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7 Best Edelweiss SIP Mutual Funds 2020 | Best SIP Funds

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Best Edelweiss SIP Mutual Funds 2020

Updated on July 8, 2020 , 588 views

Edelweiss SIP is an efficient method of Investing in a mutual fund scheme. A SIP or Systematic Investment plan works like a Recurring deposit (RD), wherein you need to deposit a small sum of money monthly.

SIP is an ideal plan to invest for a long duration, especially when investing in Equity Funds. Due to its systematic investment, its tends to balance the pitfalls of the equity investment.

It ensures stable returns in the long-run. Moreover, investors can also fulfil their Financial goals with a SIP.

Edelweiss

Why Invest in Edelweiss SIP Funds?

You can plan your retirement, marriage, if you want to buy a house or a car, etc., systematically with Edelweiss SIP Funds. Some of the major benefits of a SIP are:

  • Rupee cost averaging
  • Power of Compounding
  • No need to time the market
  • Habit of long-term savings
  • Affordable & flexible

So, investors who are keen to invest in a SIP, here are the best Edelweiss SIP Mutual Funds for 2020. These funds have been shortlisted by undertaking various parameters like AUM, past performances, peer average returns, etc.

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Best SIP Funds by Edelweiss Mutual Fund for Equities

FundNAVNet Assets (Cr)Min SIP Investment3 MO (%)6 MO (%)1 YR (%)3 YR (%)5 YR (%)2019 (%)
Edelweiss Emerging Markets Opportunities Equity Off-shore Fund Growth ₹14.4783
↑ 0.20
₹11 1,000 18.71.315.711.28.925.1
Edelweiss Large Cap Fund Growth ₹34.12
↓ -0.10
₹165 500 14.9-10.2-3.53.95.411.5
Edelweiss ASEAN Equity Off-shore Fund Growth ₹19.632
↓ -0.07
₹32 1,000 17.4-9.3-7.13.74.612
Edelweiss Large and Mid Cap Fund  Growth ₹29.681
↓ -0.06
₹443 1,000 12.2-11-4.52.85.311.1
Edelweiss Multi Cap Fund  Growth ₹13.252
↓ -0.02
₹489 1,000 12.7-12.9-8.225.48.4
Edelweiss Mid Cap Fund Growth ₹24.937
↓ -0.11
₹796 500 16-8.7-2.6-0.54.95.2
Edelweiss Long Term Equity Fund Growth ₹42.71
↓ -0.10
₹106 500 14-12.5-6.8-0.53.29.2
Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 9 Jul 20

1. Edelweiss Emerging Markets Opportunities Equity Off-shore Fund

The primary investment objective of the Scheme is to seek to provide long term capital growth by investing predominantly in the JPMorgan Funds - Emerging Markets Opportunities Fund, an equity fund which invests primarily in an aggressively managed portfolio of emerging market companies

Edelweiss Emerging Markets Opportunities Equity Off-shore Fund is a Equity - Global fund was launched on 7 Jul 14. It is a fund with High risk and has given a CAGR/Annualized return of 6.3% since its launch.  Ranked 16 in Global category.  Return for 2019 was 25.1% , 2018 was -7.2% and 2017 was 30% .

Below is the key information for Edelweiss Emerging Markets Opportunities Equity Off-shore Fund

Edelweiss Emerging Markets Opportunities Equity Off-shore Fund
Growth
Launch Date 7 Jul 14
NAV (09 Jul 20) ₹14.4783 ↑ 0.20   (1.41 %)
Net Assets (Cr) ₹11 on 30 Apr 20
Category Equity - Global
AMC Edelweiss Asset Management Limited
Rating
Risk High
Expense Ratio 1.57
Sharpe Ratio -0.23
Information Ratio 0.65
Alpha Ratio 1.23
Min Investment 5,000
Min SIP Investment 1,000
Exit Load 0-1 Years (1%),1 Years and above(NIL)

Growth of 10,000 investment over the years.

