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Edelweiss Equity Savings Regular Growth

Formerly Edelweiss Equity Sav Advantage Reg Gr
Returns (5yrs)
6.65 %
Latest NAV
14.67

Investment Calculator

  • Tenure
  • Returns %
  • Step Up %
Total Investment
Wealth Gained
Total Corpus Created
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Long Term Wealth
Inflation Beating Returns

Fund Information

as on 20th of February, 07:21 AM

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 not assure or guarantee any returns.

Fund Managers

  • profile-pic
    Bharat Lahoti
    profile-pic
    Dhawal Dalal
    profile-pic
    Hardik Verma
  • expense-ratio
    Expense Ratio
    1.69
    benchmark
    Benchmark
    Nifty Equity Savings Index TR
  • Aum image
    AUM
    ₹ 116.05 Crores
    ISIN
    ISIN
    INF843K01KG9
  • Category Risk:

    Moderately High risk

Holding Information

as on 20th of February, 07:21 AM

Top Holding

Adani Power Ltd
8%
Housing Development Finance Corp Ltd
7%
State Bank Of India
6%
7.15% Hdfc Bank F&O Qty Com 18 06 2020
4%
Icici Bank Ltd
4%

Top Sectors

Financial Services
28%
Utilities
8%
Basic Materials
6%
Industrials
4%
Technology
4%

Allocation

Others
59%
Equity
37%
Debt
4%

Investment Return Calculator

as on 20th of February, 07:21 AM
  • Of
  • For
Total Corpus
Gains
Annualized %
  • Savings Bank
  • Fixed Deposit
  • Gold
  • Property
  • PPF
  • EPF
  • Mutual Fund(Equity)

Disclaimer: Products compared like fixed deposits may provide fixed guaranteed returns. Mutual Funds investments are subject to market risk, read all scheme related documents carefully. Past performance is not an indicator of future returns.

Transaction

as on 20th of February, 07:21 AM
Minimum SIP Amount
1000
Minimum Lumpsum Amount
5000
Lumpsum Multiple
100
SIP Multiple
100

About the Fund

Edelweiss Equity Savings Regular Growth is a Diversified Hybrid fund and has delivered an annualised return of 6.65% over a period of 5 years. The fund is managed by Edelweiss Asset Management Limited. The fund managers names are Bharat Lahoti, Dhawal Dalal, Hardik Verma. 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 not assure or guarantee any returns. The fund charges 1.69000%. The minimum SIP amount for this is ₹1000. In case you want to invest a lump sum, the minimum amount to be invested is ₹5000.

Disclaimer: Scripbox has taken due care and caution in compilation of the data contained in this factsheet. This data has been obtained by Scripbox from sources which it considers reliable. However, please verify the data from the mutual fund company before taking any Investment action based on this information.