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Edelweiss Equity Opportunities Fund (G)

PLAN: Regular OPTIONS: Growth
26.076 0.01 (0.05%)

NAV as on 28 Apr, 2017

CRISIL MF RANK

Riskometer

MODERATELY HIGH

MODERATELY HIGH

  • Principal at moderately high risk.
FUND FAMILY : Edelweiss Mutual Fund FUND CLASS : Large Cap
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ranking by CRISIL

Below average performance in the category

The scheme is ranked 4 in Large Cap category by Crisil (for quarter ended Dec 2016) rank unchanged from last quarter. If you are already invested in this scheme, you may consider switching to a better performing scheme.

View Top ranked funds in this category

Benchmark Index:
 
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Returns (NAV as on 28 Apr, 2017)

Period Returns (%) Rank #
1 mth 4.0 58
3 mth 9.9 38
6 mth 6.5 95
1 year 19.4 98
2 year 8.9 75
3 year 17.4 49
5 year 15.9 31

# Moneycontrol Rank within 134 Large Cap Schemes.

Absolute Returns (in %)

Year Qtr 1 Qtr 2 Qtr 3 Qtr 4 Annual
2016 -3.4 6.8 5.3 -9.8 0.1
2015 6.5 -3.0 -2.4 -0.8 2.5
2014 7.0 18.6 4.7 8.5 44.8
2013 -6.7 2.4 -2.0 9.7 4.5
2012 12.8 0.1 7.7 3.6 26.7

View where it stands within its peers

* Returns over 1 year are Annualised

* Calculation Remark - Dividends are reinvested at the rate of return

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 4.0 9.9 6.5 19.4 8.9 17.4 15.9
Category avg 3.7 8.8 7.4 20.5 8.9 15.6 13.7
Difference of Fund returns and Category returns 0.3 1.1 -0.9 -1.1 0.0 1.8 2.2
Best of category 7.9 15.2 15.1 44.7 18.6 28.9 28.8
Worst of category -0.4 -7.7 -7.6 -16.7 4.5 6.3 4.4
Benchmark returns # 3.2 9.3 8.8 23.0 8.8 14.5 14.0
Difference of Fund returns and Benchmark returns 0.8 0.6 -2.3 -3.6 0.1 2.9 1.9
Edelweiss Equity Opportunities Fund (G) Review by Crisil - Rating: 2 (Rank 4 out of 5)
# Benchmark Index: S&P BSE 200

Investment Info

Investment Objective

Scheme details

Fund Type Open-Ended
Investment Plan Growth
Launch date
Benchmark S&P BSE 200
Asset Size (Rs cr) 284.20 (Mar-31-2017)
Minimum Investment Rs.5000
Last Dividend N.A. View Dividend History
Bonus N.A.
Fund Manager Harshad Patwardhan / Amit Gadgil
View performance of schemes managed by the Fund Manager
Notes N.A

Load Details

Entry Load N.A
Exit Load 1.00%
Load Comments Exit load 1.00% if redeemed within 18 months from the date of allotment

Contact Details

Regd. Office Tower 3, Wing B, Ground Floor, Kohinoor City Mall, Kohinoor City, Kirol Road, Kurla(W), Mumbai-400070, 404 070
Tel. No. 022-40979900
Fax No. 022-40979878
Email EMFHelp@edelweissfin.com
Website http://www.emfhelp@edelweissfin.com

Peer Comparison

Large Cap Crisil Rank Assets (Rs.cr)
3mth (%) 6mth (%) 1yr (%) 3yr (%) 5yr (%)
HDFC Top 200 Fund (G) Rank 3
11,923.52 9.7 11.0 30.3 16.5 16.0
Birla SL Frontline Equity (G) Rank 2
11,877.82 8.9 7.9 24.6 18.7 19.2
ICICI Pru Focused Bluechip Eqty (G) Rank 2
10,220.49 8.1 8.6 23.7 17.0 17.0
SBI Blue Chip Fund (G) Rank 1
8,582.51 9.1 6.4 20.8 21.1 20.4
Kotak Select Focus Fund - Regular (G) Rank 1
6,335.80 12.3 12.0 33.3 25.2 22.2
* Returns over 1 year are Annualised More »

Portfolio

Top Holdings (Mar 31, 17)

Equity Sector Value
(Rs cr)
Asset %
ITC Tobacco 15.60 5.49
ICICI Bank Banking/Finance 14.21 5.00
Infosys Technology 13.56 4.77
Reliance Oil & Gas 13.41 4.72
Maruti Suzuki Automotive 11.88 4.18
Larsen Engineering 11.54 4.06
IndusInd Bank Banking/Finance 10.00 3.52
Tata Motors Automotive 9.07 3.19
HDFC Banking/Finance 8.87 3.12
SBI Banking/Finance 8.72 3.07

Full Portfolio

Sector Allocation (Mar 31, 17)

Sector %

1-Year

HighLow

Banking/Finance 24.53 33.57 33.57
Automotive 9.77 11.79 11.79
Technology 7.78 12.03 12.03
Oil & Gas 7.59 4.61 4.61
Engineering 7.30 6.84 6.84
Cement 7.02 8.13 8.13

View All Sectors

Asset Allocation (%)(Mar 31, 17)

Equity 88.69
Others 0.00
Debt 1.98
Mutual Funds N.A
Money Market 0.00
Cash / Call 9.33

View All

Concentration

Holdings (%)
Top 5 24.16
Top 10 41.12
Sector (%)
Top 3 42.08

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