3 Year return

11.13%
Launched on September 2014 (10 years)

Investment Details

₹100

Minimum SIP Amount

₹100

Minimum one time investment

Fund has no lock-in period

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Risk Involved

scale

Your principal will be at

Moderately High Risk

Scheme Information

Asset Under Management

₹405.69 Cr.

Expense Ratio

0.59% (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

5
0
5

Tax Implications

Withdrawal within 1 year

Exit load + 15% tax on gains

Withdrawal after 1 year

10% tax on gains over ₹1 Lakh per financial year

Fund Holdings

Holdings

Edelweiss Mutual Fund Managers

BL

Bharat Lahoti

Fund Manager since Sep 2017

View Details

Fund House Details

Edelweiss Mutual Fund

Edelweiss Mutual Fund Asset management company

AUM ₹147,767.86 Cr.
No. of Schemes 153
Setup Date NA

Peer Comparison

Comparison with other similar funds

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 11.69%
Expense Ratio 0.59%
Fund Manager Bharat Lahoti
Fund Size ₹405.69 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

Name Edelweiss Mutual Fund
Launch Date 2009
Addresss Edelweiss House, Off. C.S.T Road, Kalina, Mumbai - 400 098
Contact 1800 425 0090
Email EMFHelp@edelweissmf.com
Website https://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

What is today's NAV of Edelweiss Equity Savings Fund?

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 Jun 21 2024 is 25.1183

What is the AUM of Edelweiss Equity Savings Fund?

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 405.69 crore.

What is the expense ratio of Edelweiss Equity Savings Fund?

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 0.59%

What are the returns of Edelweiss Equity Savings Fund since inception?

The Edelweiss Equity Savings Fund was launched on Sep 22 2014. The fund has delivered a CAGR of 9.96 since inception.

What is the minimum SIP amount to invest in Edelweiss Equity Savings Fund?

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.

How do I invest in Edelweiss Equity Savings Fund?

  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.

How to start an SIP in Edelweiss Equity Savings Fund?

  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.

How do I automate an SIP in Edelweiss Equity Savings Fund?

  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.

How can I withdraw/redeem my investment in Edelweiss Equity Savings Fund?

  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.