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Invest in direct mutual funds at zero charges via lump sump investments or SIPs
Edelweiss Equity Savings Fund Growth
+10.61%
3Y annualised
-0.09% 1D
NAV: 16 Jul '26
₹26.95
Min. for SIP
₹100
Fund size (AUM)
₹1,443.86 Cr
Expense ratio
2.16%
Rating
5
Return calculator
Monthly investment
₹5,000
| Over the past | Total investment | Would've become | Historic returns | Returns |
|---|---|---|---|---|
| 1 year | ₹60,000 | ₹61,281 | +2.14% | |
| 3 years | ₹1,80,000 | ₹2,01,901 | +12.17% | |
| 5 years | ₹3,00,000 | ₹3,73,163 | +24.39% | |
| 10 years | ₹6,00,000 | ₹9,57,967 | +59.66% |
Holdings (216)
| Name | Sector | Instruments | Assets |
|---|---|---|---|
| Cash Margin | Unspecified | Cash Margin | 40.60% |
| HDFC Bank Ltd | Financial | Equity | 5.87% |
| Others CBLO | Unspecified | CBLO | 5.38% |
| ICICI Bank Ltd | Financial | Equity | 4.28% |
| Bharti Airtel Ltd | Technology | Equity | 3.74% |
| Adani Green Energy Ltd | Energy & Utilities | Equity | 3.72% |
| Steel Authority Of India Ltd | Materials | Equity | 3.61% |
| Edelweiss Liquid Direct-Growth | Unspecified | Mutual Fund | 3.61% |
| HDB FINANCIAL SERVICES LIMITED SR A 1 FX 183 7.65 NCD 10SP27 FVRS10LAC | Financial | Debenture | 3.46% |
| Reliance Industries Ltd | Energy & Utilities | Equity | 3.32% |
| Vodafone Idea Ltd | Technology | Equity | 3.18% |
| Edelweiss Low Duration Fund Direct-Growth | Unspecified | Mutual Fund | 2.57% |
| Edelweiss Bond Fund Direct-Growth | Unspecified | Mutual Fund | 2.56% |
| Brookfield India Real Estate Trust REIT | Real Estate | Real Estate Investment Trusts | 2.04% |
| GOI Sec 7.18 14/08/2033 | Entities | GOI Securities | 1.78% |
| BAJAJ FINANCE LIMITED 7.3763 NCD 26JU28 FVRS1LAC | Financial | Debenture | 1.72% |
| BHARTI TELECOM LIMITED SR XXV 7.35 NCD 15OT27 FVRS1LAC | Technology | Debenture | 1.72% |
| UPL Ltd | Materials | Equity | 1.58% |
| Net Receivables | Unspecified | Net Receivables | 1.41% |
| Tower Infrastructure Trust | Real Estate | Infrastructure Investment Trust | 1.38% |
| India Grid Trust EQ | Industrials | Infrastructure Investment Trust | 1.30% |
| Adani Ports and Special Economic Zone Ltd | Industrials | Equity | 1.25% |
| National Aluminium Company Ltd | Materials | Equity | 1.23% |
| Axis Bank Ltd | Financial | Equity | 1.21% |
| Hindalco Industries Ltd | Materials | Equity | 1.12% |
| Premier Energies Ltd. | Energy & Utilities | Equity | 1.10% |
| Billionbrains Garage Ventures Ltd. | Financial | Equity | 1.06% |
| Multi Commodity Exchange Of India Ltd | Financial | Equity | 0.95% |
| Bagmane Prime Office REIT | Real Estate | Real Estate Investment Trusts | 0.94% |
| Manappuram Finance Ltd | Financial | Equity | 0.90% |
| Ambuja Cements Ltd | Materials | Equity | 0.83% |
| Raajmarg Infra Investment Trust | Industrials | Infrastructure Investment Trust | 0.79% |
