Edelweiss Equity Savings Fund - Regular Plan - Growth Option

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Category: Hybrid: Equity Savings
Launch Date: 05-10-2014
Asset Class: Mixed Asset
Benchmark: NIFTY Equity Savings TRI
Expense Ratio: 1.58% As on (29-09-2025)

Status: Open Ended Schemes for subscription
Minimum Investment: 100.0
Minimum Topup: 100.0
Total Assets: 94.69 Cr As on (30-09-2025)
Turn over: 109

NAV as on 13-10-2025

25.7373

0.01 (0.0447%)

CAGR Since Inception

8.97%

NIFTY Equity Savings TRI 9.66%

PERFORMANCE of Edelweiss Equity Savings Fund - Regular Plan - Growth Option

Scheme Performance (%) Data as on - 13-10-2025

	1-Year Ret (%)	3-Yrs Ret (%)	5-Yrs Ret (%)	10-Yrs Ret (%)	Since Launch Ret (%)
Edelweiss Equity Savings Fund - Regular Plan - Growth Option	7.2	11.65	10.81	9.05	8.97
Benchmark	-	-	-	-	-
Hybrid: Equity Savings	4.78	10.35	10.29	8.0	7.68

Yearly Performance (%)

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Fund Managers

Debt Portion: Ms. Pranavi Kulkarni

Investment Objective

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.

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

Growth of 10000 In SIP (Fund vs Benchmark)

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Growth of 10000 In LUMPSUM (Fund vs Benchmark)

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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.

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Riskometer

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	3.86	1.39	4.7	0.1	7.08	5.1
Hybrid: Equity Savings	-	-	-	-	-	-

PEER COMPARISION of Edelweiss Equity Savings Fund - Regular Plan - Growth Option

Compare SIP Compare Lumpsum

Period

Data as on - 13-10-2025

Scheme Name	Launch Date	1-Year Ret (%)	2-Yrs Ret (%)	3-Yrs Ret (%)	5-Yrs Ret (%)	10-Yrs Ret (%)
Edelweiss Equity Savings Fund - Regular Plan - Growth Option	05-10-2014	7.2	11.79	11.65	10.81	9.05
Aditya Birla Sun Life Equity Savings Fund - Regular Plan - Growth	10-11-2014	7.03	8.81	9.46	9.37	7.89
LIC MF Equity Savings Fund-Regular Plan-Growth	01-01-2013	6.84	10.25	10.17	9.9	6.84
ICICI Prudential Equity Savings Fund - Cumulative option	05-12-2014	6.47	8.48	9.11	9.75	8.17
Mirae Asset Equity Savings Fund- Regular Plan- Growth	15-12-2018	5.76	11.52	11.59	11.75	0.0
Tata Equity Savings Fund -Regular Plan-Growth Option	26-04-1997	5.64	10.6	10.09	9.68	7.54
Kotak Equity Savings Fund - Regular - Growth	11-10-2014	5.47	12.13	12.31	11.44	9.43
Franklin India Equity Savings Fund- Growth	01-08-2018	5.32	8.37	8.67	10.01	0.0
BANDHAN Equity Savings Fund - Regular Plan - Growth	09-06-2008	5.27	7.6	7.96	8.05	6.55
PGIM India Equity Savings Fund - Growth Option	29-01-2004	5.22	7.39	7.32	8.32	7.13

PORTFOLIO ANALYSIS of Edelweiss Equity Savings Fund - Regular Plan - Growth Option

Asset Allocation (%)