Edelweiss Long Term Equity Growth

• Alpha -1.28%
• Beta 0.96
• Sharpe Ratio1.11
• Std Deviation 13.65%
• Tracking Error 3.86%

The primary objective of the Scheme is to generate long-term capital appreciation with an option of periodic payouts at the end of lock in periods from a portfolio that invests predominantly in equity and equity related instruments. However, there is no assurance that the investment objective of the Scheme will be realized and the Scheme does not assure or guarantee any returns.

The Edelweiss Long Term Equity Growth has an AUM of 256.30 crores & has delivered CAGR of 15.08% in the last 5 years. The fund has an exit load of 0.00% and an expense ratio of 2.33%. The minimum investment in Edelweiss Long Term Equity Growth is Rs 500 and the minimum SIP is Rs 500.

As per morningstar the risk & return rating of the fund are Moderate & High respectively.

The top holdings of the fund include HDFC Bank, ICICI Bank, Larsen & Toubro & Reliance Industries.

The major sectors where the fund is invested are Regional Banks, Software & Programming, Construction Services & Biotechnology & Drugs.

Some of the similar funds are SBI Long Term Advantage Fund Series VI Regular Plan Growth, Mahindra Manulife ELSS Fund Regular Plan Growth, SBI Long Term Advantage Fund Series V Regular Plan Growth, Edelweiss Long Term Equity Growth, ITI Long Term Equity Fund Regular Growth. Edelweiss Long Term Equity Growth has a sharpe ratio of 1.11 & a standard deviation of 13.65%.