Edelweiss Equity Savings Fund Direct Growth - Regular - Latest NAV [ ₹18.6774 ], Returns, Performance, Portfolio & Returns 2021

Edelweiss Equity Savings Fund Direct Growth

  • highlight
    10.24%
  • highlight
    (+0.05)18.6774

Min amount: ₹500

Calculate Returns

20 yrs
₹500 invested monthly becomes
0 in a period of 20 years

Fund Summarystar

PeriodReturns(per year)
10 Years--
5 Years10.24%
3 Years10.34%
1 Year18.49%
6 Months9.32%
Fund Details
ISININF843K01KC8
RiskModerately High risk
Fund TypeEquity Savings
NAV18.6774
Exit Load--

More about this fundstar

Top HoldingsWeightage
Cash Offset For Derivatives30.67%
Clearing Corporation Of India Ltd.9.01%
Edelweiss Liquid Dir Gr8.5%
5.63% Govt Stock 20268.06%
Net Receivables/(Payables)7.74%
Future on Reliance Industries Ltd Shs Dematerialised6.82%
Future on Adani Ports & Special Economic Zone Ltd6.09%
Adani Ports & Special Economic Zone Ltd6.05%
Kotak Mahindra Bank Ltd4.19%
Housing Development Finance Corp Ltd4.15%

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

20 yrs
₹500 invested monthly becomes
0 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