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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