- Mutual Funds
- Edelweiss Mutual Funds
- Edelweiss Equity Savings Fund Opt (PIDCW-M)
Formerly Edelweiss Equity Sav Advantage Reg Mn DP
Edelweiss Equity Savings Fund Opt (PIDCW-M)
₹ 12.9576
NAV (Aug 05)
However, Scripbox does not recommend investing in equity savings mutual funds.
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 Scripbox does not recommend investing in the dividend option of a fund because dividends are taxable at a higher rate than withdrawals.
Scripbox Recommended Equity Funds
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Investment Calculator
Investment Duration5 years
0
Total Investment0
Wealth Gained0
Total Corpus Created (₹)
With CAGR of 11.25 % in 5 yearsHistorical NAV
₹ 12.9576
NAV (Aug 5)
Fund Returns
Last 1Y | 2.9% |
Last 3Y | 8% |
Last 5Y | NA |
Last 10Y | NA |
Since Inception | 6.4% |
6 Month CAGR | 0.1% |
Scheme Information
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.
Expense Ratio | 2.07 |
Launched (5y ago) | Oct 27, 2017 |
AUM in Crores | 315.082 |
ISIN | INF754K01IP3 |
Lock-in | No Lock-in |
Benchmark | Nifty Equity Savings Index TR |
SIP Minimum | 1000 |
Lumpsum Min. | 5000 |
Returns Calculator Comparison
of
for
with step up of
| Instrument | Returns | Total Corpus | Gains | Annualised % |
|---|---|---|---|---|
| Mutual Fund | 965,796 | 233,184 | 11.25% | |
| EPF | 900,761 | 168,149 | 8.50% | |
| Property | 867,662 | 135,050 | 7.00% | |
| PPF | 869,819 | 137,207 | 7.10% | |
| Bank FD | 846,471 | 113,859 | 6.00% | |
| Gold | 846,471 | 113,859 | 6.00% | |
| Savings Bank | 825,950 | 93,338 | 5.00% |
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.
Asset allocation and Holdings
Top Stock Holdings
cash offset for derivatives
17.8%5.63% govt stock 2026
14.8%clearing corporation of india ltd.
8.1%reliance industries ltd
7.7%future on adani ports & special economic zone ltd
4.2%Allocation by Sector
financial services
17.3%energy
11.3%industrials
8.9%technology
6.5%consumer defensive
5.6%Comparison with Hybrid Funds
| Fund Name | Fund Size | Rolling Returns |
|---|---|---|
₹ 25,788 cr | ||
₹ 25,788 cr | ||
₹ 25,788 cr | ||
₹ 25,788 cr | ||
₹ 25,788 cr |
About the AMC
Edelweiss Asset Management Limited
Edelweiss Asset Management Limited manages assets worth 52,788 crores and was set up on 23 August 2007. It's current offering of mutual fund schemes includes 34 equity,97 debt and 24 hybrid funds.
| Fund Name | Scripbox Opinion | Till Date CAGR | |
|---|---|---|---|
12.6% | 10.7% | ||
16.1% | 10.3% | ||
28.4% | 11.7% | ||
21.3% | 11.6% | ||
16.5% | 10.7% |
Investment Calculator
Investment Duration5 years
0
Total Investment0
Wealth Gained0
Total Corpus Created (₹)
With CAGR of 11.25 % in 5 yearsEdelweiss Equity Savings Fund Opt (PIDCW-M) Review
Edelweiss Equity Savings Fund Opt (PIDCW-M) is a Equity Savings Hybrid fund and has delivered an annualised return of 6.4% over a period of 4 years. The fund was previously known as Edelweiss Equity Sav Advantage Reg Mn DP. 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 Opt (PIDCW-M) as of 8/5/2022 is ₹12.96 with the total AUM as of 8/8/2022 is ₹315.082. With Scripbox you can compare and check the latest nav for all mutual funds in India. Edelweiss Equity Savings Fund Opt (PIDCW-M) was launched on Oct 27, 2017. The category risk of the fund is High Risk.
The minimum SIP amount for Edelweiss Equity Savings Fund Opt (PIDCW-M) 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.
Frequently Asked Questions
What is Edelweiss Equity Savings Fund Opt (PIDCW-M)?
How to invest in Edelweiss Equity Savings Fund Opt (PIDCW-M)?
You can invest in Edelweiss Equity Savings Fund Opt (PIDCW-M) 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 Opt (PIDCW-M)?
The minimum sip amount for Edelweiss Equity Savings Fund Opt (PIDCW-M) is ₹1000. You can invest in multiples of ₹5000.
Is Edelweiss Equity Savings Fund Opt (PIDCW-M) good to invest in?
As per Scripbox experts, Edelweiss Equity Savings Fund Opt (PIDCW-M) is a Neutral fund. You can investEdelweiss Equity Savings Fund Opt (PIDCW-M) 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 Opt (PIDCW-M)?
The expense ratio of the Edelweiss Equity Savings Fund Opt (PIDCW-M) is 2.07% for regular plan.