{"id":244527,"date":"2026-09-11T15:30:29","date_gmt":"2026-09-11T10:00:29","guid":{"rendered":"https:\/\/univest.in\/blogs-2\/edelweiss-equity-savings-fund-direct-growth-review-2026\/"},"modified":"2026-09-11T15:30:29","modified_gmt":"2026-09-11T10:00:29","slug":"edelweiss-equity-savings-fund-direct-growth-review-2026","status":"publish","type":"post","link":"https:\/\/univest.in\/blogs-2\/edelweiss-equity-savings-fund-direct-growth-review-2026\/","title":{"rendered":"Edelweiss Equity Savings Fund Direct Growth Review 2026: NAV, Returns, Portfolio &#038; Should You Invest?"},"content":{"rendered":"<p><a href=\"https:\/\/univest.in\/mutual-funds\/edelweiss-equity-savings-fund-g-direct-plan\">Edelweiss Equity Savings Fund Direct Growth Plan<\/a> is at \u20b930.6538 as of 10 Sep 2026, with scheme AUM of \u20b91,659 Cr. Its 1-year, 3-year and 5-year returns are 8.49%, 11.44% and 9.76%, and the fund sits in the Medium Risk category.<\/p>\n<p>Our view is that this is a steady hybrid option for conservative investors who want some equity participation without taking full equity-style swings. The return pattern has been better than the benchmark across the observed periods, while the portfolio also keeps a meaningful cash and high-quality debt element alongside large-cap equities.<\/p>\n<div id=\"ez-toc-container\" class=\"ez-toc-v2_0_65 counter-hierarchy ez-toc-counter ez-toc-grey ez-toc-container-direction\">\n<div class=\"ez-toc-title-container\">\n<p class=\"ez-toc-title \" >Table of Contents<\/p>\n<span class=\"ez-toc-title-toggle\"><a href=\"#\" class=\"ez-toc-pull-right ez-toc-btn ez-toc-btn-xs ez-toc-btn-default ez-toc-toggle\" aria-label=\"Toggle Table of Content\"><span class=\"ez-toc-js-icon-con\"><span class=\"\"><span class=\"eztoc-hide\" style=\"display:none;\">Toggle<\/span><span class=\"ez-toc-icon-toggle-span\"><svg style=\"fill: #999;color:#999\" xmlns=\"http:\/\/www.w3.org\/2000\/svg\" class=\"list-377408\" width=\"20px\" height=\"20px\" viewBox=\"0 0 24 24\" fill=\"none\"><path d=\"M6 6H4v2h2V6zm14 0H8v2h12V6zM4 11h2v2H4v-2zm16 0H8v2h12v-2zM4 16h2v2H4v-2zm16 0H8v2h12v-2z\" fill=\"currentColor\"><\/path><\/svg><svg style=\"fill: #999;color:#999\" class=\"arrow-unsorted-368013\" xmlns=\"http:\/\/www.w3.org\/2000\/svg\" width=\"10px\" height=\"10px\" viewBox=\"0 0 24 24\" version=\"1.2\" baseProfile=\"tiny\"><path d=\"M18.2 9.3l-6.2-6.3-6.2 6.3c-.2.2-.3.4-.3.7s.1.5.3.7c.2.2.4.3.7.3h11c.3 0 .5-.1.7-.3.2-.2.3-.5.3-.7s-.1-.5-.3-.7zM5.8 14.7l6.2 6.3 6.2-6.3c.2-.2.3-.5.3-.7s-.1-.5-.3-.7c-.2-.2-.4-.3-.7-.3h-11c-.3 0-.5.1-.7.3-.2.2-.3.5-.3.7s.1.5.3.7z\"\/><\/svg><\/span><\/span><\/span><\/a><\/span><\/div>\n<nav><ul class='ez-toc-list ez-toc-list-level-1 ' ><li class='ez-toc-page-1 ez-toc-heading-level-2'><a class=\"ez-toc-link ez-toc-heading-1\" href=\"https:\/\/univest.in\/blogs-2\/edelweiss-equity-savings-fund-direct-growth-review-2026\/#Quick_facts\" title=\"Quick facts\">Quick facts<\/a><\/li><li class='ez-toc-page-1 ez-toc-heading-level-2'><a class=\"ez-toc-link ez-toc-heading-2\" href=\"https:\/\/univest.in\/blogs-2\/edelweiss-equity-savings-fund-direct-growth-review-2026\/#Performance\" title=\"Performance\">Performance<\/a><\/li><li class='ez-toc-page-1 ez-toc-heading-level-2'><a class=\"ez-toc-link ez-toc-heading-3\" href=\"https:\/\/univest.in\/blogs-2\/edelweiss-equity-savings-fund-direct-growth-review-2026\/#Should_you_BUY_or_HOLD_Edelweiss_Equity_Savings\" title=\"Should you BUY or HOLD Edelweiss Equity Savings?\">Should you BUY or HOLD Edelweiss Equity Savings?