Edelweiss Equity Savings Fund

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4–7 yearsInvestment Horizon

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Performance and Risk Analysis

Historical returns, volatility patterns, and how this fund has performed relative to its benchmark.

Standard Deviation4.4%

Sharpe Ratio0.43

A closer look at the investment thesis, portfolio construction, and current holdings.

SectoralAllocation

Capital Goods24.47%

Financial Services28%

Services12.4%

Consumers12.27%

Utilities3.31%

Energy & Infra14.45%

Technology5.1%

Domestic100%

CompanySectorAllocation

Cash Offset For DerivativesUtilities40.60%

Clearing Corporation Of India Ltd.Utilities10.35%

Axis Bank LimitedUtilities7.46%

Reliance Industries LtdEnergy & Infra6.89%

HDFC Bank LtdFinancial Services5.24%

7.18% Govt Stock 2033Utilities4.14%

Hdb Financial Services LimitedUtilities3.94%

Bharti Airtel LtdServices3.45%

ICICI Bank LtdFinancial Services2.94%

7.1% Govt Stock 2034Utilities2.47%

What it costs to invest, transaction mechanics, and regulatory disclosures you should know.

Total Expense Ratio (TER)1.6%

INF843K01KJ3

ISIN

DailyDealing Frequency

LTCG | >1Year 12.5%% on gain above 1.25 Lakh

STCG | <1Year 20%%

Tax Implications (India)