Edelweiss Arbitrage Fund vs Edelweiss Equity Savings Fund
Direct Plan, Growth option · Data as on 30-10-2026
Edelweiss Arbitrage Fund is an Arbitrage fund and Edelweiss Equity Savings Fund is an Equity Savings fund. In the 3 years to 30-10-2026, Edelweiss Arbitrage Fund (Direct) returned 7.4% a year and Edelweiss Equity Savings Fund (Direct) returned 10.9% a year. Edelweiss Arbitrage Fund charges 1.53% a year and Edelweiss Equity Savings Fund 1.08% (Direct plans). Their portfolios overlap 41.6%: they hold 99 of the same securities.
Edelweiss Arbitrage Fund
Arbitrage
- 3 year return
- 7.4%
- Expense ratio
- 1.53%
- NAV
- ₹22.63
Edelweiss Equity Savings Fund
Equity Savings
- 3 year return
- 10.9%
- Expense ratio
- 1.08%
- NAV
- ₹30.25
Which is better, Edelweiss Arbitrage or Edelweiss Equity Savings? Key differences
It depends on what you want from the fund. These are the differences in numbers, from the data on this page.
- Edelweiss Equity Savings returned more over 5 years: 9.3% a year against 6.9%.
- Edelweiss Equity Savings returned more over 3 years: 10.9% a year against 7.4%.
- Edelweiss Equity Savings costs less: 1.08% a year against 1.53% (Direct plans).
- Edelweiss Arbitrage swung less over 3 years: a standard deviation of 1.1% a year against 3.9%.
- Edelweiss Arbitrage fell less in its worst fall since 28-11-2016: −0.5% against −9.5%.
- Edelweiss Arbitrage is the larger fund: ₹14,250 Cr against ₹1,704 Cr.
- Their portfolios overlap 41.6%: 99 of the same holdings.
Past returns do not promise future returns. This page is information, not investment advice.
Key facts
From each fund's scheme summary document and AMFI
| Fact | Edelweiss Arbitrage Fund | Edelweiss Equity Savings Fund |
|---|---|---|
| Fund house | Edelweiss Mutual Fund | Edelweiss Mutual Fund |
| Category | Arbitrage | Equity Savings |
| AUM | ₹14,250 Cr (30-09-2026) | ₹1,704 Cr (30-09-2026) |
| NAV | ₹22.63 (Direct) | ₹30.25 (Direct) |
| Expense ratio (Direct) | 1.53% | 1.08% |
| Expense ratio (Regular) | 2.20% | 2.08% |
| Riskometer | Low | Moderate |
| Benchmark | Nifty 50 Arbitrage Index | Nifty Equity Savings Index |
| Launch date | 27-06-2014 | 13-10-2014 |
| Minimum investment | ₹100 | ₹100 |
| Lock in | None | None |
| Fund managers | Bhavesh Jain, Amit Vora, Rahul Dedhia, Hetul Raval | Bharat Lahoti, Bhavesh Jain, Rahul Dedhia, Kedar Karnik |
| Exit load | "Exit Load: • 0.25% if units are redeemed/switched out on or before 15 days from the date of allotment • Nil if units are redeemed/switched out after 15 days" | Exit load of 0.25%, if redeemed within 30 days. |
Edelweiss Arbitrage vs Edelweiss Equity Savings: Returns Comparison
Returns as on 30-10-2026. Up to one year they are absolute returns. Longer periods are a rate per year.
| Fund | 1M | 3M | 6M | 1Y | 3Y | 5Y | 10Y |
|---|---|---|---|---|---|---|---|
| Edelweiss Arbitrage Fund (Direct) | +0.53% | +1.49% | +3.25% | +6.66% | +7.37% | +6.92% | +6.52% |
| Edelweiss Equity Savings Fund (Direct) | −0.68% | +0.27% | +3.54% | +5.36% | +10.93% | +9.34% | -- |
| Arbitrage average | +0.56% | +1.52% | +3.20% | +6.62% | +7.18% | +6.68% | +6.31% |
| Equity Savings average | −0.02% | −0.68% | +1.71% | +2.12% | +8.55% | +7.55% | -- |
Category average: the average of the 39 Arbitrage funds and the 23 Equity Savings funds, same plan type.
