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Mutual FundsEdelweiss Equity Savings Fund Direct - GrowthE
5 Year Absolute Returns
75.42%
NAV (₹) on 08 Aug 2025
27.7957
1 Day NAV Change
-0.07%4
Morningstar
5
Value Research
About Fund
Edelweiss Equity Savings Fund Direct - Growth is a Hybrid mutual fund scheme launched on 13 Oct 2014. Investors can begin their investment journey with a minimum SIP of ₹100 or a lumpsum investment of ₹100. The fund manages total assets worth ₹670.07 crores, and the current NAV stands at ₹27.7957 as of 08 Aug 2025. The fund has delivered absolute returns of 8.84% in the past 1 year. For the last 3 years the fund has delivered a CAGR of 12.15%. For 5 years it has given a CAGR of 11.90%. The expense ratio of the fund is 0.60%. From the funds total AUM, its top holdings include Cash Offset For Derivatives at 40.51%, Net Receivables/(Payables) at 17.88%, Reliance Industries at 7.09%, Future on Reliance Industries Ltd at 5.53%, HDFC Bank at 5.02%
NAV
NIFTY50
NAV
NIFTY50
2X
Investors doubled money in past 85 months.
CAGR: 11.90%
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Returns Calculator
Based on Annualised Returns
Investment Type
SIP Amount
Investment Period
5Y
₹ 32.73 L
3.50%
₹ 39.70 L
10.61%
₹ 41.13 L
11.90%
Savings Account
Regular Funds
This Fund on Dhan
Total Investment
₹ 30,00,000
Returns
₹ 11,12,949 (37.10%)
Maturity Value
₹ 41,12,949
Disclaimer: Fixed deposits offer guaranteed returns. Mutual fund investments carry market risks; read all scheme-related documents carefully. Past performance does not guarantee future returns.
Direct vs Regular Returns
| This Fund | Exp. Ratio | 1M | 3M | 6M | 1Y | 3Y | 5Y |
|---|---|---|---|---|---|---|---|
| Direct | 0.60% | -0.43% | 3.21% | 4.96% | 8.84% | 41.06% | 75.42% |
| Regular | 1.60% | -0.52% | 2.96% | 4.44% | 7.76% | 36.48% | 65.60% |
Fund Details
Min. SIP Amount
₹ 100.00
Min. Lumpsum Amount
₹ 100.00
AUM (in Cr.)
₹ 670.07
Expense Ratio
0.60%
Lock-in Period
No Lock in Period
Inception Date
13 Oct 2014
Fund Age
10 Yrs
Benchmark
NIFTY Equity Savings Index TRI
Scheme Type
Open Ended
Stamp Duty
0.005% (from July 1st 2020)
Exit Load
- Exit load of 0.25%, if redeemed within 30 days.
Tax Implication
- If you redeem within 1 year, STCG are taxed at 20%; If you redeem after 1 year, and returns exceed ₹1.25 Lakhs in a financial year, LTCG are taxed at 12.5%
Fund AUM History
2025
2024
2023
2022
| Parameters | Jan | Feb | Mar | Apr | May | Jun |
|---|---|---|---|---|---|---|
| AUM (in Cr.) | 572 | 569 | 577 | 598 | 639 | 670 |
| Change | 11 | -3 | 9 | 21 | 41 | 31 |
| Change % | 1.91% | -0.61% | 1.54% | 3.61% | 6.82% | 4.87% |
Fund Returns Vs Nifty 50
*The above table contains absolute returns.