DateValue
30 Jun 15₹10,000
30 Jun 16₹8,845
30 Jun 17₹10,629
30 Jun 18₹12,234
30 Jun 19₹12,701
30 Jun 20₹13,462

Edelweiss Emerging Markets Opportunities Equity Off-shore Fund SIP Returns

   
My Monthly Investment:
Investment Tenure:
Years
Expected Annual Returns:
%
Total investment amount is ₹300,000
expected amount after 5 Years is ₹376,357.
Net Profit of ₹76,357
Invest Now

Returns for Edelweiss Emerging Markets Opportunities Equity Off-shore Fund

Returns up to 1 year are on absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 9 Jul 20

DurationReturns
1 Month 6%
3 Month 18.7%
6 Month 1.3%
1 Year 15.7%
3 Year 11.2%
5 Year 8.9%
10 Year
15 Year
Since launch 6.3%
Historical performance (Yearly) on absolute basis
YearReturns
2019 25.1%
2018 -7.2%
2017 30%
2016 9.8%
2015 -14.3%
2014
2013
2012
2011
2010
Fund Manager information for Edelweiss Emerging Markets Opportunities Equity Off-shore Fund
NameSinceTenure
Bhavesh Jain9 Apr 182.23 Yr.
Hardik Verma27 Sep 190.76 Yr.

Data below for Edelweiss Emerging Markets Opportunities Equity Off-shore Fund as on 30 Apr 20

Equity Sector Allocation
SectorValue
Financial Services25.42%
Technology19.52%
Consumer Cyclical13.62%
Communication Services11.19%
Consumer Defensive5.35%
Basic Materials3.64%
Energy3.56%
Industrials2.72%
Real Estate2.06%
Utility0.52%
Asset Allocation
Asset ClassValue
Cash11.35%
Equity88.65%
Debt0%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
JPM Emerging Mkts Opps C (acc) USD
Investment Fund | -
90%₹12 Cr4,022
↑ 106
Clearing Corporation Of India Ltd.
CBLO | -
10%₹1 Cr
Net Receivables/(Payables)
CBLO/Reverse Repo | -
0%₹0 Cr

2. Edelweiss Large Cap Fund

(Erstwhile Edelweiss Large Cap Advantage Fund)

The investment objective is to seek to generate long-term capital appreciation from a portfolio predominantly consisting equity and equity-related securities of the 100 largest corporate by market capitalisation listed in India. 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.

Edelweiss Large Cap Fund is a Equity - Large Cap fund was launched on 20 May 09. It is a fund with Moderately High risk and has given a CAGR/Annualized return of 11.6% since its launch.  Ranked 66 in Large Cap category.  Return for 2019 was 11.5% , 2018 was 1.7% and 2017 was 33.8% .

Below is the key information for Edelweiss Large Cap Fund

Edelweiss Large Cap Fund
Growth
Launch Date 20 May 09
NAV (10 Jul 20) ₹34.12 ↓ -0.10   (-0.29 %)
Net Assets (Cr) ₹165 on 30 Apr 20
Category Equity - Large Cap
AMC Edelweiss Asset Management Limited
Rating
Risk Moderately High
Expense Ratio 1.48
Sharpe Ratio -0.38
Information Ratio -0.23
Alpha Ratio 2.58
Min Investment 1,000
Min SIP Investment 500
Exit Load 0-365 Days (1%),365 Days and above(NIL)

Growth of 10,000 investment over the years.

DateValue
30 Jun 15₹10,000
30 Jun 16₹9,805
30 Jun 17₹11,348
30 Jun 18₹13,040
30 Jun 19₹13,911
30 Jun 20₹12,525

Edelweiss Large Cap Fund SIP Returns

   
My Monthly Investment:
Investment Tenure:
Years
Expected Annual Returns:
%
Total investment amount is ₹300,000
expected amount after 5 Years is ₹349,120.
Net Profit of ₹49,120
Invest Now

Returns for Edelweiss Large Cap Fund

Returns up to 1 year are on absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 9 Jul 20

DurationReturns
1 Month 5.8%
3 Month 14.9%
6 Month -10.2%
1 Year -3.5%
3 Year 3.9%
5 Year 5.4%
10 Year
15 Year
Since launch 11.6%
Historical performance (Yearly) on absolute basis
YearReturns
2019 11.5%
2018 1.7%
2017 33.8%
2016 0.4%
2015 0.8%
2014 37.7%
2013 11.1%
2012 29.8%
2011 -18.6%
2010 16%
Fund Manager information for Edelweiss Large Cap Fund
NameSinceTenure
Bharat Lahoti2 May 173.16 Yr.
Hardik Varma11 Nov 190.64 Yr.

