DD
Dhawal DalalFund Manager Since 26 Nov 2016
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
Peer Comparison
This Fund's Performance Compared With Peers
Over the Period of oneMonth
1st
PGIM India Equity Savings Fund Direct Regular Reinvestment Inc Dist cum Cap Wdrl
2.41%
2nd
PGIM India Equity Savings Fund Direct Regular Payout Inc Dist cum Cap Wdrl
2.41%
3rd
Kotak Equity Savings Fund Direct Quarterly Payout of Income Distribution cum Cap Wdrl
1.94%
4th
Kotak Equity Savings Fund Direct Quarterly Reinvestment of Income Distribution cum Cap Wdrl
1.94%
5th
Kotak Equity Savings Fund Regular Quarterly Payout of Income Distribution cum Cap Wdrl
1.86%
121st
Edelweiss Equity Savings Fund Regular Growth
-0.84%
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 ₹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.
- Reliance Industries Ltd: 7.51%
- Future on Reliance Industries Ltd: 6.36%
- 7.18% Govt Stock 2033: 4.51%
- Hdb Financial Services Ltd.: 4.36%
- Future on UPL Ltd: 4.05%
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. |
Similar Funds from Edelweiss Asset Management Limited
Edelweiss Large Cap Fund Direct Plan Growth option
EquityLarge-Cap
3Y CAGR
15.01%
expense ratio
0.64%
fund size
₹1058.57 Cr
Edelweiss Large Cap Fund C Growth
EquityLarge-Cap
3Y CAGR
13.28%
expense ratio
2.18%
fund size
₹1058.57 Cr
Edelweiss Large Cap Fund B Growth
EquityLarge-Cap
3Y CAGR
13.27%
expense ratio
2.18%
fund size
₹1058.57 Cr
Edelweiss Money Market Fund Institutional Growth
Fixed IncomeMoney Market
3Y CAGR
5.87%
expense ratio
0.82%
fund size
₹1314.05 Cr
Edelweiss Mid Cap Fund Direct Plan Growth Option
EquityMid-Cap
3Y CAGR
22.52%
expense ratio
0.41%
fund size
₹7729.29 Cr
FAQs
What is the current NAV of Edelweiss Equity Savings Fund Regular Growth?
What are the average returns of Edelweiss Equity Savings Fund Regular Growth?
How do I invest in Edelweiss Equity Savings Fund Regular Growth?
What is the expense ratio of Edelweiss Equity Savings Fund Regular Growth?
What are net assets under management (AUM) of Edelweiss Equity Savings Fund Regular Growth?
What is the PE and PB ratio of Edelweiss Equity Savings Fund Regular Growth?
What are the top 5 holdings of Edelweiss Equity Savings Fund Regular Growth?
What are the top 3 sectors that Edelweiss Equity Savings Fund Regular Growth has invested in?
Who is the manager of Edelweiss Equity Savings Fund Regular Growth?
What is the exit load of Edelweiss Equity Savings Fund Regular Growth?
How to Redeem Edelweiss Equity Savings Fund Regular Growth?
Can I invest in SIP and a Lump Sum of Edelweiss Equity Savings Fund Regular Growth?
