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Enter a Single character of a Scheme :
03 Aug 2026 | 14:08 IST
Edelweiss Equity Savings Fund-Dir(IDCW-M)
Summary Info
Fund Name : Edelweiss Mutual Fund
Scheme Name : Edelweiss Equity Savings Fund-Dir(IDCW-M)
AMC : Edelweiss Mutual Fund
Type : OPEN
Category : Hybrid - Arbitrage Oriented
Launch Date : 01-Nov-17
Fund Manager : Bharat Lahoti
Net Assets:(Rs. cr) 1443.86
 
1Month 3Month 6Month 1Year 3Year 5Year Since Inception
Latest Payouts
  Dividends Bonus
Quantum of Dividend % 0.8 % NA
Date 24-Jul-26 NA
Investment Details
Tax benefits :  
Min. Investment(Rs.) : 100
Increm.Investment(Rs.) : 100
Performance(%)
  1 Week
[%]
1 Month
[%]
3 Month
[%]
6 Month
[%]
1 Year
[%]
3 Year
[%]
5 Year
[%]
Since INC
[%]
Scheme Returns 0.81 1.36 3.52 5.14 8.65 11.42 10.11 9.93
Category Avg 0.80 1.00 2.19 2.08 4.53 8.44 8.14 8.07
Category Best 1.29 1.48 4.36 5.88 8.65 16.54 13.07 11.56
Category Worst 0.43 0.29 0.75 0.02 -1.30 6.29 5.90 3.96
Statistical Ratios
What is Beta ?
Beta is a measure of the volatility of the portfolio to that of the index. In simple words it shows the movement of the portfolio in comparison. The Higher the Beta, higher the volatility of the scheme to the index. If its greater than1 , then the portfolio is highly volatile to the movemnts in the index. If the beta is lesser than 1 , then scheme is less volatile to the index and beta which is close to 1 implies that the scheme is closely following the index.
Beta [%] SD [%] Sharpe Ratio [%] Jensons Alpha [%] ER [%]
0.2873 1.2562 1.3384 5.5199 0.0471
Holdings Date :30-Jun-26
Company Name% Hold
HDFC Bank 5.87
ICICI Bank 4.28
Bharti Airtel 3.74
Adani Green 3.72
S A I L 3.61
Reliance Industr 3.32
Vodafone Idea 3.18
UPL 1.58
Adani Ports 1.25
Natl. Aluminium 1.23
Axis Bank 1.21
Hindalco Inds. 1.12
Premier Energies 1.10
Billionbrains 1.06
Multi Comm. Exc. 0.95
Manappuram Fin. 0.90
Ambuja Cements 0.83
RBL Bank 0.78
Shadowfax Techno 0.78
Eternal 0.74
BSE 0.73
Grasim Inds 0.72
M & M 0.69
ITC 0.60
SBI 0.55
Divi's Lab. 0.55
Time Technoplast 0.55
Glenmark Pharma. 0.52
Bajaj Finance 0.50
NMDC 0.49
Aequs 0.45
Neuland Labs. 0.45
NTPC 0.45
Sun Pharma.Inds. 0.44
CMR Green Tech. 0.44
IndusInd Bank 0.43
Larsen & Toubro 0.43
JSW Steel 0.41
UltraTech Cem. 0.41
Sudeep Pharma 0.40
Indus Towers 0.39
Gabriel India 0.39
Bandhan Bank 0.38
Federal Bank 0.37
B P C L 0.36
Titan Company 0.33
GE Vernova T&D 0.33
Hero Motocorp 0.32
Kotak Mah. Bank 0.29
AU Small Finance 0.29
Swiggy 0.29
Vedanta Aluminiu 0.29
Aether Industri. 0.29
TCS 0.28
Hind.Aeronautics 0.27
CG Power & Ind 0.27
Bharat Electron 0.27
Shriram Finance 0.27
Apollo Hospitals 0.27
Schaeffler India 0.26
B H E L 0.26
Tech Mahindra 0.26
Polycab India 0.25
Britannia Inds. 0.25
Maruti Suzuki 0.25
Union Bank (I) 0.24
Wakefit Innovati 0.24
Yes Bank 0.23
C D S L 0.23
Hind. Unilever 0.22
ICICI AMC 0.21
Astral 0.21
APL Apollo Tubes 0.20
J B Chemicals & 0.20
Dr Reddy's Labs 0.20
CEAT 0.19
Asian Paints 0.18
Life Insurance 0.18
Indian Bank 0.17
Azad Engineering 0.17
Bajaj Finserv 0.16
Cipla 0.16
Abbott India 0.15
Bank of Baroda 0.15
Pidilite Inds. 0.15
Mphasis 0.15
Aster DM Health. 0.15
TVS Motor Co. 0.14
Infosys 0.13
H P C L 0.13
Muthoot Finance 0.13
Power Fin.Corpn. 0.13
Max Healthcare 0.12
Amagi Media Labs 0.12
Interglobe Aviat 0.11
Chola Financial 0.11
Lupin 0.10
Punjab Natl.Bank 0.10
Dixon Technolog. 0.10
Adani Energy Sol 0.10
FSN E-Commerce 0.10
REC Ltd 0.10
Persistent Syste 0.09
HDFC Life Insur. 0.09
Kalyan Jewellers 0.09
Vedanta 0.09
Coal India 0.08
GMR Airports 0.08
Biocon 0.07
HDFC AMC 0.06
AAVAS Financiers 0.06
Tata Steel 0.06
Ashok Leyland 0.04
Adani Enterp. 0.04
Torrent Pharma. 0.03
Max Financial 0.03
Vedanta Power 0.03
Mankind Pharma 0.03
Vedanta Iron & S 0.02
Jio Financial 0.02
Vedanta Oil and 0.02
Godrej Consumer 0.02
Tata Motors PVeh 0.02
Bajaj Auto 0.01
Jindal Steel 0.00
Godrej Propert. 0.00
HCL Technologies 0.00
Bajaj Finance 1.72
Bharti Telecom 1.72
HDB FINANC SER 3.46
N A B A R D 0.70
GSEC2033 1.78
GSEC2029 0.71
C C I 5.38
Net CA & Others 1.89
TVS Motor Co. 0.00
Edelweiss Liquid Fund - Direct (G) 3.61
Edelweiss Low Duration Fund-Direct (G) 2.57
Edelweiss Money Market Fund - Direct (G) 2.56
Edelweiss CRISIL-IBX AAA Bond NBFC-HFC-Jun 2027 In 0.18
Accrued Interest 0.40
Copper 0.02
Brookfield India 2.04
Bagmane Prime RE 0.94
Mindspace Busine 0.04
Altius Telecom 1.38
IndiGrid Trust 1.30
RaajMarg Infra 0.79
Cube Highways 0.64
NDR INVIT Trust 0.29
Asset Allocation
             SEBI Common Reg. No. INZ000206338          MAPIN NO:10014845        CDSL : IN-DP-CDSL-291-2005
MERCHANT BANKING REGISTRATION NO : NM000011575
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