An SIP of ₹10,000 in Edelweiss Flexi Cap Fund Would Have Grown to ₹30 Lakh Over 10 Years

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Investors who had committed to a systematic investment plan (SIP) of ₹10,000 per month in the Edelweiss Flexi Cap Fund over the past decade would today have amassed a corpus of approximately ₹28 lakh. Continued investment since the fund’s inception could have grown that sum to ₹30.42 lakh, according to recent projections based on long-term compounded returns.

The calculation is based on an average annualised return of roughly 16.62 percent over the past ten years. That rate would mean a total investment of ₹12 lakh over ten years turning into ₹28 lakh. If SIPs had been started right at launch, February 3, 2015, the corpus today could stand at ₹30.42 lakh or more, driven by disciplined compounding.

For a shorter investment horizon, a one-year SIP of ₹10,000 per month, totaling ₹1.20 lakh, would have delivered approximately ₹1.13 lakh, showing modest growth in early years. Over three years, the SIP would have grown to about ₹4.59 lakh from ₹3.60 lakh worth of investment. After five years, a total contribution of ₹6 lakh would yield ₹9.35 lakh. By the seven‑year mark, the corpus would cross ₹15.93 lakh.

These illustrative figures highlight the benefits of rupee-cost averaging and long-term equity exposure through a reputable fund manager. The Edelweiss Flexi Cap Fund is managed by an experienced team that includes Trideep Bhattacharya, Ashwani Kumar Agarwalla, and Raj Koradia. The scheme invests across large‑cap, mid‑cap, and small‑cap segments, with major holdings in HDFC Bank, ICICI Bank, Reliance Industries, Larsen & Toubro, Infosys, NTPC, Bharti Airtel, Ultratech Cement, Bajaj Finance, and Coforge.

Edelweiss Mutual Fund’s CEO has emphasized the fund’s disciplined, long-term approach and strong ten‑year track record, making it a notable performer in the flexi‑cap space. As of mid‑2025, the fund had delivered annualised returns of approximately 13.5 to 15.2 percent since inception, outperforming its category peers in key metrics.

While past performance is not a guarantee of future returns, this illustration demonstrates how savvy investors using a consistent SIP strategy in performance-driven equity funds can potentially build a meaningful corpus over time. Experts advise longer holding periods, typically lasting five to seven years or more, to ride out market cycles and smooth volatility.