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  • Edelweiss Equity Savings Fund of Income Dis cum Cptl Wdrl Opt (PIDCW-M)

Formerly Edelweiss Equity Sav Advantage Reg Mn DP

Edelweiss Mutual Funds

Edelweiss Equity Savings Fund of Income Dis cum Cptl Wdrl Opt (PIDCW-M)

HybridEquity Savings

13.8347

NAV (Oct 21)

7.8%
Till Date CAGR
Scripbox Opinion

Neutral

Click here for top ranked funds in equity savings mutual funds.

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.

Our analysis of this fundLearn how we rate funds ->

Track Record

4 Years. The fund has Relatively moderate history for analysis. We recommend funds with longer history.

Relative Size

296 Cr. Small within the category

Category View

Relatively Poor. The category has a relatively poor investment outlook

Consistency Of Performance

Poor. The historical performance of the fund has been poor

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  • graph-icon-gray
    Historical growth rate of 12% per annum
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    Recommended Duration 1 - 5 years
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    No Lock-in
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    Expert Investing Only

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Historical NAV

13.8347

NAV (Oct 21)

Fund Returns

Last 1Y
17.9%
Last 3Y
9.4%
Last 5Y
NA
Last 10Y
NA
Since Inception
7.8%
6 Month CAGR
9.7%
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Scheme Information

Investment Objective

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.

Low

Low to Moderate

Moderate

Moderately High

High

Very High

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Moderately High risk

Expense Ratio
2.03
Launched (4y ago)
Oct 27, 2017
AUM in Crores
295.345
ISIN
INF754K01IP3
Lock-in
No Lock-in
Benchmark
Nifty Equity Savings Index TR
SIP Minimum
1000
Lumpsum Min.
5000
Fund Managers
user-avatar

Bharat Lahoti

Fund Manager

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Bhavesh Jain

Fund Manager

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Dhawal Dalal

Fund Manager

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Returns Calculator Comparison

of

for

with step up of

InstrumentReturnsTotal CorpusGainsAnnualised %
Mutual Fund70%₹ 9,65,796 ₹ 2,33,18411.25%
EPF70% ₹ 9,00,761 ₹ 1,68,1498.50%
Property70% ₹ 8,67,662 ₹ 1,35,0507.00%
PPF70% ₹ 8,69,819 ₹ 1,37,2077.10%
Bank FD70% ₹ 8,46,471 ₹ 1,13,8596.00%
Gold70% ₹ 8,46,471 ₹ 1,13,8596.00%
Savings Bank70% ₹ 8,25,950 ₹ 93,3385.00%

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.

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Build Long Term Wealth

Invest in a scientifically curated set of equity mutual funds which are best aligned towards achieving any long term objectives you have.

  • Inflation beating returns
    Inflation beating returns
  • Expert Investing Only
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comparison

Comparison with Hybrid Funds

Fund NameScripbox OpinionFund SizeTrack Record

Aditya Birla Sun Life Equity Hybrid 95 Fund (G)

₹ 8,356 cr

5

₹ 18,652 cr

5

₹ 1,957 cr

5

₹ 2,690 cr

5

₹ 3,398 cr

5

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About the AMC

Edelweiss Asset Management Limited

Edelweiss Asset Management Limited manages assets worth 39,425 crores and was set up on 23 August 2007. It's current offering of mutual fund schemes includes 29 equity,92 debt and 24 hybrid funds.

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  • tel-amc-about
    022-40933400
  • mail-amc-about
    emfhelp@edelweissfin.com
  • Fund NameScripbox Opinion
    Till Date CAGR
    top-ranked-badge

    28.3%

    12.6%

    top-ranked-badge

    4.9%

    7%

    top-ranked-badge

    21.3%

    13.5%

    top-ranked-badge

    8.4%

    5.3%

    top-ranked-badge

    20.8%

    14.9%

    growth

    Build Long Term Wealth

    Invest in a scientifically curated set of equity mutual funds which are best aligned towards achieving any long term objectives you have.

