HybridEquity SavingsDirect · Growth
Edelweiss Equity Savings Fund - Direct Plan - Growth Option
Edelweiss · Scheme 140347
₹30.51▲ 0.01%NAV · 2026-09-18
Strong FundScore
AUM
₹1,530 cr
Expense ratio
1.15%
3Y CAGR
11.8%
Risk level
Moderate
Min SIP
₹100
Benchmark
Nifty Equity Savings Index
Fund manager: Dhawal Dalal, Bharat Lahoti, Hiten ShahExit load: Exit load of 0.25%, if redeemed within 30 days.
Strong · 76/100
A high-quality fund that scores well on the factors that matter.
🎯 A middle-ground option — some growth with a cushion, good for moderate risk appetite.
📈 Why it could do well
- ✓Very consistent — delivers dependably across market cycles, ideal for SIPs.
- ✓Protects capital well — worst-ever fall was only 10%.
- ✓Low volatility (5% a year) — a steady, low-drama ride.
- ✓3Y CAGR vs category: +2.8% vs category avg
- ✓5Y CAGR vs category: +2.0% vs category avg
- ✓Positive 3Y windows: 100% of rolling 3Y windows positive
📉 What could drag it down
- •1Y return: +8.9%
FundScore breakdown
76/100 · Strong
Returns
Decent
Consistency
Excellent
Risk-adjusted
Decent
Downside protection
Excellent
Cost efficiency
Decent
Portfolio quality
Average
Each dial rates the fund 0–100 on one factor, computed from real NAV history. Fuller & greener = stronger.
SIP return calculator
Back-tested on this fund's actual historical NAVs. Past performance ≠ future returns.