
Edelweiss Equity Savings Fund(G)-Direct Plan
+9.67%
5Y annualised
+9.67%
5Y annualised
-0.13% 1D
Expert Rating Locked 🔒
Subscribe to unlock the ratings
- Lorem ipsum dolor sit amet, consectetur adipiscing elit.
- Mattis eget etiam curabitur a cras malesuada pulvinar.
Buy, Hold or Sell?
Unlock our SEBI-RIA verdict on this fund.

NAV : 13 Nov 2026
₹31.10
Min. SIP amount
₹100
Fund size (AUM)
1757 Cr
Expense ratio
0.61%
Launched on
13 Oct 2014
Lock-in period
N/A
Benchmark
Nifty 50
Fund Plan
Direct
NAV : 13 Nov 2026
₹31.10
Min. SIP amount
₹100
Fund size (AUM)
1757 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
40.23%
Mid Cap
16.72%
Small Cap
5.60%
Others
37.45%
Sector Allocation
Bank
16.19%
Domestic Mutual Funds Units
13.16%
Finance
9.86%
Corporate Debt
9.03%
Telecom
6.01%
Iron & Steel
4.22%
Crude Oil
3.99%
Cash & Cash Equivalents And Net Assets
3.45%
Others
32.88%
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
HSBC Equity Savings Fund(G)-Direct Plan
Edelweiss Equity Savings Fund(G)-Direct Plan
Mirae Asset Equity Savings Fund(G)-Direct Plan
WOC Equity Savings Fund(G)-Direct Plan
Mahindra Manulife Equity Savings Fund(G)-Direct Plan
Axis Equity Savings Fund(G)-Direct Plan
Capitalmind Flexi Cap Fund(G)-Direct Plan
Aditya Birla SL Equity Savings Fund(G)-Direct Plan
FAQs
B. Premium Advisory - Everything in Basic, plus dedicated 1:1 expert calls, deeper portfolio reviews, personalised reports, and priority support to help you make confident, well-guided investment decisions.