| RBL Bank Ltd | Financial | Equity | 0.78% |
| Shadowfax Technologies Ltd. | Industrials | Equity | 0.78% |
| Zomato Ltd | Technology | Equity | 0.74% |
| BSE Ltd | Financial | Equity | 0.73% |
| Grasim Industries Ltd | Materials | Equity | 0.72% |
| CENTRAL GOVERNMENT LOAN 31568 GOI 18AP29 7.10 FV RS 100 | Entities | GOI Securities | 0.71% |
| NATIONAL BANK FOR AGRICULTURE AND RURAL DEVELOPMENT SR 25G 7.48 BD 15SP28 FVRS1LAC | Financial | Bonds | 0.70% |
| Mahindra & Mahindra Ltd | Consumer Discretionary | Equity | 0.69% |
| Cube Highways Trust | Industrials | Infrastructure Investment Trust | 0.64% |
| ITC Ltd | Consumer Staples | Equity | 0.60% |
| Time Technoplast Ltd | Materials | Equity | 0.55% |
| State Bank of India | Financial | Equity | 0.55% |
| Divi's Laboratories Ltd | Healthcare | Equity | 0.55% |
| Glenmark Pharmaceuticals Ltd | Healthcare | Equity | 0.52% |
| Bajaj Finance Ltd | Financial | Equity | 0.50% |
| NMDC Ltd | Materials | Equity | 0.49% |
| NTPC Ltd | Energy & Utilities | Equity | 0.45% |
| Neuland Laboratories Ltd | Healthcare | Equity | 0.45% |
| Aequs Ltd. | Technology | Equity | 0.45% |
| Sun Pharmaceutical Industries Ltd | Healthcare | Equity | 0.44% |
| CMR Green Technologies Ltd. | Materials | Equity | 0.44% |
| Indusind Bank Ltd | Financial | Equity | 0.43% |
| Larsen & Toubro Ltd | Industrials | Equity | 0.43% |
| Ultratech Cement Ltd | Materials | Equity | 0.41% |
| JSW Steel Ltd | Materials | Equity | 0.41% |
| Cash | Unspecified | Cash | 0.40% |
| Sudeep Pharma Ltd. | Healthcare | Equity | 0.40% |
| Indus Towers Ltd | Technology | Equity | 0.39% |
| Gabriel India Ltd | Consumer Discretionary | Equity | 0.39% |
| Bandhan Bank Ltd | Financial | Equity | 0.38% |
| The Federal Bank Ltd | Financial | Equity | 0.37% |
| Bharat Petroleum Corporation Ltd | Energy & Utilities | Equity | 0.36% |
| Titan Company Ltd | Consumer Discretionary | Equity | 0.33% |
| GE T&D India Ltd | Industrials | Equity | 0.33% |
| Hero Motocorp Ltd | Consumer Discretionary | Equity | 0.32% |
| Kotak Mahindra Bank Ltd | Financial | Equity | 0.29% |
| Vedanta Aluminium Metal Ltd | Materials | Equity | 0.29% |
| Aether Industries Ltd | Materials | Equity | 0.29% |
| AU Small Finance Bank Ltd | Financial | Equity | 0.29% |
| Swiggy Ltd. | Technology | Equity | 0.29% |
| NDR INVIT Trust | Real Estate | Infrastructure Investment Trust | 0.29% |
| Tata Consultancy Services Ltd | Technology | Equity | 0.28% |
| Hindustan Aeronautics Ltd | Industrials | Equity | 0.27% |
| Shriram Transport Finance Company Ltd | Financial | Equity | 0.27% |
| Bharat Electronics Ltd | Industrials | Equity | 0.27% |
| Apollo Hospitals Enterprise Ltd | Healthcare | Equity | 0.27% |
| CG Power & Industrial Solutions Ltd | Industrials | Equity | 0.27% |
| Bharat Heavy Electricals Ltd | Industrials | Equity | 0.26% |
