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Edelweiss Equity Savings Fund Direct growth
Hybrid • Equity Savings • Direct growth
Average credit rating
AAA (Highest)
CAGR
₹1,000 invested for 5 years
Fund Info
Hybrid
Equity Savings
Direct growth
Launched On
13 Oct 2014
11 years ago
Lock-in Period
No lock-in
NAV
as of 29 Oct 2025
₹28.74
+0.0749% (0.10)
AUM
₹843 Cr
Expense ratio
0.6%
Benchmark
NIFTY Equity Savings
Fund Plan
Tax info and exit load
Taxes
Units held less than 1Y
20.00%
Units held more than 1Y
12.50%
Exit Load
If units sold before 30D
0.25%
If units sold after 30D
0%
Distribution
Asset split
Market capital
Cash63.75%
Equity25.57%
Debt10.69%
What's in this fund?
Credit Rating
Sectors
Holdings
Financial Services
Basic Materials
Energy
Industrials
Consumer Cyclical
Fund House
Edelweiss
Inc: 14 Jun 2007 • Total AUM: ₹1,32,471 Cr • Rank #13Edelweiss Mutual Fund, started in 2009, has Edelweiss as its sponsor. The fund house is headed by Radhika Gupta as the CEO. As of 31 March 2024, it has an AUM of ₹1,61,815 Cr.
Fund Managers
Bhavesh Jain
Experience: 12.23 yrs • Total AUM: 4,50,445 Cr
Bharat Lahoti
Experience: 8.11 yrs • Total AUM: 2,70,062 Cr
Dhawal Dalal
Experience: 8.92 yrs • Total AUM: 3,78,226 Cr
Rahul Dedhia
Experience: 7.88 yrs • Total AUM: 5,43,686 Cr
Pranavi Kulkarni
Experience: 3.93 yrs • Total AUM: 9,26,291 Cr
Risk
Category risk
Moderate
As provided by the fund house document, this risk is specific to this fund category (Hybrid). To know the risk of this fund particularly, check 'Risk vs Category'.
Disclaimer: Top rated funds do not constitute any advice. Research data is powered by Morningstar. Please read the offer documents carefully before investing. Upstox shall not accept any liability arising out of your investments.