Edelweiss Equity Savings Fund(IDCW)-Direct Plan

13.79 0.02 (0.18%) NAV as on 16-May-22

PERFORMANCE

Category 3M (%) 6M (%) 1Y (%) 3Y (%) 5Y (%) Since INC.
Scheme Return-2.13-3.237.159.778.738.54
Category Avg-2.06-2.995.958.098.737.38
Category Best4.245.116.6112.169.989.88
Category Worst0.35-0.99-2.933.465.390.12

* Equity - Returns upto 1 year are absolute and over 1 year are CAGR.

* Debt - Returns upto 1 year are annualised and over 1 year are CAGR.

Performance GRAPH

QUARTERLY RETURNS

Year Q1 Q2 Q3 Q4
2022NANANA-0.38
20214.614.860.312.76
20206.674.257.78-4.81
20191.870.772.772.45
20182.160.911.720.07
20172.892.784.424.89

ANNUAL RETURNS

Year Fund Return Rank in Category Category Total SENSEX
202113.071324NA
202014.08424NA
20198.091424NA
20184.94321NA
201715.81516NA

PEER CATEGORY COMPARISON

Scheme Name NAV(Rs.) As On 09-06-17 Inception Date 1Y (%) 3Y (%) 5Y (%) Since Inception (%)
Mirae Asset Equity Savings Fund-Reg(G)14.1817-Dec-186.1411.28-10.77
Sundaram Equity Savings Fund(G)49.0323-May-029.8311.28.368.27
Mahindra Manulife Equity Savings Dhan Sanchay Yojana-Reg(G)15.1408-Feb-177.8910.967.428.16
SBI Equity Savings Fund-Reg(G)16.9327-May-155.959.567.477.83
More from Peer Category Comparison »

Ratios

Statistical Ratios
Standard Deviation [%]6.2798
Semi Standard Deviation [%]0.0983
Beta [%]0.0913
Sharp Ratio [%]0.1905
R-Square [%]0.0375
Expense Ratio [%]0.7100
AVG Ratio [%]0.0035
Other Ratios
Jenson Ratio [%]0.0181
Treynor Ratio [%]0.1908
Turnover Ratio [%]0.0000
FAMA Ratio [%]0.0283
SORTINO Ratio [%]-0.0760

Return Calculator

MARKET STATS As on 17/05/2022 As on 17/05/2022

16259.30 (2.63) 54318.47 (2.54)

TOP GAINERS

Company Price Change Gain (%)
Uttam Sugar Mills266.2544.3519.99
Datamatic Global Ser296.0049.3019.98

TOP LOSERS

Company Price Change Loss (%)
Cigniti Technologies382.35-35.95-8.59
Life Insurance Corp875.25-73.75-7.77

Portfolio Comparison

MUTUAL FUND ACTIVITY