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

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Equity Savings NAV 13.1360 0 05 December, 2022

Fund Details

Category Equity Savings
Fund Type Open Ended
Investment Plan Dividend
Launch Date 13 October, 2014
Benchmark
Asset Size(Cr) 277.41 (As on 31-10-2022)
Turn over 121%
Min Investment ₹ 5000
Min SIP Investment ₹ 500
Min Addl Investment ₹ 500
Exit Load Nil
Expense Ratio 2.06% (As on 31-10-2022)
Fund Manager Dhawal Dalal, Bhavesh Jain, Bharat Lahoti

Investment Returns (As on 05 Dec, 2022)

Duration Returns Benchmark Category
1 W 0.31% 0.99% 0.43%
1 M 1.55% 3.41% 1.25%
3 M 2.63% 6.75% 2.28%
6 M 6.64% 13.17% 5.81%
1 Y 4.51% 8.88% 4.54%
2 Y 9.15% 20.9% 9.1%
3 Y 9.64% 17.15% 8.55%
5 Y 7.8% 14.48% 6.84%

Risk Mesasures (As on 05 Dec, 2022)

Std Dev Sharpe Beta Alpha
Fund
Benchmark 0 0 0 0
Returns Compare with Others
  • 1Y
  • 3Y
  • 5Y

Portfolio (As on 31 Oct, 2022)

Assets Allocation

Sector Holdings
Others 21.22%

Return Calculator

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Disclaimer: Above returns are calculated on the basis of historical NAV movement for the selected period. However, historical performance does not guarantee future returns. Investors must take investment decisions based on his/her own requirements.

Peer Comparison

Fund Name 1 Yr Rtn. 3 Yr Rtn. 5 Yr Rtn.
Edelweiss Equity Savings Fund - Regular Plan - Monthly - IDCW Option 4.51% 9.64% 7.8%
HDFC Equity Savings Fund - GROWTH PLAN 4.95% 10.64% 7.79%
SBI Equity Savings Fund - Regular Plan - Growth 1.23% 9.29% 7.41%
Aditya Birla Sun Life Equity Savings Fund - Regular Plan - Growth -1.92% 7.59% 5.87%
Nippon India Equity Savings Fund- Growth Plan- Growth Option 2.12% 2.6% 0.33%

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