Edelweiss Equity Savings Fund - Direct Plan - Growth Option

Edelweiss Equity Savings Fund - Direct Plan - Growth Option of Edelweiss Mutual Fund has asset class type as Hybrid-Equity. Oro Wealth rating for the fund is 2.

Basic Details

Riskometer

Moderately High

Expense Ratio (%)

0.73

Age

NA Years

Fund Manager

Hiten Shah

AuM (Rs Crores)

133.4101

Asset Class

Hybrid-Equity

Net Asset Value:

13.835

Rating

2

Exit Load

0.01

Benchmark

Crisil Liquid Fund Index,Nifty 50,Nifty 50 TRI

Fund Type

Balanced

SEBI Category

Equity Savings

Turnover Ratio(Monthly)

5.94 Times

Fund Manager Details:

Hiten Shah Hiten Shah, aged 31 years, has done his Masters in Management Studies (Finance) from the Mumbai University. He has a total work experience of over 8 years in the equity market segment and has been associated with Edelweiss Asset Management Limited ('the AMC') since July 211 as chief Dealer - Equities. Prior to joining the AMC, he was also associated with Edelweiss Securities Limited as Low Risk Arbitrage Trader for over three years.

Objective:

The investment objective of the scheme is 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.

Top Holdings:

  • IT - Software (12.21)
  • Finance (1.26)
  • Banks (1.1)
  • Realty (6.9)
  • Refineries (3.87)
  • Cement (2.75)
  • Plastic products (2.71)
  • Automobile (2.58)
  • Tobacco Products (2.3)
  • Infrastructure Developers & Operators (1.42)


  • Top 5 Sector Allocations of the Fund
    Top 5 Company Allocations of the Fund
    Debt Composition