<\/a><\/li><li class='ez-toc-page-1 ez-toc-heading-level-2'><a class=\"ez-toc-link ez-toc-heading-4\" href=\"https:\/\/univest.in\/blogs-2\/edelweiss-equity-savings-fund-direct-growth-review-2026\/#Peer_comparison\" title=\"Peer comparison\">Peer comparison<\/a><\/li><li class='ez-toc-page-1 ez-toc-heading-level-2'><a class=\"ez-toc-link ez-toc-heading-5\" href=\"https:\/\/univest.in\/blogs-2\/edelweiss-equity-savings-fund-direct-growth-review-2026\/#Portfolio_where_your_money_goes\" title=\"Portfolio: where your money goes\">Portfolio: where your money goes<\/a><\/li><li class='ez-toc-page-1 ez-toc-heading-level-2'><a class=\"ez-toc-link ez-toc-heading-6\" href=\"https:\/\/univest.in\/blogs-2\/edelweiss-equity-savings-fund-direct-growth-review-2026\/#Who_should_invest\" title=\"Who should invest\">Who should invest<\/a><\/li><li class='ez-toc-page-1 ez-toc-heading-level-2'><a class=\"ez-toc-link ez-toc-heading-7\" href=\"https:\/\/univest.in\/blogs-2\/edelweiss-equity-savings-fund-direct-growth-review-2026\/#Tax_and_exit_load\" title=\"Tax and exit load\">Tax and exit load<\/a><\/li><li class='ez-toc-page-1 ez-toc-heading-level-2'><a class=\"ez-toc-link ez-toc-heading-8\" href=\"https:\/\/univest.in\/blogs-2\/edelweiss-equity-savings-fund-direct-growth-review-2026\/#Frequently_asked_questions\" title=\"Frequently asked questions\">Frequently asked questions<\/a><ul class='ez-toc-list-level-3' ><li class='ez-toc-heading-level-3'><a class=\"ez-toc-link ez-toc-heading-9\" href=\"https:\/\/univest.in\/blogs-2\/edelweiss-equity-savings-fund-direct-growth-review-2026\/#What_is_the_current_NAV_of_Edelweiss_Equity_Savings_Fund_Direct_Growth_Plan\" title=\"What is the current NAV of Edelweiss Equity Savings Fund Direct Growth Plan?\">What is the current NAV of Edelweiss Equity Savings Fund Direct Growth Plan?<\/a><\/li><li class='ez-toc-page-1 ez-toc-heading-level-3'><a class=\"ez-toc-link ez-toc-heading-10\" href=\"https:\/\/univest.in\/blogs-2\/edelweiss-equity-savings-fund-direct-growth-review-2026\/#What_are_the_funds_1-year_3-year_and_5-year_returns\" title=\"What are the fund\u2019s 1-year, 3-year and 5-year returns?\">What are the fund\u2019s 1-year, 3-year and 5-year returns?<\/a><\/li><li class='ez-toc-page-1 ez-toc-heading-level-3'><a class=\"ez-toc-link ez-toc-heading-11\" href=\"https:\/\/univest.in\/blogs-2\/edelweiss-equity-savings-fund-direct-growth-review-2026\/#How_has_the_fund_performed_versus_the_benchmark\" title=\"How has the fund performed versus the benchmark?\">How has the fund performed versus the benchmark?<\/a><\/li><li class='ez-toc-page-1 ez-toc-heading-level-3'><a class=\"ez-toc-link ez-toc-heading-12\" href=\"https:\/\/univest.in\/blogs-2\/edelweiss-equity-savings-fund-direct-growth-review-2026\/#How_does_it_compare_with_the_displayed_peer_funds\" title=\"How does it compare with the displayed peer funds?\">How does it compare with the displayed peer funds?<\/a><\/li><li class='ez-toc-page-1 ez-toc-heading-level-3'><a class=\"ez-toc-link ez-toc-heading-13\" href=\"https:\/\/univest.in\/blogs-2\/edelweiss-equity-savings-fund-direct-growth-review-2026\/#Is_there_a_minimum_SIP_amount\" title=\"Is there a minimum SIP amount?\">Is there a minimum SIP amount?<\/a><\/li><li class='ez-toc-page-1 ez-toc-heading-level-3'><a class=\"ez-toc-link ez-toc-heading-14\" href=\"https:\/\/univest.in\/blogs-2\/edelweiss-equity-savings-fund-direct-growth-review-2026\/#Who_manages_the_fund_and_what_is_the_exit_load\" title=\"Who manages the fund and what is the exit load?\">Who manages the fund and what is the exit load?