| Tech Mahindra Ltd | Technology | Equity | 0.26% |
| Schaeffler India Ltd | Industrials | Equity | 0.26% |
| Polycab India Ltd | Industrials | Equity | 0.25% |
| Maruti Suzuki India Ltd | Consumer Discretionary | Equity | 0.25% |
| Britannia Industries Ltd | Consumer Staples | Equity | 0.25% |
| Wakefit Innovations Ltd. | Consumer Discretionary | Equity | 0.24% |
| Union Bank of India | Financial | Equity | 0.24% |
| Central Depository Services (India) Ltd | Financial | Equity | 0.23% |
| Yes Bank Ltd | Financial | Equity | 0.23% |
| Hindustan Unilever Ltd | Consumer Staples | Equity | 0.22% |
| Astral Ltd | Industrials | Equity | 0.21% |
| ICICI Prudential Asset Management Company Ltd. | Financial | Equity | 0.21% |
| JB Chemicals & Pharmaceuticals Ltd | Healthcare | Equity | 0.20% |
| APL Apollo Tubes Ltd | Industrials | Equity | 0.20% |
| Dr. Reddy's Laboratories Ltd | Healthcare | Equity | 0.20% |
| Bajaj Auto Ltd.28/07/2026 | Consumer Discretionary | Futures | 0.19% |
| Ceat Ltd | Consumer Discretionary | Equity | 0.19% |
| Life Insurance Corporation of India | Financial | Equity | 0.18% |
| Edelweiss CRISIL-IBX AAA Bond NBFC-HFC - Jun 2027 Index Fund Direct-Growth | Unspecified | Mutual Fund | 0.18% |
| Asian Paints Ltd | Materials | Equity | 0.18% |
| Azad Engineering Ltd. | Industrials | Equity | 0.17% |
| Indian Bank | Financial | Equity | 0.17% |
| Bajaj Finserv Ltd | Financial | Equity | 0.16% |
| Cipla Ltd | Healthcare | Equity | 0.16% |
| Pidilite Industries Ltd | Materials | Equity | 0.15% |
| Abbott India Ltd | Healthcare | Equity | 0.15% |
| Bank Of Baroda | Financial | Equity | 0.15% |
| Aster DM Healthcare Ltd | Healthcare | Equity | 0.15% |
| Mphasis Ltd | Technology | Equity | 0.15% |
| TVS Motor Company Ltd | Consumer Discretionary | Equity | 0.14% |
| Power Finance Corporation Ltd | Financial | Equity | 0.13% |
| Muthoot Finance Ltd | Financial | Equity | 0.13% |
| Hindustan Petroleum Corporation Ltd | Energy & Utilities | Equity | 0.13% |
| Infosys Ltd | Technology | Equity | 0.13% |
| Infosys Ltd. 28.07.2026 | Technology | Futures | 0.13% |
| Amagi Media Labs Ltd. | Technology | Equity | 0.12% |
| Max Healthcare Institute Ltd | Healthcare | Equity | 0.12% |
| Cholamandalam Financial Holdings Ltd | Financial | Equity | 0.11% |
| Interglobe Aviation Ltd | Industrials | Equity | 0.11% |
| Dixon Technologies (India) Ltd | Consumer Discretionary | Equity | 0.10% |
| HCL Technologies Ltd.28/07/2026 | Technology | Futures | 0.10% |
| FSN E-Commerce Ventures Ltd | Consumer Discretionary | Equity | 0.10% |
| Lupin Ltd | Healthcare | Equity | 0.10% |
| REC Ltd | Financial | Equity | 0.10% |
| Adani Transmission Ltd | Energy & Utilities | Equity | 0.10% |
| Vedanta Ltd. 28.07.2026 | Materials | Futures | 0.10% |
| Punjab National Bank | Financial | Equity | 0.10% |
