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Edelweiss Financial Services  IDCW-P

Edelweiss Financial Services IDCW-P

1–7 yearsInvestment Horizon
HNI,MATarget Segments

Performance and Risk Analysis

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

Risk Profile

Risk Profile

Strategy Details

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

Portfolio Holdings Overview

Portfolio Holdings Overview

Geographic Allocation

Domestic100%
Top Stock Holdings

Top Stock Holdings

CompanySectorAllocation
HDFC Bank LtdFinancial Services11.55%
ICICI Bank LtdFinancial Services10.86%
State Bank of IndiaFinancial Services8.33%
Axis Bank LtdFinancial Services7.51%
Shriram Finance LtdFinancial Services5.64%
BSE LtdFinancial Services5.29%
Kotak Mahindra Bank LtdFinancial Services5.21%
Clearing Corporation Of India Ltd.Utilities4.58%
Multi Commodity Exchange of India LtdFinancial Services3.33%
SBI Life Insurance Co LtdFinancial Services3.22%

Fund House Management

The asset management company’s track record, AUM scale, and fund manager credentials.

Fund Manager Track Record

Fund Manager Track Record

TB

Trideep Bhattacharya

Mr. Trideep Bhattacharya has experience of 18 years. Manages 89 funds at Edelweiss Asset Management Limited with an AUM of approximately ₹23,943 Cr Holds a MBA degree.

Team

59 years

Combined Team Experience

AUM

₹ 47,821 Cr

Assets Under Management

AV
Amit Vora
Co-Portfolio Manager

Amit Vora has experience of 6 years. Manages 99 funds at Edelweiss Asset Management Limited with an AUM of approximately ₹23,878 Cr

Firm OverviewFirm Overview

Total AUM₹1,80,658.3 Cr

Operational & Regulatory Details

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

iconCosts and Fees

Total Expense Ratio (TER)2.56%

iconRegulatory & Tax Information

INF754K01WM1
verified
ISIN
DailyDealing Frequency
Nifty Financial Services TR INRBenchmark

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

STCG | <1Year 20%%

Tax Implications (India)
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