Edelweiss Equity Savings Fund-Reg(M-IDCW)

12.79 0.02 (0.17%) NAV as on 16-May-22

PERFORMANCE

Category 3M (%) 6M (%) 1Y (%) 3Y (%) 5Y (%) Since INC.
Scheme Return-3.01-4.015.368.56NA13.02
Category Avg-3.28-4.075.348.02NA7.22
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-0.72
20214.314.49-0.052.51
20206.413.997.51-5.04
20191.630.512.512.17
20181.880.601.43-0.15

ANNUAL RETURNS

Year Fund Return Rank in Category Category Total SENSEX
202111.671324NA
202012.96424NA
20196.981424NA
20183.8321NA
201730.58516NA

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)14.0617-Dec-185.3411.09-10.39
Sundaram Equity Savings Fund(G)48.6523-May-029.1711.058.228.22
Mahindra Manulife Equity Savings Dhan Sanchay Yojana-Reg(G)14.9608-Feb-176.7710.747.237.83
SBI Equity Savings Fund-Reg(G)16.7427-May-154.869.397.277.62
More from Peer Category Comparison »

Ratios

Statistical Ratios
Standard Deviation [%]6.2817
Semi Standard Deviation [%]0.0983
Beta [%]0.0932
Sharp Ratio [%]0.0822
R-Square [%]0.0383
Expense Ratio [%]2.0700
AVG Ratio [%]0.0035
Other Ratios
Jenson Ratio [%]0.0113
Treynor Ratio [%]0.1142
Turnover Ratio [%]0.0000
FAMA Ratio [%]0.0216
SORTINO Ratio [%]-0.0760

Return Calculator

MARKET STATS As on 16/05/2022 As on 16/05/2022

15842.30 (0.38) 52973.84 (0.34)

TOP GAINERS

Company Price Change Gain (%)
Compuage Infocom29.404.8519.76
Elgi Equipments299.0041.5016.12

TOP LOSERS

Company Price Change Loss (%)
Brightcom Group64.35-17.60-21.48
Amber Enterprises2703.60-675.85-20.00

Portfolio Comparison

MUTUAL FUND ACTIVITY