DD
Dhawal DalalFund Manager Since 26 Nov 2016
AllocationEquity Savings
Edelweiss Equity Savings Fund Regular Growth
3Y Annualised
11.28%
-0.34% 1D
Fund Performance
Fund Multiplier
Fund Info
Peer Comparison
Fund Managers
AMC Details
Performance
1M Returns
1.29%
-0.34% 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
6 years 6 months
NIFTY 50
4 years 8 months
FD
9 years 7 months
Fund info
Fund size
₹598.11 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
Peer Comparison
This Fund's Performance Compared With Peers
Over the Period of oneMonth
1st
Invesco India Equity Savings Fund Regular Growth
3.03%
2nd
Invesco India Equity Savings Fund Regular Payout of Income Dist cum Capital Wtdrl
3.03%
3rd
Invesco India Equity Savings Fund Regular Reinvestment of Income Dist cum Capital Wtdrl
3.03%
4th
LIC MF Equity Savings Monthly Reinvestment of Income Distribution cum Cap wdrl
3.02%
5th
LIC MF Equity Savings Monthly Payout of Income Distribution cum Cap wdrl
3.02%
139th
Edelweiss Equity Savings Fund Regular Growth
1.29%
Fund Managers
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 ₹598.11 Cr worth of assets under management (AUM) as of Wed May 21 2025. The latest Net Asset Value (NAV) of Edelweiss Equity Savings Fund Regular Growth as of Tue May 20 2025 is ₹24.6821. 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 9.82%. Since launch, it has delivered 8.90% average annual returns.
The Edelweiss Equity Savings Fund Regular Growth has the majority of its money invested in Energy, null, Consumer Cyclical, Financial Services, Industrials sectors.
Top 5 Holdings of Edelweiss Equity Savings Fund Regular Growth.
- Reliance Industries Ltd: 7.92%
- Future on Reliance Industries Ltd: 6.79%
- 7.18% Govt Stock 2033: 4.49%
- Hdb Financial Services Ltd.: 4.31%
- Future on UPL Ltd: 4.01%
AMC Information
| Name | Edelweiss Asset Management Limited |
|---|---|
| Founding Date | 2014-10-13 |
| emfhelp@edelweissfin.com | |
| Phone | +91 22 40979900 |
| Website | www.edelweissmf.com |
| Address | Edelweiss House, Off C.S.T. Road, Kalina |
Tax Implications of Edelweiss Equity Savings Fund Regular Growth
| Short Term Gains | Income tax rate applicable to the Unitholders as per their income slabs. |
|---|---|
| Long Term Gains | Income tax rate applicable to the Unitholders as per their income slabs. |
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FAQs
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