Edelweiss Arbitrage vs Edelweiss Equity Savings: Year-wise Returns
| Year | ArbitrageEdelweiss Arbitrage | Equity SavingsEdelweiss Equity Savings |
|---|---|---|
| 2026to date | +5.42% | +4.53% |
| 2025 | +7.07% | +9.03% |
| 2024 | +8.44% | +14.47% |
| 2023 | +7.89% | +14.29% |
| 2022 | +5.11% | +4.65% |
| 2021 | +4.58% | +13.07% |
Edelweiss Arbitrage vs Edelweiss Equity Savings: Rolling Returns
Every holding period of both funds
Rolling returns
Every 3-year holding period, 1,709 of them, one for each trading day from 28-11-2019 to 30-10-2026: the yearly return (CAGR) of each, plotted on the day it ended. One lucky or unlucky start day cannot flatter or hide a fund.
Edelweiss Arbitrage Fund (Direct)
Edelweiss Equity Savings Fund (Direct)
to
Jun 2020Aug 2018
to
Aug 2021Oct 2019
to
Oct 2022Dec 2020
to
Dec 2023Mar 2022
to
Mar 2025Apr 2023
to
Apr 2026
How the periods spread
| Fund | Below 0% | 0-5% | 5-10% | 10-15% | 15-20% | 20-25% | Above 25% | Mean | Median | Lowest | Highest |
|---|---|---|---|---|---|---|---|---|---|---|---|
| Edelweiss Arbitrage | 0.0 | 11.1 | 88.9 | 0.0 | 0.0 | 0.0 | 0.0 | 6.4% | 6.4% | 4.8% | 7.9% |
| Edelweiss Equity Savings | 0.0 | 0.0 | 22.9 | 77.1 | 0.0 | 0.0 | 0.0 | 10.7% | 10.9% | 5.1% | 13.7% |
The table shows the % of periods in each return band; a darker cell holds more of them. Lumpsum: the yearly rate (CAGR) from a period's first NAV to its last. SIP: the XIRR of the monthly instalments. Every fund is measured over the days all of them have, from 28-11-2016. Past returns do not promise future returns.
Edelweiss Arbitrage vs Edelweiss Equity Savings: SIP and Lumpsum Returns
What the same monthly or one-time investment would be worth in each fund today, from their own NAV history
Growth of an investment
₹10,000 on the first trading day of every month, from 01-11-2016 to 30-10-2026: 120 instalments, ₹12,00,000 in all.
| Investment | Invested | Value now | Gain | Return a year |
|---|---|---|---|---|
| Edelweiss ArbitrageEdelweiss Arbitrage Fund (Direct) | ₹12,00,000 | ₹16,87,415 | ₹4,87,415 | 6.6% |
| Edelweiss Equity SavingsEdelweiss Equity Savings Fund (Direct) | ₹12,00,000 | ₹20,39,932 | ₹8,39,932 | 10.2% |
Edelweiss ArbitrageEdelweiss Arbitrage Fund (Direct)
Edelweiss Equity SavingsEdelweiss Equity Savings Fund (Direct)
Amount invested
From each plan's published NAV (Growth option), over the same days. Return a year: XIRR for a SIP, CAGR for a lumpsum, shown for a year or more. It does not include exit load, stamp duty or tax. Past returns do not promise future returns.
Edelweiss Arbitrage vs Edelweiss Equity Savings: Risk and Drawdowns
How much each fund swings, and the worst fall over the same days
Risk and return
| Measure | Edelweiss Arbitrage Fund (Direct) | Edelweiss Equity Savings Fund (Direct) |
|---|---|---|
| Return (CAGR) | +6.66% | +5.36% |
| Standard deviation | 1.28% | 4.38% |
| Sharpe ratio | 1.11 | 0.03 |
| Sortino ratio | 1.73 | 0.04 |
| Maximum drawdown | −0.4% (06-08-2026) | −3.5% (23-03-2026) |
| Beta | -- | -- |
| Alpha | -- | -- |
From daily NAVs, 30-10-2025 to 30-10-2026. Standard deviation: how much the daily value swings, scaled to a year. Sharpe: return above the risk-free rate (NSE's overnight rate index) per unit of swing. Sortino: the same, counting only the falls. Beta and alpha compare each fund with its own benchmark's TRI.
| Measure | Edelweiss Arbitrage Fund (Direct) | Edelweiss Equity Savings Fund (Direct) |
|---|---|---|
| Return (CAGR) | +7.37% | +10.93% |
| Standard deviation | 1.05% | 3.94% |
| Sharpe ratio | 1.27 | 1.25 |
| Sortino ratio | 1.98 | 1.74 |
| Maximum drawdown | −0.4% (06-08-2026) | −3.5% (23-03-2026) |
| Beta | -- | -- |
| Alpha | -- | -- |
From daily NAVs, 30-10-2023 to 30-10-2026. Standard deviation: how much the daily value swings, scaled to a year. Sharpe: return above the risk-free rate (NSE's overnight rate index) per unit of swing. Sortino: the same, counting only the falls. Beta and alpha compare each fund with its own benchmark's TRI.
