Edelweiss Equity Savings Fund
Direct · Growth ₹30.63
04 Nov 2026
NAV
10.2%
3Y CAGR
10.1%
5Y CAGR
10.0%
10Y CAGR
9.9%
Weighted CAGR
?
Weighted Mean CAGR
Gives more importance to longer time periods (10Y, 20Y) than shorter ones (1Y, 3Y). This balances out recent outperformance and gives a more realistic picture of what long-term returns might look like.
Gives more importance to longer time periods (10Y, 20Y) than shorter ones (1Y, 3Y). This balances out recent outperformance and gives a more realistic picture of what long-term returns might look like.
12.33
Sharpe
-9.5%
Max Drawdown
?
Max Drawdown
The largest peak-to-trough decline in the fund's NAV. Shows the worst-case loss an investor would have experienced at any point in the fund's history.
The largest peak-to-trough decline in the fund's NAV. Shows the worst-case loss an investor would have experienced at any point in the fund's history.
0.63%
TER
If you invested ₹1,00,000 every month via SIP, here's how this fund has historically performed across different time horizons.
| Duration | Invested | Median Value | XIRR | Min XIRR | Max XIRR |
|---|---|---|---|---|---|
| 1 Year | ₹12.00 L | ₹12.52 L | 9.9% | -11.3% | 28.8% |
| 3 Years | ₹36.00 L | ₹41.52 L | 10.4% | 0.9% | 16.3% |
| 5 Years | ₹60.00 L | ₹77.85 L | 10.5% | 4.1% | 13.6% |
| 7 Years | ₹84.00 L | ₹1.23 Cr | 10.7% | 8.6% | 12.4% |
| 10 Years | ₹1.20 Cr | ₹2.08 Cr | 10.8% | 9.9% | 11.3% |
| 12 Years | ₹1.44 Cr | ₹2.73 Cr | 10.3% | 10.0% | 10.5% |
SIP returns vs benchmark & category
Annualised SIP return (XIRR) over each rolling horizon — like-for-like, not lump-sum.
| Duration | Fund SIP XIRR | Category avg |
|---|---|---|
| 1 Year | 9.9% | 6.9% |
| 3 Years | 10.4% | 9.2% |
| 5 Years | 10.5% | 9.3% |
| 7 Years | 10.7% | 9.2% |
| 10 Years | 10.8% | 9.2% |
| 12 Years | 10.3% | 9.1% |
| Duration | Mean | Median | Min | Max | Sharpe | Sortino | % Positive | Cat. Mean | Cat. Median |
|---|---|---|---|---|---|---|---|---|---|
| 1 Year | 9.8% | 9.4% | -2.0% | 27.4% | 0.67 | 2.24 | 99% | — | — |
| 3 Years | 10.2% | 10.5% | 5.1% | 13.7% | 2.14 | 52.58 | 100% | — | — |
| 5 Years | 10.1% | 10.2% | 5.4% | 13.9% | 2.30 | 58.91 | 100% | — | — |
| 10 Years | 10.0% | 10.1% | 9.2% | 10.7% | 12.33 | — | 100% | — | — |
-9.5%
Max Drawdown
1 mo
Drawdown Duration
3 mo
Recovery Time
-0.8%
Avg Drawdown
Calmar Ratio by Duration
1.03
1Y
1.07
3Y
1.06
5Y
1.07
7Y
1.06
10Y
1.01
12Y