<\/a><\/li><\/ul><\/li><li class='ez-toc-page-1 ez-toc-heading-level-2'><a class=\"ez-toc-link ez-toc-heading-15\" href=\"https:\/\/univest.in\/blogs-2\/edelweiss-equity-savings-fund-direct-growth-review-2026\/#Bottom_line\" title=\"Bottom line\">Bottom line<\/a><\/li><li class='ez-toc-page-1 ez-toc-heading-level-2'><a class=\"ez-toc-link ez-toc-heading-16\" href=\"https:\/\/univest.in\/blogs-2\/edelweiss-equity-savings-fund-direct-growth-review-2026\/#Explore_mutual_funds_with_Univest\" title=\"Explore mutual funds with Univest\">Explore mutual funds with Univest<\/a><\/li><li class='ez-toc-page-1 ez-toc-heading-level-2'><a class=\"ez-toc-link ez-toc-heading-17\" href=\"https:\/\/univest.in\/blogs-2\/edelweiss-equity-savings-fund-direct-growth-review-2026\/#RIA_disclosure\" title=\"RIA disclosure\">RIA disclosure<\/a><\/li><\/ul><\/nav><\/div>\n<h2 style=\"font-weight:700\"><span class=\"ez-toc-section\" id=\"Quick_facts\"><\/span>Quick facts<span class=\"ez-toc-section-end\"><\/span><\/h2>\n<table>\n<thead>\n<tr>\n<th>Particular<\/th>\n<th>Details<\/th>\n<\/tr>\n<\/thead>\n<tbody>\n<tr>\n<td>NAV<\/td>\n<td>\u20b930.6538 as of 10 Sep 2026<\/td>\n<\/tr>\n<tr>\n<td>AUM<\/td>\n<td>\u20b91,659 Cr<\/td>\n<\/tr>\n<tr>\n<td>Expense Ratio<\/td>\n<td>0.61%<\/td>\n<\/tr>\n<tr>\n<td>Launch Date<\/td>\n<td>13 Oct 2014<\/td>\n<\/tr>\n<tr>\n<td>Min SIP<\/td>\n<td>\u20b9100<\/td>\n<\/tr>\n<tr>\n<td>Risk Category<\/td>\n<td>Medium Risk<\/td>\n<\/tr>\n<tr>\n<td>Benchmark<\/td>\n<td>Nifty 50<\/td>\n<\/tr>\n<tr>\n<td>Fund Category<\/td>\n<td>Hybrid<\/td>\n<\/tr>\n<tr>\n<td>Exit Load<\/td>\n<td>0.25% on or before 30D, Nil after 30D<\/td>\n<\/tr>\n<tr>\n<td>Fund Managers<\/td>\n<td>Bhavesh Jain, Bharat Lahoti, Rahul Dedhia, Kedar Karnik<\/td>\n<\/tr>\n<\/tbody>\n<\/table>\n<p>The fund is managed by Bhavesh Jain, Bharat Lahoti, Rahul Dedhia, and Kedar Karnik.<\/p>\n<p class=\"mf-source-date\"><small>Source data date: as of 10 Sep 2026<\/small><\/p>\n<h2 style=\"font-weight:700\"><span class=\"ez-toc-section\" id=\"Performance\"><\/span>Performance<span class=\"ez-toc-section-end\"><\/span><\/h2>\n<table>\n<thead>\n<tr>\n<th>Period<\/th>\n<th>Fund return<\/th>\n<th>Benchmark return<\/th>\n<\/tr>\n<\/thead>\n<tbody>\n<tr>\n<td>1M<\/td>\n<td>0.62%<\/td>\n<td>-4.06%<\/td>\n<\/tr>\n<tr>\n<td>3M<\/td>\n<td>4.53%<\/td>\n<td>1.37%<\/td>\n<\/tr>\n<tr>\n<td>1Y<\/td>\n<td>8.49%<\/td>\n<td>-7.31%<\/td>\n<\/tr>\n<tr>\n<td>3Y<\/td>\n<td>11.44%<\/td>\n<td>6.07%<\/td>\n<\/tr>\n<tr>\n<td>5Y<\/td>\n<td>9.76%<\/td>\n<td>5.91%<\/td>\n<\/tr>\n<\/tbody>\n<\/table>\n<p>The recent picture is constructive. Over 1 month and 3 months, the fund held up better than the benchmark, and that matters because the benchmark itself was uneven in the same stretch. The fund\u2019s positive 1-month and 3-month returns suggest it has kept momentum even when the index weakened, which is a useful sign for a hybrid strategy designed to dampen volatility.<\/p>\n<p>Over longer periods, the fund has also stayed ahead of the benchmark. The 3-year return of 11.44% is stronger than the benchmark\u2019s 6.07%, while the 5-year return of 9.76% is ahead of 5.91%. That tells us the longer compounding trend has been healthier than the benchmark, not just a short-lived burst.<\/p>\n<p>The 1-year return of 8.49% is lower than the 3-year figure but still well above the benchmark\u2019s -7.31%. Our view is that this gap reflects a steadier drawdown profile rather than a fund that relies on a single strong market phase. The fund appears to have balanced equity exposure with defensive assets in a way that has helped results remain positive across multiple horizons.<\/p>\n<p>For investors, the main takeaway is consistency. The pattern is not explosive, but it is more resilient than the benchmark across all listed periods, which is often what conservative hybrid investors are looking for.