Data below for Edelweiss Large Cap Fund as on 30 Apr 20

Equity Sector Allocation
SectorValue
Financial Services19.37%
Technology13.17%
Consumer Defensive10.16%
Health Care9.49%
Energy7.49%
Basic Materials3.93%
Consumer Cyclical3.29%
Utility2.89%
Communication Services2.46%
Industrials2.25%
Asset Allocation
Asset ClassValue
Cash2.45%
Equity97.55%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
Cash Offset For Derivatives
Derivative Margin | -
23%-₹37 Cr3,699
↑ 1,700
Clearing Corporation Of India Ltd.
CBLO | -
18%₹29 Cr
Nifty 25/06/2020
- | -
10%₹17 Cr17,925
↑ 17,925
Reliance Industries Ltd (Energy)
Equity, Since 30 Apr 10 | RELIANCE
7%₹11 Cr77,870
↑ 10,560
Hdfc Bank Ltd.25/06/2020
Derivatives, Since 31 May 20 | -
7%₹11 Cr119,000
↑ 119,000
Net Receivables/(Payables)
CBLO/Reverse Repo | -
6%₹10 Cr
Housing Development Finance Corp Ltd (Financial Services)
Equity, Since 30 Sep 18 | HDFC
5%₹9 Cr52,207
↑ 2,483
ITC Ltd (Consumer Defensive)
Equity, Since 31 Dec 10 | ITC
5%₹8 Cr421,009
↑ 64,484
Infosys Ltd (Technology)
Equity, Since 30 Nov 10 | INFY
4%₹7 Cr102,855
↑ 4,735
HCL Technologies Ltd (Technology)
Equity, Since 31 May 18 | HCLTECH
4%₹7 Cr120,095
↓ -4,777

3. Edelweiss ASEAN Equity Off-shore Fund

The primary investment objective of the Scheme is to provide long term capital growth by investing predominantly in JPMorgan Funds – JF ASEAN Equity Fund, an equity fund which invests primarily in companies of countries which are members of the Association of South East Asian Nations (ASEAN). However, there can be no assurance that the investment objective of the Scheme will be realized.

Edelweiss ASEAN Equity Off-shore Fund is a Equity - Global fund was launched on 1 Jul 11. It is a fund with High risk and has given a CAGR/Annualized return of 7.8% since its launch.  Ranked 18 in Global category.  Return for 2019 was 12% , 2018 was -2.1% and 2017 was 21.9% .

Below is the key information for Edelweiss ASEAN Equity Off-shore Fund

Edelweiss ASEAN Equity Off-shore Fund
Growth
Launch Date 1 Jul 11
NAV (09 Jul 20) ₹19.632 ↓ -0.07   (-0.36 %)
Net Assets (Cr) ₹32 on 30 Apr 20
Category Equity - Global
AMC Edelweiss Asset Management Limited
Rating
Risk High
Expense Ratio 1.75
Sharpe Ratio -0.79
Information Ratio -0.16
Alpha Ratio 0.36
Min Investment 5,000
Min SIP Investment 1,000
Exit Load 0-12 Months (1%),12 Months and above(NIL)

Growth of 10,000 investment over the years.