| Measure | Edelweiss Arbitrage Fund (Direct) | Edelweiss Equity Savings Fund (Direct) |
|---|---|---|
| Return (CAGR) | +6.92% | +9.34% |
| Standard deviation | 0.98% | 4.24% |
| Sharpe ratio | 1.15 | 0.84 |
| Sortino ratio | 1.77 | 1.16 |
| Maximum drawdown | −0.4% (06-08-2026) | −4.9% (20-06-2022) |
| Beta | -- | -- |
| Alpha | -- | -- |
From daily NAVs, 29-10-2021 to 30-10-2026. Standard deviation: how much the daily value swings, scaled to a year. Sharpe: return above the risk-free rate (NSE's overnight rate index) per unit of swing. Sortino: the same, counting only the falls. Beta and alpha compare each fund with its own benchmark's TRI.
| Measure | Edelweiss Arbitrage Fund (Direct) | Edelweiss Equity Savings Fund (Direct) |
|---|---|---|
| Return (CAGR) | +6.84% | +10.34% |
| Standard deviation | 0.99% | 4.72% |
| Sharpe ratio | 1.08 | 1.05 |
| Sortino ratio | 1.63 | 1.46 |
| Maximum drawdown | −0.5% (03-06-2020) | −9.5% (23-03-2020) |
| Beta | -- | -- |
| Alpha | -- | -- |
From daily NAVs, 30-06-2014 to 30-10-2026. Standard deviation: how much the daily value swings, scaled to a year. Sharpe: return above the risk-free rate (NSE's overnight rate index) per unit of swing. Sortino: the same, counting only the falls. Beta and alpha compare each fund with its own benchmark's TRI.
Drawdowns
How far below its previous high each one was on every day: the falls an investor had to sit through. 0% means it was at a new high.
Edelweiss Arbitrage Fund (Direct)
Edelweiss Equity Savings Fund (Direct)
| Fund | Worst fall | High before it | Bottom | Back at the high | Time to climb back | Below its high today |
|---|---|---|---|---|---|---|
| Edelweiss Arbitrage Fund (Direct) | −0.5% | 29-05-2020 | 03-06-2020 | 14-08-2020 | 2 months | −0.0% |
| Edelweiss Equity Savings Fund (Direct) | −9.5% | 13-02-2020 | 23-03-2020 | 23-06-2020 | 3 months | −1.5% |
From daily values since 28-11-2016, the first day every fund has.
Rolling standard deviation
Whether the swings have grown or calmed over time: the standard deviation of daily changes over every 1-year window, scaled to a year, plotted on the window's last day. Higher means a bumpier ride.
Edelweiss Arbitrage Fund (Direct)
Edelweiss Equity Savings Fund (Direct)
Whether the swings have grown or calmed over time: the standard deviation of daily changes over every 3-year window, scaled to a year, plotted on the window's last day. Higher means a bumpier ride.
Edelweiss Arbitrage Fund (Direct)
Edelweiss Equity Savings Fund (Direct)
Whether the swings have grown or calmed over time: the standard deviation of daily changes over every 5-year window, scaled to a year, plotted on the window's last day. Higher means a bumpier ride.
