EDEdelweiss MFDirect · IDCW

Edelweiss Economic Resurgence Fund - Dividend Reinvestment - Direct Plan

Multi Cap FundEquity - Multi Cap FundBenchmark: BSE 200
NAV · 28 Nov 2016₹10.06+0.53%
AUM₹3.7k Crfrom this fund's primary plan
Expense Ratio1.96%
CAGR
Exit Load1.00% on or before 12M,Nil after 12M
Min SIP₹100from this fund's primary plan
Launched2015

Investment Objective

The primary investment objective of the Scheme is to generate long term capital appreciation, from a diversified portfolio that is substantially constituted of equity and equity related securities of companies with focus on riding economic cycles through dynamic allocation between various sectors and stocks at different stages of economic activity. However, there can be no assurance that the investment objective of the Scheme will be realised.

Fund Mandate

Debt & MMI0%–20%
Equity & Equity Related Securities80%–100%
Fund Managers
HP
Harshad Patwardhan
Fund Manager
Key Information
1.96%
₹100from this fund's primary plan
₹5,000
1.00% on or before 12M,Nil after 12M
Nil
Inception04 Feb 2015
AMCEdelweiss MF
Top Holdings

Portfolio holdings not disclosed for this fund yet.

Trailing Returns
PeriodReturns
1 Day+0.53%
Risk Metrics

Risk metrics are not available for this fund.

Fees
1.96%
1.00% on or before 12M,Nil after 12M
Nil
₹100from this fund's primary plan
₹5,000
Capital Gains Tax, general rules

This is an equity-oriented fund. Under rules effective since Budget 2024 (23 July 2024):

Short-Term Capital Gains (held ≤ 12 months): taxed at a flat 20%.

Long-Term Capital Gains (held > 12 months): taxed at 12.5% on gains above ₹1.25 lakh in a financial year, with no indexation benefit.

General information only, not tax advice, actual liability depends on your overall income and applicable law at the time of redemption. Consult a tax advisor for your specific situation.

Frequently Asked QuestionsGeneral mutual-fund FAQs, not specific to this scheme