| Kalyan Jewellers India Ltd | Consumer Discretionary | Equity | 0.09% |
| Vedanta Ltd | Materials | Equity | 0.09% |
| Persistent Systems Ltd | Technology | Equity | 0.09% |
| HDFC Life Insurance Co Ltd | Financial | Equity | 0.09% |
| Coal India Ltd | Materials | Equity | 0.08% |
| GMR Airports Infrastructure Ltd | Industrials | Equity | 0.08% |
| Biocon Ltd | Healthcare | Equity | 0.07% |
| HDFC Asset Management Company Ltd | Financial | Equity | 0.06% |
| Tata Steel Ltd | Materials | Equity | 0.06% |
| Aavas Financiers Ltd | Financial | Equity | 0.06% |
| Ashok Leyland Ltd | Industrials | Equity | 0.04% |
| Mindspace Business Parks Ltd. | Real Estate | Real Estate Investment Trusts | 0.04% |
| Adani Enterprises Ltd | Materials | Equity | 0.04% |
| Torrent Pharmaceuticals Ltd | Healthcare | Equity | 0.03% |
| Mankind Pharma Ltd. | Healthcare | Equity | 0.03% |
| Max Financial Services Ltd | Financial | Equity | 0.03% |
| Vedanta Power Ltd | Industrials | Equity | 0.03% |
| Vedanta Iron And Steel Ltd | Materials | Equity | 0.02% |
| Vedanta Oil and Gas Ltd | Energy & Utilities | Equity | 0.02% |
| Tata Motors Ltd | Consumer Discretionary | Equity | 0.02% |
| Godrej Consumer Products Ltd | Consumer Staples | Equity | 0.02% |
| Jio Financial Services Limited | Financial | Equity | 0.02% |
| Bajaj Auto Ltd | Consumer Discretionary | Equity | 0.01% |
| Jindal Steel & Power Ltd | Materials | Equity | 0.00% |
| Godrej Properties Ltd | Real Estate | Equity | 0.00% |
| TVS Motor Company Ltd - Pref. Shares | Consumer Discretionary | Preference Shares | 0.00% |
| HCL Technologies Ltd | Technology | Equity | 0.00% |
| Godrej Properties Ltd. 28-JUL-26 | Real Estate | Futures | -0.00% |
| Jindal Steel Ltd. 28-JUL-26 | Materials | Futures | -0.00% |
| HDFC Life Insurance Company Limited_28/07/2026 | Financial | Futures | -0.01% |
| Jio Financial Services Ltd. 28-JUL-26 | Financial | Futures | -0.02% |
| Godrej Consumer Products Ltd. 28-JUL-26 | Consumer Staples | Futures | -0.02% |
| Tata Motors Passenger Vehicles Ltd.28/07/2026 | Consumer Discretionary | Futures | -0.02% |
| COPPER (1 MT-1000 KGS) COMMODITY MAY 2020 FUTURE | Unspecified | Copper Future | -0.02% |
| Max Financial Services Ltd. 28-JUL-26 | Financial | Futures | -0.03% |
| Mankind Pharma Ltd. 28.07.2026 | Healthcare | Futures | -0.03% |
| NTPC Ltd. 28-JUL-26 | Energy & Utilities | Futures | -0.03% |
| Adani Enterprises Limited_28/07/2026 | Materials | Futures | -0.04% |
| ASHOKLEY_28/07/2026 | Industrials | Futures | -0.04% |
| Tata Steel Ltd. 28-JUL-26 | Materials | Futures | -0.06% |
| HDFC Asset Management Company Limited 28/07/2026 | Financial | Futures | -0.06% |
| AU Small Finance Bank Ltd. 28-JUL-26 | Financial | Futures | -0.07% |
| Biocon Ltd. 28-JUL-26 | Healthcare | Futures | -0.07% |
| GMR Airports Ltd. 28-JUL-26 | Industrials | Futures | -0.08% |
