To generate long-term capital appreciation by predominantly investing in listed equity and equity-related instruments. The Investment Strategy may also invest in various derivative instruments, including limited short exposure through unhedged derivative positions in equity up to 25%. There is no assurance that the investment objective of the Investment strategy will be achieved.
Minimum Investment 1000000.0
Minimum Top-up 1000.0
Investment Returns
Since Launch in Oct 05, 2026
9.08
%
3 M
6 M
1 Y
3 Y
10 Y
Inception
Sharp Ratio
0.0 %
Expense Ratio
33.57%
Volatility
0.0 %
Fund House
Edelweiss Mutual Fund SIF
Fund Manager
Mr. Bharat Lahoti, Mr. Bhavesh Jain, Mr. Amit Vora
If the units are redeemed/ switched out on or before 90 days from the date of allotment – 0.50% of the applicable NAV
If the units are redeemed/switched out after 90 days from the date of allotment – Nil
Indicative Investment Horizon
5 Years and above
Asset Allocation
Fund's historical return comparison with other asset classes
Fund Performance
Fund's historical return comparison with other asset classes
Rolling returns are the annualized returns of the scheme taken for a specified period
(rolling returns period) on every day/week/month and taken till the last day of the
duration. In this chart we are showing the annualized returns over the rolling returns
period on every day from the start date and comparing it with the benchmark. Rolling
returns is the best measure of a fund's performance. Trailing returns have a recency
bias and point to point returns are specific to the period in consideration. Rolling
returns, on the other hand, measures the fund's absolute and relative performance across
all timescales, without bias.