Should I invest in Edelweiss Equity Savings Fund - Bonus Option?

We don't give personal investment advice. Edelweiss Equity Savings Fund - Regular Plan - Bonus Option is suitable for an investor whose:time horizon is **5+ years** — equity funds can drop 30-50% in bad years; horizons under 5 years materially raise the risk of selling at a lossrisk tolerance accepts seeing the portfolio fall sharply without panic-sellinggoal isn't capital preservation in the short termCross-check the numbers above against alternatives before deciding. Worst 5-year drawdown: 9.6%. 5-year CAGR: 10.29%.

Edelweiss

Edelweiss Equity Savings Fund - Regular Plan - Bonus Option

Latest NAV

₹23.6102

As of

18 Nov 2024

1,967 NAV records on file

NAV history & peer comparison

All NAVs split-adjusted and normalised to 100 at the start of the selected period, so funds with very different absolute NAV scales can be compared on one axis.

Period

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Returns matrix

Fund return alongside the category average and peer rank for every standard window. Returns under one year are absolute; one year and longer are compound annualised (CAGR).

Window	Fund	Category avg	+/− vs avg	Rank	Quartile
1D	+0.00%	0.00%	+0.00	17 / 31	Q3
1W	-0.82%	-0.52%	-0.30	28 / 31	Q4
2W	-0.73%	-0.20%	-0.53	26 / 31	Q4
1M	-1.47%	-0.36%	-1.11	31 / 31	Q4
3M	+0.24%	-0.98%	+1.22	9 / 31	Q2
6M	+4.94%	-2.07%	+7.01	2 / 31	Q1
YTD	+10.54%	-2.02%	+12.56	1 / 31	Q1
1Y	+13.64%	+0.21%	+13.43	1 / 30	Q1
2Y	+11.91%	+1.92%	+9.99	1 / 29	Q1
3Y	+8.57%	+4.84%	+3.73	8 / 28	Q2
4Y	+10.61%	+4.52%	+6.09	1 / 24	Q1
5Y	+10.29%	+3.63%	+6.66	1 / 24	Q1
7Y	+9.08%	+4.64%	+4.43	1 / 24	Q1
10Y	—	—	—	—	—
Inception	+9.67%	+4.74%	+4.93	1 / 31	Q1

Quartile legend: Q1 top 25% Q2 25-50% Q3 50-75% Q4 bottom 25%

Calendar-year returns

Full-year performance vs category average. Current year is partial (year-to-date).

Year	Fund	Category avg	+/− vs avg	Rank
2024 YTD	+10.54%	+7.43%	+3.11	9 / 28
2023	+12.72%	+8.86%	+3.85	9 / 26
2022	+3.26%	-1.13%	+4.39	5 / 24
2021	+11.57%	+8.85%	+2.72	7 / 25
2020	+12.85%	+9.17%	+3.69	3 / 25
2019	+6.91%	+4.21%	+2.70	8 / 23
2018	+3.97%	-2.76%	+6.73	2 / 16
2017	+15.00%	+8.69%	+6.32	1 / 14
2016	—	—	—	—

Rolling returns

Removes start-date bias by averaging CAGR over every overlapping N-year window in the fund's history. Higher average plus tight min/max plus high "% positive" = consistent.

1-Year rolling

+9.69%

86 windows

min 1.0% · max 21.0%

100% positive

3-Year rolling

+9.07%

61 windows

min 5.3% · max 11.7%

100% positive

5-Year rolling

+9.04%

37 windows

min 7.2% · max 11.3%

100% positive

Limited basis — fund is young, so this average may be skewed by which 5Y windows happen to be available.

7-Year rolling

+9.35%

13 windows

min 9.1% · max 9.6%

100% positive

Limited basis — fund is young, so this average may be skewed by which 7Y windows happen to be available.

SIP returns — historical "what if"

If you had invested every month in this fund over the chosen period, this is what your investment would be worth today.

