Business2 months ago3 min read

Edelweiss Flexi Cap Fund remains underrated despite strong long-term performance, says Radhika Gupta

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Edelweiss Flexi Cap Fund remains underrated despite strong long-term performance, says Radhika Gupta
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Why it matters

Edelweiss Mutual Fund's CEO highlights the Flexi Cap Fund as an overlooked gem, boasting strong long-term performance despite a market preference for short-term gains.

Key takeaways

  • While its one-year returns are modest, its consistent 3, 5, and 10-year track records demonstrate a disciplined approach, outperforming benchmarks and category averages over extended periods.
  • Gets less attention because of the focus on 1Y performance, but it's 3-5-10Y track record speaks,” Gupta posted on social media platform X.Also Read | Planning your mutual fund investments for 2026?
  • In the last three years, the fund gave 19.72% CAGR and was at eighth position in the return chart.In the last five years, the fund has delivered a CAGR of 18.40% and was at seventh position in the return chart.

Radhika Gupta, Managing Director and CEO of Edelweiss Mutual Fund, says that Edelweiss Flexi Cap Fund remains one of the most underrated offerings in the market despite its strong long-term performance, as investor focus continues to be skewed towards one-year returns.

“Another underrated fund with huge long term consistency is our Flexicap fund. Gets less attention because of the focus on 1Y performance, but it's 3-5-10Y track record speaks,” Gupta posted on social media platform X.

According to ACE MF, in the last one year, Edelweiss Flexi Cap Fund gave 4.26% and was at 15th rank in the return chart of the flexi cap category. In the last three years, the fund gave 19.72% CAGR and was at eighth position in the return chart.

In the last five years, the fund has delivered a CAGR of 18.40% and was at seventh position in the return chart. In a 10-year period, the fund was at fifth position in the return chart and gave 15% CAGR.

The data further showed that in the last one year, the fund failed to beat its benchmark but outperformed the category average. The benchmark gave 6.67% and category average was 2.05%. In the last three years, five years, and 10 years, the fund has outperformed its benchmark as well as category average.

As of November 2025, the fund had an AUM of Rs 3,073 crore and an AAUM of Rs 3,039 crore. The performance is benchmarked against Nifty 500 - TRI and is managed by Trideep Bhattacharya.

(Disclaimer: Recommendations, suggestions, views and opinions given by the experts are their own. These do not represent the views of The Economic Times)

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Publisher: Economic Times

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Published: Jan 3, 2026

Read time: 3 min

Category: Business