Hybrid | Equity Savings Fund
3Y Returns
11%
Min SIP
₹100
Min Lumpsum
₹100
Expense Ratio
0.47%
Fund Size
₹349 Cr
Inception Date
13-Oct-14
Fund Manager
Bharat Lahoti
Exit Load
0.25% on or before 30D, Nil after 30D.
Interest Rate Sensitivity
Market Risk / Risk Taken Compared to Benchmark
Fund Size
SIP Returns
Risk Adjusted Returns
Portfolio Credit Quality
Extra Returns Over Benchmark
Returns Consistency
Performance Against Inflation
Overall Fund Zi Tag
Asset Allocation
Equity
67.00%
Debt & Others
33.00%
Market Cap Allocation
Large Cap
45.02%
Mid Cap
15.12%
Small Cap
6.87%
Other Cap
33.00%
Investment 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. However, There Can Be No Assurance That The Investment Objective Of The Scheme Will Be Realized Or That Income Will Be Generated And The Scheme Does Notassure Or Guarantee Any Returns.
Fund House Detail
AMC Name
Edelweiss Asset Management Limited
Address
Edelweiss HouseOff. C.S.T Road, Kalina,Mumbai - 400 098
Edelweiss Equity Savings Fund - Direct Plan Growth
1Y
17.31%
3Y
11%
5Y
11.25%
Kotak Equity Savings Fund - Direct Plan - Growth
1Y
20.6%
3Y
13.16%
5Y
12.01%
Mahindra Manulife Equity Savings Fund - Direct - Growth
1Y
20.8%
3Y
12.15%
5Y
12.92%
Hdfc Equity Savings Fund - Direct Plan - Growth Option
1Y
18.47%
3Y
12.05%
5Y
11.38%
Uti Equity Savings Fund - Direct Growth Plan - Growth
1Y
18.14%
3Y
12%
5Y
11.48%
Mirae Asset Equity Savings Fund Direct Growth
1Y
17.71%
3Y
11.33%
5Y
12.83%
Sbi Equity Savings Fund - Direct Plan-Growth
1Y
19.46%
3Y
10.96%
5Y
11.41%
Axis Equity Saver Fund Direct Growth
1Y
18.43%
3Y
10.83%
5Y
10.68%
Invesco India Equity Savings Fund - Direct Growth
1Y
21.98%
3Y
10.82%
5Y
10.48%
Tata Equity Savings Fund Direct Plan Growth
1Y
16.49%
3Y
10.25%
5Y
9.93%
Baroda Bnp Paribas Equity Savings Fund Direct Growth
1Y
16.69%
3Y
9.8%
5Y
NA
Dsp Equity Savings Fund - Dir - Growth
1Y
15.65%
3Y
9.77%
5Y
10.35%
Franklin India Equity Savings Fund - Direct Growth
1Y
13.7%
3Y
9.69%
5Y
9.58%
Nippon India Equity Savings Fund- Direct Plan-Growth
1Y
12.94%
3Y
9.64%
5Y
4.39%
Icici Prudential Equity Savings Fund Direct Plan Cumulative
1Y
11.13%
3Y
8.68%
5Y
8.66%
Union Equity Savings Fund Direct Plan - Growth
1Y
14.36%
3Y
8.27%
5Y
8.85%
Aditya Birla Sun Life Equity Savings Fund - Growth Direct
1Y
13.18%
3Y
8.19%
5Y
9.41%
Bandhan Equity Savings Fund-Direct Plan-Growth
1Y
11.3%
3Y
8.18%
5Y
8.55%
Pgim India Equity Savings Fund - Direct Plan - Growth - Growth
1Y
9.52%
3Y
7.91%
5Y
8.32%
Lic Equity Savings Fund - Direct Plan - Growth
1Y
4.79%
3Y
5.25%
5Y
7.45%
Hsbc Equity Savings Fund Direct Plan - Growth
1Y
NA
3Y
4.06%
5Y
6.32%
Sundaram Equity Savings Fund - Direct Plan Growth
1Y
21.01%
3Y
NA
5Y
NA
BSE Member code: 58371
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