<\/p>\n<p class=\"mf-source-date\"><small>Source data date: as of 10 Sep 2026<\/small><\/p>\n<section class=\"univest-mf-premium-cta\" style=\"margin:28px 0;padding:24px;border-radius:10px;border:1px solid #d8e3f0;background:#f7faff\">\n<h2 style=\"font-weight:700\"><span class=\"ez-toc-section\" id=\"Should_you_BUY_or_HOLD_Edelweiss_Equity_Savings\"><\/span>Should you BUY or HOLD Edelweiss Equity Savings?<span class=\"ez-toc-section-end\"><\/span><\/h2>\n<p>A fund&#8217;s past returns alone don&#8217;t tell you whether you should buy it today or continue holding it.<\/p>\n<p>The right decision depends on factors such as your current allocation, purchase price, risk profile, investment horizon and the role this fund plays in your overall portfolio.<\/p>\n<p><strong>Already holding Edelweiss Equity Savings? Thinking of investing now?<\/strong><\/p>\n<p><a href=\"https:\/\/univest.in\/mutual-funds\" style=\"font-weight:700;text-decoration:none\">Get your portfolio analysed for FREE by SEBI-registered Investment Adviser (RIA) through Univest MF Premium<\/a><\/p>\n<\/section>\n<h2 style=\"font-weight:700\"><span class=\"ez-toc-section\" id=\"Peer_comparison\"><\/span>Peer comparison<span class=\"ez-toc-section-end\"><\/span><\/h2>\n<table>\n<thead>\n<tr>\n<th>Fund<\/th>\n<th>1Y return<\/th>\n<th>3Y return<\/th>\n<th>5Y return<\/th>\n<\/tr>\n<\/thead>\n<tbody>\n<tr>\n<td><a href=\"https:\/\/univest.in\/mutual-funds\/edelweiss-equity-savings-fund-g-direct-plan\">Edelweiss Equity Savings Fund Direct Growth Plan<\/a><\/td>\n<td>8.49%<\/td>\n<td>11.44%<\/td>\n<td>9.76%<\/td>\n<\/tr>\n<tr>\n<td><a href=\"https:\/\/univest.in\/mutual-funds\/hsbc-equity-savings-fund-g-direct-plan\">HSBC Equity Savings Fund Direct Growth Plan<\/a><\/td>\n<td>8.33%<\/td>\n<td>12.82%<\/td>\n<td>11.09%<\/td>\n<\/tr>\n<tr>\n<td><a href=\"https:\/\/univest.in\/mutual-funds\/woc-equity-savings-fund-g-direct-plan\">WOC Equity Savings Fund Direct Growth Plan<\/a><\/td>\n<td>7.61%<\/td>\n<td>Data not available<\/td>\n<td>Data not available<\/td>\n<\/tr>\n<tr>\n<td><a href=\"https:\/\/univest.in\/mutual-funds\/mahindra-manulife-equity-savings-fund-g-direct-plan\">Mahindra Manulife Equity Savings Fund Direct Growth Plan<\/a><\/td>\n<td>7.05%<\/td>\n<td>9.37%<\/td>\n<td>8.93%<\/td>\n<\/tr>\n<tr>\n<td><a href=\"https:\/\/univest.in\/mutual-funds\/capitalmind-flexi-cap-fund-g-direct-plan\">Capitalmind Flexi Cap Fund Direct Growth Plan<\/a><\/td>\n<td>6.10%<\/td>\n<td>Data not available<\/td>\n<td>Data not available<\/td>\n<\/tr>\n<\/tbody>\n<\/table>\n<p>This assessment is prepared by Uniapps Investment Adviser Pvt. Ltd. under SEBI Registered Investment Adviser registration INA000017639.<\/p>\n<p>The fund\u2019s 1-year return is slightly ahead of HSBC Equity Savings Fund Direct Growth Plan and clearly ahead of the other displayed peers on that period. That said, HSBC has a stronger 3-year and 5-year showing, so the longer view is less uniform than the short-term comparison.<\/p>\n<p>Against the peers with available longer-horizon figures, the fund sits in the middle on both 3-year and 5-year returns. It is ahead of Mahindra Manulife Equity Savings Fund Direct Growth Plan on both measures, but behind HSBC Equity Savings Fund Direct Growth Plan. So the short-term comparison leans in its favour, while the longer-term comparison is more balanced.<\/p>\n<p>That difference matters. The current fund has looked stable in the recent period, but the peer set shows that some competitors have compounded better over three and five years. Our view is that this makes the fund more appealing for investors who value consistency and benchmark resilience over chasing the strongest long-run number.