Period

Total invested

₹ —

Today's value

₹ —

XIRR

Annualised

Wealth multiplier

Period	Total invested	Today's value	XIRR	Wealth multiplier

XIRR is the annualised internal rate of return on the SIP cash flow — invariant to the monthly amount. "Today's value" and "Total invested" scale linearly with the slider. Past performance does not guarantee future returns. Excludes exit load and taxes.

Risk profile

Risk-adjusted return and volatility, computed from monthly NAV returns over the trailing 3-year and 5-year windows.

Std deviation

4.75%

3-year · annualised

Sharpe ratio

0.39

vs risk-free 6.5%

Sortino ratio

0.80

Downside-only deviation

Max drawdown

-5.43%

Jan 2022 → Jun 2022

% positive months

72.2%

Share of monthly returns > 0 over the 3-year window

Sharpe / Sortino use a risk-free rate of 6.5% (1-year T-bill proxy). Higher Sharpe = more return per unit of total risk; higher Sortino = more return per unit of downside risk.

Peers in Equity Savings Fund

Scheme	Fund house	NAV	As of
SBI Equity Savings Fund - Regular Plan - Monthly Income Distribution cum Capital Withdrawal Option (IDCW)	SBI	₹22.5225	3 Jun 2026
Invesco India Equity Savings Fund - Regular Plan - IDCW (Payout / Reinvestment)	Invesco	₹16.2477	3 Jun 2026
BANDHAN Equity Savings Fund - Regular Plan -Annual IDCW	Bandhan	₹12.3290	3 Jun 2026
quant Equity Savings Fund - IDCW Option - Regular Plan	Quant	₹10.3253	3 Jun 2026
Aditya Birla Sun Life Equity Savings Fund - Regular - IDCW	Aditya Birla Sun Life	₹13.0500	3 Jun 2026
Mirae Asset Equity Savings Fund Regular IDCW	Mirae Asset	₹12.2450	3 Jun 2026
Kotak Equity Savings Fund - Regular - Monthly Payout of Income Distribution cum capital withdrawal option	Kotak	₹19.6748	3 Jun 2026
Edelweiss Equity Savings Fund - Regular Plan - IDCW Option	Edelweiss	₹18.1949	3 Jun 2026
DSP Equity Savings Fund - Regular Plan - IDCW	DSP	₹11.9260	3 Jun 2026
HSBC Equity Savings Fund - Regular Monthly IDCW	HSBC	₹15.3237	3 Jun 2026

Recent NAVs

Date	NAV
18 Nov 2024	₹23.6102
14 Nov 2024	₹23.5922
13 Nov 2024	₹23.5882
12 Nov 2024	₹23.7179
11 Nov 2024	₹23.8056
8 Nov 2024	₹23.8448
7 Nov 2024	₹23.8739
6 Nov 2024	₹23.9417
5 Nov 2024	₹23.8457
4 Nov 2024	₹23.7848

Frequently asked questions

These answers are generated from this fund's live metrics — NAV, returns, peer rank, drawdown, SIP backtest. Numbers refresh nightly after AMFI's NAV feed lands.

As of 18 Nov 2024, the NAV of Edelweiss Equity Savings Fund - Regular Plan - Bonus Option is ₹23.6102. It's a Equity Savings Fund from Edelweiss, run as a Regular plan IDCW (dividend) option. NAVs update once per business day from the AMFI feed.

Edelweiss Equity Savings Fund - Regular Plan - Bonus Option has NAV history starting from 28 Nov 2016, a track record of about 9 years 6 months. That's enough history to evaluate the fund across one or two market cycles. Look at rolling returns rather than point-to-point to judge consistency.

Edelweiss Equity Savings Fund - Regular Plan - Bonus Option is managed by Edelweiss. It's classified by AMFI under the 'Equity Savings Fund' SEBI category, which determines its peer set and tax treatment.

Over the trailing 1-year window, Edelweiss Equity Savings Fund - Regular Plan - Bonus Option has delivered a absolute return of 13.64% — +13.43 pp ahead of the Equity Savings Fund category average of 0.21%. The fund ranks #1 of 30 in its category — the top (Q1) quartile.