Historical Returns
Year | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
2025 | -0.89% | -1.79% | 2.47% | 1.78% | 1.35% | 1.33% | 0.13% | 0.08% | NA | NA | NA | NA |
2024 | 1.43% | 1.15% | 0.37% | 1.21% | 0.79% | 1.70% | 1.56% | 1.34% | 1.21% | -1.15% | 0.32% | 1.23% |
2023 | -0.61% | -0.03% | 0.22% | 1.64% | 1.69% | 1.36% | 2.06% | 0.23% | 0.93% | -0.13% | 2.48% | 1.82% |
2022 | -0.07% | -1.51% | 0.90% | 0.12% | -0.86% | -1.27% | 2.83% | 1.49% | -0.23% | 2.27% | 1.52% | -1.22% |
2021 | -0.46% | 1.42% | 0.08% | -0.25% | 2.60% | 1.89% | 1.36% | 2.22% | 0.91% | 0.31% | -0.61% | 0.23% |
2020 | 1.08% | -0.52% | -4.78% | 5.95% | 0.95% | 1.81% | 2.79% | 1.32% | -0.06% | 0.55% | 3.27% | 2.80% |
2019 | -0.43% | 0.06% | 2.33% | 0.61% | 1.53% | -0.57% | -1.70% | 1.45% | 1.87% | 2.62% | 0.37% | 0.46% |
2018 | 1.37% | -1.42% | 0.13% | 1.76% | 0.32% | 0.10% | 2.58% | 0.85% | -2.33% | -0.30% | 1.84% | 0.65% |
2017 | 1.74% | 0.81% | 1.46% | 0.74% | 1.59% | -0.00% | 2.18% | -0.18% | 0.08% | 2.09% | 0.03% | 1.79% |
2016 | -1.03% | -2.41% | 2.42% | 0.79% | 1.76% | 0.53% | 1.82% | 1.38% | -0.27% | -0.34% | -1.70% | 0.19% |
2015 | 2.96% | 0.48% | -0.74% | -1.31% | 0.93% | 0.18% | 1.16% | -1.20% | 1.12% | 0.54% | -0.34% | 0.45% |
2014 | NA | NA | NA | NA | NA | NA | NA | NA | NA | 1.68% | 1.33% | -0.04% |
Asset Allocation
AUM
₹670.07 Cr
Cash Holding
60.58%
Equity
26.36%
Cash
60.58%
Debt
13.07%
Other
0.00%
Sector Holdings
as of 30 Jun 2025
| Sectors | Allocation | Weightage | Value (in Cr.) |
|---|---|---|---|
| Other | 33.13% | ||
| Financial Services | 18.41% | ||
| Basic Materials | 9.52% | ||
| Energy | 8.83% | ||
| Consumer Cyclical | 6.25% | ||
| Industrials | 6.03% | ||
| Communication Services | 5.74% | ||
| Technology | 4.00% | ||
| Healthcare | 3.89% | ||
| Consumer Defensive | 2.11% | ||
| Utilities | 1.70% | ||
| Real Estate | 0.40% |
Stock Holdings
as of 30 Jun 2025
| Name | Allocation | Weightage |
|---|---|---|
C Cash Offset For Derivatives | 40.51% | |
N Net Receivables/(Payables) | 17.88% | |
R Reliance Industries | 7.09% | |
F Future on Reliance Industries Ltd | 5.53% | |
H HDFC Bank | 5.02% | |
7 718GS2033 | 3.91% | |
H Hdb Financial Services Limited | 3.77% | |
F Future on UPL Ltd | 3.75% | |
B Bharti Airtel | 3.67% | |
F Future on HDFC Bank Ltd | 3.36% | |
F Future on Bharti Airtel Ltd | 2.97% | |
I ICICI Bank | 2.71% | |
G GOI LOAN 7.1% 2034 | 2.34% | |
U UPL Ltd Ordinary Shares (Partly Paid Rs.1) | 2.33% | |
F Future on Vodafone Idea Ltd | 1.77% | |
V Vodafone Idea | 1.76% | |
F Future on Eternal Ltd | 1.63% | |
E Eternal | 1.63% | |
F Future on Ambuja Cements Ltd | 1.62% | |
A Ambuja Cements | 1.61% | |
G GOI LOAN 7.10% 2029 | 1.55% | |
F Future on Adani Ports & Special Economic Zone Ltd | 1.53% | |
A Adani Ports & SEZ | 1.52% | |
N National Bank For Agriculture And Rural Development | 1.50% | |
F Federal Bank | 1.22% | |