<\/p>\n<p class=\"mf-source-date\"><small>Source data date: as of 10 Sep 2026<\/small><\/p>\n<div class=\"univest-peer-login-cta\" style=\"margin:20px 0;padding:16px 18px;border:1px solid #d8e3f0;border-radius:8px;background:#f7faff\">\n<p style=\"margin:0\"><strong>Want to know more?<\/strong> <a href=\"https:\/\/univest.in\/user\/log-in\" style=\"font-weight:700;text-decoration:none\">Log in to Univest<\/a> for more mutual fund insights.<\/p>\n<\/div>\n<h2 style=\"font-weight:700\"><span class=\"ez-toc-section\" id=\"Portfolio_where_your_money_goes\"><\/span>Portfolio: where your money goes<span class=\"ez-toc-section-end\"><\/span><\/h2>\n<table>\n<thead>\n<tr>\n<th>Holding<\/th>\n<th>Sector<\/th>\n<th>Weight<\/th>\n<\/tr>\n<\/thead>\n<tbody>\n<tr>\n<td>Clearing Corporation of India Ltd.<\/td>\n<td>Cash &amp; Cash Equivalents and Net Assets<\/td>\n<td>7.67%<\/td>\n<\/tr>\n<tr>\n<td>HDFC Bank Ltd.<\/td>\n<td>Bank<\/td>\n<td>5.20%<\/td>\n<\/tr>\n<tr>\n<td>Steel Authority of India Ltd.<\/td>\n<td>Iron &amp; Steel<\/td>\n<td>4.42%<\/td>\n<\/tr>\n<tr>\n<td>Bharti Airtel Ltd.<\/td>\n<td>Telecom<\/td>\n<td>3.76%<\/td>\n<\/tr>\n<tr>\n<td>ICICI Bank Ltd.<\/td>\n<td>Bank<\/td>\n<td>3.66%<\/td>\n<\/tr>\n<tr>\n<td>Net Receivables\/(Payables)<\/td>\n<td>Cash &amp; Cash Equivalents and Net Assets<\/td>\n<td>3.54%<\/td>\n<\/tr>\n<tr>\n<td>7.65% HDB Fin Serv NCD 10-09-27**<\/td>\n<td>Corporate Debt<\/td>\n<td>3.26%<\/td>\n<\/tr>\n<tr>\n<td>Adani Green Energy Ltd.<\/td>\n<td>Power<\/td>\n<td>3.25%<\/td>\n<\/tr>\n<tr>\n<td>Reliance Industries Ltd.<\/td>\n<td>Crude Oil<\/td>\n<td>3.17%<\/td>\n<\/tr>\n<tr>\n<td>Edelweiss Liquid Fund &#8211; Direct PL -GR<\/td>\n<td>Domestic Mutual Funds Units<\/td>\n<td>2.77%<\/td>\n<\/tr>\n<\/tbody>\n<\/table>\n<p>The top 10 holdings account for approximately 40.7% of the portfolio.<\/p>\n<p>To see all holdings, visit the <a href=\"https:\/\/univest.in\/mutual-funds\/edelweiss-equity-savings-fund-g-direct-plan\">Edelweiss Equity Savings Fund Direct Growth Plan<\/a> page<\/p>\n<p>The largest holding, Clearing Corporation of India Ltd., is 7.67% of the portfolio, so it can matter more than a smaller single position, but it is still not dominant enough on its own to drive the full outcome. The second and third positions are meaningfully lower, which suggests the fund does not rely on one oversized bet.<\/p>\n<p>The drop from the largest holding to the tenth is fairly gradual rather than abrupt. That pattern points to a portfolio where several positions can influence returns, including banks, telecom, steel, power, corporate debt and cash-like assets. In our view, this mix may help reduce dependence on one sector theme.<\/p>\n<p>Because the visible top 10 account for about 40.7% across 46 disclosed holdings, the portfolio appears spread across a fairly long tail. That may support diversification, although the cash and net-asset lines are also material and should be read as part of the fund\u2019s hybrid structure rather than as pure equity exposure.<\/p>\n<p class=\"mf-source-date\"><small>Source data date: as of 10 Sep 2026<\/small><\/p>\n<h2 style=\"font-weight:700\"><span class=\"ez-toc-section\" id=\"Who_should_invest\"><\/span>Who should invest<span class=\"ez-toc-section-end\"><\/span><\/h2>\n<p>This fund suits investors who are comfortable with Medium Risk and want a calmer hybrid allocation rather than a pure equity journey. The return pattern across 1 year, 3 years and 5 years shows that it has been able to stay ahead of the benchmark while avoiding the full downside of a plain equity index in weaker phases.