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Edelweiss Equity Savings Advantage Fund. Growth Return

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Showing Funds Performance since Sep 07, 2020

Edelweiss Equity Savings Advantage Fund. Growth Fund Overview

Min. investment

SIP ₹500 & Lump. ₹1000

AUM (Fund size)

₹7 Cr

Lock In Period

N/A

Expense Ratio

1.44

Exit Load

If the units are redeemed / switched-out on or before 90 days from the date of allotment, the exit load charge will be 0.50%.If the units are redeemed / switched-out after 90 days from the date of allotment, the revised exit load structure will be nil.

Benchmark

Crisil Liquid Fund Index

Edelweiss Equity Savings Advantage Fund. Growth Calculate Returns

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Growth Review

DurationFund Return(%)Category Average(%)Category Best(%)
1M0.00-0.17126.76
6M0.001.63126.76
1Y0.004.20126.76
3Y0.0013.24126.76

Portfolio Analysis

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About Fund Edelweiss Equity Savings Advantage Fund. Growth

Edelweiss Equity Savings Advantage Fund. Growth managed by Edelweiss Mutual Fund,is a Equity - Hybridscheme with Assets Under Management of ₹7 Crore. The fund benchmarks its performance against the Crisil Liquid Fund Index while maintaining an expense ratio of 1.44. Under the expert guidance of Bhavesh Jain ,the fund implements a disciplined investment approach aligned with its mandate. The scheme requires a minimum investment of ₹500 for SIP and ₹1,000 for lump sum investments, making it accessible to diverse investor profiles.

Fund Managers

Bhavesh Jain

Mr. Bhavesh Jain has done his Masters in Management Studies (Finance) from the Mumbai University and has a total work experience of over five years in the equity market segment. Prior to being appointed as an Assistant Fund Manager - Equity, he was designated as a Dealer of all the Equity Schemes of the Fund for over two years. He was also associated with Edelweiss Securities Limited as SGX Nifty Arbitrage Trader.

Peer Comparison

Fund NameRatingsAUMExpense Ratio
WhiteOak Capital Balanced Hybrid Fund Growth0285.35 CR2.3
Old Bridge Arbitrage Fund Growth0173.88 CR2.28
Sundaram Multi Asset Allocation Fund Growth03286.2 CR2.07
The Wealth Company Balanced Advantage Fund Growth046.61 CR2.9
Fund Name1Y3Y
This FundWhiteOak Capital Balanced Hybrid Fund Growth2.27640
This FundOld Bridge Arbitrage Fund Growth00
This FundSundaram Multi Asset Allocation Fund Growth5.93310
This FundThe Wealth Company Balanced Advantage Fund Growth00

Edelweiss Equity Savings Advantage Fund. Growth FAQs

Edelweiss Equity Savings Advantage Fund. Growth's fund is managed by experienced SEBI-registered investment fund manager , who implements the fund's strategy through research-backed decisions while adhering to its stated objectives.

The expense ratio of Edelweiss Equity Savings Advantage Fund. Growth is 1.44. This expense ratio is calculated by dividing the fund's operating expenses by its net assets.

Edelweiss Equity Savings Advantage Fund. Growth’s fund performance is as follows:
  • 1 Month : %
  • 6 Months : %
  • 1 Year : %
  • 3 Years : %
Returns of Edelweiss Equity Savings Advantage Fund. Growth are updated daily based on NAV of ₹ as on undefined NaN,NaN. Since inception, the return has been 0.00%.

You can invest in Edelweiss Equity Savings Advantage Fund. Growth through SIP with a minimum of ₹500 monthly or make a lump sum investment of a minimum ₹1,000. Additional purchase minimums vary by scheme.

The fund size (AUM) of Edelweiss Equity Savings Advantage Fund. Growth is ₹7 crore. It changes based on market performance, inflows, and outflows.

You can track your investment in Edelweiss Equity Savings Advantage Fund. Growth through our website, our Choice FinX mobile app, regular statements, and email updates. Our customer support team is available for queries.