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Edelweiss Equity Savings Fund - Regular Plan - Growth Option

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Edelweiss Equity Savings Fund - Regular Plan - Growth Option

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NAV
16.9106
-0.02 (-0.0993 %)
11-05-2021
CAGR Since Inception
8.31 %
NIFTY 50 TRI
13.77 %
PERFORMANCE of Edelweiss Equity Savings Fund - Regular Plan - Growth Option

Scheme Performance (%)
1-Year Ret (%) 3-Yrs Ret (%) 5-Yrs Ret (%) 10-Yrs Ret (%) Since Launch Ret (%)
Edelweiss Equity Savings Fund - Regular Plan - Growth Option 19.92 8.38 9.05 - 8.31
NIFTY 50 TRI 62.35 12.55 15.06 11.68 13.77
Hybrid: Equity Savings 24.27 6.72 7.73 7.71 7.7

Yearly Performance (%)

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Funds Manager

Dhawal Dalal,Bharat Lahoti,Hardik Verma

Mr. Lahoti is a B.E. (Electronics & Communication) from Mumbai University and MMS (Finance) from N L Dalmia Institute of Management Studies. Prior to joining Edelweiss Asset Management Limited as a Fund Manager - Equity and a Key Person, he was associated with D.E. Shaw India Software Pvt. Ltd. as a Senior Manager - Fundamental Research and has an overall work experience of 9 years in the research function of organizations in the financial services sector. Mr. Dalal is a B.E and MBA. Prior to joining Edelweiss AMC he has worked with DSPBR Mutual Fund, Merrill Lynch Asset Management, Private Client Group and MLAM. Mr. Shah is a Masters in Management Studies (Finance) from Mumbai University. Prior to joining Edelweiss Asset Management Limited (since July 2011) he was associated with Edelweiss Securities Limited as Low Risk Arbitrage Trader for over three years.

RETURNS CALCULATORS for Edelweiss Equity Savings Fund - Regular Plan - Growth Option

Growth of 10000 In SIP (Fund vs Benchmark)

Growth of 10000 In LUMPSUM (Fund vs Benchmark)

Rolling Returns

Rolling returns are the annualized returns of the scheme taken for a specified period (rolling returns period) on every day/week/month and taken till the last day of the duration. In this chart we are showing the annualized returns over the rolling returns period on every day from the start date and comparing it with the benchmark. Rolling returns is the best measure of a fund's performance. Trailing returns have a recency bias and point to point returns are specific to the period in consideration. Rolling returns, on the other hand, measures the fund's absolute and relative performance across all timescales, without bias.

PEER COMPARISION of Edelweiss Equity Savings Fund - Regular Plan - Growth Option
Scheme Name Inception
Date		 1Y Rtn(%) 2Y Rtn(%) 3Y Rtn(%) 5Y Rtn(%) 10Y Rtn(%)
Edelweiss Equity Savings Fund - Regular Plan - Growth Option 05-10-2014 19.92 10.69 8.38 9.05 -
L&T Equity Savings Fund - Regular Plan - Growth 18-10-2011 33.2 9.13 6.21 7.46 -
Mirae Asset Equity Savings Fund- Regular Plan- Growth 05-12-2018 32.57 14.07 - - -
Mahindra Manulife Equity Savings Dhan Sanchay Yojana - Regular Plan - Growth 05-02-2017 32.27 12.75 8.57 - -
SBI Equity Savings Fund - Regular Plan - Growth 05-05-2015 30.12 11.66 8.14 8.53 -
HDFC Equity Savings Fund - GROWTH PLAN 05-09-2004 29.11 9.69 7.53 10.3 9.25
Principal Equity Savings Fund - Growth Option 23-05-2002 29.03 11.86 8.51 8.85 7.61
DSP Equity Savings Fund - Regular Plan - Growth 28-03-2016 28.84 9.47 6.38 7.99 -
UTI Equity Savings Fund - Regular Plan - Growth Option 30-08-2018 26.42 9.92 - - -
Franklin India Equity Savings Fund- Growth 01-08-2018 26.33 7.67 - - -
Asset Allocation (%)

PORTFOLIO ANALYSIS of Edelweiss Equity Savings Fund - Regular Plan - Growth Option
Top 10 Stocks in portfolio (%)
Top 10 Sectors in portfolio (%)
Key Performance and Risk Statistics of Edelweiss Equity Savings Fund - Regular Plan - Growth Option
Key Statistics Volatility Sharpe Ratio Alpha Beta Yield to Maturity Average Maturity
Edelweiss Equity Savings Fund - Regular Plan - Growth Option - - 2.03 0.54 4.32 1.64
Hybrid: Equity Savings - - - - - -