Home | NRI | Business Associates | Knowledge Bank | Careers | Back Office | Contact Us
 
 
Snapshot
Snapshot
Edelweiss Equity Savings Fund (IDCW-M)
Select Section, which you want to view Separately
Summary
Fund Name : Edelweiss Mutual Fund
Scheme Name : Edelweiss Equity Savings Fund (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) 1269.88
 
1Month 3Month 6Month 1Year 3Year 5Year Since Inception  
Latest Payouts
  Dividends Bonus
Ratio 0.8 % NA
Date 23-Mar-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 Return -0.62 -1.91 -2.66 -0.38 5.56 10.47 8.60 8.32
Category Avg -0.73 -2.36 -3.02 -0.67 4.12 9.39 8.27 7.48
Category Best -0.21 -0.68 -0.19 1.64 17.33 17.56 13.06 11.21
Category Worst -1.22 -3.70 -5.79 -5.33 -1.57 6.02 5.89 -2.01
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.
* Move the pointer over the headers to view the definition.
Beta [%] SD [%] Sharpe Ratio [%] Jensons Alpha [%] ER [%]
0.2650 0.9895 1.7097 4.2255 0.0924
Asset Allocation
Holdings
Company Name% Hold
HDFC Bank 6.07
ICICI Bank 4.20
Reliance Industr 4.04
Bharti Airtel 3.42
Adani Green 2.69
Vodafone Idea 2.65
S A I L 2.62
UPL 2.46
Axis Bank 2.23
IndusInd Bank 1.38
Adani Ports 1.19
Ambuja Cements 1.12
Eternal 1.07
Multi Comm. Exc. 0.93
Interglobe Aviat 0.81
Manappuram Fin. 0.80
RBL Bank 0.79
Grasim Inds 0.74
Larsen & Toubro 0.74
SBI 0.73
Natl. Aluminium 0.65
Time Technoplast 0.64
M & M 0.63
Shadowfax Techno 0.62
ITC 0.60
Sammaan Capital 0.58
Bajaj Finance 0.56
Kaynes Tech 0.55
UltraTech Cem. 0.53
NMDC 0.53
Vedanta 0.53
NTPC 0.51
JSW Steel 0.48
Sun Pharma.Inds. 0.47
Federal Bank 0.46
Hindalco Inds. 0.44
Aequs 0.44
Life Insurance 0.42
TCS 0.41
Wakefit Innovati 0.41
Infosys 0.37
Titan Company 0.37
Adani Enterp. 0.36
Neuland Labs. 0.35
Kotak Mah. Bank 0.35
Gabriel India 0.35
Swiggy 0.35
Polycab India 0.35
Sudeep Pharma 0.34
Bharat Electron 0.33
Shriram Finance 0.32
Union Bank (I) 0.32
AU Small Finance 0.31
Glenmark Pharma. 0.30
Maruti Suzuki 0.30
Schaeffler India 0.30
GE Vernova T&D 0.29
Anant Raj 0.29
Tech Mahindra 0.29
APL Apollo Tubes 0.28
Hind.Aeronautics 0.28
Apollo Hospitals 0.27
C D S L 0.26
Indus Towers 0.25
Torrent Pharma. 0.25
Indian Bank 0.24
Max Healthcare 0.24
Bajaj Auto 0.23
Aether Industri. 0.23
B P C L 0.23
CG Power & Ind 0.23
Britannia Inds. 0.22
CEAT 0.22
Yes Bank 0.22
Aditya Infotech 0.22
Bajaj Finserv 0.21
Dr Reddy's Labs 0.21
H P C L 0.20
Bank of Baroda 0.20
Bharti Hexacom 0.20
B H E L 0.19
Asian Paints 0.18
Abbott India 0.18
Mphasis 0.18
TVS Motor Co. 0.18
Cipla 0.17
GMR Airports 0.17
AAVAS Financiers 0.17
Muthoot Finance 0.17
HCL Technologies 0.16
Pidilite Inds. 0.16
Power Fin.Corpn. 0.15
Dixon Technolog. 0.15
Restaurant Brand 0.15
Aster DM Health. 0.14
Punjab Natl.Bank 0.13
Chola Financial 0.13
Lupin 0.11
Amagi Media Labs 0.11
REC Ltd 0.11
Persistent Syste 0.11
ICICI AMC 0.10
HDFC Life Insur. 0.10
FSN E-Commerce 0.10
GK Energy 0.09
Biocon 0.08
Nestle India 0.08
Tata Steel 0.07
Hind. Unilever 0.05
Ellen.Indl.Gas 0.03
Adani Enterp. PP 0.02
Hero Motocorp 0.01
Astral 0.00
Bajaj Finance 1.97
Bharti Telecom 1.96
HDB FINANC SER 3.95
N A B A R D 0.79
GSEC2033 2.03
GSEC2029 0.81
C C I 7.32
Net CA & Others -0.80
TVS Motor Co. 0.00
Edelweiss Liquid Fund - Direct (G) 7.13
Edelweiss Low Duration Fund-Regular (G) 2.86
Edelweiss Money Market Fund - Direct (G) 2.84
Edelweiss CRISIL-IBX AAA Bond NBFC-HFC-Jun 2027 In 0.20
Accrued Interest 0.38
Brookfield India 0.39
Mindspace Busine 0.04
IndiGrid Trust 1.93
 < Back Top
BSE Disclaimer     |     Disclaimer     |     Privacy Statement     |     Terms of Use     |     Feedback     |    Sitemap     |    Downloads    |     Client Bank Details
Useful Links   | Risk Disclosure   | Rules and Regulations   |   Investor Charter / Complaints   |   Smart ODR   |   Scores   |   Attention Investors   | Audit Compliance Report   | RA – Annual Compliance Audit Report 2024-25   | UPI IDs for Payment

SEBI Saa₹thi Mobile App/SEBI Investor Website  

SSJ FINANCE & SECURITIES PRIVATE LIMITED:
1st Floor, Merchant Chamber, Opp. Patkar Hall, 41, New Marine Lines, Mumbai – 400 020
SEBI Regn. Number: INZ000178436 | CDSL: IN-DP-109-2015 | ARN: 40860 | CIN: U67120MH1996PTC104822
SSJ COMMODITIES PRIVATE LIMITED:
SEBI Regn. Number: INZ000013439 | CIN: U51909MH2003PTC140481|Research Analyst SEBI Reg. No.INH000001527
2006-07 © SSJ Finance & Securities Pvt. Ltd. All Rights Reserved Designed, Developed & Maintained By
C-MOTS InfoTech(ISO 9001:2015 & ISO/IEC 27001:2022 Certified)
Content powered by Capital Market Charts are powered by TradingView