Insights of Edelweiss Equity Savings Fund

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Edelweiss Equity Savings Fund is an open-ended hybrid equity savings fund. The launch date of this fund is 13th October 2014. Edelweiss Equity Savings Fund is managed by Mr. Bharat Lahoti (equity), Mr. Hiten Shah (Equity), and Mr. Dhawal Dalal (debt).

Edelweiss Equity Savings Fund is doing well over the years the last three years return of this fund is 8.40%. The return since the launch of Edelweiss Equity Savings Fund is 7.44%. The minimum lump sum investment for Edelweiss Equity Savings Fund is Rs.5000 and the minimum Edelweiss Equity Savings Fund SIP investment is Rs. 500. The exit load is also 0 for Edelweiss Equity Savings Fund. The expense ratio of Edelweiss Equity Savings Fund Regular is 1.72% ( as on 31st March 2019. The AUM of Edelweiss Equity Savings Fund is Rs. 128cr. (as on 28th Feb 2019). Edelweiss Equity Savings Fund comes with two options Edelweiss Equity Savings Fund Growth and Edelweiss Equity Savings Fund Dividend. You can choose where you want to invest but it is advisable to invest in Edelweiss Equity Savings Fund Growth for a better return. You can invest in Mutual Fund online. Edelweiss Equity Savings Fund has 67.83% investment in Indian stocks of which 44.08% is in large-cap stocks, 22.57% is in mid-cap stocks and 1.18% is in small-cap stocks. Edelweiss Equity Savings Fund has 11.59% investment in low-risk securities. Edelweiss Equity Savings Fund has 20.61% is in cash & other receivables.

Top 10 holdings of Edelweiss Equity Savings Fund (11/04/2019)

S.No.

Name of Holding

Net Assets (%)

1

Clearing Corporation of India Ltd.

8.5

2

HDFC LTD. CP RED 15-05-2019#**

7.84

3

DLF Ltd.

6.83

4

Infosys Ltd.

6.75

5

Hexaware Technologies Ltd.

6.19

6

State Bank of India

5.58

7

Adani Power Ltd.

5.57

8

Sun TV Network Ltd.

4.22

9

6.75% HDFC BANK F&O FD RED 19-06-2019

3.2

10

7.75% RBL BANK QTY COM F&O RED 22-08-19

3.2

Top 5 sectors of Edelweiss Equity Savings Fund (11/04/2019)

S.No.

Name of Holding

Net Assets (%)

1

IT – Software

11.7

2

Miscellaneous

11.12

3

Miscellaneous

9.49

4

Miscellaneous

7.7

5

Bank – Private

7.15

Edelweiss Equity Savings Fund

  • Fund Manager- Mr. Dhawal Dalal, Mr. Bharat Lahoti and Mr. Hiten Shah
  • Expense Ratio- 1.72% (31st March 2019)
  • Launch Date- 13th October 2014
  • Benchmark- NIFTY Equity Savings TRI
  • Risk- Moderately High
  • AUM Size- Rs.128 Cr. (28TH February 2019)
  • Return Since Launch- 7.44%

Performance


1-Year

3-Year

5-Year

10-Year

Fund

4.73

8.40

VR MIP TRI

8.42

9.66

Category

3.67

8.39

Rank within Category

6

5

Number of funds in category

15

12

As on Apr 11, 2019

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