FAQ : Edelweiss Equity Savings Fund - Growth - Direct Plan

Edelweiss Equity Savings Fund - Growth - Direct Plan has delivered CAGR and average rolling returns as follows :

1 Year 3 Year 5 Year 9 Year
CAGR(%) 17.48 10.68 11.38 9.33
Average Rolling Returns(%) 9.98 9.84 9.45 9.44

The Current NAV of Edelweiss Equity Savings Fund - Growth - Direct Plan is ₹23.96.

You should look for a fund with better more consistent performance track record. Funds returns are more likely to be different than its benchmark I-BEX (I-Sec Sovereign Bond Index) returns, as Funds portfolio is significantly different.

Edelweiss Equity Savings Fund - Growth - Direct Plan fund’s expense ratio is 0.93%

The process for redemption is

  • Give a request for redemption of the number of units or the amount you want. The request will be acknowledged.
  • You will get information about the redemption and the NAV at which redeemed.
  • The amount will be deposited in the designated bank account.

The AUM of Edelweiss Equity Savings Fund - Growth - Direct Plan is currently ₹366 Crores.

The Top three stocks are HDFC Bank, Ambuja Cement and Adani Ports &Special and account for 15% of its portfolio. Top 5 and 10 stocks of fund account for 22% and 34% of fund’s portfolio respectively.

Top three sectors of Edelweiss Equity Savings Fund - Growth - Direct Plan fund are Others, BFSI and Construction & Infrastructure accounting for 61% of the total portfolio.

Funds Portfolio Quality is Very Good. It has a large proportion of Green Stocks.Since this is a Hybrid - Equity Savings it is comparatively safer to invest in this fund. However, since it has not consistently outperformed its benchmark index on an average 3-year rolling returns basis it is not the most suitable fund for SIP.

The category of Edelweiss Equity Savings Fund - Growth - Direct Plan Fund is Hybrid - Equity Savings.

Bharat Lahoti and Bhavesh Jain manage the Edelweiss Equity Savings Fund - Growth - Direct Plan Fund.

Edelweiss Equity Savings Fund - Growth - Direct Plan current PE ratio is 28.46 and PB ratio is 4.92

The asset allocation of Edelweiss Equity Savings Fund - Growth - Direct Plan is Stocks : 67.78%, Debt : 27.90% and Gold : 4.35%

The minimum SIP amount for Edelweiss Equity Savings Fund - Growth - Direct Plan is ₹100.00 and minimum lumpsum is ₹100.00

The exit load for Edelweiss Equity Savings Fund - Growth - Direct Plan is 0.25% on or before 30 days, Nil after 30 days

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