    • graph-icon-gray
      Historical growth rate of 12% per annum
    • graph-icon-gray
      Recommended Duration 1 - 5 years
    • graph-icon-gray
      No Lock-in
    • graph-icon-gray
      Expert Investing Only
    • graph-icon-gray
      One-click investing and tracking
    • graph-icon-gray
      Zero fees for all your investments
    Parag Parikh Flexi Cap fund (Growth)

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    Equity

    Diversified

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    Equity

    Large Cap

    Axis Bluechip Fund (Growth)

    Axis Bluechip Fund (Growth)

    Equity

    Large Cap

    Invesco India Growth Opportunities Fund (Growth)

    Invesco India Growth Opportunities Fund (Growth)

    Equity

    Diversified

    How does Scripbox rate funds?

    Proprietary 4-step system to rate mutual funds

    We use a proprietary system to rate mutual funds and based on that make a recommendation or rate the fund as top ranked.

    What Scripbox recommendations mean?
    Scripbox algorithm recommends 2-4 funds for investment for an investment asset class such as large cap, diversified, liquid etc. When you invest for an objective, the algorithm suggests the appropriate asset class and funds.
    Track Record

    Track Record

    We look at consistent and long historical performance for our analysis.

    Fund Size

    Fund Size

    We look at the size of the fund with respect to other funds in the category. Larger funds are preferred.

    Sub-asset Class View

    Sub-asset Class View

    We check if the sub-category of the fund is recommended by us.

    Fund Performance

    Fund Performance

    Consistency of performance over various tenures is analysed for a relative performance stack.

    Track Record

    Track Record

    We look at consistent and long historical performance for our analysis.

    Fund Size

    Fund Size

    We look at the size of the fund with respect to other funds in the category. Larger funds are preferred.

    Impact of Interest Rates

    Impact of Interest Rates

    We check the relative interest rate risk of the sub-category of the fund. Lower the better.

    Credit Attractiveness

    Credit Attractiveness

    We check the credit quality of the underlying instruments present in the fund. Higher the better.

    Equity Funds

    Debt Funds

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    About Edelweiss Equity Savings Fund of Income Dis cum Cptl Wdrl Opt (PIDCW-M)

    About Edelweiss Equity Savings Fund of Income Dis cum Cptl Wdrl Opt (PIDCW-M)

    Edelweiss Equity Savings Fund of Income Dis cum Cptl Wdrl Opt (PIDCW-M) is a Equity Savings Hybrid fund and has delivered an annualised return of 7.8% over a period of 3 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

    Edelweiss Equity Savings Fund of Income Dis cum Cptl Wdrl Opt (PIDCW-M) Investment Objective

    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. . However, there is no assurance that the objective of the scheme will be realized.

    Edelweiss Equity Savings Fund of Income Dis cum Cptl Wdrl Opt (PIDCW-M) NAV,AUM,Risk

    The Edelweiss Equity Savings Fund of Income Dis cum Cptl Wdrl Opt (PIDCW-M) fund was launched on Oct 27, 2017. The NAV (Net Asset Value) of this Equity Savings Hybrid fund as of 2021-10-21 is ₹13.83. The total AUM (Asset Under Management) of the fund as of 22/10/2021 is ₹295.345. The category risk of the Edelweiss Equity Savings Fund of Income Dis cum Cptl Wdrl Opt (PIDCW-M) fund is Moderately High risk. The fund charges 2.03 % as expense ratio.

