Edelweiss Equity Savings Fund Direct Growth
Scheme code: INF843K01KC8
NAV value:
₹ 28.3366
NAV date: 19 March, 2026
TER: 0.63%
Fund option: Direct
Fund type: Growth
Asset class: Hybrid
Asset category: Equity Savings
Rolling returns
Summary
| Duration | Min (%) | Max (%) | Median (%) | Average return (%) | Category average return (%) |
|---|---|---|---|---|---|
| 1 year | -2.04 | 27.36 | 9.64 | 9.94 | 8.62 |
| 3 year | 5.07 | 13.69 | 10.37 | 10.06 | 10.96 |
| 5 year | 5.37 | 13.90 | 10.26 | 10.12 | 10.67 |
| 7 year | 8.36 | 11.47 | 10.24 | 10.00 | 9.71 |
| 10 year | 9.20 | 10.69 | 9.94 | 9.96 | 9.24 |
SIP rolling returns
Summary
If you invest ₹1 lakh per month in this fund through SIP, here are the estimated returns over different timeframes.| Duration | Invested amount | Final value | Return | CAGR (%) |
|---|
SIP return for 1 year
- Total Invested Amount: ₹12,00,000 - Final Portfolio Value: ₹12,53,242 - Absolute Returns: ₹53,242 - CAGR: %SIP return for 3 year
- Total Invested Amount: ₹36,00,000 - Final Portfolio Value: ₹41,68,280 - Absolute Returns: ₹5,68,280 - CAGR: %SIP return for 5 year
- Total Invested Amount: ₹60,00,000 - Final Portfolio Value: ₹77,73,814 - Absolute Returns: ₹17,73,814 - CAGR: %SIP return for 7 year
- Total Invested Amount: ₹84,00,000 - Final Portfolio Value: ₹1,22,43,199 - Absolute Returns: ₹38,43,199 - CAGR: %SIP return for 10 year
- Total Invested Amount: ₹1,20,00,000 - Final Portfolio Value: ₹2,09,39,507 - Absolute Returns: ₹89,39,507 - CAGR: %Drawdown Metrics
Max Drawdown
-9.50 %
Drawdown Duration
1 months
Recovery Time
3 months
Avg Drawdown
-0.82 %
Calmar Ratio by Duration
1
Y
1.0466
3
Y
1.0592
5
Y
1.0656
7
Y
1.0529
10
Y
1.0487