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Enter a Single character of a Scheme :
05 Sep 2026 | 19:09 IST
Edelweiss Equity Savings Fund (G)
Summary Info
Fund Name : Edelweiss Mutual Fund
Scheme Name : Edelweiss Equity Savings Fund (G)
AMC : Edelweiss Mutual Fund
Type : OPEN
Category : Hybrid - Arbitrage Oriented
Launch Date : 22-Sep-14
Fund Manager : Bharat Lahoti
Net Assets:(Rs. cr) 1529.64
 
1Month 3Month 6Month 1Year 3Year 5Year Since Inception
Latest Payouts
  Dividends Bonus
Quantum of Dividend % NA NA
Date NA 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 0.00 0.90 4.09 6.12 7.77 10.53 8.54 8.85
Category Avg -0.22 -0.32 2.60 2.70 4.40 8.21 7.61 8.06
Category Best 1.42 2.13 5.73 8.82 10.14 16.32 12.84 11.45
Category Worst -0.58 -1.08 1.41 0.61 -0.88 6.07 5.51 4.06
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 [%]
0.2829 1.2330 1.1686 4.5991 0.0552
Holdings Date :31-Jul-26
Company Name% Hold
HDFC Bank 5.20
S A I L 4.42
Bharti Airtel 3.76
ICICI Bank 3.66
Adani Green 3.25
Reliance Industr 3.17
Vodafone Idea 2.71
NMDC 1.69
UPL 1.58
Hindalco Inds. 1.54
Axis Bank 1.39
Natl. Aluminium 1.20
Adani Ports 1.11
Manappuram Fin. 0.97
Billionbrains 0.96
Kotak Mah. Bank 0.87
Multi Comm. Exc. 0.85
Eternal 0.81
Ambuja Cements 0.80
RBL Bank 0.75
M & M 0.72
SBI 0.71
Grasim Inds 0.68
BSE 0.65
Divi's Lab. 0.63
Shadowfax Techno 0.63
Time Technoplast 0.61
ITC 0.55
Bajaj Finance 0.54
Glenmark Pharma. 0.49
Indus Towers 0.44
Neuland Labs. 0.44
Sun Pharma.Inds. 0.44
NTPC 0.42
Gabriel India 0.42
Aequs 0.41
UltraTech Cem. 0.41
JSW Steel 0.40
Sudeep Pharma 0.39
Federal Bank 0.38
Larsen & Toubro 0.38
Hero Motocorp 0.38
B P C L 0.36
CMR Green Tech. 0.36
Titan Company 0.35
CEAT 0.34
Aether Industri. 0.31
Bandhan Bank 0.30
TCS 0.30
Tech Mahindra 0.29
AU Small Finance 0.28
Vedanta Aluminiu 0.28
Hind.Aeronautics 0.27
GE Vernova T&D 0.27
Britannia Inds. 0.26
Shriram Finance 0.26
Apollo Hospitals 0.26
B H E L 0.24
Bharat Electron 0.24
Schaeffler India 0.24
Maruti Suzuki 0.24
Torrent Pharma. 0.23
CG Power & Ind 0.23
Wakefit Innovati 0.23
C D S L 0.23
Bajaj Auto 0.22
Polycab India 0.22
IndusInd Bank 0.22
Union Bank (I) 0.22
Hind. Unilever 0.21
APL Apollo Tubes 0.19
ICICI AMC 0.18
Azad Engineering 0.18
Bajaj Finserv 0.17
Asian Paints 0.17
Infosys 0.17
TVS Motor Co. 0.17
Indian Bank 0.17
Vedanta 0.16
Abbott India 0.15
Cipla 0.15
Pidilite Inds. 0.15
Mphasis 0.15
Aster DM Quality 0.15
Kalyan Jewellers 0.14
Amagi Media Labs 0.13
Muthoot Finance 0.13
Power Fin.Corpn. 0.13
Life Insurance 0.13
HCL Technologies 0.12
H P C L 0.12
Dixon Technolog. 0.12
Persistent Syste 0.11
REC Ltd 0.10
Interglobe Aviat 0.10
Adani Energy Sol 0.10
FSN E-Commerce 0.10
Lupin 0.10
Chola Financial 0.10
Punjab Natl.Bank 0.10
Canara Bank 0.08
HDFC Life Insur. 0.08
GMR Airports 0.07
Yes Bank 0.07
Biocon 0.07
Coal India 0.07
Bank of Baroda 0.06
HDFC AMC 0.06
AAVAS Financiers 0.05
Adani Enterp. 0.04
Ashok Leyland 0.04
Mankind Pharma 0.03
Vedanta Power 0.02
Kusumgar 0.02
Vedanta Iron & S 0.02
Jio Financial 0.02
Vedanta Oil and 0.02
Godrej Consumer 0.02
JSW Energy 0.01
Tata Motors PVeh 0.01
Godrej Propert. 0.00
Swiggy 0.00
Astral 0.00
Dr Reddy's Labs 0.00
Bharti Telecom 1.62
Bajaj Finance 1.62
HDB FINANC SER 3.26
N A B A R D 0.65
GSEC2033 1.68
GSEC2029 0.67
C C I 7.67
Net CA & Others 3.54
TVS Motor Co. 0.00
Edelweiss Liquid Fund - Direct (G) 2.77
Edelweiss Low Duration Fund-Direct (G) 2.44
Edelweiss Money Market Fund - Direct (G) 2.43
Edelweiss CRISIL-IBX AAA Bond NBFC-HFC-Jun 2027 In 0.17
Accrued Interest 0.44
Brookfield India 1.38
Bagmane Prime RE 0.90
Mindspace Busine 0.04
Altius Telecom 1.31
IndiGrid Trust 1.24
Cube Highways 0.87
RaajMarg Infra 0.76
NDR INVIT Trust 0.27
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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