Edelweiss Arbitrage Fund (Direct)
Edelweiss Equity Savings Fund (Direct)
Edelweiss Arbitrage vs Edelweiss Equity Savings: Portfolio Overlap
From each fund's latest monthly portfolio: Edelweiss Arbitrage Fund, September 2026; Edelweiss Equity Savings Fund, September 2026
Holdings in common
- Overlap
- 41.6%
- Held by both
- 99
- Only in Edelweiss Arbitrage
- 92
- Only in Edelweiss Equity Savings
- 56
| Security | % of Edelweiss Arbitrage | % of Edelweiss Equity Savings |
|---|---|---|
| HDFC Bank Ltd. | 5.01% | 4.92% |
| ICICI Bank Ltd. | 5.42% | 4.58% |
| Reliance Industries Ltd. | 2.66% | 2.93% |
| EDELWEISS LIQUID FUND - DIRECT PL -GR | 7.91% | 2.51% |
| EDELWEISS MONEY MARKET FUND - DIRECT PL | 4.08% | 2.20% |
| Vodafone Idea Ltd. | 1.61% | 2.42% |
| Bharti Airtel Ltd. | 1.50% | 3.10% |
| Axis Bank Ltd. | 1.53% | 1.44% |
| NMDC Ltd. | 1.35% | 1.36% |
| Hindalco Industries Ltd. | 1.08% | 1.49% |
| Steel Authority of India Ltd. | 0.85% | 4.26% |
| EDELWEISS LOW DURATION FUND | 0.78% | 3.69% |
| Hindustan Unilever Ltd. | 0.94% | 0.65% |
| Manappuram Finance Ltd. | 0.62% | 0.74% |
| State Bank of India | 1.16% | 0.59% |
| Divi's Laboratories Ltd. | 0.58% | 0.65% |
| BSE Ltd. | 0.57% | 0.91% |
| Bajaj Finance Ltd. | 0.77% | 0.56% |
| Kotak Mahindra Bank Ltd. | 0.56% | 0.84% |
| Eternal Ltd. | 0.52% | 0.75% |
| UPL Ltd. | 0.50% | 1.27% |
| Glenmark Pharmaceuticals Ltd. | 1.29% | 0.46% |
| ITC Ltd. | 0.72% | 0.46% |
| Adani Green Energy Ltd. | 0.46% | 2.70% |
| Indus Towers Ltd. | 1.71% | 0.38% |
| IndusInd Bank Ltd. | 0.36% | 0.43% |
| NTPC Ltd. | 1.37% | 0.35% |
| JSW Steel Ltd. | 1.05% | 0.35% |
| Ultratech Cement Ltd. | 0.36% | 0.34% |
| Larsen & Toubro Ltd. | 0.64% | 0.33% |
| The Federal Bank Ltd. | 0.31% | 0.30% |
| Ambuja Cements Ltd. | 0.29% | 0.62% |
| Bandhan Bank Ltd. | 0.75% | 0.28% |
| Titan Company Ltd. | 0.26% | 0.48% |
| Swiggy Ltd. | 0.25% | 0.26% |
| Multi Commodity Exchange Of India Ltd. | 0.25% | 1.64% |
| AU Small Finance Bank Ltd. | 0.37% | 0.24% |
| Bharat Heavy Electricals Ltd. | 0.98% | 0.22% |
| Maruti Suzuki India Ltd. | 0.22% | 0.25% |
| Infosys Ltd. | 1.01% | 0.21% |
| Bharat Electronics Ltd. | 0.49% | 0.21% |
| APL Apollo Tubes Ltd. | 0.24% | 0.20% |
| Torrent Pharmaceuticals Ltd. | 0.39% | 0.19% |
| Astral Ltd. | 0.23% | 0.19% |
| Bajaj Auto Ltd. | 0.19% | 0.19% |
| Apollo Hospitals Enterprise Ltd. | 0.17% | 0.21% |
| TVS Motor Company Ltd. | 1.10% | 0.14% |
| Life Insurance Corporation of India | 0.42% | 0.14% |
| Vedanta Ltd. | 0.28% | 0.14% |
| Bharat Petroleum Corporation Ltd. | 0.14% | 0.31% |
| RBL Bank Ltd. | 0.14% | 0.73% |
| One 97 Communications Ltd. | 0.14% | 0.31% |
| Union Bank of India | 0.13% | 0.20% |
| EDEL CRIS-IBX AAA NBFC-HFC-JUN 27 IND FD | 0.13% | 0.15% |
| Coal India Ltd. | 0.73% | 0.12% |
| Shriram Finance Ltd. | 0.12% | 0.22% |
| Kalyan Jewellers India Ltd. | 0.28% | 0.11% |
| Tata Motors Passenger Vehicles Ltd. | 0.11% | 0.25% |
| GE Vernova T&D India Limited | 0.11% | 0.24% |
| Punjab National Bank | 0.71% | 0.09% |
| Power Finance Corporation Ltd. | 0.61% | 0.09% |
