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
₹289 Cr
N/A
2.56
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 | -6.48 | -1.16 | -4.83 |
| 6M | 5.58 | 4.41 | 19.87 |
| 1Y | 0.00 | 4.25 | 11.62 |
| 3Y | 0.00 | 13.75 | 46.93 |
Portfolio Analysis
- Equity: 98.47%
- Debt: 1.53%
- Others
About Fund Edelweiss Financial Services Fund Growth
Edelweiss Financial Services Fund Growth managed by Edelweiss Mutual Fund,is a Banking and Financial Services Fundsscheme with Assets Under Management of ₹289 Crore. The fund benchmarks its performance against the Nifty Financial Services Total Return while maintaining an expense ratio of 2.56. 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 |
|---|---|---|---|
| WhiteOak Capital Banking & Financial Services Fund Growth | 0 | 665 CR | 2.74 |
| Bank of India Banking and Financial Services Fund Growth | 0 | 272 CR | 2.79 |
| Edelweiss Financial Services Fund Growth | 0 | 288 CR | 2.56 |
| HDFC Banking & Financial Services Fund Growth | 2 | 4,687 CR | 2 |
| Bandhan Financial Services Fund Growth | 0 | 1,122 CR | 2.47 |
| Fund Name | 1Y | 3Y |
|---|---|---|
| This FundWhiteOak Capital Banking & Financial Services Fund Growth | 0.3993 | 0 |
| This FundBank of India Banking and Financial Services Fund Growth | 0 | 0 |
| This FundEdelweiss Financial Services Fund Growth | 0 | 0 |
| This FundHDFC Banking & Financial Services Fund Growth | 2.3617 | 32.9421 |
| This FundBandhan Financial Services Fund Growth | -1.2607 | 40.0196 |
Edelweiss Financial Services Fund Growth FAQs
- 1 Month : -6.48%
- 6 Months : 5.58%
- 1 Year : 0.00%
- 3 Years : 0.00%
