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Edelweiss Economic Resurgence Fund - Regular Plan - Growth Option

Category: Equity Funds Mid and Small Cap
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 16-02-2018

14.185

-0.12 (-0.8601%)

CAGR Since Inception

12.19%

S&P BSE 200 14.02%

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

Scheme Performance (%)

Data as on - 16-02-2018

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

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 Mid and Small Cap - - - - - -

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

Period
Data as on - 16-02-2018
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 29.57 29.05 12.39 0.0 0.0
SBI Smal & Midcap - Regular Plan - Growth 09-09-2009 52.02 41.94 25.52 36.52 0.0
HDFC Small Cap Fund - Regular Growth Plan 03-04-2008 46.67 41.05 21.37 24.28 0.0
Reliance Small Cap Fund - Growth Plan - Growth Option 16-09-2010 43.56 41.43 22.65 35.71 0.0
L&T Emerging Businesses Fund - Regular Plan - Growth 12-05-2014 39.62 44.5 24.13 0.0 0.0
IDFC Sterling Equity Fund -Regular Plan-Growth 07-03-2008 36.54 36.56 14.31 21.87 0.0
Edelweiss Mid and Small Cap Fund - Regular Plan - Growth Option 26-12-2007 33.76 0.0 0.0 0.0 0.0
Aditya Birla Sun Life Pure Value Fund - Growth Option 27-03-2008 33.49 37.23 18.9 29.6 0.0
HSBC Midcap Equity Fund - Growth 19-05-2005 31.88 35.63 17.21 27.24 9.6
Aditya Birla Sun Life Small & Midcap Fund - GROWTH 31-05-2007 30.95 37.61 20.17 27.63 14.43

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

Asset Allocation (%)

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