Edelweiss Long Term Equity Sweep Growth Direct Plan
SIP amount
Temporarily restricted by fund house
Lumpsum amount
Temporarily restricted by fund house

Edelweiss Long Term Equity Sweep Growth Direct Plan

NAV
₹41.8400
+0.46%
(19 Nov)
AUM
393 Cr
TER
0.7%
Risk
Very High Risk
Rating
Insights
Net Asset Value (NAV) is above its 200 days moving average
In beta. Send feedback here.
Compare with other fund
1Y
+50.9%
+40.8%
+40.8%
+34.7%
+30.4%
+27.8%
3Y
+24.2%
+23.1%
+23.1%
+21.2%
+15.7%
+14.9%
5Y
+23.9%
+24.3%
+24.3%
+21.1%
+18.6%
+19.2%
ALL
+18.9%
+17.1%
+17.1%
+15.6%
+15.4%
+15.6%
VOL
17.6%
17.6%
17.6%
19.1%
12.6%
-
TER
0.7%
0.9%
0.9%
1.1%
0.7%
-
AUM
₹4,074 Cr
₹27,559 Cr
₹27,559 Cr
₹15,935 Cr
₹393 Cr
-
INFO
1.07
0.97
0.97
0.82
1.22
-
Past performance
Past performance is no guarantee of future returns.
Had you invested
Over the last
1Y
3Y
ALL
Your returns would have been
Edelweiss Long Term Equity Sweep (G)
₹1,00,00,00,000
14.0%
Fixed deposit
₹40,00,00,000
6.0%
Bank savings
₹40,00,00,000
3.0%
See fund holdings as of 31st Aug
Top holdings
HDFC Bank Ltd
5.4%
ICICI Bank Ltd
5.0%
Reliance Industries Ltd
4.1%
Trent Ltd
4.1%
Larsen & Toubro Ltd
3.1%
Infosys Ltd
3.1%
State Bank of India
3.0%
Bharti Airtel Ltd
2.4%
Sun Pharmaceuticals Industries Ltd
2.3%
Samvardhana Motherson International Ltd
2.2%
Top industry exposure
Financial Services
30.4%
Industrials
14.3%
Consumer Cyclical
13.1%
Technology
11.5%
Healthcare
6.6%
Other information
Minimum SIP
Restricted (AMC)
Minimum lumpsum
Restricted (AMC)
Additional lumpsum
Restricted (AMC)
Portfolio turnover
24%
Lock-in period
3Y
Exit load
No exit load
Fund objective
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.
Fund manager(s)
Ashwani Agarwalla
Trideep Bhattacharya
Raj Koradia

FAQs