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Showing Funds Performance since Sep 07, 2020

Fund Overview

Min. investment

SIP ₹500 & Lump. ₹1000

AUM (Fund size)

₹7 Cr

Lock In Period

N/A

Expense Ratio

1.44

Benchmark

Crisil Liquid Fund Index

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.

Summary

Latest details for Edelweiss Equity Savings Advantage Fund. Growth include a ₹ NAV as of May 13,2026 and returns since inception of --%. Minimum investments start at SIP ₹500. The Edelweiss Equity Savings Advantage Fund. Growth AUM is ₹7 Cr, with a lock-in of N/A years, expense ratio of 1.44%, and benchmark Crisil Liquid Fund Index. Exit load is - 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.. In the growth review for 1M Month/Year, the fund recorded 0.00% returns, against a category average of -0.49% and a category best of 126.76%.

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Growth Review

DurationFund Return(%)Category Average(%)Category Best(%)
1M0.00-0.49126.76
6M0.000.95126.76
1Y0.004.49126.76
3Y0.0012.33126.76

Portfolio Analysis

  • Equity:
  • Debt:
  • Others
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About Fund

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
This FundBajaj Finserv Balanced Advantage Fund Growth01228.8 CR2.1
This FundHelios Arbitrage Fund Growth048.24 CR1.04
This FundBandhan Multi Asset Allocation Fund Growth02939.69 CR1.86
This FundGroww Arbitrage Fund Growth040.77 CR
This FundSamco Multi Asset Allocation Fund Growth0401.71 CR2.2
Fund Name1Y3Y
This FundBajaj Finserv Balanced Advantage Fund Growth-0.67270
This FundHelios Arbitrage Fund Growth00
This FundBandhan Multi Asset Allocation Fund Growth18.15040
This FundGroww Arbitrage Fund Growth00
This FundSamco Multi Asset Allocation Fund Growth6.95810

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.
Min Inv Amount: ₹500