Edelweiss Financial Services Fund
Get the latest NAV of Edelweiss Financial Services Fund. View historical returns compared to its benchmark and category average. Know which stocks and sectors the fund is investing in. Get an estimate of returns from the SIP and lump sum returns calculator. View detailed holding analysis and peer comparison. Get INDmoney ranking of the fund.
₹9.17
▲1.3%1D
NAV as on 17 Mar 2026
/per year
Since Inception
▲▼
240 people have invested ₹ 22.2L in Edelweiss Financial Services Fund in the last three months
Edelweiss Financial Services Fund Performance vs. Nifty 500
Fund returns vs Benchmark returns vs Category Average returns as on (17-Mar-26)
The fund has underperformed the benchmark (Nifty 500) over the last 1Y, 3Y, 5Y time periods.
Peer comparison
Edelweiss Financial Services Fund Returns Calculator
Calculate SIP and lumpsum returns based on historical performance
Total Investment
0
Profit
Total Corpus
0
Edelweiss Financial Services Fund Overview
Get key fund statistics, minimum investment details, AUM, expense ratio, exit load, and tax treatment.
| Expense ratio | 0.75% |
Benchmark | Nifty Financial Services TRI |
| AUM | -- |
| Inception Date | 18 February, 2026 |
| Min Lumpsum/SIP | ₹100/₹100 |
Exit Load | 1.0% |
| Lock In | No Lock-in |
TurnOver | 0% |
| Risk |   Very High Risk |
About Edelweiss Financial Services Fund
Edelweiss Financial Services Fund is an equity fund. This fund was started on 18 February, 2026. The fund is managed by Amit Vora, Trideep Bhattacharya, Ashwani Agarwalla. The fund could potentially beat inflation in the long-run.
Key Parameters
- Edelweiss Financial Services Fund has ₹0 Cr worth of assets under management (AUM) as on Mar 2026 and is more than category average.
- The fund has an expense ratio 0.8.
Returns
Edelweiss Financial Services Fund has given a CAGR return of -9.46% since inception.
Holdings
Edelweiss Financial Services Fund has allocated its funds majorly in . Its top holdings are
Taxation
As it is a sector - financial services mutual fund the taxation is as follows:For short term (less than a year) capital gains will be taxed at 20%For long term (more than 1 year) capital gains will be taxed at 12.5% without indexation benefitDividends will always be taxed at slab rate. Long term gains upto Rs 1 lakh are exempt capital gains tax.
Investment objective of Edelweiss Financial Services Fund
The investment objective of the scheme is to generate long-term capital appreciation by investing predominantly in equity and equity related securities with a focus on companies engaged in financial services sectors. However, there is no assurance that the investment objective of the Scheme will be achieved.
Minimum Investment and lockin period
Minimum investment for lump sum payment is INR 100.00 and for SIP is INR 100.00. Edelweiss Financial Services Fund has no lock in period.
Fund Manager
Amit Vora
Fund Manager of Edelweiss Financial Services Fund, since 18 February 2026
Trideep Bhattacharya
Fund Manager of Edelweiss Financial Services Fund, since 18 February 2026
Ashwani Agarwalla
Fund Manager of Edelweiss Financial Services Fund, since 18 February 2026
Frequently Asked Questions for Edelweiss Financial Services Fund
How do I invest in Edelweiss Financial Services Fund?
- Download the INDmoney app.
- Search for ‘Edelweiss Financial Services Fund’.
- Select whether you want to invest in SIP or lump sum.
- Enter the amount you wish to invest.
- Set up payments via bank mandate or UPI.