Edelweiss Equity Savings Fund Direct-Growth
Hybrid, Equity Savings, Principal at moderate risk
1 Year Return 5.27% at 30 Oct 2026 03:21 PM
Edelweiss Equity Savings Fund Direct-Growth: Mutual Fund Overview
Edelweiss Equity Savings Fund Direct-Growth is an Equity Savings mutual fund with over 12.05 years of performance history. The scheme manages an AUM of ₹1704.44 Cr and has a NAV of ₹30.256. It is rated '5' stars by analysts. Investors can begin a SIP with as little as ₹100.0, making it accessible for all types of investors. In the last 1 year, the fund has delivered a return of 5.27%.
Fund Details
NAV 30.256
Sub-Type Equity Savings
Rating 5
Min. SIP Amount ₹100.0
Fund Age(Year) 12.05
Fund Size(in Crores) 1704.44
Fund Performance
1 Month -0.42%
3 Month 0.26%
6 Month 3.3%
1 Year 5.27%
3 Year 10.94%
5 Year 9.34%
Know This Fund
As on 30 Oct 2026
Investment strategy that balances risk & reward by dividing the investment portfolio among different types of asset classes.
Equity (0%) Market Cap Top Sectors Top Holding
Debt & Others (0%) Sector Allocation Debt Credit Ratings Debt Category
Comparison with same funds
Equity, Flexi Cap funds Aditya Birla Sun Life Equity Savings Fund Regular-Growth Ret 1M -0.34% Ret 1Y 2.16% Ret 3Y 7.07% Ret 5Y 5.6%
Equity, Flexi Cap funds Aditya Birla Sun Life Equity Savings Fund Regular-IDCW Ret 1M -0.34% Ret 1Y 2.16% Ret 3Y 7.07% Ret 5Y 5.6%
Equity, Flexi Cap funds Aditya Birla Sun Life Equity Savings Fund Regular-IDCW Reinvestment Ret 1M -0.34% Ret 1Y 2.16% Ret 3Y 7.07% Ret 5Y 5.6%
Equity, Flexi Cap funds Axis Equity Savings Fund Regular-Growth Ret 1M 0.3% Ret 1Y 1.1% Ret 3Y 8.01% Ret 5Y 6.12%
Equity, Flexi Cap funds Axis Equity Savings Fund Regular-IDCW Monthly Payout Ret 1M 0.3% Ret 1Y 1.1% Ret 3Y 8.01% Ret 5Y 6.12%
Equity, Flexi Cap funds Axis Equity Savings Fund Regular-IDCW Monthly Reinvestment Ret 1M 0.3% Ret 1Y 1.1% Ret 3Y 8.01% Ret 5Y 6.12%
Equity, Flexi Cap funds Axis Equity Savings Fund Regular-IDCW Payout Ret 1M 0.3% Ret 1Y 1.1% Ret 3Y 8.01% Ret 5Y 6.12%
Equity, Flexi Cap funds Axis Equity Savings Fund Regular-IDCW Quarterly Payout Ret 1M 0.3% Ret 1Y 1.1% Ret 3Y 8.01% Ret 5Y 6.12%
Equity, Flexi Cap funds Axis Equity Savings Fund Regular-IDCW Quarterly Reinvestment Ret 1M 0.3% Ret 1Y 1.1% Ret 3Y 8.01% Ret 5Y 6.12%
Equity, Flexi Cap funds Axis Equity Savings Fund Regular-IDCW Reinvestment Ret 1M 0.3% Ret 1Y 1.1% Ret 3Y 8.01% Ret 5Y 6.12%
Equity, Flexi Cap funds Bajaj Finserv Equity Savings Fund Regular-Growth Ret 1M -0.49% Ret 1Y 2.44% Ret 3Y 0% Ret 5Y 0%
Charges & Taxes Expense Ratio
Returns are taxed as per your Income Tax Slab.
Expense Ratio (Inclusive of GST): 1.1%
Exit Load 0.25%
Stamp Duty 0.005%
Fund Management
The various expenses, charges and taxes associated with your Mutual Fund
Dhawal Dalal
Education Mr. Dalal is a B.E and MBA.
Experience Prior to joining Edelweiss AMC he has worked with DSP Mutual Fund, Merrill Lynch Asset Management, Private Client Group and MLAM.
Bharat Lahoti
Education Mr. Lahoti is a B.E. (Electronics & Communication) from Mumbai University and MMS (Finance) from N L Dalmia Institute of Management Studies
Experience Prior to joining Edelweiss Asset Management Limited as a Fund Manager - Equity and a Key Person , he was associated with D.E. Shaw India Software Pvt. Ltd. as a Senior Manager - Fundamental Research and has an overall work experience of 9 years in the research function of organizations in the financial services sector.
