
Edelweiss Equity Savings Fund(G)-Direct Plan
+9.16%
5Y annualised
+9.16%
5Y annualised
-0.27% 1D
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Buy, Hold or Sell?
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NAV : 22 Oct 2026
₹30.14
Min. SIP amount
₹100
Fund size (AUM)
1704 Cr
Expense ratio
0.61%
Launched on
13 Oct 2014
Lock-in period
N/A
Benchmark
Nifty 50
Fund Plan
Direct
NAV : 22 Oct 2026
₹30.14
Min. SIP amount
₹100
Fund size (AUM)
1704 Cr
Expense ratio
0.61%
Launched on
13 Oct 2014
Lock-in period
N/A
Benchmark
Nifty 50
Fund Plan
Direct
SIP Calculator + Returns
Monthly investment
₹8,000
Stock Allocation
Fund Composition
Large Cap
37.14%
Mid Cap
18.62%
Small Cap
5.59%
Others
38.65%
Sector Allocation
Bank
14.95%
Domestic Mutual Funds Units
13.52%
Finance
10.05%
Corporate Debt
6.41%
Cash & Cash Equivalents And Net Assets
6.14%
Telecom
5.90%
Iron & Steel
4.86%
Power
3.46%
Others
33.26%
Minimum investments
Returns vs rankings
Exit load, stamp duty and tax
Exit load
0.25% on or before 30D, Nil after 30D
No exit load after holding period
Stamp duty on investment: 0.005% (from July 1st, 2020)
from July 1st 2020
Tax implication
If you redeem within less than 1 year, returns are taxed as per your Income Tax slab. If you redeem after more than 1 year, returns are taxed at 12.5%.
Fund management
Bhavesh Jain
Present
Bharat Lahoti
Present
Rahul Dedhia
Present
Kedar Karnik
Present
Similar/Peer Fund Comparison
Edelweiss Equity Savings Fund(G)-Direct Plan
HSBC Equity Savings Fund(G)-Direct Plan
WOC Equity Savings Fund(G)-Direct Plan
Aditya Birla SL Equity Savings Fund(G)-Direct Plan
Bandhan Equity Savings Fund(G)-Direct Plan
Mahindra Manulife Equity Savings Fund(G)-Direct Plan
Mirae Asset Equity Savings Fund(G)-Direct Plan
Franklin India Equity Savings Fund(G)-Direct Plan
FAQs
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