Register to get unlimited access to all of Citywire’s fund manager database. Registration is free and only takes a minute.

Edelweiss Multi-Cap Fund-Growth

Ranked 69 out of 307 in - India over 36 months
All calculations are in INR unless stated

Managed by

Harshad Patwardhan

Harshad Patwardhan, CFA, executive director, is a country specialist for Indian equities and a member of the India team within Emerging Markets and the Asia Pacific Equities team at JP Morgan Asset Management based in India. Harshad joined the firm in 2006 and prior to this, he was a senior analyst at Deutsche Equities India Pvt Ltd. He began his career in 1994 as a research analyst covering oil & gas and engineering sectors with Inquire for a year and later with Marlin Partners for two years; Caspian Research India for a year and Indosuez W.I. Carr Securities for two years. He graduated from the Indian Institute of Technology, Bombay with a BTech in Mechanical Engineering and the Indian Institute of Management, Lucknow with an MBA in Finance.

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. Under normal circumstances, it is anticipated that the asset allocation shall be as follows:-Equity and equity-related Securities 80%-100% -Debt and money market instrument 0%-20%.

Showing fund performance globally. You can view performance in individual jurisdictions.

Performance

India over : 31/10/2015 - 31/10/2018
  • Rank 69/307 Total Return
  • Rank 220/307 Standard Deviation
  • Rank 211/307 Max Drawdown

Total Return

Quarterly Performance

to 30/09/2018 Annual Q1 Q2 Q3 Q4
2018 -4.7% 0.6% -1.2%
2017 47.4% 16.8% 5.2% 5.3% 13.9%
2016 0.4% -5.0% 6.6% 7.0% -7.3%
2015 -0.7% -1.7% 0.9%

Month by Month Performance

Returns Vs Risk

Registered For Sale In

  1. India

Fund Info

  • Launch date04/02/2015
  • Share Class size1,421Mn
  • Base currencyINR
  • ISIN INF843K01KN5

Purchase Info

  • Min. initial investment5,000
  • Min. regular additional investment0

Charges

  • Initial investment0.00%

Performance is for the period shown (month end to month end, bid/bid, gross income reinvested, calculated in INR).