C Coal India | 1.22% | |
F Future on Coal India Ltd | 1.21% | |
F Future on RBL Bank Ltd | 1.17% | |
R RBL Bank | 1.17% | |
L Larsen & Toubro | 1.10% | |
F Future on ICICI Bank Ltd | 1.03% | |
I Infosys | 1.00% | |
C Clearing Corporation Of India Ltd. | 0.99% | |
U UltraTech Cement | 0.96% | |
S State Bank of India | 0.95% | |
F Future on The Federal Bank Ltd | 0.89% | |
B Bajaj Finance | 0.88% | |
F Future on Grasim Industries Ltd | 0.84% | |
G Grasim Industries | 0.84% | |
F Future on NTPC Ltd | 0.76% | |
F Future on Infosys Ltd | 0.76% | |
N NTPC | 0.76% | |
N National Housing Bank | 0.75% | |
K Kotak Bank | 0.74% | |
F Future on Tata Power Co Ltd | 0.74% | |
F Future on UltraTech Cement Ltd | 0.74% | |
A Axis Bank | 0.74% | |
T Tata Power | 0.74% | |
P Premier Energies | 0.73% | |
I ITC | 0.72% | |
M MCX | 0.67% | |
F Future on Hindustan Aeronautics Ltd Ordinary Shares | 0.66% | |
H Hindustan Aeronautics | 0.65% | |
F Future on Vedanta Ltd | 0.65% | |
V Vedanta | 0.65% | |
S Sun Pharmaceutical | 0.65% | |
Z Zinka Logistics Solutions | 0.62% | |
F Future on JSW Steel Ltd | 0.62% | |
J JSW Steel | 0.62% | |
F Future on Tata Motors Ltd | 0.61% | |
T Tata Motors | 0.61% | |
M Mahindra & Mahindra | 0.60% | |
F Future on Axis Bank Ltd | 0.60% | |
E Ellenbarrie Industrial Gases | 0.57% | |
F Future on State Bank of India | 0.57% | |
B Bharat Electronics | 0.52% | |
F Future on Adani Enterprises Ltd | 0.52% | |
A Adani Enterprises | 0.52% | |
F Future on Ashok Leyland Ltd | 0.49% | |
P Power Finance Corporation | 0.49% | |
A Ashok Leyland | 0.49% | |
V Varun Beverages | 0.48% | |
G Gabriel | 0.47% | |
F Future on Glenmark Pharmaceuticals Ltd | 0.46% | |
G Glenmark Pharmaceuticals | 0.46% | |
C Cipla | 0.46% | |
U Union Bank of India | 0.46% | |
I Indian Hotels Company | 0.45% | |
F Future on ITC Ltd | 0.44% | |
T TVS Motors | 0.44% | |
A Accrued Interest | 0.44% | |
T Tata Consultancy Services | 0.43% | |
F Future on Bank of Baroda | 0.43% | |
A Apollo Hospitals | 0.43% | |
B Bank of Baroda | 0.42% | |
R REC | 0.40% | |
F Future on Larsen & Toubro Ltd | 0.40% | |
H HCL Technologies | 0.39% | |
F Future on Polycab India Ltd | 0.37% | |
P Polycab | 0.37% | |
S Sanathan Textiles | 0.36% | |
F Future on Bharat Heavy Electricals Ltd | 0.36% | |
B Bharat Heavy Electricals | 0.35% | |
F Future on SJVN Ltd | 0.35% | |
N NMDC | 0.35% | |
F Future on Kotak Mahindra Bank Ltd | 0.35% | |
F Future on Mahindra & Mahindra Ltd | 0.35% | |
P Page Industries | 0.35% | |
I International Gemmological Institute | 0.34% | |
D DAM Capital Advisors | 0.34% | |
F Future on ICICI Prudential Life Insurance Co Ltd | 0.34% | |
I ICICI Prudential Life Insurance | 0.34% | |
P Pidilite Industries | 0.32% | |
I Indus Towers | 0.31% | |
A AU Small Finance Bank | 0.31% | |
I Indian Bank | 0.29% | |
H Hindustan Unilever | 0.29% | |
F Future on Power Finance Corp Ltd | 0.28% | |