DateValue
30 Jun 15₹10,000
30 Jun 16₹10,365
30 Jun 17₹11,135
30 Jun 18₹12,168
30 Jun 19₹13,347
30 Jun 20₹11,972

Edelweiss ASEAN Equity Off-shore Fund SIP Returns

   
My Monthly Investment:
Investment Tenure:
Years
Expected Annual Returns:
%
Total investment amount is ₹300,000
expected amount after 5 Years is ₹340,450.
Net Profit of ₹40,450
Invest Now

Returns for Edelweiss ASEAN Equity Off-shore Fund

Returns up to 1 year are on absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 9 Jul 20

DurationReturns
1 Month -2.3%
3 Month 17.4%
6 Month -9.3%
1 Year -7.1%
3 Year 3.7%
5 Year 4.6%
10 Year
15 Year
Since launch 7.8%
Historical performance (Yearly) on absolute basis
YearReturns
2019 12%
2018 -2.1%
2017 21.9%
2016 9.6%
2015 -11.1%
2014 8.4%
2013 10.1%
2012 31.2%
2011
2010
Fund Manager information for Edelweiss ASEAN Equity Off-shore Fund
NameSinceTenure
Bhavesh Jain9 Apr 182.23 Yr.
Hardik Verma27 Sep 190.76 Yr.

Data below for Edelweiss ASEAN Equity Off-shore Fund as on 30 Apr 20

Equity Sector Allocation
SectorValue
Financial Services32.53%
Communication Services12.54%
Real Estate12.42%
Consumer Defensive8.89%
Industrials7.16%
Energy6.26%
Basic Materials5.44%
Consumer Cyclical4.85%
Utility2.5%
Health Care2.34%
Technology1.15%
Asset Allocation
Asset ClassValue
Cash3.93%
Equity96.07%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
JPM ASEAN Equity C (acc) USD
Investment Fund | -
101%₹34 Cr32,811
Net Receivables/(Payables)
CBLO/Reverse Repo | -
2%-₹1 Cr
Clearing Corporation Of India Ltd.
CBLO | -
1%₹0 Cr

4. Edelweiss Large and Mid Cap Fund 

(Erstwhile Edelweiss Equity Opportunities Fund)

The investment objective of the Scheme is to generate long-term capital appreciation from a diversified portfolio of predominantly Large Cap and Mid Cap equity and equity-related securities. However, there is no assurance that the investment objective of the scheme will be realised.

Edelweiss Large and Mid Cap Fund  is a Equity - Large & Mid Cap fund was launched on 14 Jun 07. It is a fund with Moderately High risk and has given a CAGR/Annualized return of 8.7% since its launch.  Ranked 17 in Large & Mid Cap category.  Return for 2019 was 11.1% , 2018 was -3.3% and 2017 was 38.1% .

Below is the key information for Edelweiss Large and Mid Cap Fund 

Edelweiss Large and Mid Cap Fund 
Growth
Launch Date 14 Jun 07
NAV (10 Jul 20) ₹29.681 ↓ -0.06   (-0.21 %)
Net Assets (Cr) ₹443 on 30 Apr 20
Category Equity - Large & Mid Cap
AMC Edelweiss Asset Management Limited
Rating
Risk Moderately High
Expense Ratio 2.59
Sharpe Ratio -0.31
Information Ratio 0.66
Alpha Ratio 3.92
Min Investment 5,000
Min SIP Investment 1,000
Exit Load 0-12 Months (1%),12 Months and above(NIL)

Growth of 10,000 investment over the years.

DateValue
30 Jun 15₹10,000
30 Jun 16₹10,125
30 Jun 17₹11,765
30 Jun 18₹13,383
30 Jun 19₹14,116
30 Jun 20₹12,690

Edelweiss Large and Mid Cap Fund  SIP Returns

   
My Monthly Investment:
Investment Tenure:
Years
Expected Annual Returns:
%
Total investment amount is ₹300,000
expected amount after 5 Years is ₹349,120.
Net Profit of ₹49,120
Invest Now

Returns for Edelweiss Large and Mid Cap Fund 

Returns up to 1 year are on absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 9 Jul 20

DurationReturns
1 Month 5.3%
3 Month 12.2%
6 Month -11%
1 Year -4.5%
3 Year 2.8%
5 Year 5.3%
10 Year
15 Year
Since launch 8.7%
Historical performance (Yearly) on absolute basis
YearReturns
2019 11.1%
2018 -3.3%
2017 38.1%
2016 0.5%
2015 2.7%
2014 44.7%
2013 5.3%
2012 26.7%
2011 -22.6%
2010 26.4%
Fund Manager information for Edelweiss Large and Mid Cap Fund 
NameSinceTenure
Harshad Patwardhan14 Jun 0713.06 Yr.

