Formerly Edelweiss Equity Sav Advantage Reg DR
₹ 12.0156
NAV (Mar 04)
Neutral
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.
Track Record
7 Years. The fund has Relatively moderate history for analysis. We recommend funds with longer history.
Relative Size
96 Cr. Small within the category
Category View
Relatively Poor. The category has a relatively poor investment outlook
Consistency Of Performance
Relatively moderate. The historical performance of the fund has been OK
Invest in a scientifically curated set of equity mutual funds which are best aligned towards achieving any long term objectives you have.
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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.
Low
Low to Moderate
Moderate
Moderately High
High
Very High
Moderately High Risk
1.68 %
Expense Ratio
Oct 13, 2014
Launched (7y ago)
₹ 96
AUM in Crores
INF843K01KJ3
ISIN
No Lock-in
Lock-in
Nifty Equity Savings Index TR
Benchmark
₹ 1,000
SIP Minimum
₹ 5,000
Lumpsum Min.
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.
Invest in a scientifically curated set of equity mutual funds which are best aligned towards achieving any long term objectives you have.
Comparison with Hybrid Funds
Aggressive Hybrid
26 Years
Age
Track Record
Aggressive Hybrid
22 Years
Age
Track Record
Conservative Hybrid
17 Years
Age
Track Record
Aggressive Hybrid
20 Years
Age
Track Record
Multi Asset Allocation
20 Years
Age
Track Record
About the AMC
Edelweiss Asset Management Limited
Edelweiss Asset Management Limited manages assets worth 20,194 crores and was set up on 23 August 2007. It's current offering of mutual fund schemes includes 28 equity,92 debt and 24 hybrid funds.
Diversified
Top Ranked
₹ 609 Cr
Fund Size
10.9%
3Y returns
Large Cap
Top Ranked
₹ 218 Cr
Fund Size
12.9%
3Y returns
International - Others
Top Ranked
₹ 1,033 Cr
Fund Size
23.7%
3Y returns
Diversified
Top Ranked
₹ 603 Cr
Fund Size
13.3%
3Y returns
Large Cap
Top Ranked
₹ 218 Cr
Fund Size
12.9%
3Y returns
Invest in a scientifically curated set of equity mutual funds which are best aligned towards achieving any long term objectives you have.
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Edelweiss Equity Savings fund (DR-Q) is a equity savings hybrid fund and has delivered an annualised return of 7.7% over a period of 7 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, Dhawal Dalal, Hardik Verma
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.
The Edelweiss Equity Savings fund (DR-Q) fund was launched on Oct 13, 2014. The NAV (Net Asset Value) of this equity savings hybrid as of 2021-03-04 is ₹ 12.0156. The total AUM (Asset Under Management) of the fund as of 2021-03-05 is ₹ 95.809. The category risk of the Edelweiss Equity Savings fund (DR-Q) fund is Moderately High Risk. The fund charges 1.68 % as expense ratio.
The fund’s highest allocation is towards others and has invested 64.5% in this asset class. The top three holdings of the fund are 364 dtb 25032021,reliance industries limited 0.25% and 5.25% hdfc bank f&o qty com 19-06-2021
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.
This fund is meant for investors with a minimum investment horizon of 5-7 years. Due to the asset class nature, expect volatility in your investments over the short term. The fund is benchmarked to Nifty Equity Savings Index TR
Edelweiss Equity Savings fund (DR-Q) has a score of 2 on a scale of 5. The fund scores 3 out of 5 based on historical performance. As compared to the other funds in its category, Edelweiss Equity Savings fund (DR-Q) has a score of 2 out of 5. Scipbox has rated this fund 3 out of 5 based on consistency of performance over various years / tenures.