C Coforge | 0.28% | |
D Dixon Technologies | 0.28% | |
U United Spirits | 0.28% | |
H Hindalco Industries | 0.27% | |
A Aether Industries | 0.27% | |
M Max Healthcare Institute | 0.27% | |
I Interglobe Aviation | 0.26% | |
P Persistent Systems | 0.26% | |
F Future on Aurobindo Pharma Ltd | 0.25% | |
C Cera Sanitaryware | 0.25% | |
A Aurobindo Pharma | 0.25% | |
U UNO Minda | 0.25% | |
Z Zydus Life Science | 0.25% | |
A Aster DM Healthcare | 0.24% | |
C Cholamandalam Investment & Finance Company Ltd.31/07/2025 | 0.24% | |
F Future on GMR Airports Ltd | 0.24% | |
G GMR Airports | 0.24% | |
H Hero Motocorp | 0.24% | |
P PB FinTech | 0.24% | |
S Schaeffler India | 0.23% | |
H HDFC Life Insurance | 0.22% | |
P Punjab National Bank | 0.21% | |
F Future on Titan Co Ltd | 0.21% | |
T Titan | 0.21% | |
F Future on Varun Beverages Ltd | 0.21% | |
H Hindustan Zinc | 0.21% | |
A Abbott | 0.21% | |
A Aadhar Housing Finance | 0.20% | |
H HUDCO | 0.20% | |
F Future on Hindustan Unilever Ltd | 0.20% | |
G GAIL | 0.20% | |
F Fortis Healthcare | 0.19% | |
M Marico | 0.18% | |
F Future on TVS Motor Co Ltd | 0.18% | |
G GlaxoSmithKline Pharmaceuticals | 0.18% | |
B Brookfield India Real Estate Trust | 0.18% | |
L Lupin | 0.17% | |
U UPL | 0.17% | |
C Cholamandalam Financial Holdings | 0.17% | |
T The Indian Hotels Company Ltd.31/07/2025 | 0.17% | |
F Future on REC Ltd | 0.16% | |
A Awfis Space Solutions | 0.16% | |
C CCL Products | 0.16% | |
F Future on NMDC Ltd | 0.16% | |
M Minda Corporation | 0.15% | |
T TBO Tek | 0.14% | |
S Stylam Industries | 0.13% | |
B Brigade Enterprises | 0.12% | |
F Future on Cipla Ltd | 0.11% | |
C Cyient | 0.11% | |
F Future on Cyient Ltd | 0.11% | |
F Future on Tata Consultancy Services Ltd | 0.10% | |
D Divis Laboratories | 0.09% | |
F Future on Divi's Laboratories Ltd | 0.09% | |
M Mindspace business Parks Reit | 0.07% | |
F Future on Sun Pharmaceuticals Industries Ltd | 0.07% | |
A Au Small Finance Bank Ltd.31/07/2025 | 0.06% | |
F Future on GAIL (India) Ltd | 0.05% | |
D Dr. Agarwal's Health Care | 0.04% | |
F Future on Godrej Properties Ltd | 0.03% | |
G Godrej Properties | 0.03% | |
F Future on HCL Technologies Ltd | 0.02% | |
F Future on Hindalco Industries Ltd | 0.01% | |
C Cholamandalam Investment | 0.01% | |
S SJVN | 0.01% | |
I ICICI Lombard General Insurance | 0.00% | |
B Bharat Petroleum | 0.00% | |
B Biocon | 0.00% | |
O Orient Cement | 0.00% | |
A Axis Bank Limited | 0.00% | |
M Muthoot Finance | 0.00% | |
N Nykaa | 0.00% | |
O Oil & Natural Gas Corporation | 0.00% | |
P P&G Hygiene and Health Care | 0.00% | |
B Britannia Industries | 0.00% | |
M Maruti Suzuki | 0.00% | |
C Coromandel International | 0.00% | |
N Nestle | 0.00% | |
S Suzlon Energy | 0.00% | |
A Aarti Industries | 0.00% | |
T Torrent Pharmaceuticals | 0.00% | |
N Nippon Life India AMC | 0.00% | |
H HDFC AMC | 0.00% |
Start SIP with as Low as ₹100.
