Monthly Amount Invested
Duration
Yr
-
Would Have Become--
-
Invested Value--
-
Total Gain--
-
Returns-- per annum
| ₹500 | ₹5,000 | 0.7 % | 5★ | ₹269 | 8 Years |
|---|---|---|---|---|---|
| Min SIP | Min Lumpsum | Expense Ratio | Rating | Fund Size (in Cr) | Fund Age |
| ₹500 | ₹5,000 | 0.7 % |
|---|---|---|
| Min SIP | Min Lumpsum | Expense Ratio |
| 5★ | ₹269 Cr | 8 Years |
| Rating | Fund Size | Fund Age |
Scheme Objective
The investment objective of the scheme is to provide capital appreciation and income distribution to the investors by using equity and equity related instruments, arbitrage opportunities, and investments in debt and money market instruments.
Scheme Performance
| 1 Year | 1Y | 3 Years | 3Y | 5 Years | 5Y | Max | Max | |
|---|---|---|---|---|---|---|---|---|
| Trailing Returns | 4.2% | 9.8% | 8.5% | 8.8% | ||||
| Category Average | 3.9% | 14.6% | 11.9% | - |
Scheme Allocation
Holding
Sector
Asset
Reliance Industr
Ambuja Cements
Adani Ports
ICICI Bank
HDFC Bank
Others
Fund House Details
Edelweiss Equity Savings Fund
Fund Manager
Bharat Lahoti
Exit Load
| Exit Load | Nil |
|---|
Advance Ratio
| 0 | 0.36 | 0.27 | 0.02 |
| Alpha | SD | Beta | Sharpe |
Risk-O-Meter
Other Funds from the same Fund House
AMC Contact Details
Edelweiss Mutual Fund
AUM:
1,11,418 Cr
Address:
Edelwiess House,
Off.C.S.T. Road,
Kalina, Mumbai - 400 098.
Contact:
+91 022 40979737
Email ID:
EMFHelp@Edelweissmf.com
Frequently Asked Questions
You can invest in Edelweiss Equity Savings Fund in a quick and simple process. Follow the below steps;
- Login to your 5paisa account, Go to the Mutual Funds section.
- Search for Edelweiss Equity Savings Fund in the search box.
- Click on "Start SIP" if you wish to do a SIP or click on “One-time” if you wish to invest a lumpsum amount then click on "Invest Now"
The Edelweiss Equity Savings Fund has delivered 8.8% since inception
The NAV of Edelweiss Equity Savings Fund is ₹20.1 as of 30 January 2023.
The expense ratio of Edelweiss Equity Savings Fund is 0.7 % as of 30 January 2023.
You can go to your holding on the app and click on the fund name you will get two options Invest More and Redeem; click on redeem and enter the amount or units you desire to redeem or you can tick on “Redeem all units”.