Data below for Edelweiss Large and Mid Cap Fund  as on 30 Apr 20

Equity Sector Allocation
SectorValue
Financial Services22.31%
Health Care11.57%
Industrials10.68%
Technology10.18%
Consumer Defensive10.14%
Basic Materials8.79%
Energy6.2%
Consumer Cyclical4.73%
Utility4.58%
Communication Services3.51%
Real Estate0.66%
Asset Allocation
Asset ClassValue
Cash6.54%
Equity93.47%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
Clearing Corporation Of India Ltd.
CBLO | -
7%₹30 Cr
HDFC Bank Ltd (Financial Services)
Equity, Since 30 Jun 07 | HDFCBANK
6%₹25 Cr261,989
↓ -23,787
Reliance Industries Ltd (Energy)
Equity, Since 30 Jun 15 | RELIANCE
5%₹23 Cr155,248
↑ 4,253
Hindustan Unilever Ltd (Consumer Defensive)
Equity, Since 30 Sep 19 | 500696
4%₹17 Cr81,680
↑ 10,531
Infosys Ltd (Technology)
Equity, Since 31 Aug 12 | INFY
4%₹16 Cr230,667
Bharti Airtel Ltd (Communication Services)
Equity, Since 31 Oct 19 | BHARTIARTL
4%₹15 Cr278,663
ICICI Bank Ltd (Financial Services)
Equity, Since 30 Sep 09 | ICICIBANK
3%₹15 Cr441,935
↓ -68,080
Tata Consumer Products Ltd (Consumer Defensive)
Equity, Since 30 Apr 20 | 500800
3%₹13 Cr343,761
↑ 214,941
Indraprastha Gas Ltd (Utilities)
Equity, Since 31 Jan 20 | 532514
3%₹12 Cr250,172
PI Industries Ltd (Basic Materials)
Equity, Since 30 Nov 18 | PIIND
3%₹11 Cr71,968

5. Edelweiss Multi Cap Fund 

(Erstwhile Edelweiss Economic Resurgence Fund )

The investment objective of the Scheme is to generate long-term capital appreciation from a diversi?ed portfolio that predominantly invests in equity and equity-related securities of companies across various market capitalisation. However, there can be no assurance that the investment objective of the Scheme will be realised.

Edelweiss Multi Cap Fund  is a Equity - Multi Cap fund was launched on 3 Feb 15. It is a fund with High risk and has given a CAGR/Annualized return of 5.3% since its launch.  Return for 2019 was 8.4% , 2018 was -4.9% and 2017 was 47.4% .

Below is the key information for Edelweiss Multi Cap Fund 

Edelweiss Multi Cap Fund 
Growth
Launch Date 3 Feb 15
NAV (10 Jul 20) ₹13.252 ↓ -0.02   (-0.13 %)
Net Assets (Cr) ₹489 on 30 Apr 20
Category Equity - Multi Cap
AMC Edelweiss Asset Management Limited
Rating Not Rated
Risk High
Expense Ratio 2.58
Sharpe Ratio -0.48
Information Ratio 0.05
Alpha Ratio 0.3
Min Investment 5,000
Min SIP Investment 1,000
Exit Load 0-12 Months (1%),12 Months and above(NIL)

Growth of 10,000 investment over the years.

DateValue
30 Jun 15₹10,000
30 Jun 16₹10,036
30 Jun 17₹12,225
30 Jun 18₹14,052
30 Jun 19₹14,914
30 Jun 20₹12,778

Edelweiss Multi Cap Fund  SIP Returns

   
My Monthly Investment:
Investment Tenure:
Years
Expected Annual Returns:
%
Total investment amount is ₹300,000
expected amount after 5 Years is ₹349,120.
Net Profit of ₹49,120
Invest Now

Returns for Edelweiss Multi Cap Fund 

Returns up to 1 year are on absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 9 Jul 20

DurationReturns
1 Month 6.2%
3 Month 12.7%
6 Month -12.9%
1 Year -8.2%
3 Year 2%
5 Year 5.4%
10 Year
15 Year
Since launch 5.3%
Historical performance (Yearly) on absolute basis
YearReturns
2019 8.4%
2018 -4.9%
2017 47.4%
2016 0.4%
2015
2014
2013
2012
2011
2010
Fund Manager information for Edelweiss Multi Cap Fund 
NameSinceTenure
Harshad Patwardhan3 Feb 155.41 Yr.