    Edelweiss Equity Savings Fund of Income Dis cum Cptl Wdrl Opt (PIDCW-M) Holdings

    The fund’s highest allocation is towards Others and has invested 47% in this asset class. The top three holdings of the fund are , cash offset for derivatives , clearing corporation of india ltd. , 5.63% govt stock 2026 , future on reliance industries ltd , 364 dtb 03032022 , edelweiss liquid dir gr , reliance industries ltd. , future on adani ports & special economic zone ltd , adani ports & special economic zone ltd , reliance industries ltd , bharti airtel ltd , net receivables/(payables) , infosys ltd , housing development finance corp ltd , icici bank ltd , hdfc bank ltd , future on steel authority of india ltd , steel authority of india ltd , future on housing development finance corp ltd , axis bank ltd , future on adani enterprises ltd , adani enterprises ltd , just dial ltd , state bank of india , itc ltd , ntpc ltd , tata consultancy services ltd , sun pharmaceuticals industries ltd , mindtree ltd , future on bharti airtel ltd , hindalco industries ltd , future on hindalco industries ltd , future on jindal steel & power ltd , jindal steel & power ltd , bandhan bank ltd , mahindra & mahindra ltd , future on bandhan bank ltd , future on mahindra & mahindra ltd , hindustan unilever ltd , krsnaa diagnostics ltd , hcl technologies ltd , future on hcl technologies ltd , future on zee entertainment enterprises ltd , zee entertainment enterprises ltd , kotak mahindra bank ltd , asian paints ltd , future on vedanta ltd , vedanta ltd , future on piramal enterprises ltd , piramal enterprises ltd , sun tv network ltd , future on mindtree ltd , future on axis bank ltd , tata steel ltd , future on sun tv network ltd. , aptus value housing finance india ltd , future on indiabulls housing finance ltd , indiabulls housing finance ltd , future on indusind bank ltd , future on nmdc ltd , nmdc ltd , larsen & toubro ltd , persistent systems ltd , equitas holding ltd , indusind bank ltd , bajaj finserv ltd , cipla ltd , maruti suzuki india ltd , future on deepak nitrite ltd , deepak nitrite ltd , divi's laboratories ltd , future on sbi life insurance company limited , sbi life insurance company limited , ultratech cement ltd , godrej consumer products ltd , future on sun pharmaceuticals industries ltd , hero motocorp ltd , shree cement ltd , ashok leyland ltd , bajaj auto ltd , brookfield india real estate trust , future on amara raja batteries ltd , amara raja batteries ltd , future on state bank of india , bharat petroleum corp ltd , future on canara bank , canara bank , tata elxsi ltd , coal india ltd , power grid corp of india ltd , larsen & toubro infotech ltd , srf ltd , supreme industries ltd , astral ltd , icici securities ltd , crompton greaves consumer electricals ltd , nifty 28/10/2021 , marico ltd , wipro ltd , berger paints india ltd , colgate-palmolive (india) ltd , accrued interest , jk cement ltd , future on icici bank ltd , gujarat gas ltd , vijaya diagnostic centre ltd , indian railway catering and tourism corp ltd , sbi cards and payment services ltd ordinary shares , muthoot finance ltd , dabur india ltd , pidilite industries ltd , indus towers ltd ordinary shares , whirlpool of india ltd , tube investments of india ltd ordinary shares , endurance technologies ltd , pfizer ltd , rec ltd , alkyl amines chemicals ltd , icici prudential life insurance company limited , hdfc life insurance company limited , brigade enterprises ltd , bajaj finance ltd , minda industries ltd , amber enterprises india ltd ordinary shares , knr constructions ltd , future on punjab national bank , dr. lal pathlabs ltd , future on itc ltd , future on l&t technology services ltd , l&t technology services ltd , mindspace business parks reit , hdfc ltd warrants , timken india ltd , bharat electronics ltd , computer age management services ltd ordinary shares , ratnamani metals & tubes ltd , punjab national bank , upl ltd , future on dr. lal pathlabs ltd , beml ltd , relaxo footwears ltd , railtel corporation of india ltd , future on motherson sumi systems ltd , motherson sumi systems ltd , future on mahindra & mahindra financial services ltd , mahindra & mahindra financial services ltd , future on larsen & toubro ltd , nifty bank 28/10/2021 , future on upl ltd

    Edelweiss Equity Savings Fund of Income Dis cum Cptl Wdrl Opt (PIDCW-M) Sip

    The minimum SIP (Systematic Investment Plan) amount for this 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.

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