Edelweiss Long Term Equity Fund (TS) (G)

Edelweiss Long Term Equity Fund (TS) (G)

AMC Name: Edelweiss Mutual Fund

Riskometer

Moderately High

Investment Objective

Bench Mark Nifty 500 TRI
Fund Manager Harsh Kothari
Fund Horizon OPEN
Inception Date 30-Dec-2008
Scheme AUM(CR) ` 110.96
Minimum SIP/LUMPSUM ` 500/ ` 500
Increment SIP/LUMPSUM ` 500/ ` 1
SIP Dates ANY
Entry Load NIL
Exit Load Nil
Expense Ratio 2.37

Asset Allocation

  • Equity Diversified
  • Gilt Funds
  • Short term debit
  • Liquid funds

Performance

Period Returns BenchMark
1 Month -0.67% 0.61%
3 Month 6.71% 8.09%
6 Month -0.69% 0.21%
1 Year 10.12% 8.77%
3 Year 9.34% 12.73%
5 Year 7.39% 9.01%
Since Inception 15.22% 0.00%

Note:Return for more than 1 year are computed on CAGR basis

Sector Allocation

  • Banks
  • Software
  • Power & Others
  • Pharma
  • Finance
  • Consumer Non Durables
  • Transport
  • Telecommunication Service
  • Construction Projects
  • Non Ferrous Metal
  • Automobiles
  • Chemicals & Others
  • Ferrous Metal
  • Oil & Others
  • Debt
  • Gas & Others
  • Auto Ancillary
  • Services
  • Mineral
  • Pesticides
  • Cash & Others
  • Others