<\/p>\n<p>The better fit is usually a medium-to-long horizon, where the combination of equity, debt and cash-like exposure has time to work through market cycles. The main trade-off is that the fund may not capture the strongest upside in a sharp equity rally, but it may offer a more balanced path when markets are choppy.<\/p>\n<h2 style=\"font-weight:700\"><span class=\"ez-toc-section\" id=\"Tax_and_exit_load\"><\/span>Tax and exit load<span class=\"ez-toc-section-end\"><\/span><\/h2>\n<table>\n<thead>\n<tr>\n<th>Holding period<\/th>\n<th>Tax rate<\/th>\n<th>Description<\/th>\n<\/tr>\n<\/thead>\n<tbody>\n<tr>\n<td>Units held less than 1 year<\/td>\n<td>20%<\/td>\n<td>Short-term capital gains tax<\/td>\n<\/tr>\n<tr>\n<td>Units held more than 1 year<\/td>\n<td>12.5%<\/td>\n<td>Long-term capital gains tax<\/td>\n<\/tr>\n<\/tbody>\n<\/table>\n<p>Exit load: 0.25% if units are sold on or before 30 days; nil after 30 days.<\/p>\n<p class=\"mf-source-date\"><small>Source data date: as of 10 Sep 2026<\/small><\/p>\n<h2 style=\"font-weight:700\"><span class=\"ez-toc-section\" id=\"Frequently_asked_questions\"><\/span>Frequently asked questions<span class=\"ez-toc-section-end\"><\/span><\/h2>\n<h3 style=\"font-weight:700\"><span class=\"ez-toc-section\" id=\"What_is_the_current_NAV_of_Edelweiss_Equity_Savings_Fund_Direct_Growth_Plan\"><\/span>What is the current NAV of Edelweiss Equity Savings Fund Direct Growth Plan?<span class=\"ez-toc-section-end\"><\/span><\/h3>\n<p>The NAV is \u20b930.6538 as of 10 Sep 2026.<\/p>\n<h3 style=\"font-weight:700\"><span class=\"ez-toc-section\" id=\"What_are_the_funds_1-year_3-year_and_5-year_returns\"><\/span>What are the fund\u2019s 1-year, 3-year and 5-year returns?<span class=\"ez-toc-section-end\"><\/span><\/h3>\n<p>The 1-year return is 8.49%, the 3-year return is 11.44%, and the 5-year return is 9.76%.<\/p>\n<h3 style=\"font-weight:700\"><span class=\"ez-toc-section\" id=\"How_has_the_fund_performed_versus_the_benchmark\"><\/span>How has the fund performed versus the benchmark?<span class=\"ez-toc-section-end\"><\/span><\/h3>\n<p>It has outpaced the benchmark across all listed periods, including 1 month, 3 months, 1 year, 3 years and 5 years. The 1-year benchmark return is -7.31%, while the fund stayed positive at 8.49%.<\/p>\n<h3 style=\"font-weight:700\"><span class=\"ez-toc-section\" id=\"How_does_it_compare_with_the_displayed_peer_funds\"><\/span>How does it compare with the displayed peer funds?<span class=\"ez-toc-section-end\"><\/span><\/h3>\n<p>Its 1-year return is slightly ahead of HSBC Equity Savings Fund Direct Growth Plan and above the other displayed peers on that measure. HSBC has stronger 3-year and 5-year returns, so the longer view is more mixed.<\/p>\n<h3 style=\"font-weight:700\"><span class=\"ez-toc-section\" id=\"Is_there_a_minimum_SIP_amount\"><\/span>Is there a minimum SIP amount?<span class=\"ez-toc-section-end\"><\/span><\/h3>\n<p>No minimum SIP amount is stated here, so we do not present one.<\/p>\n<h3 style=\"font-weight:700\"><span class=\"ez-toc-section\" id=\"Who_manages_the_fund_and_what_is_the_exit_load\"><\/span>Who manages the fund and what is the exit load?<span class=\"ez-toc-section-end\"><\/span><\/h3>\n<p>The fund is managed by Bhavesh Jain, Bharat Lahoti, Rahul Dedhia, and Kedar Karnik. The exit load is 0.25% if units are sold on or before 30 days, and nil after 30 days.