Edelweiss Flexi Cap Fund shines with strong 10-year track record. Radhika Gupta lauds money management style

Radhika Gupta, CEO of Edelweiss Mutual Fund, expressed pride in the recognition of the Edelweiss Flexi Cap Fund for its strong 10-year performance, highlighting the fund house's disciplined and long-term approach to money management.

She wrote on social media platform X: “I am very happy to see Edel Flexi highlighted for its 10Y track record. Our style of money management is more process- and consistency-focused, so schemes rarely look great on 1Y metrics, but usually do on 10Y and rolling returns.”



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This statement underscores Edelweiss Mutual Fund’s philosophy of prioritizing long-term outcomes over short-term rankings. The focus is on a steady, process-driven, and consistency-focused investing style that may not always top the charts in a single year but often stands out over longer periods.

Edelweiss Flexi Cap Fund has delivered a 14.35% CAGR over the last 10 years based on trailing returns, and 13.30% CAGR based on daily rolling returns. (Source: ACE MF)

The investment objective of the scheme is to generate long-term capital appreciation through a diversified portfolio that dynamically invests in equity and equity-related securities of companies across various market capitalizations.

The scheme is benchmarked against the Nifty 500 TRI and is managed by Trideep Bhattacharya, Ashwani Agarwalla, and Raj Koradia.

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As of April 30, 2025, the scheme had an AUM of Rs 2,542.78 crore. The minimum investment amount is Rs 100 per application, and in multiples of Re 1 thereafter.

This scheme is suitable for investors seeking long-term capital growth through investments in equity and equity-related securities across large, mid, and small-cap companies.