The investment objective of the scheme is to provide capital appreciation and income distribution to the investors by using equity and equity related instruments, arbitrage opportunities, and investments in debt and money market instruments. However, there can be no assurance that the investment objective of the Scheme will be realized or that income will be generated and the scheme does not assure or guarantee any returns.
The Edelweiss Equity Savings Fund Regular Growth has an AUM of 1223.03 crores & has delivered CAGR of 8.98% in the last 5 years. The fund has an exit load of 0.25% and an expense ratio of 1.58%. The minimum investment in Edelweiss Equity Savings Fund Regular Growth is Rs 100 and the minimum SIP is Rs 100.
As per morningstar the risk & return rating of the fund are Low & Good respectively.
The top holdings of the fund include HDFC Bank, ICICI Bank, Reliance Industries & Bharti Airtel.
The major sectors where the fund is invested are Regional Banks, Communications Services, Oil & Gas Operations & Chemical Manufacturing.
Some of the similar funds are Edelweiss Equity Savings Fund Regular Growth, Mirae Asset Equity Savings Fund Regular Growth, Sundaram Equity Savings Fund Growth, DSP Equity Savings Fund Regular Plan Growth, Aditya Birla Sun Life Equity Savings Fund Regular Plan Growth. Edelweiss Equity Savings Fund Regular Growth has a sharpe ratio of 1.27 & a standard deviation of 3.47%.
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