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HYBRID•EQUITY SAVINGS

Edelweiss Equity Savings Fund

3 Year return

12.57%
NAV on January 02, 2026
28.9656
1D Returns
+0.02%
Launched on September 2014(12 years)

Investment Details

₹100
Minimum SIP Amount
₹100
Minimum one time investment
Fund has no lock-in period

Calculate Returns

Based on past performance of this fund

₹
Your Investment₹3,600
Gain
21.97%₹791
Total Value ₹4,391

Risk Involved

scale
Your principal will be at
Very High Risk

Scheme Information

Asset Under Management
₹1,105.92 Cr.
Expense Ratio
0.61% (inclusive of GST)
Exit Load
0.25% - If redeemed / switched out on or befoe 30 days from the date of allotment. Nil - If redeemed / switched out after 30 days from the date of allotment.

Ratings

ARQ Rating
4

Ratings by other agencies

Value Research
5
Crisil
0
Morning Star
5

Tax Implications

Withdrawal within 1 year:
20% tax on gains
Withdrawal after 1 year:
12.5% tax on gains above ₹1.25 lakh per financial year

Edelweiss Mutual Fund Manager

BL

Bharat Lahoti

Fund Manager since Oct 2021

BJ

Bhavesh Jain

Fund Manager since Nov 2025

DD

Dhawal Dalal

Fund Manager since Sep 2025

PK

Pranavi Kulkarni

Fund Manager since Aug 2024

RD

Rahul Dedhia

Fund Manager since Nov 2021

Fund House Details

Edelweiss Mutual Fund

Edelweiss Mutual Fund

Asset management company

AUM
₹1,78,677.92 Cr.
No. of Schemes
175
Setup Date
2009

Peer Comparison

Comparison with other similar funds

Funds3 Y ReturnsARQ Rating
Sundaram Equity Savings Fund13.2111%
5
HSBC Equity Savings Fund14.4751%
3
Kotak Equity Savings Fund12.9508%
4.5

Schemes by Edelweiss Mutual Fund

List of mutual fund schemes by AMC

About the Edelweiss Equity Savings Fund Direct Plan Growth

The Edelweiss Equity Savings Fund Direct Plan Growth is an actively managed equity fund managed by Edelweiss Mutual Fund. It is a direct plan, which means that you will pay lower fees than if you invested in a regular plan. The fund has a growth option, which means that your investment returns are reinvested in the fund to grow your investment over time.

Investment Objectives of the Scheme

The investment objective of the Edelweiss Equity Savings Fund Direct Plan Growth is to generate long-term capital appreciation by investing in a diversified portfolio of equity stocks. The fund seeks to achieve its objective by investing in a mix of large-cap, mid-cap, and small-cap stocks.

Key Features of The Fund

5-year return
11.027%
Expense Ratio
0.61%
Fund Manager
Bharat Lahoti
Fund Size
₹1105.92 Cr.
Risk Profile
Moderately High

Is This Scheme Right for Me?

The Edelweiss Equity Savings Fund Direct Plan Growth is a good option for investors who are looking for an investment that generates long-term capital appreciation with moderate risk. The fund is suitable for investors who have a moderate to high risk tolerance and are looking for an investment that can help them achieve their long-term financial goals. Here are some factors to consider when deciding if this scheme is right for you: Your risk tolerance: The fund is an equity fund, which means that it carries some risk. You could lose money if the stock market declines. However, the fund invests in a diversified portfolio of stocks, which can help to reduce the risk of capital loss. If you are risk-averse, you may want to consider a different type of fund, such as a debt fund. Your investment horizon: This fund is suitable for investors who have a long-term investment horizon of at least 5 years. If you are planning to withdraw your money in the short term, you may want to consider a different type of fund, such as a liquid fund. Your understanding of equity funds: Equity funds invest in stocks, which means that they are more volatile than debt funds. If you are not familiar with equity funds, then you may want to consult with a financial advisor.

AMC Contact Details

NameEdelweiss Mutual Fund
Launch DateJanuary 2009
AddressEdelweiss House, Off. C.S.T Road, Kalina, Mumbai - 400 098
Contact1800 425 0090
EmailEMFHelp@edelweissmf.com
Websitehttps://www.edelweissmf.com/
Disclaimer: Mutual funds are subject to market risk. Read all scheme-related documents carefully to make informed-decision.

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FAQs

NAV, or Net Asset Value, is the price of a single unit of a mutual fund. It is calculated by dividing the current value of holdings held by the mutual fund scheme at the end of the day by the total number of units issued. The NAV changes every day. The NAV of Edelweiss Equity Savings Fund on January 02, 2026, is ₹28.9656
Short for Asset Under Management, AUM means the total assets held by a mutual fund scheme. The AUM of the fund changes every day based on the fluctuation in the price of the underlying assets. Fund houses don't update AUM on a daily basis. They only update it at the end of the month and release it within a few days of the following month. The AUM of Edelweiss Equity Savings Fund, is ₹1105.92 crore.
The expense ratio is the annual charges you pay to the mutual fund house for managing your investments. It is a percentage of Assets Under Management. It is deducted from the fund's returns. The expense ratio of Edelweiss Equity Savings Fund is 0.61%
The Edelweiss Equity Savings Fund was launched on September 22, 2014. The fund has delivered a CAGR of undefined since inception.
A Systematic Investment Plan (SIP) in mutual funds allows you to invest small amounts periodically instead of a one-time investment. The frequency of investment can be monthly, quarterly, half-yearly or annually, as per your convenience. The minimum SIP for Edelweiss Equity Savings Fund is ₹100.
  1. Make sure you are logged in to Angel One.
  2. Select the type of investment: SIP or one-time.
  3. In case of an SIP, select the amount and date and click ‘Start SIP’. In case of a one-time investment, enter just the amount.
  4. Proceed by clicking the pay button and choosing your mode of payment.
  5. Your portfolio will be updated with this investment in 3-5 working days.
  1. Click on the ‘Invest’ button.
  2. Enter your desired SIP amount and the SIP date.
  3. You can uncheck the ‘Make first payment now’ box if you don’t want to make the payment right away.
  4. Choose your payment method between UPI and Net Banking.
  5. Make your payment.
  6. Your SIP is created.
  1. Once you create an SIP, click on ‘Set up autopay’
  2. Select your desired verification method - debit card, net banking or Aadhar method credentials - and click on submit.
  3. Once you verify the OTP, your mandate request will be created.
  1. Go to the ‘Investments’ section and click on the mutual fund scheme you want to withdraw.
  2. Enter the amount you want to withdraw and tap the ‘Withdraw’ button.
  3. Verify the details on the ‘Confirm withdraw’ screen.
  4. Select the bank account in which you want to receive the funds.
  5. You will receive your funds within three working days of placing the order.
  6. You can track your order in the ‘Orders’ section.

ENTER AMOUNT

₹
₹4,391 in 3Y at 12.5667% returns
SIP Date1st of every month

Your next SIP Payment will be on 2 February 2026

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