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Edelweiss Equity Savings Fund - Direct Plan - IDCW Option

Edelweiss · Sectoral
Very High
₹21.37
Current NAV
25 Jun 2026
20.9%
1Y Return
27.9%
3Y CAGR
19.9%
5Y CAGR
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Analysis & Suitability
Pros / Upsides
  • Strong historical returns, outperforming category average in 3-year CAGR.
  • Highly cost-efficient with a low expense ratio of 0.99%.
  • Generates significant excess returns relative to benchmark index (Alpha: 4.59).
Cons / Risks
  • Subject to high equity market volatility and short-term capital fluctuations.
Suitable for
  • Long-term wealth creation (5+ years horizon) like retirement or child education.
  • Systematic investments (SIP) for long-term target goal-based planning.
Not suitable for
  • Short-term goals (under 3 years) where preserving the capital is the main priority.
  • Short-term trading or speculative investment horizons.
Risk Profile: Very High Risk
Low Moderate High Very High
Risk Metrics
1.09
Sharpe Ratio
1.59
Beta
4.59
Alpha
1.52
Sortino
Fund Details
Fund House Edelweiss
Category Sectoral
AUM ₹640 Cr
Expense Ratio 0.99%
Min SIP ₹500
Min Lumpsum ₹1000
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