Formerly Edelweiss Equity Sav Advantage Reg DR
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 Scripbox does not recommend investing in the dividend option of a fund because dividends are taxable at a higher rate than withdrawals.
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 Good
NAV (Sep 22)
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 (9y 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
|Edelweiss Equity Savings Fund Opt (RIDCW-Q)||8,80,709||1,48,097||7.6%|
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 derivatives41%
5.63% govt stock 202617.3%
clearing corporation of india ltd.8%
hdfc bank ltd5.6%
edelweiss liquid dir gr4.9%
Edelweiss Asset Management Limited
|Fund Name||Scripbox Opinion||Till Date CAGR|
Edelweiss Equity Savings Fund Opt (RIDCW-Q) is a Equity Savings Hybrid fund and has delivered an annualised return of 7.7% over a period of 8 years. The fund was previously known as Edelweiss Equity Sav Advantage Reg DR. 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 (RIDCW-Q) as of 9/22/2023 is ₹14.11 with the total AUM as of 9/23/2023 is ₹286.348. With Scripbox you can compare and check the latest nav for all mutual funds in India. Edelweiss Equity Savings Fund Opt (RIDCW-Q) was launched on Oct 13, 2014. The category risk of the fund is Moderate Risk.
The minimum SIP amount for Edelweiss Equity Savings Fund Opt (RIDCW-Q) 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 Opt (RIDCW-Q)?
How to invest in Edelweiss Equity Savings Fund Opt (RIDCW-Q)?
You can invest in Edelweiss Equity Savings Fund Opt (RIDCW-Q) 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 (RIDCW-Q)?
The minimum sip amount for Edelweiss Equity Savings Fund Opt (RIDCW-Q) is ₹1000. You can invest in multiples of ₹5000.
Is Edelweiss Equity Savings Fund Opt (RIDCW-Q) good to invest in?
As per Scripbox experts, Edelweiss Equity Savings Fund Opt (RIDCW-Q) is a Neutral fund. You can investEdelweiss Equity Savings Fund Opt (RIDCW-Q) 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 (RIDCW-Q)?
The expense ratio of the Edelweiss Equity Savings Fund Opt (RIDCW-Q) is 1.58% for regular plan.