| Coal India Ltd. 28.07.2026 | Materials | Futures | -0.08% |
| Kalyan Jewellers India Ltd. 28-JUL-26 | Consumer Discretionary | Futures | -0.09% |
| Adani Energy Solutions Ltd. 28-JUL-26 | Energy & Utilities | Futures | -0.10% |
| FSN E-Commerce Ventures Ltd. 28.07.2026 | Consumer Discretionary | Futures | -0.10% |
| RBL Bank Ltd. 28-JUL-26 | Financial | Futures | -0.11% |
| Titan Company Ltd. 28-JUL-26 | Consumer Discretionary | Futures | -0.12% |
| Max Healthcare Institute Ltd. 28-JUL-26 | Healthcare | Futures | -0.12% |
| HINDUSTAN PETROLEUM CORPORATION LTD.-28-Jul-2026 | Energy & Utilities | Futures | -0.13% |
| FEDERALBNK_28/07/2026 | Financial | Futures | -0.13% |
| Power Finance Corporation Ltd. 28-JUL-26 | Financial | Futures | -0.13% |
| ITC Ltd. 28-JUL-26 | Consumer Staples | Futures | -0.14% |
| Bank of Baroda 28-JUL-26 | Financial | Futures | -0.15% |
| INDUS TOWERS LIMITED-28-Jul-2026 | Technology | Futures | -0.20% |
| BHARAT PETROLEUM CORPORATION LTD.-28-Jul-2026 | Energy & Utilities | Futures | -0.20% |
| Yes Bank Limited_28/07/2026 | Financial | Futures | -0.23% |
| BHEL_28/07/2026 | Industrials | Futures | -0.27% |
| Hindustan Aeronautics Ltd. 28-JUL-26 | Industrials | Futures | -0.27% |
| Kotak Mahindra Bank Ltd. 28-JUL-26 | Financial | Futures | -0.30% |
| HERO MOTOCORP LTD.-28-Jul-2026 | Consumer Discretionary | Futures | -0.31% |
| ULTRACEMCO_28/07/2026 | Materials | Futures | -0.32% |
| GLENMARK PHARMACEUTICALS LTD-28-Jul-2026 | Healthcare | Futures | -0.33% |
| BANDHAN BANK LTD.-28-Jul-2026 | Financial | Futures | -0.38% |
| JSW STEEL LTD.-28-Jul-2026 | Materials | Futures | -0.41% |
| IndusInd Bank Ltd. 28-JUL-26 | Financial | Futures | -0.43% |
| Mahindra & Mahindra Ltd. 28-JUL-26 | Consumer Discretionary | Futures | -0.45% |
| NMDC Ltd. 28-JUL-26 | Materials | Futures | -0.49% |
| Divi's Laboratories Ltd. 28-JUL-26 | Healthcare | Futures | -0.55% |
| Grasim Industries Ltd. 28-JUL-26 | Materials | Futures | -0.73% |
| BSE Ltd. | Financial | Futures | -0.74% |
| Eternal Ltd. 28-JUL-26 | Technology | Futures | -0.75% |
| Ambuja Cements Ltd. 28-JUL-26 | Materials | Futures | -0.84% |
| Hindalco Industries Limited_28/07/2026 | Materials | Futures | -0.95% |
| Axis Bank Ltd. 28-JUL-26 | Financial | Futures | -0.97% |
| UPL Ltd. 28.07.2026 | Materials | Futures | -0.99% |
| Premier Energies Ltd 28.07.2026 | Energy & Utilities | Futures | -1.10% |
| National Aluminium Company Ltd. 28.07.2026 | Materials | Futures | -1.24% |
| Adani Ports and Special Economic Zone Ltd. 28-JUL-26 | Industrials | Futures | -1.26% |
| Bharti Airtel Ltd. 28-JUL-26 | Technology | Futures | -1.56% |
| BHARTIARTL_25/08/2026 | Technology | Futures | -1.61% |
| Reliance Industries Ltd. 28-JUL-26 | Energy & Utilities | Futures | -2.47% |
| Vodafone Idea Ltd. 28-JUL-26 | Technology | Futures | -2.59% |
