Edelweiss Equity Savings Fund

Hybrid · Equity Savings
 · ★★★★★
500
Min SIP
5,000
Min Lumpsum
0.64 %
Expense Ratio
★★★★★
Rating
253
Fund Size (in Cr)
9 Years
Fund Age
Mutual Fund SIP Calculator
Monthly Investment
Max: ₹1,00,000
Investment Period
Yrs
Max: 5 yrs
  • Invested Amount
    --
  • Wealth Gained
    --
  • Expected Amount
    --

Scheme Performance

Returns and Ranks ( as on 26 May 2023 )
1Y1Y 3Y3Y 5Y5Y MaxMax
Trailing Returns 10.4% 12.9% 9.4% 9%
Category Average 16.6% 28.4% 13.5% -

Scheme Allocation

By Holding
By Sector
By Asset
Reliance Industr
7.26%
Ambuja Cements
4.82%
Adani Ports
4.57%
HDFC Bank
4.03%
St Bk of India
3.85%
Others
75.47%
Debt
22.22%
Banks
17.22%
Petroleum Products
7.26%
Others
5.76%
Cement & Cement Products
5.26%
Others
42.28%
Equity
70.26%
Govt Securities / Sovereign
17.7%
Mutual Funds Units
5.43%
Reverse Repos
2.55%
Non Convertable Debenture
1.97%
Others
2.09%

Advance Ratio

0.4
Alpha
1.36
SD
0.29
Beta
0.7
Sharpe

Exit Load

Exit Load Nil

Fund 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.

Fund Managers

Bharat Lahoti

Risk-O-Meter

Peer Comparison

Fund Name

AMC Contact Details

Edelweiss Mutual Fund
AUM:
1,20,557 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

How to invest in Edelweiss Equity Savings Fund ?

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"

What is the NAV of Edelweiss Equity Savings Fund ?

The NAV of Edelweiss Equity Savings Fund is ₹21 as of 26 May 2023.

How to redeem Edelweiss Equity Savings Fund holding ?

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”.

What is the minimum sip amount of Edelweiss Equity Savings Fund?

The minimum SIP amount of Edelweiss Equity Savings Fund is ₹500

What are the top sectors Edelweiss Equity Savings Fund has invested in??

The top sectors Edelweiss Equity Savings Fund has invested in are
  1. Reliance Industr - 7.26%
  2. Ambuja Cements - 4.82%
  3. Adani Ports - 4.57%
  4. HDFC Bank - 4.03%
  5. St Bk of India - 3.85%

How much returns have Edelweiss Equity Savings Fund generated ?

The Edelweiss Equity Savings Fund has delivered 9% since inception

What is the expense ratio of Edelweiss Equity Savings Fund ?

The expense ratio of Edelweiss Equity Savings Fund is 0.64 % as of 26 May 2023.

What is the AUM of Edelweiss Equity Savings Fund?

The AUM of Edelweiss Equity Savings Fund is ₹1,20,557 Cr as of 26 May 2023

What are the top stock holdings of Edelweiss Equity Savings Fund?

The top stock holdings of Edelweiss Equity Savings Fund are
  1. Reliance Industr - 7.26%
  2. Ambuja Cements - 4.82%
  3. Adani Ports - 4.57%
  4. HDFC Bank - 4.03%
  5. St Bk of India - 3.85%
Invest Now