Edelweiss Long Term Equity Direct Plan
The primary objective of the scheme is to generate long-term capital appreciation with an option of periodic payouts at the end of lock in periods from a portfolio that invests predominantly in equity and equity related instruments.
Suitability
This product is suitable for investors who are seeking
• to create wealth in the long term
• investment in equity and equity-related securities that will be locked-in for the first three years.
Fund Info
Scheme Type
Open-ended
Scheme Category
ELSS (Tax Savings)
Benchmark Type
Nifty 50 Index
Scheme AUM (in Crs.)
₹ 90.51
Expense Ratio
0.6%
Scheme Class
Equity
AMC AUM (in Crs.)
₹ 11665
Min Subscription
₹ 500
Min Addition Subscription
₹ 500
Fund Info
| Scheme Type | Open-ended |
|---|---|
| Scheme Category | ELSS (Tax Savings) |
| Benchmark Type | Nifty 50 Index |
| Scheme AUM (in Crs.) | ₹ 90.51 |
| Expense Ratio | 0.6% |
| Scheme Class | Equity |
| AMC AUM (in Crs.) | ₹ 11665 |
| Min Subscription | ₹ 500 |
| Min Addition Subscription | ₹ 500 |
Performance
Comparison
Portfolio
AMC Details
Peer Comparison
Fund
Min SIP Inv.
Min Inv.
Returns 3Y
Fund Size(Cr.)
Top 10 Holdings
Company
Holding Type
Asset(%)
HDFC Bank Ltd
Equity
8
ICICI Bank Ltd
Equity
5
Infosys Ltd
Equity
5
Clearing Corporation Of India Ltd.
Cash - Collateral
4
Reliance Industries Ltd
Equity
4
Housing Development Finance Corp Ltd
Equity
4
ITC Ltd
Equity
4
Axis Bank Ltd
Equity
3
Tata Consultancy Services Ltd
Equity
3
Larsen & Toubro Ltd
Equity
3
Asset Allocation(%)
Equity
94
Cash - Collateral
4
Cash
2
Sector Allocation(%)
Sector
Percent
Banks - Regional - Asia
28
Information Technology Services
9
Engineering & Construction
7
Credit Services
6
Specialty Finance
5
Edelweiss Mutual Fund
AUM
₹11,665 Cr
About
Edelweiss Group is the parent company of Edelweiss Mutual Fund. Edelweiss Financial Services Limited is the trust that sponsors it. Edelweiss Asset Management Limited is the investment manager of EMF. Edelweiss Finance Ltd. was established in 1996; since then, it has been a key player in the financial marketplace. The company deals in providing asset management, investment banking, and insurance broking services to its clients. The firm has registered its presence in 19 states of India and it is headquartered in Mumbai. In 2008, Edelweiss got the green signal to set up its mutual fund house.##The asset management company follows a process oriented approach, which ultimately helps investors reach their financial goal. The fund house offers a bouquet of mutual funds ranging across various categories like equity, debt and hybrid and invests in various market capitalization. This approach caters to the needs of all its customers with different investment styles.
Launch Date
30 Apr 2008
Sponsor
NA
Email
investor.amc@edelcap.com
Phone
1800 425 0090
Address
Edelweiss House, Off. C.S.T Road, Kalina, Mumbai 400 098, Mumbai - 400 098
Edelweiss Mutual Fund
Quick Links
Calculate Returns
LUMPSUM
SIP
Investment Amount
₹10,000
Return Amount
₹4,185
Return Rate
6%
Duration
6y 0m
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