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Edelweiss Equity Enhancer Fund - Plan A (G)

PLAN: Plan A OPTIONS: Growth
19.140 0 (0.00%)

NAV as on 27 Mar, 2015

CRISIL MF RANK

Not Ranked

Scheme Risk Grade

  HIGH RISK

HIGH RISK

  • For investors looking at long term capital growth investments.
  • Ideal for people who wish to benefit from potentially higher returns and have the risk appetite for the same.
FUND FAMILY : Edelweiss Mutual Fund FUND CLASS : Large Cap
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ranking by CRISIL

Not Ranked

This scheme is not ranked by CRISIL (for quarter ended Mar 2014) since it does not fulfill certain eligibility criteria of CRISIL

View Top ranked funds in other categories

Close Edelweiss Nifty Enhancer Fund - Plan A has been renamed as Edelweiss Equity Enhancer Fund - Plan B, with effect from January 1, 2012
Benchmark Index:
 
View Historic Graph From     To     

Returns (NAV as on 27 Mar, 2015)

Period Returns (%) Rank #
1 mth -4.5 15
3 mth 1.9 91
6 mth 9.0 67
1 year 36.5 56
2 year 26.0 73
3 year 16.4 52
5 year 9.9 43

# Moneycontrol Rank within 139 Large Cap Schemes.

Absolute Returns (in %)

Year Qtr 1 Qtr 2 Qtr 3 Qtr 4 Annual
2014 2.8 17.3 6.0 8.0 -
2013 -5.9 1.9 -1.1 10.9 7.0
2012 14.8 3.0 3.7 -1.9 20.2
2011 -3.8 -2.8 -12.3 -5.5 -24.2
2010 0.6 0.8 15.4 -0.9 18.3

View where it stands within its peers

* Returns over 1 year are Annualised

Performance

Fund returns v/s Category average (Large Cap)

* Returns over 1 year are Annualised
  1 mth (%) 3 mth (%) 6 mth (%) 1 yr (%) 2 yr (%) 3 yr (%) 5yr (%)
Fund Returns -4.5 1.9 9.0 36.5 26.0 16.4 9.9
Category avg -5.5 2.8 8.4 33.4 25.1 17.3 9.2
Difference of Fund returns and Category returns 1.0 -0.9 0.6 3.1 0.9 -0.9 0.7
Best of category -1.0 7.6 18.0 62.0 39.3 29.5 16.1
Worst of category -7.8 -2.7 0.7 14.0 11.9 8.5 5.2
Benchmark returns # -5.7 1.2 4.8 25.6 21.2 16.7 9.5
Difference of Fund returns and Benchmark returns 1.2 0.7 4.2 10.9 4.8 -0.3 0.4
# Benchmark Index: CNX NIFTY

Investment Info

Investment Objective

The primary objective of the Fund is to generate capital appreciation and income distribution by investing in a portfolio that endeavours to outperform the S & P CNX Nifty Index.“Edelweiss Nifty Enhancer Fund” is only the name of the Fund. The scheme is not an Index Fund. The equity stocks / weightages of the equity stocks in the scheme Portfolio may differ vis-ŕ-vis the underlying stocks of Nifty Index.

Scheme details

Fund Type Open-Ended
Investment Plan Growth
Launch date Aug 01, 2009
Benchmark CNX NIFTY
Asset Size (Rs cr) 0.25 (Dec-31-2014)
Minimum Investment Rs.1000
Last Dividend N.A. View Dividend History
Bonus N.A.
Fund Manager Paul Parampreet / Bhavesh D. Jain
View performance of schemes managed by the Fund Manager
Notes Edelweiss Nifty Enhancer Fund - Plan A has been renamed as Edelweiss Equity Enhancer Fund - Plan B, with effect from January 1, 2012

Load Details

Entry Load N.A
Exit Load 0.00%
Load Comments N.A.

Contact Details

Regd. Office 10th Floor, Chandermukhi, Nariman Point, Mumbai, 400021
Tel. No. 022-44218800
Fax No. 022-44218870
Email investor.amc@edelcap.com
Website http://www.edelweissmf.com

Peer Comparison

Large Cap Crisil Rank Assets (Rs.cr)
3mth (%) 6mth (%) 1yr (%) 3yr (%) 5yr (%)
HDFC Top 200 Fund (G) Rank 3
12,907.28 -1.8 4.0 32.9 19.5 12.7
HDFC Top 200 Fund - Direct (G) Not Ranked
635.77 -1.7 4.3 33.7 -- --
Birla SL Frontline Eqty-Direct (G) Not Ranked
446.03 3.6 11.3 40.0 -- --
Birla SL Frontline Equity (G) Rank 2
6,931.53 3.3 10.8 38.7 25.6 14.7
ICICI Pru Focused Bluechip Eqty-IO Not Ranked
0.02 2.0 8.3 35.5 23.0 16.1
* Returns over 1 year are Annualised More »

Portfolio

Top Holdings (Feb 28, 15)

Equity Sector Value
(Rs cr)
Asset %
HCL Tech Technology 0.02 4.46
NMDC Metals & Mining 0.02 4.04
Emami Cons NonDurable 0.02 3.81
SJVN Utilities 0.02 3.29
Torrent Pharma Pharmaceuticals 0.01 3.12
Abbott India Pharmaceuticals 0.01 3.11
Cairn India Oil & Gas 0.01 2.91
Asian Paints Chemicals 0.01 2.76
Grasim Conglomerates 0.01 2.69
Amara Raja Batt Automotive 0.01 2.68

Full Portfolio

Sector Allocation (Feb 28, 15)

Sector %

1-Year

HighLow

Pharmaceuticals 10.64 29.26 7.08
Banking/Finance 10.17 44.44 10.17
Cons NonDurable 9.48 20.24 1.53
Oil & Gas 8.14 10.72 3.11
Technology 8.02 15.46 7.77
Automotive 7.51 11.00 5.29

View All Sectors

Asset Allocation (%)(Feb 28, 15)

Equity 85.11
Others 10.57
Debt 0.00
Mutual Funds N.A
Money Market 0.00
Cash / Call 4.30

View All

Concentration

Holdings (%)
Top 5 18.72
Top 10 32.87
Sector (%)
Top 3 30.29

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