Data below for Edelweiss Multi Cap Fund  as on 30 Apr 20

Equity Sector Allocation
SectorValue
Financial Services25.59%
Consumer Defensive10.66%
Technology9.62%
Energy9.53%
Industrials9.06%
Health Care8.92%
Basic Materials8.8%
Communication Services4.72%
Utility3.12%
Consumer Cyclical2.71%
Asset Allocation
Asset ClassValue
Cash7.17%
Equity92.83%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
Reliance Industries Ltd (Energy)
Equity, Since 31 Jul 17 | RELIANCE
8%₹40 Cr273,303
↑ 64,919
Clearing Corporation Of India Ltd.
CBLO | -
8%₹39 Cr
HDFC Bank Ltd (Financial Services)
Equity, Since 28 Feb 15 | HDFCBANK
8%₹38 Cr404,523
↓ -38,896
ICICI Bank Ltd (Financial Services)
Equity, Since 28 Feb 15 | ICICIBANK
5%₹23 Cr689,013
↓ -73,802
Bharti Airtel Ltd (Communication Services)
Equity, Since 31 Oct 19 | BHARTIARTL
5%₹23 Cr413,223
Infosys Ltd (Technology)
Equity, Since 30 Apr 18 | INFY
5%₹23 Cr328,572
Hindustan Unilever Ltd (Consumer Defensive)
Equity, Since 31 Aug 19 | 500696
4%₹21 Cr103,490
↑ 11,623
Kotak Mahindra Bank Ltd (Financial Services)
Equity, Since 31 Dec 18 | KOTAKBANK
3%₹17 Cr138,064
ITC Ltd (Consumer Defensive)
Equity, Since 31 Mar 20 | ITC
3%₹16 Cr800,345
Dr Reddy's Laboratories Ltd (Healthcare)
Equity, Since 30 Apr 20 | 500124
3%₹13 Cr32,984
↑ 21,211

6. Edelweiss Mid Cap Fund

(Erstwhile Edelweiss Mid and Small Cap Fund )

The investment objective is to seek to generate long-term capital appreciation from a portfolio that predominantly invests in equity and equity-related securities of Mid Cap companies. However, there can be no assurance that the investment objective of the Scheme will be realised.

Edelweiss Mid Cap Fund is a Equity - Mid Cap fund was launched on 26 Dec 07. It is a fund with High risk and has given a CAGR/Annualized return of 7.6% since its launch.  Ranked 22 in Mid Cap category.  Return for 2019 was 5.2% , 2018 was -15.7% and 2017 was 52.3% .

Below is the key information for Edelweiss Mid Cap Fund

Edelweiss Mid Cap Fund
Growth
Launch Date 26 Dec 07
NAV (10 Jul 20) ₹24.937 ↓ -0.11   (-0.42 %)
Net Assets (Cr) ₹796 on 30 Apr 20
Category Equity - Mid Cap
AMC Edelweiss Asset Management Limited
Rating
Risk High
Expense Ratio 2.4
Sharpe Ratio -0.25
Information Ratio 1.05
Alpha Ratio 9.71
Min Investment 5,000
Min SIP Investment 500
Exit Load 0-12 Months (1%),12 Months and above(NIL)

Growth of 10,000 investment over the years.