Fund Comparison
Sorted highest to lowest: 3Y Returns
1Y Returns
8.84%
3Y Returns
12.15%
5Y Returns
11.90%
1Y Returns
5.47%
3Y Returns
13.76%
5Y Returns
14.45%
1Y Returns
7.70%
3Y Returns
13.18%
5Y Returns
14.76%
1Y Returns
5.36%
3Y Returns
12.38%
5Y Returns
12.45%
1Y Returns
5.29%
3Y Returns
12.37%
5Y Returns
11.03%
1Y Returns
8.85%
3Y Returns
12.15%
5Y Returns
11.90%
Fund Managers
Name
Bharat Lahoti
Qualification
BE (Electronics & Telecommunication) from Mumbai University and MMS (Finance) from N L Dalmia Institute of Management.
Name
Rahul Dedhia
Qualification
B.E.(Electronics) and also holds a MBA-Finance
Name
Bhavesh Jain
Qualification
Masters in Management Studies (Finance) from Mumbai University.
Name
Pranavi Kulkarni
Qualification
MBA & B.E.
Fund Objective
The investment objective of the scheme is to provide capital appreciation and income distribution to the investors by using equity and equity related instruments, arbitrage opportunities, and investments in debt and money market instruments. However, there can be no assurance that the investment objective of the Scheme will be realized or that income will be generated and the scheme does not assure or guarantee any returns.
Risk-O-Meter
Investors understand that their principal will be at
Moderately High Risk
Risk Scale
Low
Moderately Low
Moderate
Moderately High
High
Very High
AMC Information
Edelweiss Mutual Fund
Funds Managed
54
Assets Managed (₹ Cr)
₹ 1,19,815.66
Contact Details
Registered Address
Edelwiess House,Off.C.S.T. Road,Kalina, Mumbai - 400 098.
Top Funds from Edelweiss Mutual Fund
Long Term Returns
Short Term Returns
Overview
Name | 1Y Returns | 3Y Returns  | 5Y Returns |
|---|---|---|---|
| 6.84% | 26.22% | 31.35% | |
| 1.25% | 22.23% | 31.99% | |
| 0.99% | 19.23% | 23.18% | |
| 2.75% | 18.66% | 23.47% | |
| 1.58% | 18.38% | - | |
| 1.68% | 16.47% | 21.18% | |
| 0.09% | 16.27% | 19.58% | |
| 1.16% | - | - | |
| -8.81% | - | - | |
| 5.77% | - | - |
Sorted highest to lowest: 3Y Returns
1Y Returns
6.84%
3Y Returns
26.22%
5Y Returns
31.35%
1Y Returns
1.25%
3Y Returns
22.23%
5Y Returns
31.99%
1Y Returns
0.99%
3Y Returns
19.23%
5Y Returns
23.18%
1Y Returns
2.75%
3Y Returns
18.66%
5Y Returns
23.47%
1Y Returns
1.58%
3Y Returns
18.38%
5Y Returns
-
1Y Returns
1.68%
3Y Returns
16.47%
5Y Returns
21.18%
1Y Returns
0.09%
3Y Returns
16.27%
5Y Returns
19.58%
1Y Returns
1.16%
3Y Returns
-
5Y Returns
-
1Y Returns
-8.81%
3Y Returns
-
5Y Returns
-
1Y Returns
5.77%
3Y Returns
-
5Y Returns
-
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View AllFAQs
When was Edelweiss Equity Savings Fund launched?
Edelweiss Equity Savings Fund was launched on 13 Oct 2014.
What is the current NAV of Edelweiss Equity Savings Fund?
The current NAV of Edelweiss Equity Savings Fund is ₹27.7957 as of 08 Aug 2025.
What is the AUM of Edelweiss Equity Savings Fund?
The latest value of AUM of Edelweiss Equity Savings Fund is ₹670.07 crores as of 08 Aug 2025.
What is the rate of return of Edelweiss Equity Savings Fund?