Kedar Karnik
Education Mr. Karnik is a BE and has done his Masters in Management Studies from Jamnalal Bajaj Institute of Management Studies.
Experience Prior to joining Edelwiess Mutual Fund he was associated with DSP MF, Axis Asset Management. He has also worked with HSBC and CRISIL Ltd..
Pranavi Kulkarni
Education Ms. Kulkarni is a BE Computer Science, MBA Finance
Experience Prior to joining Mirae Asset Mutual Fund, she has worked with Edelweiss Mutual Fund, CRISIL Ltd. and Yes Bank.
Bhavesh Jain
Education Mr. Jain is a MMS (Finance) from Mumbai University.
Experience Prior to joining Edelweiss Mutual Fund he was previously associated with Edelweiss Securities Limited as SGX Nifty Arbitrage Trader.
Rahul Dedhia
Education Mr. Dedhia is a B.E. (Electronics) and also holds a PGeMBA - Finance.
Experience Prior to joining Edelweiss Mutual Fund, he has worked with PGIM India Mutual Fund as Assistant Fund Manager.
Riskometer
Mutual Fund Investments are subject to market risk. Read all scheme related documents carefully.
Principal at moderate risk
AMC and Fund details
Rank (total sets) 3
Date of Incorporation 2014-10-13
Total AUM 173112.93
The Scheme Seeks to generate returns from a portfolio of pure debt oriented funds accessed through the diverse investment styles of underlying schemes selected in accordance with the BSLAMC process.
Take Your Next Step
Edelweiss Equity Savings Fund Direct-Growth FAQs
How to invest in Edelweiss Equity Savings Fund Direct-Growth?
Investing in Edelweiss Equity Savings Fund Direct-Growth through Motilal Oswal is simple and completely online. You just need to follow the step-by-step process below to get started in a few minutes.
- Log in to your Motilal Oswal account via the app or website
- Go to the Mutual Funds section
- Search for Edelweiss Equity Savings Fund Direct-Growth in the search bar
- Select your preferred investment mode – Lumpsum or SIP
- Enter investment details such as amount and linked bank account
- Complete your KYC, if not already done
- Review and confirm details including fund name, plan type, amount, and bank account
- Make the payment using Net Banking, UPI, or other available options
- Receive transaction confirmation via email or SMS
What is the expense ratio of Edelweiss Equity Savings Fund Direct-Growth?
The term expense ratio for Edelweiss Equity Savings Fund Direct-Growth or any other mutual fund is the annual fee charged by the fund house for managing your investment scheme. The expense ratio of Edelweiss Equity Savings Fund Direct-Growth is 1.1% as of 30 Oct 2026.
What is the NAV of Edelweiss Equity Savings Fund Direct-Growth?
The NAV of Edelweiss Equity Savings Fund Direct-Growth is ₹30.256 as of 30 Oct 2026.
What is the AUM of Edelweiss Equity Savings Fund Direct-Growth?
The AUM (Assets Under Management) of Edelweiss Equity Savings Fund Direct-Growth is the total value of assets managed by the fund at a given time, which is updated regularly. The AUM of Edelweiss Equity Savings Fund Direct-Growth is ₹1704.44 Cr as of 30 Oct 2026.
What is the PE and PB ratio of Edelweiss Equity Savings Fund Direct-Growth?
The PE ratio of Edelweiss Equity Savings Fund Direct-Growth shows how much investors are paying for the fund's underlying earnings, while the PB ratio indicates how the fund's holdings are valued compared to their book value.
Can I invest in SIP and Lump Sum in Edelweiss Equity Savings Fund Direct-Growth?
Yes, you can invest in Edelweiss Equity Savings Fund Direct-Growth through both SIP (Systematic Investment Plan) and lump sum options, depending on your investment preference and financial goals.
What is the return of Edelweiss Equity Savings Fund Direct-Growth in the last 5 years?
The return of Edelweiss Equity Savings Fund Direct-Growth in the last 5 years is 9.34%.
What is the minimum SIP investment required in Edelweiss Equity Savings Fund Direct-Growth?
The minimum SIP investment in Edelweiss Equity Savings Fund Direct-Growth depends on the fund's scheme rules and usually starts at a small amount. For Edelweiss Equity Savings Fund Direct-Growth, the minimum SIP amount is ₹100.0.
What is the current NAV of Edelweiss Equity Savings Fund Direct-Growth?
The NAV of Edelweiss Equity Savings Fund Direct-Growth, as of 30 Oct 2026, is ₹30.256.
Who manages the Edelweiss Equity Savings Fund Direct-Growth?
The fund managers responsible for Edelweiss Equity Savings Fund Direct-Growth are:
- Dhawal Dalal
- Bharat Lahoti
- Kedar Karnik
- Pranavi Kulkarni
- Bhavesh Jain
- Rahul Dedhia