• Mutual Funds
  • Edelweiss Mutual Funds
  • Edelweiss Equity Savings Fund Opt (PIDCW-M)

Formerly Edelweiss Equity Sav Advantage Reg Mn DP

Edelweiss Mutual Funds

Edelweiss Equity Savings Fund Opt (PIDCW-M)

HybridEquity Savings

12.9576

NAV (Aug 05)

NA
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 ->

Fund Size

₹ 315 Cr

The performance of the fund on a Fund Size metric has been Satisfactory

Outperformance Consistency

View all 7 analysis

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Investment Calculator

Investment Duration5 years

0

Total Investment

0

Wealth Gained

0

Total Corpus Created (₹)

With CAGR of 11.25 % in 5 years

Historical 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

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.

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

Fund Managers

Bhavesh Jain

Fund Manager

Dhawal Dalal

Fund Manager

Bharat Lahoti

Fund Manager

Returns Calculator Comparison

of

for

with step up of

InstrumentReturnsTotal CorpusGainsAnnualised %
Mutual Fund70%965,796 233,18411.25%
EPF70% 900,761 168,1498.50%
Property70% 867,662 135,0507.00%
PPF70% 869,819 137,2077.10%
Bank FD70% 846,471 113,8596.00%
Gold70% 846,471 113,8596.00%
Savings Bank70% 825,950 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.

Asset allocation and Holdings

Last updated on 2022-08-05

Top Stock Holdings

cash offset for derivatives

17.8%
17.8%

5.63% govt stock 2026

14.8%
14.8%

clearing corporation of india ltd.

8.1%
8.1%

reliance industries ltd

7.7%
7.7%

future on adani ports & special economic zone ltd

4.2%
4.2%
See all holdings

Allocation by Sector

financial services

17.3%
17.3%

energy

11.3%
11.3%

industrials

8.9%
8.9%

technology

6.5%
6.5%

consumer defensive

5.6%
5.6%
See all sectors

Comparison with Hybrid Funds

Fund NameFund SizeRolling Returns
Kotak Equity Arbitrage Fund (G)
Kotak Equity Arbitrage Fund (G)

₹ 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.

amc-img

  • 022-40933400
  • emfhelp@edelweissfin.com
  • Fund NameScripbox 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 Investment

    0

    Wealth Gained

    0

    Total Corpus Created (₹)

    With CAGR of 11.25 % in 5 years

    Edelweiss 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)?

    Edelweiss Equity Savings Fund Opt (PIDCW-M) is a Equity Savings Hybrid scheme predominantly investing across Hybrid stocks with an investment objective to generate wealth over the long term.

    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.