Formerly Edelweiss Equity Sav Advantage Reg Gr
Equity savings funds provides varying combinations of equity & debt and is suitable for investment objectives with duration specific to the fund category.
Equity Savings funds are primarily equity funds with a small exposure of minimum 10% to debt instruments.
These funds are close to equity funds in terms of market linked fluctuations.It is better for investors to make the allocation to equity & debt themselves and choose the right funds in each asset class
The performance of the fund on a Fund Size metric has been Satisfactory
The performance of the fund on a Outperformance Consistency metric has been Satisfactory
Want the equity funds that are right for your long term equity investment needs?
NAV (Nov 25)
6 Month CAGR
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.
Launched (8y ago)
Oct 13, 2014
AUM in Crores
Nifty Equity Savings Index TR
Standard Deviation (3yr)
Standard Deviation (5yr)
Sharpe Ratio (3yr)
Sharpe Ratio (5yr)
with step up of
|Instrument||Returns||Total Corpus||Gains||Annualised %|
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 before investing. Past performance is not an indicator of future returns.
cash offset for derivatives21.7%
5.63% govt stock 202616.8%
clearing corporation of india ltd.8.2%
reliance industries ltd7.7%
ambuja cements ltd5.9%
|Fund Name||Fund Size||Rolling Returns|
₹ 21,109 cr
₹ 3,307 cr
₹ 761 cr
₹ 428 cr
₹ 406 cr
Edelweiss Asset Management Limited
Edelweiss Asset Management Limited manages assets worth 58,844 crores and was set up on 23 August 2007. It's current offering of mutual fund schemes includes 34 equity,103 debt and 18 hybrid funds.
|Fund Name||Scripbox Opinion||Till Date CAGR|
Edelweiss Equity Savings Fund (G) is a Equity Savings Hybrid fund and has delivered an annualised return of 8.2% over a period of 8 years. The fund was previously known as Edelweiss Equity Sav Advantage Reg Gr. The fund is managed by Edelweiss Asset Management Limited. The fund managers are Bharat Lahoti, Bhavesh Jain, Dhawal Dalal.
Nav of Edelweiss Equity Savings Fund (G) as of 11/25/2022 is ₹19.00 with the total AUM as of 11/26/2022 is ₹277.408. With Scripbox you can compare and check the latest nav for all mutual funds in India. Edelweiss Equity Savings Fund (G) was launched on Oct 13, 2014. The category risk of the fund is Moderately High risk.
The minimum SIP amount for Edelweiss Equity Savings Fund (G) is ₹1000 and you can increase this in multiples of ₹100. In case you want to invest a lump sum, the minimum amount to be invested is ₹5000. Check your estimated returns on mutual funds by using sip calculator.
What is Edelweiss Equity Savings Fund (G)?
How to invest in Edelweiss Equity Savings Fund (G)?
You can invest in Edelweiss Equity Savings Fund (G) through AMC, intermediaries, brokers or platforms like Scripbox. To learn step by step process visit how to invest in mutual funds?
What is the minimum sip amount of Edelweiss Equity Savings Fund (G)?
The minimum sip amount for Edelweiss Equity Savings Fund (G) is ₹1000. You can invest in multiples of ₹5000.
Is Edelweiss Equity Savings Fund (G) good to invest in?
As per Scripbox experts, Edelweiss Equity Savings Fund (G) is a Neutral fund. You can investEdelweiss Equity Savings Fund (G) fund if its investment objective and risk-o-meter matches your investment goals and risk preferences.
What is the expense ratio of the Edelweiss Equity Savings Fund (G)?
The expense ratio of the Edelweiss Equity Savings Fund (G) is 2.06% for regular plan.