DateValue
30 Jun 15₹10,000
30 Jun 16₹10,258
30 Jun 17₹12,772
30 Jun 18₹14,075
30 Jun 19₹13,771
30 Jun 20₹12,479

Edelweiss Mid Cap Fund SIP Returns

   
My Monthly Investment:
Investment Tenure:
Years
Expected Annual Returns:
%
Total investment amount is ₹300,000
expected amount after 5 Years is ₹340,450.
Net Profit of ₹40,450
Invest Now

Returns for Edelweiss Mid Cap Fund

Returns up to 1 year are on absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 9 Jul 20

DurationReturns
1 Month 5.7%
3 Month 16%
6 Month -8.7%
1 Year -2.6%
3 Year -0.5%
5 Year 4.9%
10 Year
15 Year
Since launch 7.6%
Historical performance (Yearly) on absolute basis
YearReturns
2019 5.2%
2018 -15.7%
2017 52.3%
2016 2.5%
2015 9.4%
2014 83.4%
2013 6.8%
2012 44.7%
2011 -24.8%
2010 26.1%
Fund Manager information for Edelweiss Mid Cap Fund
NameSinceTenure
Harshad Patwardhan26 Dec 0712.52 Yr.

Data below for Edelweiss Mid Cap Fund as on 30 Apr 20

Equity Sector Allocation
SectorValue
Basic Materials16.76%
Industrials16.52%
Financial Services15.52%
Health Care15.47%
Consumer Cyclical10.43%
Utility7.34%
Technology5.8%
Consumer Defensive4.43%
Real Estate0.76%
Asset Allocation
Asset ClassValue
Cash6.89%
Equity93.11%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
Clearing Corporation Of India Ltd.
CBLO | -
9%₹70 Cr
Indraprastha Gas Ltd (Utilities)
Equity, Since 31 Jan 19 | 532514
5%₹36 Cr759,885
PI Industries Ltd (Basic Materials)
Equity, Since 30 Nov 18 | PIIND
5%₹35 Cr230,207
Tata Consumer Products Ltd (Consumer Defensive)
Equity, Since 30 Apr 20 | 500800
4%₹35 Cr942,656
↑ 330,087
Ipca Laboratories Ltd (Healthcare)
Equity, Since 28 Feb 19 | 524494
4%₹30 Cr203,537
Abbott India Ltd (Healthcare)
Equity, Since 31 Jul 19 | 500488
3%₹27 Cr16,074
Max Financial Services Ltd (Financial Services)
Equity, Since 30 Nov 18 | 500271
3%₹25 Cr527,978
↑ 171,391
Jubilant Foodworks Ltd (Consumer Cyclical)
Equity, Since 31 Jan 19 | JUBLFOOD
3%₹24 Cr147,444
Dixon Technologies (India) Ltd (Technology)
Equity, Since 31 Jan 20 | 540699
3%₹22 Cr44,807
City Union Bank Ltd (Financial Services)
Equity, Since 30 Apr 14 | CUB
3%₹21 Cr1,577,773

7. Edelweiss Long Term Equity Fund

(Erstwhile Edelweiss ELSS Fund)

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.

Edelweiss Long Term Equity Fund is a Equity - ELSS fund was launched on 30 Dec 08. It is a fund with Moderately High risk and has given a CAGR/Annualized return of 13.4% since its launch.  Ranked 25 in ELSS category.  Return for 2019 was 9.2% , 2018 was -9.1% and 2017 was 37.7% .

Below is the key information for Edelweiss Long Term Equity Fund

Edelweiss Long Term Equity Fund
Growth
Launch Date 30 Dec 08
NAV (10 Jul 20) ₹42.71 ↓ -0.10   (-0.23 %)
Net Assets (Cr) ₹106 on 30 Apr 20
Category Equity - ELSS
AMC Edelweiss Asset Management Limited
Rating
Risk Moderately High
Expense Ratio 2.6
Sharpe Ratio -0.41
Information Ratio -0.69
Alpha Ratio 2.27
Min Investment 500
Min SIP Investment 500
Exit Load NIL

Growth of 10,000 investment over the years.

