Overview (as on 30 Jul 2021)

NAV

₹73.29

1y returns

54.457%

Fund AUM

₹179 Cr

Expense Ratio

0.68%

Min SIP

₹500

Min Lumpsum

₹500

Fund Performance

Calculator

Monthly SIP
Lumpsum

I would like to invest

 
For Time Period
5 years
Total investment
₹0

Asset Allocation

Sector Allocation
Financial Services
33.49%
Tech
15.86%
Industrials
12.20%
Basic Materials
11.48%
Consumer
7.34%
Health
6.18%
Defensive
4.33%
Energy
3.96%
Communication
2.70%
Utilities
1.48%
Real Estate
0.97%
Size Breakup
Large Cap
66.41%
Mid Cap
18.12%
Small Cap
15.48%

Key Metrics

Beta 

0.0

Std deviation 

18.77%

Sharpe Ratio 

0.0

Holdings

Fund Details

Investment Objectives
The primary objective of the Scheme is to generate long-term capital appreciation with an option of periodic payouts at the end of lock in periods from a portfolio that invests predominantly in equity and equity related instruments. However, there is no assurance that the investment objective of the Scheme will be realized and the Scheme does not assure or guarantee any returns.
Scheme Name
Edelweiss Long Term Equity Direct Plan Growth Option
Scheme Document
Exit Load

After 0 Months : 0%

Plan Started
24 January, 2013
Fund Manager
Harsh Kothari
Fund House Details
Fund House
Edelweiss Asset Management Limited
Email
investor.amc@edelcap.com
Phone
+912240979968
Address
Edelweiss House, Off C.S.T. Road, Kalina

Other Related Plans

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Edelweiss Long Term Equity Direct Plan Growth O...

NAV

₹73.29

INDmoney Analysis

    error

    Fund is in Bottom 50 percent in its Category

    Return score is based upon:

    Benchmark out performance
    Consistency of returns
    Performance efficiency
    warning

    Fund is in Top 50 percent in its Category

    Risk score is based upon:

    Return volatility
    Risk management
    Market sensitivity

Fund Managers

Harsh Kothari
Harsh Kothari

leader

Work Experience
"null"
Pratik Dharmshi
Pratik Dharmshi

manager

Work Experience
"null"

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