Edelweiss Equity Savings Fund Direct Growth - Regular - Latest NAV [ ₹17.5263 ], Returns, Performance, Portfolio & Returns 2021

Edelweiss Equity Savings Fund Direct Growth

  • highlight
    9.69%
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    (--0.09)17.5263

Min amount: ₹500

Calculate Returns

Rs. 500 invested monthly becomes Rs. 3.68 Lakhs in a period of 20 years

Fund Summarystar

PeriodReturns(per year)
10 Years--
5 Years9.69%
3 Years9.22%
1 Year18.47%
6 Months9.03%
Fund Details
ISININF843K01KC8
RiskModerately High risk
Fund TypeEquity Savings
NAV17.5263
Exit Load--

More about this fundstar

Top HoldingsWeightage
Edelweiss NIFTY PSU BP SDL Index Dir Gr9.03%
Future on Adani Ports & Special Economic Zone Ltd8.11%
Adani Ports & Special Economic Zone Ltd8.06%
Edelweiss Liquid Dir Gr7.22%
Housing Development Finance Corp Ltd6.39%
Future on Housing Development Finance Corp Ltd5.77%
Infosys Ltd4.91%
Bharti Airtel Ltd4.6%
Future on Reliance Industries Ltd Shs Dematerialised3.81%
Reliance Industries Ltd.3.44%

About Edelweiss Equity Savings Fund - Direct Plan - Growth

The Edelweiss Equity Savings Fund intends to provide investors with capital appreciation over time by investing across equity and equity-linked securities, debt securities, and instruments that come with arbitrage opportunities. This is an excellent investment option for those looking to get exposure to a well-diversified portfolio.

Pros and Cons of Edelweiss Equity Savings Fund - Direct Plan - Growth

The most significant benefit for investors is that the Edelweiss Equity Savings Fund provides them with an exposure to a well-diversified portfolio. As the asset allocation is made towards several assets, the risk of concentration is low, and hence, avoids the pronounced impact of underperformance of one asset on the overall performance of the portfolio. On the downside, this fund is not suitable for risk-averse investors.

Fund Information and Statistics

i) Inception/Launch Date The Edelweiss Equity Savings Fund was launched on 13 October 2013.

ii) Risk Level Edelweiss Mutual Funds has categorised the Edelweiss Equity Savings Fund under ‘moderately high risk’ mutual funds. However, it is less risky than a pure equity mutual fund and riskier than debt funds.

iii) Redemption As the Edelweiss Equity Savings Fund is an open-ended scheme, you can redeem your investment any time.

iv) Fund Manager Mr Dhawal Dalal, Mr Bharat Lahoti and Mr Hardik Verma are the current fund managers of the Edelweiss Equity Savings Fund.

v) Entry/Exit Load There is no entry load levied on the Edelweiss Equity Savings Fund as per the regulations of the Securities and Exchange Board of India (SEBI).

About Edelweiss Mutual Funds

Edelweiss Mutual Funds entered the mutual fund industry on 23 August 2007, and as of March 2020, the assets under management (AUM) under the Edelweiss fund houses amounted to Rs 12,414.68 crore. The Edelweiss Mutual Funds has followed the regulations of the Securities and Exchange Board of India (SEBI), and its sponsor and trustee are Edelweiss Financial Services and Edelweiss Trusteeship Company Limited (ETCL) respectively.

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Min amount: ₹500

Calculate Returns

Rs. 500 invested monthly becomes Rs. 3.68 Lakhs in a period of 20 years
Moderately High risk

All investments come with risk. Risk is the volatility or fluctuation in the price (and returns) of the investment. Usually,

  • High Risk = High possible returns
  • Low Risk = Stable, relatively lower returns