DateValue
30 Jun 15₹10,000
30 Jun 16₹9,834
30 Jun 17₹11,734
30 Jun 18₹12,576
30 Jun 19₹13,094
30 Jun 20₹11,368

Edelweiss Long Term Equity Fund SIP Returns

   
My Monthly Investment:
Investment Tenure:
Years
Expected Annual Returns:
%
Total investment amount is ₹300,000
expected amount after 5 Years is ₹331,978.
Net Profit of ₹31,978
Invest Now

Returns for Edelweiss Long Term Equity Fund

Returns up to 1 year are on absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 9 Jul 20

DurationReturns
1 Month 6.1%
3 Month 14%
6 Month -12.5%
1 Year -6.8%
3 Year -0.5%
5 Year 3.2%
10 Year
15 Year
Since launch 13.4%
Historical performance (Yearly) on absolute basis
YearReturns
2019 9.2%
2018 -9.1%
2017 37.7%
2016 -1.1%
2015 6.7%
2014 40.5%
2013 11.5%
2012 29.8%
2011 -19.9%
2010 17.8%
Fund Manager information for Edelweiss Long Term Equity Fund
NameSinceTenure
Harsh Kothari30 Apr 191.17 Yr.
Pratik Dharmshi30 Apr 191.17 Yr.

Data below for Edelweiss Long Term Equity Fund as on 30 Apr 20

Equity Sector Allocation
SectorValue
Financial Services25.87%
Industrials12.18%
Basic Materials11.28%
Technology9.88%
Consumer Defensive8.29%
Health Care7.9%
Energy6.69%
Communication Services4.78%
Consumer Cyclical4.44%
Utility2.29%
Real Estate0.28%
Asset Allocation
Asset ClassValue
Cash6.01%
Equity93.99%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
HDFC Bank Ltd (Financial Services)
Equity, Since 30 Nov 10 | HDFCBANK
7%₹8 Cr80,929
Clearing Corporation Of India Ltd.
CBLO | -
7%₹7 Cr
Reliance Industries Ltd (Energy)
Equity, Since 30 Jun 15 | RELIANCE
6%₹6 Cr40,022
↑ 6,029
Hindustan Unilever Ltd (Consumer Defensive)
Equity, Since 31 Aug 19 | 500696
5%₹6 Cr27,550
↑ 8,829
ICICI Bank Ltd (Financial Services)
Equity, Since 31 May 17 | ICICIBANK
5%₹6 Cr170,605
↓ -23,474
Bharti Airtel Ltd (Communication Services)
Equity, Since 31 Oct 19 | BHARTIARTL
5%₹5 Cr89,339
↑ 10,271
Infosys Ltd (Technology)
Equity, Since 31 Jul 15 | INFY
4%₹4 Cr61,333
Housing Development Finance Corp Ltd (Financial Services)
Equity, Since 31 Mar 16 | HDFC
3%₹3 Cr20,908
Larsen & Toubro Ltd (Industrials)
Equity, Since 30 Sep 15 | LT
3%₹3 Cr31,296
Tata Consultancy Services Ltd (Technology)
Equity, Since 31 May 15 | TCS
3%₹3 Cr14,735

How Does SIP Investment Grow?

Want to know how your SIP investment will grow if you invest a certain amount monthly for a specific period of time? We will explain you with an example.

SIP Calculator or SIP Return Calculator

SIP calculators usually take inputs such as the SIP investment amount(goal) one seeks to invest, the number of years of investing required, expected Inflation rates (one needs to account for this!) and expected returns. Hence, one can calculate the SIP returns required to achieve a goal!

Let’s suppose, if you invest INR 10,000 for 10 years, see how your SIP investment grows-

Monthly Investment: INR 10,000

Investment Period: 10 years

Total Amount Invested: INR 12,00,000

Long-term Growth Rate (approx.): 15%

Expected Returns as per sip calculator: INR 27,86,573

Net Profit: INR 15,86,573 (Absolute Return= 132.2%)

The above calculations show that if you invest INR 10,000 monthly for 10 years (a total of INR 12,00,000) you will earn INR 27,86,573, which means the net profit you make is INR 15,86,573. Isn’t it great!

How to Invest in Edelweiss Mutual Fund Online?

  1. Open Free Investment Account for Lifetime at Fincash.com.

  2. Complete your Registration and KYC Process

  3. Upload Documents (PAN, Aadhaar, etc.). And, You are Ready to Invest!

    Get Started

Disclaimer:
All efforts have been made to ensure the information provided here is accurate. However, no guarantees are made regarding correctness of data. Please verify with scheme information document before making any investment.
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