HybridEquity SavingsDirect · Growth
Edelweiss Equity Savings Fund - Direct Plan - Growth Option
Edelweiss · Scheme 140347
₹30.33▼ 0.10%NAV · 2026-08-05
Strong FundScore
AUM
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Expense ratio
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3Y CAGR
11.6%
Risk (SEBI)
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Min SIP
—
Benchmark
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NAV Growth
Loading NAV history…
Historical returns
| Period | Return |
|---|---|
| 1 Month | +1.13% |
| 3 Months | +3.57% |
| 6 Months | +4.90% |
| 1 Year | +8.95% |
| 3 Years (CAGR) | +11.61% |
| 5 Years (CAGR) | +10.00% |
| 10 Years (CAGR) | — |
| Since Launch | +10.64% |
Returns ≥ 1 year are annualised (CAGR); shorter periods are absolute. Past performance does not guarantee future returns.
FundScore breakdown
Six explainable dimensions. How the score works →
Returns55
Consistency97
Risk-adjusted56
Downside protection100
Cost efficiency80
Portfolio quality50
Why this fund scores well
- ✓ 3Y CAGR vs category: +2.2% vs category avg
- ✓ 1Y return vs category: +2.8% vs category avg
- ✓ Positive 3Y windows: 100% of rolling 3Y windows positive
- ✓ Beat category: beat category in 77% of windows
- ✓ Volatility: 5% annualised
Risk metrics
Sharpe ratio
0.83
Sortino ratio
1.02
Volatility
4.78%
Max drawdown
-9.50%
Downside capture
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SIP return calculator
Back-tested on this fund's actual historical NAVs. Past performance ≠ future returns.
Portfolio & holdings
Top holdings, sector allocation and market-cap split require a paid factsheet feed and are coming soon. Everything above is computed from official daily NAV history and is fully real.