Edelweiss Flexi Cap Fund has maintained a disciplined large-cap allocation of 63–69%, even as several flexi-cap peers have sharply raised their exposure to mid- and small-cap stocks beyond 50%. The contrast highlights divergent risk approaches within the category, with Edelweiss opting for balance and stability over aggressive market-cap shifts.
India’s mutual fund industry closed 2025 with record assets under management of ₹81 lakh crore, driven by strong retail inflows and sustained SIP investments. Yet, despite booming AUM and headline index gains, investor experiences varied widely. Wealthy.in’s Niharika Tripathi explains why return dispersion, asset allocation and delayed rebalancing defined investor outcomes in 2025.
As India re-engages with the global economy through a series of trade deals, the mood among foreign investors is evolving. While global mutual funds remain cautious amid concerns over market valuations, currency depreciation and risk-return dynamics, recent trade agreements have helped restore confidence in India’s macro story. The response of the rupee and renewed optimism among global funds signal that India is back in focus. Strategic priorities-especially government-led investments in AI, R&D and semiconductors - are being closely watched. At the same time, investors flag lingering concerns around taxation clarity and capital exit frameworks. The consensus: India’s long-term opportunity remains compelling, but sustained foreign capital will depend on stable policies, predictable taxation and an open, globally competitive investment ecosystem.
It is an open-ended fund-of-fund scheme that invests across equity, debt and commodity-oriented mutual funds and exchange-traded funds (ETFs).
In terms of performance, the Regular Plan – Growth option delivered a compounded annual growth rate (CAGR) of 6.55% over one year, 13.78% over three years and 12.89% over five years as of December 31, 2025.
In the Budget 2026, Finance Minister Nirmala Sitharaman announced that STT on futures contracts would be raised to 0.05% from 0.02%, while STT on options premium and exercise of options would be increased to 0.15%.
Capital gains tax is levied on profits earned from the sale of capital assets such as equity shares, mutual fund units, real estate, bonds and other investments. The applicable tax rate depends on two key factors -- the nature of the asset and the holding period, which determines whether gains are classified as short-term or long-term.
Investment advisors say the young investor group is using technology to manage risk. They are not just tech-savvy, but data-rational as well.
The Global Citizenship visa program offers lifetime residency to foreign nationals with blood or family ties to Indonesia amid concerns over a widening brain drain
The FPI outflows were driven by a combination of factors, including the relative underperformance of Indian equities compared to other major global markets, trade and policy uncertainties, depreciation of the rupee and a broad-based global risk-off environment amid elevated US bond yields.
Gen Z prioritises informed choices with value for money taking precedence over brand loyalty. But they show subtle differences in spending behaviour depending on where they live.
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