The return on investment of Edelweiss Equity Savings Fund is:
- In the past 1Y: 8.84%
- In the past 3Y: 12.15%
- In the past 5Y: 11.90%
What is the expense ratio of Edelweiss Equity Savings Fund?
The expense ratio of Edelweiss Equity Savings Fund is 0.60%.
What is exit load of Edelweiss Equity Savings Fund?
The exit load of Edelweiss Equity Savings Fund is as follows:
Exit load of 0.25%, if redeemed within 30 days.
What is the portfolio of Edelweiss Equity Savings Fund?
The portfolio of Edelweiss Equity Savings Fund includes:
Top 3 sectoral holdings include:
- Reliance Industries: 7.09%
- HDFC Bank: 5.02%
- Bharti Airtel: 3.67%
- ICICI Bank: 2.71%
- UPL Ltd Ordinary Shares (Partly Paid Rs.1): 2.33%
Top 3 sectoral holdings include:
- Others: 115.47%
- Financial Services: 18.41%
- Basic Materials: 9.52%
How risky is investing in Edelweiss Equity Savings Fund?
On the risk scale of Low, Moderately Low, Moderate, Moderately High, High and Very High, the risk-o-meter of Edelweiss Equity Savings Fund is Moderately High.
Who is the fund manager Edelweiss Equity Savings Fund?
The fund manager of Edelweiss Equity Savings Fund is Bharat Lahoti, Rahul Dedhia, Bhavesh Jain, Pranavi Kulkarni.
What is the minimum investment required in Edelweiss Equity Savings Fund?
If you wish to invest in Edelweiss Equity Savings Fund, the minimum SIP amount is ₹100 and Lumpsum is ₹100.
How to invest in Edelweiss Equity Savings Fund directly?
You can easily invest in mutual funds at 0% commission on Dhan. Here's how you can directly invest in Edelweiss Equity Savings Fund:
- Open Demat Account on Dhan if you don't have one.
- Analyze the fund performance.
- Invest via SIP or Lumpsum.
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Edelweiss Equity Savings Fund
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Note: As a policy we do not give stock tips or recommendations and have not authorized anyone to give this on behalf of us. If you know anyone claiming to be a part of Dhan / / Raise or our associate companies or partners and offering such services, please report us on help@dhan.co. Important Information for Investors: To prevent unauthorized transactions in your trading / demat account, do not share your account details, credentials or any personal details with anyone. Keep your mobile number updated with your Stock Broker, Depository Participant and ensure that the same is registered with Stock Exchanges, Depository and KRAs. You will receive alerts and information on your registered mobile number / email for debit and other important transactions in your demat account directly from CDSL / Exchange on the same day. KYC is one time exercise while dealing in securities markets - once KYC is done through a SEBI registered intermediary (Stock Broker, DP, Mutual Fund, etc.), you need not undergo the same process again when you approach another intermediary. No need to issue cheques by investors while subscribing to IPO. Just write the bank account number and sign in the application form to authorise your bank to make payment in case of allotment. No worries for refund as the money remains in investor's account. This is issued in the interest of investors.
Raise Securities Private Limited also known as Dhan is only an order collection platform that collects orders on behalf of clients and places them on BSE StarMF for execution. Client expressly agrees that Dhan is not liable or responsible and does not represent or warrant any damages regarding non- execution of orders or any incorrect execution of orders with regard to the funds chosen by the client or due to, but not being limited to, any link/system failure, delay in transfer of the funds on account of any unforeseen circumstances/issues in the banking system/payment aggregators or any other problems that may result in a delay in crediting the funds into the BSE Star MF's bank account.
Mutual fund investments are subject to market risks, read all scheme related documents carefully before investing. Dhan is not a distributor or agent of any mutual fund. Mutual Funds are not exchange-traded products. Any related disputes will not have access to the Exchange-investor redressal forum or arbitration mechanism. For other disclaimers please refer https://dhan.co/advertisement-disclaimer/
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Kindly, read the Advisory Guidelines of BSE | NSE | MCX for investors as prescribed by the exchange with reference to their circular dated 27th August, 2021 regarding investor awareness and safeguarding client's assets
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