<\/p>\n<h2 style=\"font-weight:700\"><span class=\"ez-toc-section\" id=\"Bottom_line\"><\/span>Bottom line<span class=\"ez-toc-section-end\"><\/span><\/h2>\n<p>Edelweiss Equity Savings Fund Direct Growth Plan has shown a steadier long-term pattern than the benchmark, and its recent returns have also stayed positive through a mixed market backdrop. Compared with the displayed peers, the short-term result is encouraging, while the longer-term picture is more balanced because one peer has compounded better over 3 and 5 years. The Medium Risk profile, the cash-and-debt presence in the portfolio, and the broad spread across holdings make it more suitable for investors who prefer a smoother hybrid route than a pure equity swing.<\/p>\n<p class=\"univest-posted-at\" style=\"font-size:14px;color:#666;margin:20px 0 8px\">Published on 11 September 2026 at 3:28 PM IST<\/p>\n<section class=\"univest-login-cta\" style=\"margin:28px 0;padding:24px;border-radius:10px;background:#eef5ff;border:1px solid #cddff7;text-align:center\">\n<h2 style=\"font-weight:700\"><span class=\"ez-toc-section\" id=\"Explore_mutual_funds_with_Univest\"><\/span>Explore mutual funds with Univest<span class=\"ez-toc-section-end\"><\/span><\/h2>\n<p>Review mutual fund data, compare performance and explore fund insights on Univest.<\/p>\n<p><a href=\"https:\/\/univest.in\/user\/log-in\" style=\"display:inline-block;padding:11px 20px;border-radius:6px;background:#1f4e79;color:#fff !important;text-decoration:none;font-weight:700\">Explore Univest<\/a><\/p>\n<\/section>\n<section class=\"univest-disclaimer\">\n<h2 style=\"font-weight:700\"><span class=\"ez-toc-section\" id=\"RIA_disclosure\"><\/span>RIA disclosure<span class=\"ez-toc-section-end\"><\/span><\/h2>\n<p>Mutual fund investments are subject to market risks. Read all scheme-related documents carefully before investing. This review is prepared by Uniapps Investment Adviser Pvt. Ltd. (earlier known as Uniapps Global Research Pvt. Ltd.) under SEBI Registered Investment Adviser registration INA000017639 for general informational purposes and is not personalized investment advice.<\/p>\n<\/section>\n<p><script type=\"application\/ld+json\">{\"@context\":\"https:\/\/schema.org\",\"@type\":\"InvestmentFund\",\"name\":\"Edelweiss Equity Savings Fund Direct Growth Plan\",\"identifier\":\"edelweiss-equity-savings-fund-g-direct-plan\",\"category\":\"Hybrid\",\"dateCreated\":\"13 Oct 2014\",\"isAccessibleForFree\":true,\"additionalProperty\":[{\"@type\":\"PropertyValue\",\"name\":\"NAV\",\"value\":30.6538,\"valueReference\":\"as of 10 Sep 2026\"},{\"@type\":\"PropertyValue\",\"name\":\"AUM\",\"value\":\"1659 Cr\"},{\"@type\":\"PropertyValue\",\"name\":\"Expense Ratio\",\"value\":\"0.61\"},{\"@type\":\"PropertyValue\",\"name\":\"Benchmark\",\"value\":\"Nifty 50\"},{\"@type\":\"PropertyValue\",\"name\":\"1Y Return\",\"value\":8.49},{\"@type\":\"PropertyValue\",\"name\":\"3Y Return\",\"value\":11.44},{\"@type\":\"PropertyValue\",\"name\":\"5Y Return\",\"value\":9.76},{\"@type\":\"PropertyValue\",\"name\":\"Fund Managers\",\"value\":\"Bhavesh Jain, Bharat Lahoti, Rahul Dedhia, Kedar Karnik\"}]}<\/script><script type=\"application\/ld+json\">{\"@context\":\"https:\/\/schema.org\",\"@type\":\"FAQPage\",\"mainEntity\":[{\"@type\":\"Question\",\"name\":\"What is the current NAV of Edelweiss Equity Savings Fund Direct Growth Plan?\",\"acceptedAnswer\":{\"@type\":\"Answer\",\"text\":\"The NAV is \u20b930.6538 as of 10 Sep 2026.\"}},{\"@type\":\"Question\",\"name\":\"What are the fund\u2019s 1-year, 3-year and 5-year returns?\",\"acceptedAnswer\":{\"@type\":\"Answer\",\"text\":\"The 1-year return is 8.49%, the 3-year return is 11.44%, and the 5-year return is 9.76%.