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(%) | 18.08 | 10.9 | 11.02 | 9.44 |
Average Rolling Returns(%) | 10.06 | 9.85 | 9.49 | 9.44 |
The Current NAV of Edelweiss Equity Savings Fund - Growth - Direct Plan is ₹24.24.
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 0.92%
The process for redemption is
The AUM of Edelweiss Equity Savings Fund - Growth - Direct Plan is currently ₹372 Crores.
The Top three stocks are Ambuja Cement, HDFC Bank and Adani Ports &Special and account for 15% of its portfolio. Top 5 and 10 stocks of fund account for 22% and 35% 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 66% 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 29.19 and PB ratio is 4.93
The asset allocation of Edelweiss Equity Savings Fund - Growth - Direct Plan is Stocks : 68.52%, Debt : 25.82% and Gold : 5.66%
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