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©2021-2026 Raise Securities Private Limited (formerly Moneylicious Securities Private Limited). All rights reserved. CIN: U74999MH2012PTC433549 Millions is part of Raise Financial Services.


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home>mutual funds>Edelweiss Equity Savings Fund - Direct Bonus
Edelweiss Mutual Fund

Edelweiss Equity Savings Fund - Direct Bonus

HybridEquity Savings Fund

5 Year Absolute Returns

+59.41%

5Y CAGR

9.77%

NAV on 07 Sep 2026

30.6541

2XInvestors doubled money in past 75 months!

return calculator

Monthly Investment
Time Period
₹3.83 Lac
Bank Ac
₹4.02 Lac
Fixed Deposit
₹4.32 Lac
This Fund
Total Investment₹ 3,60,000.00
Total Gains₹ 71,801.59

Total Value₹ 4,31,801.59
invest now

Fund Performance

Performance in Equity Savings Fund

1 M
x-0.25%
0.81%
3 M
xx
4.38%
2.66%
6 M
xx
6.57%
3.13%
1 Y
xx
8.92%
4.66%
3 Y
xx
38.74%
29.39%
5 Y
xx
59.41%
49.14%
This FundvsCategory Avg
0.81%
-0.25%1 M
4.38%
2.66%3 M
6.57%
3.13%6 M
8.92%
4.66%1 Y
38.74%
29.39%3 Y
59.41%
49.14%5 Y

Stock Holdings

No holdings data available.

Asset Allocation

No asset data available.

Sector Allocation

No sector data available.

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

Scheme Snapshot

Min SIP Amount

₹ 0

Min Lumpsum

₹ 1

AUM

₹ 1,529.64 Cr.

Lock in Period

0.0 Years

Expense Ratio

0.00%

Inception Date

-

Exit Load

0.25% - If The Units Are Redeemed / Switched Out On Or Before 30 Days From The Date Of Allotment|nil

Fund Manager

Name

Kedar Karnik

Qualification

M.M.S (Finance), B.E.

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.

AMC Information

Edelweiss Mutual Fund

AUM (cr).

₹1,32,557.51

Funds Managed

52

AMC Age

19 Yrs

Date of Incorporation

23 Aug 2007

Phone

022 40979737

Email

EMFHelp@Edelweissmf.com

Website

www.edelweissmf.com

Address

Edelwiess House,, Off.C.S.T. Road,, Kalina, Mumbai - 400 098.

Similar Funds

sorted highest to lowest: 3Y return
HSBC Equity Savings Fund Direct Growth

3Y returns

12.98%

5Y returns

11.11%

5
Edelweiss Equity Savings Fund Direct Growth

3Y returns

11.53%

5Y returns

9.77%

5
Kotak Equity Savings Fund Direct Growth

3Y returns

10.38%

5Y returns

10.28%

5
Mirae Asset Equity Savings Fund Direct Growth

3Y returns

10.03%

5Y returns

9.17%

4
Axis Equity Savings Fund Direct Growth

3Y returns

9.77%

5Y returns

7.96%

4
Name
3Y Returns
5Y Returns
HSBC Equity Savings Fund Direct Growth
12.98%
11.11%
Edelweiss Equity Savings Fund Direct Growth
11.53%
9.77%
Kotak Equity Savings Fund Direct Growth
10.38%
10.28%
Mirae Asset Equity Savings Fund Direct Growth
10.03%
9.17%
Axis Equity Savings Fund Direct Growth
9.77%
7.96%

Other Funds from Edelweiss Mutual Fund

sorted highest to lowest: 3Y return
Edelweiss Mid Cap Fund Direct Growth

3Y returns

21.11%

5Y returns

19.17%

5
Edelweiss Recently Listed IPO Fund Direct Growth

3Y returns

17.97%

5Y returns

12.71%

-
Edelweiss Small Cap Fund Direct Growth

3Y returns

15.80%

5Y returns

17.97%

4
Edelweiss Flexi Cap Fund Direct Growth

3Y returns

15.04%

5Y returns

13.35%

4
Edelweiss Large & Mid Cap Fund Direct Growth

3Y returns

14.63%

5Y returns

13.71%

5
Name
3Y Returns
5Y Returns
Edelweiss Mid Cap Fund Direct Growth
21.11%
19.17%
Edelweiss Recently Listed IPO Fund Direct Growth
17.97%
12.71%
Edelweiss Small Cap Fund Direct Growth
15.80%
17.97%
Edelweiss Flexi Cap Fund Direct Growth
15.04%
13.35%
Edelweiss Large & Mid Cap Fund Direct Growth
14.63%
13.71%

return calculator

Monthly Investment
Time Period
₹3.83 Lac
Bank Ac
₹4.02 Lac
Fixed Deposit
₹4.32 Lac
This Fund
Total Investment₹ 3,60,000.00
Total Gains₹ 71,801.59

Total Value₹ 4,31,801.59
invest now