Edelweiss Mutual Fund · Hybrid · Equity Savings · Direct plan
Edelweiss Equity Savings Fund - Direct Plan - Growth
₹30.4078NAV on 2 Nov 2026Expense ratio 1.10%
3 Nov 2025NAV low 28.15 · high 30.71+5.8%
In plain words
Over 3 years it returned +11.0% a year, against +7.4% for its benchmark index.
Its worst fall from a peak in the last 3 years was -3.5%.
On 3-year return it ranks 2 of 20 funds in Equity Savings.
A monthly SIP over 5 years ended ₹21,645 higher in the direct plan than the regular plan, because of the lower expense ratio.
Past returns, not a promise of future returns or a recommendation.
Returns vs benchmark
| Period | Fund | Benchmark |
|---|---|---|
| 1 month | +0.3% | +1.9% |
| 3 months | +0.6% | -5.1% |
| 6 months | +4.1% | -3.2% |
| 1 year | +6.0% | -10.2% |
| 3 years (yearly) | +11.0% | +7.4% |
| 5 years (yearly) | +9.3% | +6.5% |
| Since start (yearly) | +10.4% | +11.2% |
Monthly SIP of ₹10,000
| Period | Invested | Value now | Yearly return |
|---|---|---|---|
| 1 year | ₹1,20,000 | ₹1,24,434 | +6.9% |
| 3 years | ₹3,60,000 | ₹4,09,823 | +8.6% |
| 5 years | ₹6,00,000 | ₹7,72,209 | +10.0% |
Other plan of this fund: Edelweiss Equity Savings Fund - Regular Plan - Growth