| ICICI Bank Ltd. 28-JUL-26 | Financial | Futures | -3.08% |
| Steel Authority of India Ltd. 28-JUL-26 | Materials | Futures | -3.64% |
| Adani Green Energy Limited_28/07/2026 | Energy & Utilities | Futures | -3.75% |
| HDFC Bank Ltd. 28-JUL-26 | Financial | Futures | -5.19% |
See All
Minimum investments
Min. for 1st investment
₹100
Min. for 2nd investment
₹100
Min. for SIP
₹100
Returns and rankings
Annualised returns
Absolute returns
| Name | 3Y | 5Y | 10Y | All |
|---|---|---|---|---|
| Fund returns | +10.6% | +8.8% | +9.1% | +8.8% |
| Category average (Hybrid Equity Savings) | +9.9% | +9.1% | +8.4% | -- |
| Rank (Hybrid Equity Savings) | 2 | 3 | 3 | -- |
Exit load, stamp duty and tax
Exit load
Exit load of 0.25%, if redeemed within 30 days.
Stamp duty on investment: 0.005% (from July 1st, 2020)
from July 1st 2020
Tax implication
If you redeem within one year, returns are taxed at 20%. If you redeem after one year, returns exceeding Rs 1.25 lakh in a financial year are taxed at 12.5%.
Check past data
Compare similar funds
| Name | 1Y | 3Y | Fund Size(Cr) | |
|---|---|---|---|---|
 | +10.94% | +12.79% | 1,126.77 | |
| +6.51% | +10.61% | 1,443.86 | |
 | +4.51% | +9.57% | 10,223.48 | |
 | +1.71% | +8.74% | 5,610.15 | |
 | +2.56% | +7.02% | 16,499.92 | |
| Compare | ||||
Fund management
BLBharat LahotiSep 2017 - PresentView details
BL
Bharat Lahoti
Sep 2017 - Present
View details
RDRahul DedhiaJul 2024 - PresentView details
RD
Rahul Dedhia
Jul 2024 - Present
View details
KKKedar KarnikJan 2026 - PresentView details
KK
Kedar Karnik
Jan 2026 - Present
View details
BJBhavesh JainOct 2021 - PresentView details
BJ
Bhavesh Jain
Oct 2021 - Present
View details
About Edelweiss Equity Savings Fund Growth
Edelweiss Equity Savings Fund Growth is a Hybrid Mutual Fund Scheme launched by Edelweiss Mutual Fund. This scheme was made available to investors on 30 Apr 2008. Bharat Lahoti is the Current Fund Manager of Edelweiss Equity Savings Fund Growth fund. The fund currently has an Asset Under Management(AUM) of ₹1,72,784 Cr and the Latest NAV as of 16 Jul 2026 is ₹26.95.
The Edelweiss Equity Savings Fund Growth is rated Moderate risk. Minimum SIP Investment is set to ₹100. Minimum Lumpsum Investment is ₹100. Exit load of 0.25%, if redeemed within 30 days.
;
Investment Objective
The scheme seeks to provide capital appreciation and income distribution to the investors by using equity and equity related instruments, arbitrage opportunities and investments in debt and money market instruments.
Fund benchmarkNIFTY Equity Savings Total Return Index
Fund house
Rank (total assets)#15 in India
Total AUM₹1,72,784.01 Cr
Date of Incorporation30 Apr 2008
Launch Date30 Apr 2008
AddressEdelweiss HouseOff C.S.T. Road,Kalina Mumbai 400098
Websitewww.karvymfs.com
AddressKarvy House, No. 46, 8-2-609/K, Avenue 4, Street No.1 Banjara Hills,