Over the trailing 3-year window, Edelweiss Equity Savings Fund - Regular Plan - Bonus Option has delivered a CAGR of 8.57% — +3.73 pp ahead of the Equity Savings Fund category average of 4.84%. The fund ranks #8 of 28 in its category — the second (Q2) quartile.

Over the trailing 5-year window, Edelweiss Equity Savings Fund - Regular Plan - Bonus Option has delivered a CAGR of 10.29% — +6.66 pp ahead of the Equity Savings Fund category average of 3.63%. The fund ranks #1 of 24 in its category — the top (Q1) quartile.

₹1 lakh invested in Edelweiss Equity Savings Fund - Regular Plan - Bonus Option exactly 5 years ago would be worth approximately ₹163,171 today — a multiplier of 1.63×, based on the 5-year CAGR of 10.29%. The category average over the same window would have grown ₹1 lakh to ₹119,495.

A ₹10,000 monthly SIP in Edelweiss Equity Savings Fund - Regular Plan - Bonus Option over the last 5 years — total invested ₹600,000 — would be worth ₹785,979 today. That's an XIRR (money-weighted annualised return) of 10.72%.

Edelweiss Equity Savings Fund - Regular Plan - Bonus Option doesn't yet have 10 years of NAVs. Over the longest available window (7-year SIP), ₹10,000/month would have grown to ₹1,206,191 — XIRR 10.15%.

On a 5-year basis, Edelweiss Equity Savings Fund - Regular Plan - Bonus Option ranks #1 out of 24 funds in the Equity Savings Fund category — that places it in the top quartile (Q1) — strong outperformance. The category average return over the same window is 3.63%; this fund delivered 10.29%.

The worst peak-to-trough decline Edelweiss Equity Savings Fund - Regular Plan - Bonus Option has experienced over the last 5-year window is 9.59% — its NAV fell from a high on 13 Feb 2020 to a low on 23 Mar 2020. Drawdown is a useful gauge of how much short-term pain you'd have endured to capture the long-term return.

Across all 5-year rolling windows, Edelweiss Equity Savings Fund - Regular Plan - Bonus Option averaged 9.04% (best 11.26%, worst 7.21%). 100% of rolling windows ended positive. The 5-year Sharpe ratio is 0.59 — reasonable risk-adjusted performance.

In calendar year 2023, Edelweiss Equity Savings Fund - Regular Plan - Bonus Option returned 12.72% — beating the Equity Savings Fund category average of 8.86% by 3.85 pp. It ranked #9 of 26 in its category that year.

Edelweiss Equity Savings Fund - Regular Plan - Bonus Option is classified as an Equity fund (at least 65% equity exposure). Tax rules (post Budget 2024): if you hold 12 months or more, gains are Long-Term and taxed at 12.5% on the amount exceeding ₹1.25 lakh per financial year. Held for under 12 months, gains are Short-Term and taxed at 20%. The ₹1.25 L exemption is per PAN per FY across all equity LTCG.

We don't give personal investment advice. Edelweiss Equity Savings Fund - Regular Plan - Bonus Option is suitable for an investor whose:

time horizon is **5+ years** — equity funds can drop 30-50% in bad years; horizons under 5 years materially raise the risk of selling at a loss
risk tolerance accepts seeing the portfolio fall sharply without panic-selling
goal isn't capital preservation in the short term

Cross-check the numbers above against alternatives before deciding. Worst 5-year drawdown: 9.6%. 5-year CAGR: 10.29%.

Educational content only — not investment advice. Tax rules summarised above reflect Budget 2024; consult a qualified adviser before transacting.

Edelweiss Equity Savings Fund - Regular Plan - Bonus Option

NAV history & peer comparison

Returns matrix

Calendar-year returns

Rolling returns

SIP returns — historical "what if"

Risk profile

Peers in Equity Savings Fund

Recent NAVs

Frequently asked questions

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