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AllocationEquity Savings

Edelweiss Equity Savings Fund Regular Growth

3Y Annualised

9.61%

-0.03% 1D

Fund Performance

Fund Multiplier

Fund Info

Peer Comparison

Fund Managers

AMC Details

Performance

1M Returns

-0.84%

-0.03% 1D

Benchmark

SBI Nifty 10 yr Benchmark G-Sec ETF

Fund Multiplier

Time it would have taken to make your money double (2x), quadruple (4x) and quintuple (5x)

This Fund

7 years 7 months

NIFTY 50

6 years 5 months

FD

9 years 7 months

Fund info

Fund size

₹568.54 Cr

Min. SIP amount

₹100

Min. Lumpsum amount

₹100

Exit load

0%

If the units are redeemed / switched out on or before 30 days from the date of allotment 0.25%. If the units are redeemed / switched out after 30 days from the date of allotment Nil

Risk Profile

Moderate Risk

Fund Managers

DD
Dhawal DalalFund Manager Since 26 Nov 2016
BJ
Bhavesh JainFund Manager Since 1 Oct 2021
BL
Bharat LahotiFund Manager Since 18 Sept 2017

About Edelweiss Equity Savings Fund Regular Growth

Edelweiss Equity Savings Fund Regular Growth is a Allocation mutual fund scheme from Edelweiss Asset Management Limited. This fund has been in existence for 10 years, having been launched on 2014-10-13. Edelweiss Equity Savings Fund Regular Growth has ₹568.54 Cr worth of assets under management (AUM) as of Mon Mar 17 2025. The latest Net Asset Value (NAV) of Edelweiss Equity Savings Fund Regular Growth as of Thu Mar 13 2025 is ₹23.7135. The fund has an expense ratio of 1.6%, which is medium comparable to most other Allocation funds.

Edelweiss Equity Savings Fund Regular Growth returns for the last 1 year are 8.74%. Since launch, it has delivered 8.64% average annual returns.

The Edelweiss Equity Savings Fund Regular Growth has the majority of its money invested in Energy, null, Consumer Cyclical, Industrials sectors.

Top 5 Holdings of Edelweiss Equity Savings Fund Regular Growth.

  1. Reliance Industries Ltd: 7.51%
  2. Future on Reliance Industries Ltd: 6.36%
  3. 7.18% Govt Stock 2033: 4.51%
  4. Hdb Financial Services Ltd.: 4.36%
  5. Future on UPL Ltd: 4.05%

AMC Information

NameEdelweiss Asset Management Limited
Founding Date2014-10-13
Emailemfhelp@edelweissfin.com
Phone+91 22 40979900
Websitewww.edelweissmf.com
AddressEdelweiss House, Off C.S.T. Road, Kalina

Tax Implications of Edelweiss Equity Savings Fund Regular Growth

Short Term GainsIncome tax rate applicable to the Unitholders as per their income slabs.
Long Term GainsIncome tax rate applicable to the Unitholders as per their income slabs.

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₹1,000+ cr

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