\"}},{\"@type\":\"Question\",\"name\":\"How has the fund performed versus the benchmark?\",\"acceptedAnswer\":{\"@type\":\"Answer\",\"text\":\"It has outpaced the benchmark across all listed periods, including 1 month, 3 months, 1 year, 3 years and 5 years. The 1-year benchmark return is -7.31%, while the fund stayed positive at 8.49%.\"}},{\"@type\":\"Question\",\"name\":\"How does it compare with the displayed peer funds?\",\"acceptedAnswer\":{\"@type\":\"Answer\",\"text\":\"Its 1-year return is slightly ahead of HSBC Equity Savings Fund Direct Growth Plan and above the other displayed peers on that measure. HSBC has stronger 3-year and 5-year returns, so the longer view is more mixed.\"}},{\"@type\":\"Question\",\"name\":\"Is there a minimum SIP amount?\",\"acceptedAnswer\":{\"@type\":\"Answer\",\"text\":\"No minimum SIP amount is stated here, so we do not present one.\"}},{\"@type\":\"Question\",\"name\":\"Who manages the fund and what is the exit load?\",\"acceptedAnswer\":{\"@type\":\"Answer\",\"text\":\"The fund is managed by Bhavesh Jain, Bharat Lahoti, Rahul Dedhia, and Kedar Karnik. The exit load is 0.25% if units are sold on or before 30 days, and nil after 30 days.\"}}]}<\/script><script type=\"application\/ld+json\">{\"@context\":\"https:\/\/schema.org\",\"@type\":\"Organization\",\"name\":\"Uniapps Investment Adviser Pvt. Ltd.\",\"description\":\"SEBI Registered Investment Adviser INA000017639\"}<\/script><\/p>\n","protected":false},"excerpt":{"rendered":"<p>Edelweiss Equity Savings Fund Direct Growth Plan has a \u20b930.6538 NAV as of 10 Sep 2026, \u20b91,659 Cr AUM, and 1Y\/3Y\/5Y returns of 8.49%\/11.44%\/9.76%.<\/p>\n","protected":false},"author":38,"featured_media":244526,"comment_status":"open","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[3841],"tags":[],"class_list":["post-244527","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-mutual-funds"],"metadata":{"rank_math_internal_links_processed":["1"],"_thumbnail_id":["244526"],"rank_math_title":["Edelweiss Equity Savings Fund NAV, Returns &amp; Review"],"rank_math_description":["Edelweiss Equity Savings Fund Direct Growth Plan NAV is \u20b930.6538 as of 10 Sep 2026; 1Y return is 8.49% and 5Y return is 9.76%."],"rank_math_focus_keyword":["Edelweiss Equity Savings Fund Direct Growth Plan review"],"rank_math_robots":["a:2:{i:0;s:7:\"noindex\";i:1;s:8:\"nofollow\";}"]},"jetpack_sharing_enabled":true,"jetpack_featured_media_url":"https:\/\/univest.in\/blogs-2\/wp-content\/uploads\/2026\/09\/Edelweiss_Equity_Savings_Fund_Direct_Growth_Review_2026_NAV_Returns_Portfolio_Should_You_Invest_neutral.png","_links":{"self":[{"href":"https:\/\/univest.in\/blogs-2\/wp-json\/wp\/v2\/posts\/244527","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/univest.in\/blogs-2\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/univest.in\/blogs-2\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/univest.in\/blogs-2\/wp-json\/wp\/v2\/users\/38"}],"replies":[{"embeddable":true,"href":"https:\/\/univest.in\/blogs-2\/wp-json\/wp\/v2\/comments?post=244527"}],"version-history":[{"count":0,"href":"https:\/\/univest.in\/blogs-2\/wp-json\/wp\/v2\/posts\/244527\/revisions"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/univest.in\/blogs-2\/wp-json\/wp\/v2\/media\/244526"}],"wp:attachment":[{"href":"https:\/\/univest.in\/blogs-2\/wp-json\/wp\/v2\/media?parent=244527"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/univest.in\/blogs-2\/wp-json\/wp\/v2\/categories?post=244527"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/univest.in\/blogs-2\/wp-json\/wp\/v2\/tags?post=244527"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}