Edelweiss Equity Savings Fund Regular Growth

• Alpha 0.00%
• Beta 0.00
• Sharpe Ratio1.10
• Std Deviation 4.47%
• Tracking Error 0.00%

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 286.35 crores & has delivered CAGR of 9.20% 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 5000 and the minimum SIP is Rs 500.

As per morningstar the risk & return rating of the fund are Low & Good respectively.

The top holdings of the fund include Cash Offset For Derivatives, 5.63% Govt Stock 2026, Clearing Corporation Of India Ltd. & HDFC Bank.

The major sectors where the fund is invested are Regional Banks, Construction - Raw Materials, Software & Programming & Misc. Transportation.

Some of the similar funds are UTI Equity Savings Fund Regular Growth, Mahindra Manulife Equity Savings Fund Regular Growth, Edelweiss Equity Savings Fund Regular Growth, Aditya Birla Sun Life Equity Savings Fund Regular Plan Growth, Baroda BNP Paribas Equity Savings Fund Regular Growth. Edelweiss Equity Savings Fund Regular Growth has a sharpe ratio of 1.10 & a standard deviation of 4.47%.