Edelweiss Financial Services Fund Growth Return
- 1M
- 3M
- 6M
- 1Y
- 3Y
- 5Y
This Fund:
Sensex:
BankFD:
Showing Funds Performance since Sep 07, 2020
Edelweiss Financial Services Fund Growth Fund Overview
SIP ₹100 & Lump. ₹100
₹274 Cr
N/A
2.6
If the units are redeemed /switched out on or before 90 days from the date of allotment - 1% of the appliable NAV.If the units are redeemed /switched out after 90 days from the date of allotment - NIL.
Nifty Financial Services Total Return
Edelweiss Financial Services Fund Growth Calculate Returns
You would have got
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Growth Review
| Duration | Fund Return(%) | Category Average(%) | Category Best(%) |
|---|---|---|---|
| 1M | -1.21 | -0.82 | 16.11 |
| 6M | 0.00 | 1.01 | 40.05 |
| 1Y | 0.00 | 2.93 | 105.34 |
| 3Y | 0.00 | 10.88 | 199.53 |
Portfolio Analysis
- Equity: 96.98%
- Debt: 3.02%
- Others
About Fund Edelweiss Financial Services Fund Growth
Edelweiss Financial Services Fund Growth managed by Edelweiss Mutual Fund,is a Equity - Sector Fundscheme with Assets Under Management of ₹274 Crore. The fund benchmarks its performance against the Nifty Financial Services Total Return while maintaining an expense ratio of 2.6. Under the expert guidance of Trideep Bhattacharya ,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
Trideep Bhattacharya
Mr. Trideep Bhattacharya is a B.Tech (Electrical Engineer), MBA (Finance). Prior to joining Edelweiss Asset Management Limited he has worked with Axis Mutual Fund, State Street Global Advisors, UBS Global Asset Management and Kotak Securities.
Peer Comparison
| Fund Name | Ratings | AUM | Expense Ratio |
|---|---|---|---|
| Motilal Oswal Active Momentum Fund Growth | 0 | 756 CR | 2.39 |
| Nippon India Innovation Fund Growth | 0 | 2,917 CR | 2.08 |
| Edelweiss Financial Services Fund Growth | 0 | 274 CR | 2.6 |
| HDFC Defence Fund Growth | 5 | 10,529 CR | 1.8 |
| Nippon India Taiwan Equity Fund Growth | 3 | 1,191 CR | 2.6 |
| Fund Name | 1Y | 3Y |
|---|---|---|
| This FundMotilal Oswal Active Momentum Fund Growth | 22.3522 | 0 |
| This FundNippon India Innovation Fund Growth | 2.6089 | 0 |
| This FundEdelweiss Financial Services Fund Growth | 0 | 0 |
| This FundHDFC Defence Fund Growth | 24.0562 | 161.7861 |
| This FundNippon India Taiwan Equity Fund Growth | 102.5633 | 187.3688 |
Edelweiss Financial Services Fund Growth FAQs
- 1 Month : -1.21%
- 6 Months : 0.00%
- 1 Year : 0.00%
- 3 Years : 0.00%
