Edelweiss Equity Savings Fund

Hybrid | Equity Savings Mutual Funds
 | 5
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

Returns and Ranks ( as on 30 January 2023 )
1 Year1Y 3 Years3Y 5 Years5Y MaxMax
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
7.62%
Ambuja Cements
5.98%
Adani Ports
5.15%
ICICI Bank
3.66%
HDFC Bank
2.64%
Others
74.95%
Debt
29.33%
Banks
13.84%
Petroleum Products
7.9%
Cement
6.39%
Others
5.31%
Others
37.23%
Equity
63.62%
Govt Securities / Sovereign
17.37%
Reverse Repos
6.44%
Mutual Funds Units
4.99%
T-Bills
3.67%
Others
3.91%

Fund House Details

Edelweiss Mutual Fund

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”.
Invest Now