Edelweiss Financial Services Growth Direct Plan
SIP amount
Min. ₹100
Lumpsum amount
Min. ₹100

Edelweiss Financial Services Growth Direct Plan

NAV
₹8.6397
-0.25%
(2 Apr)
AUM
231 Cr
TER
0.75%
Risk
Very High Risk
Insights
No insights found for this fund
Compare with other fund
1Y
+12.6%
+9.4%
+9.3%
+8.4%
NA
3Y
+31.5%
+29.0%
+28.3%
+27.6%
NA
5Y
+26.7%
+24.7%
+25.9%
+23.2%
NA
ALL
+11.8%
+16.1%
+23.1%
+15.0%
-14.0%
VOL
20.0%
19.7%
21.9%
18.4%
28.1%
TER
0.8%
0.9%
0.6%
1.0%
0.8%
AUM
₹6,545 Cr
₹1,511 Cr
₹6,086 Cr
₹1,007 Cr
₹231 Cr
INFO
0.59
0.81
1.06
0.81
-0.50
See fund holdings as of 28th Feb
Top holdings
HDFC Bank Ltd
11.2%
State Bank of India
11.2%
ICICI Bank Ltd
10.3%
Axis Bank Ltd
8.9%
Kotak Mahindra Bank Ltd
6.6%
Shriram Finance Ltd
6.0%
SBI Life Insurance Co Ltd
5.3%
BSE Ltd
4.9%
Max Financial Services Ltd
4.8%
Cholamandalam Investment and Finance Co Ltd
3.0%
Top industry exposure
Financial Services
96.9%
Other information
Minimum SIP
₹100
Minimum lumpsum
₹100
Additional lumpsum
₹100
Portfolio turnover
-
Lock-in period
-
Exit load
• 1% for redemption within 90 days
Fund objective
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.
Fund manager(s)
Ashwani Agarwalla
Amit Vora
Trideep Bhattacharya

FAQs