across large, mid and small cap stocks

* Investors should consult their financial advisers if in doubt about whether the product I suitable for them

 

For More details and Investments 

S Manikandan, MBA, FChFP, CIS, AMFI, CII(London)

Managing Director - AISMONEY 

No. 21, MBT Road,(Opp) Indian Bank 

Walajapet - 632 513

Vellore Dt. TN, India.

+ 91 9840577675
 manikandan@aismoney.com
http://www.aismoney.com/

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