| SBI Cards & Payment Services Ltd. | 0.22% | 0.09% |
| FSN E-Commerce Ventures Ltd. | 0.12% | 0.09% |
| InterGlobe Aviation Ltd. | 0.11% | 0.09% |
| Hindustan Petroleum Corporation Ltd. | 0.09% | 0.10% |
| Central Depository Services (I) Ltd. | 0.09% | 0.19% |
| Muthoot Finance Ltd. | 0.08% | 0.10% |
| Adani Energy Solutions Ltd. | 2.01% | 0.07% |
| Canara Bank | 1.15% | 0.07% |
| HDFC Life Insurance Company Ltd. | 0.58% | 0.07% |
| Lupin Ltd. | 0.07% | 0.07% |
| Yes Bank Ltd. | 0.87% | 0.06% |
| Hindustan Aeronautics Ltd. | 0.06% | 0.25% |
| Pidilite Industries Ltd. | 0.06% | 0.12% |
| Tech Mahindra Ltd. | 0.06% | 0.24% |
| HCL Technologies Ltd. | 0.06% | 0.10% |
| Bajaj Finserv Ltd. | 0.06% | 0.33% |
| Bank of Baroda | 0.73% | 0.05% |
| Biocon Ltd. | 0.32% | 0.05% |
| GMR Airports Ltd. | 0.08% | 0.05% |
| Cipla Ltd. | 0.05% | 0.12% |
| CG Power and Industrial Solutions Ltd. | 0.05% | 0.20% |
| Tata Consultancy Services Ltd. | 0.05% | 0.24% |
| Adani Ports & Special Economic Zone Ltd. | 0.05% | 1.05% |
| Ashok Leyland Ltd. | 0.63% | 0.04% |
| HDFC Asset Management Company Ltd. | 0.23% | 0.04% |
| GAIL (India) Ltd. | 0.05% | 0.04% |
| Asian Paints Ltd. | 0.04% | 0.14% |
| National Aluminium Company Ltd. | 0.04% | 1.05% |
| Polycab India Ltd. | 0.04% | 0.17% |
| Adani Enterprises Ltd. | 1.61% | 0.03% |
| Mahindra & Mahindra Ltd. | 0.03% | 0.58% |
| Jindal Steel Ltd. | 0.20% | 0.02% |
| Mphasis Ltd. | 0.02% | 0.12% |
| Jio Financial Services Ltd. | 0.42% | 0.01% |
| JSW Energy Ltd. | 0.15% | 0.01% |
| Godrej Consumer Products Ltd. | 0.07% | 0.01% |
| Sun Pharmaceutical Industries Ltd. | 0.01% | 0.36% |
| Indian Bank | 0.01% | 0.14% |
Overlap: for each holding both funds own, the smaller of its two weights, added up. 41.6% means 41.6% of each fund's money sits in positions the other also holds. Matched by ISIN. Cash and hedged positions are left out.
Largest holdings only in Edelweiss Arbitrage Fund
| Security | % of fund |
|---|---|
| SIDBI CD RED 11-06-2027 | 2.00% |
| CANARA BANK CD RD 29-06-27 | 1.33% |
| SIDBI CD RED 18-02-2027 | 1.20% |
| SIDBI CD RED 25-03-2027 | 1.02% |
| Adani Power Ltd. | 0.97% |
Largest holdings only in Edelweiss Equity Savings Fund
| Security | % of fund |
|---|---|
| EDELWEISS ULTRA SHORT TERM FUND | 4.41% |
| 7.65% HDB FIN SERV NCD 10-09-27 | 2.92% |
| 7.18% GOVT OF INDIA RED 14-08-2033 | 1.47% |
| 7.3763% BAJAJ FIN LTD OPT III R 26-06-28 | 1.45% |
| 7.35%BHARTI TELECO SRXXV 15-10-27 | 1.45% |
Asset and sector split
Share of each fund, from its latest monthly portfolio
Asset allocation
| Asset | Edelweiss Arbitrage | Edelweiss Equity Savings |
|---|---|---|
| Equity | 69.1% | 64.9% |
| Debt | 16.3% | 8.5% |
| Cash and others | 14.6% | 26.6% |
Market cap of stocks
| Market cap | Edelweiss Arbitrage | Edelweiss Equity Savings |
|---|---|---|
| Large Cap | 51.3% | 41.7% |
| Mid Cap | 14.6% | 14.3% |
| Small Cap | 3.2% | 6.7% |
| Not on AMFI's list | 0.0% | 2.3% |
Share of the whole fund. Groups follow AMFI's latest list: Large Cap is the 100 largest companies, Mid Cap the next 150, Small Cap the rest.
