Edelweiss Equity Savings Fund

Equity SavingsHybrid Rank 2 of 24

NAV · Direct-Growth

₹30.61+0.04+0.12%

As of 1 Sept 2026 · AMFI

NAV growth+9.1%

Sep ’25Sep ’26

Arthkar verdictSolid on the numbers

Returns

Beats category

1Y, 3Y, 5Y all ahead

Consistency

Strong

positive in 12 of 12 years

Beats its Equity Savings category on 1Y, 3Y & 5Y.

1Y return

+9.1%

+3.5 vs cat

3Y CAGR

+11.7%

+2.9 vs cat

5Y CAGR

+9.8%

+1.7 vs cat

AUM

—

fund size

Expense

—

direct plan

Volatility 3Y

4.3%

3Y std dev

Go deeper on Edelweiss Equity Savings Fund

Two data-only views, computed from this fund's real NAV history — no projections.

Edelweiss Equity Savings Fund SIP returnsWhat ₹1,000–₹25,000/month actually became, 3 to 20 years — real results, with drawdowns and an FD comparison.Edelweiss Equity Savings Fund real oddsYour real chances over every start date in history — how often it made money and beat a fixed deposit.

In plain English

Edelweiss Equity Savings Fund is a Equity Savings scheme from Edelweiss. Long-run track record: about 9.8% CAGR over 5 years.

Auto-generated from holdings, returns and risk data. No paid placement, no copy-pasted boilerplate.

NAV history

Showing Direct · Growth · INF843K01KC8

NAV (Direct-Growth)

₹30.6120

Last 1Y

+9.11%

Sept 25Min ₹28.06 · Max ₹30.71 · 248 ptsSept 26

Performance

Returns for various periods, with category average and peer rank.

Period	Returns	Category avg	Rank
1W	-0.32%	-0.17%	23/ 28
1M	+1.22%	+0.51%	2/ 28
3M	+4.48%	+3.12%	3/ 28
6M	+5.71%	+2.66%	3/ 28
YTD	+5.78%	+2.59%	3/ 28
1Y	+9.11%	+5.62%	3/ 28
2Y	+8.42%	+5.15%	1/ 24
3Y	+11.67%	+8.80%	2/ 24
5Y	+9.83%	+8.16%	4/ 24
7Y	+11.34%	+9.48%	5/ 24
10Y	+10.16%	+8.35%	2/ 16

Available plans & options

PlanOptionFull nameISIN

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