Edelweiss Equity Savings Reg Mn IDCW-R
Edelweiss Equity Savings Fund Monthly Reinvestment Of Income Dis Cum Cptl Wdrl Opt mixes stocks and bonds for balanced growth and stability.
What This Strategy Does
CW Expert Research Notes
Consistent Downside Protection
The fund has demonstrated resilience across market cycles, outperforming its benchmark in 9 out of 11 years, reflecting a process focused on downside risk management.
Balanced Equity Exposure
With a 25% allocation to equities complemented by fixed income, the fund's construction aims to participate in upside while mitigating volatility through its asset mix.
Valuation-Conscious Positioning
The fund's overweight in financials and underweight in expensive technology and consumer discretionary sectors suggests a value-conscious approach that could benefit from earnings revisions.
Performance and Risk Analysis
Historical returns, volatility patterns, and how this fund has performed relative to its benchmark.
Risk Profile
Detailed Risks
Market Risk
Potential recession risks amid slowing economic growth could trigger equity sell-offs, mitigated by equity savings fund structure.
Liquidity Risk
High mid-cap exposure could face liquidity stress during volatility spikes, partially offset by large-cap allocation.
Concentration Risk
Concentrated sector exposures like financials face asset quality risks, diversified through multi-sector approach.
Specific Strategy Risk
Regulatory changes to equity savings taxation could impact strategy viability, monitored through policy tracking.
Strategy Details
A closer look at the investment thesis, portfolio construction, and current holdings.
Core Investment Theme
Provides downside protection through a dynamic allocation between equity and debt. The fund aims to participate in equity market upside while limiting drawdowns through active debt exposure, creating a smoother return profile over full market cycles.
Broader Market View
Market Outlook
Why This Strategy is Attractive Now
Investment Style & Process
Investment Style
Why it Makes Sense
High-Level Investment Process
Portfolio Holdings Overview
Geographic Allocation
Top Stock Holdings
Fund House Management
The asset management company’s track record, AUM scale, and fund manager credentials.
Fund Manager Track Record
Rahul Dedhia
Mr. Rahul Dedhia has experience of 18 years. Manages 134 funds at Edelweiss Asset Management Limited with an AUM of approximately ₹36,540 Cr Holds a M.B.A. degree.
59 years
Combined Team Experience
₹ 82,960 Cr
Assets Under Management
Bharat Lahoti
Co-Portfolio ManagerMr. Bharat Lahoti has experience of 20 years. Manages 177 funds at Edelweiss Asset Management Limited with an AUM of approximately ₹28,490 Cr Holds a MMS degree.
Kedar Karnik
Co-Portfolio ManagerMr. Kedar Karnik has experience of 22 years. Manages 118 funds at Edelweiss Asset Management Limited with an AUM of approximately ₹17,930 Cr Holds a B.E. degree.
CW Expert Take
Edelweiss brings capital markets expertise to fund management. Their investment teams leverage deep sectoral knowledge from the parent group's domain experience. The fund house combines fundamental research with market structure understanding, useful across equity positioning and credit cycle navigation.
Firm Overview
Investment Philosophy & Approach
Disciplined Approach
Edelweiss adopts a disciplined investment approach focused on rigorous research.
Risk Management
Risk management is embedded in the investment process through diversification.
Long-Term Perspective
The fund house maintains a long-term investment perspective and philosophy.
Operational & Regulatory Details
What it costs to invest, transaction mechanics, and regulatory disclosures you should know.
Costs and Fees
Regulatory & Tax Information
LTCG | >1Year 12.5%% on gain above 1.25 Lakh
STCG | <1Year 20%%
Tax Implications (India)