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Edelweiss Economic Resurgence Fund - Regular Plan - Growth Option

Category: Equity Funds Diversified
Launch Date: 27-01-2015
Asset Class: Equity
Benchmark: S&P BSE 200
Expense Ratio: 2.65% As on (30-09-2017)
Status: Open Ended Schemes(Growth) for subscription
Minimum Investment: 5000.0
Minimum Topup: 1000.0
Total Assets: 25.72 Cr As on (30-09-2017)
Turn over: 1.31
NAV as on 21-11-2017

13.958

0.05 (0.3511%)

CAGR Since Inception

12.65%

S&P BSE 200 14.1%

PERFORMANCE of Edelweiss Economic Resurgence Fund - Regular Plan - Growth Option

Scheme Performance (%)

Data as on - 21-11-2017

Yearly Performance (%)

Fund Managers

Mr. Harshad Patwardhan

Mr. Patwardhan is B.Tech from IIT, MBA from IIM and CFA. Prior to joining JPMorgan AMC he has worked with Deutsche Equities India Pvt. Ltd.

Investment Objective

The scheme seeks to generate long term capital appreciation, from a diversified portfolio that is substantially constituted of equity and equity related securities of companies with focus on riding economic cycles through dynamic allocation between various sectors and stocks at different stages of economic activity.

RETURNS CALCULATOR for Edelweiss Economic Resurgence Fund - Regular Plan - Growth Option

Growth of 10000 In SIP (Fund vs Benchmark)

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Growth of 10000 In LUMPSUM (Fund vs Benchmark)

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Rolling Returns

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.

Riskometer

riskometer

Key Performance and Risk Statistics of Edelweiss Economic Resurgence Fund - Regular Plan - Growth Option

Key Statistics Volatility Sharpe Ratio Alpha Beta Yield to Maturity Average Maturity
Edelweiss Economic Resurgence Fund - Regular Plan - Growth Option - - -1.47 1.2 - -
Equity Funds Diversified - - - - - -

PEER COMPARISION of Edelweiss Economic Resurgence Fund - Regular Plan - Growth Option

Period
Data as on - 21-11-2017
Scheme Name Launch
Date
1-Year
Ret (%)
2-Yrs
Ret (%)
3-Yrs
Ret (%)
5-Yrs
Ret (%)
10-Yrs
Ret (%)
Edelweiss Economic Resurgence Fund - Regular Plan - Growth Option 27-01-2015 44.57 19.68 0.0 0.0 0.0
Principal Growth Fund-Growth Option 25-10-2000 48.08 24.76 15.9 22.23 7.95
Tata Retirement Savings Fund -Regular Plan -Progressive -Growth 01-11-2011 47.86 23.18 17.77 20.14 0.0
SBI-ETF Nifty Next 50 16-03-2015 45.61 25.23 0.0 0.0 0.0
Reliance ETF Junior BeES 21-02-2003 44.84 0.0 0.0 0.0 0.0
ICICI Prudential Nifty Next 50 Index Fund - Growth 25-06-2010 44.61 24.37 17.45 21.81 0.0
Aditya Birla Sun Life India Reforms Fund-Growth 25-06-2010 43.9 22.35 13.71 17.16 0.0
Principal Dividend Yield Fund-Growth Plan 15-10-2004 43.82 23.12 12.8 16.38 9.39
BNP PARIBAS Dividend Yield Fund-Growth Option 15-09-2005 43.56 20.66 15.27 20.55 13.65
Invesco India Contra Fund - Growth 11-04-2007 43.03 21.75 15.4 22.35 13.62

PORTFOLIO ANALYSIS of Edelweiss Economic Resurgence Fund - Regular Plan - Growth Option

Asset Allocation (%)

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