Edelweiss Equity Savings Fund - Regular Plan - Growth Option

Risk Profile: MODERATELY HIGH

NAV

14.6545

-0.01 (-0.0894 %)

18-02-2020

CAGR Since Inception

7.4 %

NIFTY 50 TRI

13.39 %

Funds Manager

Mr. Bharat Lahoti, Mr. Dhawal Dalal and Mr. Hiten Shah

Mr. Lahoti is a B.E. (Electronics & Communication) from Mumbai University and MMS (Finance) from N L Dalmia Institute of Management Studies. Prior to joining Edelweiss Asset Management Limited as a Fund Manager - Equity and a Key Person, he was associated with D.E. Shaw India Software Pvt. Ltd. as a Senior Manager - Fundamental Research and has an overall work experience of 9 years in the research function of organizations in the financial services sector. Mr. Dalal is a B.E and MBA. Prior to joining Edelweiss AMC he has worked with DSPBR Mutual Fund, Merrill Lynch Asset Management, Private Client Group and MLAM. Mr. Shah is a Masters in Management Studies (Finance) from Mumbai University. Prior to joining Edelweiss Asset Management Limited (since July 2011) he was associated with Edelweiss Securities Limited as Low Risk Arbitrage Trader for over three years.


Top 10 Stocks in portfolio (%)

Top 10 Sectors in portfolio (%)


Key Performance and Risk Statistics of Edelweiss Equity Savings Fund - Regular Plan - Growth Option

Key Statistics Volatility Sharpe Ratio Alpha Beta Yield to Maturity Average Maturity
Edelweiss Equity Savings Fund - Regular Plan - Growth Option - - 2.03 0.54 7.42 0.11
Hybrid: Equity Savings - - - - - -