Largest sectors
| Sector | Edelweiss Arbitrage | Edelweiss Equity Savings |
|---|---|---|
| Banks | 20.1% | 15.0% |
| Telecom - Services | 4.8% | 5.9% |
| Power | 5.2% | 3.5% |
| Ferrous Metals | 2.7% | 4.7% |
| Capital Markets | 1.5% | 4.3% |
| Pharmaceuticals & Biotechnology | 3.6% | 2.5% |
| Finance | 3.5% | 2.3% |
| Petroleum Products | 3.3% | 3.3% |
The six largest sectors of each fund's stocks, % of the fund.
Edelweiss Arbitrage vs Edelweiss Equity Savings: Expense Ratio
What each plan charges a year, from AMFI's expense ratio file
| Charge | Edelweiss Arbitrage Fund | Edelweiss Equity Savings Fund |
|---|---|---|
| Total expense ratio (Direct) | 1.53% | 1.08% |
| Base expense ratio (Direct) | 0.33% | 0.51% |
| Total expense ratio (Regular) | 2.20% | 2.08% |
| Base expense ratio (Regular) | 0.90% | 1.36% |
The expense ratio comes out of the fund's assets every day, so every return on this page is already after it. Base expense ratio: the fund house's own fee. The total adds brokerage, transaction costs, and levies with GST.
More comparisons
Each fund against the others of its category
Compare Edelweiss Arbitrage with
Edelweiss Arbitrage Fund vs Edelweiss Equity Savings Fund: Frequently Asked Questions
What is the difference between Edelweiss Arbitrage Fund and Edelweiss Equity Savings Fund?
Edelweiss Arbitrage Fund is an Arbitrage fund, Edelweiss Equity Savings Fund is an Equity Savings fund, run by Edelweiss Mutual Fund. Their portfolios overlap 41.6%. Edelweiss Arbitrage Fund charges 1.53% a year and Edelweiss Equity Savings Fund 1.08%.
Which has given higher returns, Edelweiss Arbitrage Fund or Edelweiss Equity Savings Fund?
Over 1 year: Edelweiss Arbitrage Fund +6.66%, Edelweiss Equity Savings Fund +5.36%. Over 3 years: Edelweiss Arbitrage Fund +7.37% a year, Edelweiss Equity Savings Fund +10.93% a year. Over 5 years: Edelweiss Arbitrage Fund +6.92% a year, Edelweiss Equity Savings Fund +9.34% a year. As on 30-10-2026. Past returns do not promise future returns.
Which has the lower expense ratio, Edelweiss Arbitrage Fund or Edelweiss Equity Savings Fund?
Edelweiss Equity Savings Fund charges less: 1.08% a year against 1.53%. These are the Direct plans' total expense ratios reported to AMFI.
How much do Edelweiss Arbitrage Fund and Edelweiss Equity Savings Fund overlap?
41.6%. They hold 99 of the same securities, the largest shared ones being HDFCBANK, ICICIBANK, RELIANCE. From each fund's latest monthly portfolio.
Which is riskier, Edelweiss Arbitrage Fund or Edelweiss Equity Savings Fund?
On SEBI's riskometer, Edelweiss Arbitrage Fund is rated Low and Edelweiss Equity Savings Fund Moderate. Over 3 years, the standard deviation of daily returns was 1.05% and 3.94% a year.
Which is better for SIP, Edelweiss Arbitrage Fund or Edelweiss Equity Savings Fund?
Over the last 5 years, a monthly SIP of ₹10,000 from 01-10-2021 to 30-10-2026 grew to ₹7,33,242 in Edelweiss Arbitrage Fund (XIRR 7.2% a year) and ₹7,83,893 in Edelweiss Equity Savings Fund (XIRR 9.8% a year). Both received 61 instalments. Past returns do not promise future returns.
Can I invest in both Edelweiss Arbitrage Fund and Edelweiss Equity Savings Fund?
Yes. 41.6% of each fund's money sits in the same holdings, so a large part of the two investments would move together.
Who manages Edelweiss Arbitrage Fund and Edelweiss Equity Savings Fund?
Edelweiss Arbitrage Fund: Bhavesh Jain, Amit Vora, Rahul Dedhia, Hetul Raval. Edelweiss Equity Savings Fund: Bharat Lahoti, Bhavesh Jain, Rahul Dedhia, Kedar Karnik.
Sources: NAV and expense ratio from AMFI. Holdings from each fund house's monthly portfolio statement. Fund facts from each scheme summary document.
This page is information, not investment advice. Mutual fund investments are subject to market risks; read all scheme related documents carefully. Past returns do not promise future returns. Figures come from AMFI, NSE, BSE and each fund house's own documents.