Edelweiss Equity Savings Fund - Regular Plan - Monthly - IDCW Option

Edelweiss Equity Savings Fund - Regular Plan - Monthly - IDCW Option is a scheme launched by EDELWEISS Mutual Fund on February 24, 2010, and falls under the Equity Savings fund category. It currently manages an AUM of Rs 750.38 crore. The fund permits investments with a minimum SIP of Rs 100 and a lump sum of Rs 100. It charges an expense ratio of 1.6% for managing the portfolio.

• Investing Strategy:

  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 not assure or guarantee any returns.

• Performance:

  Edelweiss Equity Savings Fund - Regular Plan - Monthly - IDCW Option trailing returns over different times are -0.16% (1 year), 3.41% (3 year) and 2.89% (5 year). The average annual return of this fund stands at 1.01%.