Our Opinion
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Our Opinion
Riskometer
Moderate
₹25.7393 0.40%
As on 18-Mar-2026
As per SEBI's Riskometer.
Split between different types of investments
Split between categories of Equity investments
We have shifted from our proprietary CapRank classification system to SEBI’s market cap classification system with effect from 14 Jan, 2026.
|
Fund name
|
Rating |
Our Opinion |
Risk
|
Return (%) |
|
Expense Ratio (%)
|
|---|---|---|---|---|---|---|
|
Edelweiss Equity Savings Fund - Regular Plan
|
|
|
Moderate
|
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1.58 |
|
|
|
Low to Moderate
|
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0.97 |
||
 |
|
Moderately High
|
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1.74 |
||
|
|
Moderately High
|
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1.88 |
||
|
|
Moderate
|
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1.50 |
₹1,270 Cr
0.25 (30)
100
1
100
6
About Edelweiss Equity Savings Fund - Regular Plan
Edelweiss Equity Savings Fund - Regular Plan is a hybrid mutual fund scheme of Edelweiss Mutual Fund. Launched on October 13, 2014, it is currently managed by Kedar Karnik, Bhavesh Jain, Bharat Lahoti and Rahul Dedhia. The fund has an expense ratio of 1.58% with an overall AUM (Assets Under Management) of ₹1,270 Cr.
Edelweiss Equity Savings Fund - Regular Plan invests about a third of your money each in equity shares, bonds and arbitrage opportunities, though these proportions may vary a bit. The fund allows minimum lumpsum investment of ₹100 and minimum SIP of ₹100.
Investment Strategy
The scheme seeks 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.
Suitability
Equity Savings funds are suitable for investors:
Note:
Capital Gains Taxation
Disclaimer: The tax information has been prepared on a best-effort basis using information available in the public domain and other sources that Value Research considers reliable. This is not meant as tax advice, and we advise you to consult your tax advisor before making any decision. Value Research takes no responsibility and assumes no liability for any loss or damage arising from any investment or redemption decision based on this information.
Dividend Taxation
Subscribers of Value Research Fund Advisor can conveniently invest in the low-cost direct plan of Edelweiss Equity Savings Fund - Regular Plan through the Value Research Fund Advisor website.
Alternatively, mutual funds can also be purchased directly from the respective fund house’s website. For example, Edelweiss Equity Savings Fund - Regular Plan can be bought from the Edelweiss Mutual Fund website. In such a case, if you are investing in multiple funds from different fund houses, you will need to transact separately on each fund house’s website.
The third option is to invest offline, by seeking assistance from a mutual fund distributor. Most banks also act as mutual fund distributors, and you can approach your bank for help in completing your investment.
The latest declared NAV of Edelweiss Equity Savings Fund - Regular Plan, is ₹25.7393 as of 19-Mar-2026.
| Company | Percentage of Portfolio |
|---|---|
|
Edelweiss Liquid Direct-G |
7.13
|
|
HDB Financial Services Ltd SR A 1 FX Debenture 7.65 10/09/2027 |
3.95
|
|
Edelweiss Low Duration Direct-G |
2.86
|
|
Edelweiss Money Market Direct-G |
2.84
|
|
GOI Sec 7.18 14/08/2033 |
2.03
|
Over the past five years, Edelweiss Equity Savings Fund - Regular Plan has delivered an annualised return of 9.02% as of 19-Mar-2026.
The minimum investment required to start investing in Edelweiss Equity Savings Fund - Regular Plan is ₹100 for the lump sum option and ₹100 for the SIP (Systematic Investment Plan) option.
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