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Edelweiss Equity Opportunities Fund (G)

PLAN: Regular OPTIONS: Growth
24.305 0.11 (0.44%)

NAV as on 27 Feb, 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.

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Benchmark Index:
 
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Returns (NAV as on 27 Feb, 2017)

Period Returns (%) Rank #
1 mth 2.4 105
3 mth 8.6 98
6 mth 1.3 118
1 year 24.3 113
2 year 2.1 98
3 year 17.8 63
5 year 14.4 29

# Moneycontrol Rank within 150 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 2.4 8.6 1.3 24.3 2.1 17.8 14.4
Category avg 2.7 8.2 3.6 25.7 3.6 16.0 11.9
Difference of Fund returns and Category returns -0.3 0.4 -2.3 -1.4 -1.5 1.8 2.5
Best of category 6.6 13.9 17.3 57.5 25.8 30.9 26.4
Worst of category -0.4 -7.7 -7.6 -16.7 -0.8 7.1 4.4
Benchmark returns # 3.3 10.0 4.3 31.0 2.8 15.7 12.6
Difference of Fund returns and Benchmark returns -0.9 -1.4 -3.0 -6.7 -0.7 2.1 1.8
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) 310.20 (Dec-31-2016)
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 (%)
Birla SL Frontline Eqty-Direct (G) Not Ranked
3,002.12 10.1 4.5 33.4 21.5 --
ICICI Pru Focused Bluechip Eqty (G) Rank 2
9,635.47 9.3 6.2 34.3 18.5 15.6
HDFC Top 200 Fund (G) Rank 3
11,411.66 9.6 7.8 43.5 19.3 14.4
ICICI Pru Focused. Blue -Direct (G) Not Ranked
2,001.71 9.6 6.7 35.6 19.6 --
SBI Blue Chip Fund (G) Rank 1
7,320.88 7.9 2.1 27.7 21.6 19.1
* Returns over 1 year are Annualised More »

Portfolio

Top Holdings (Jan 31, 17)

Equity Sector Value
(Rs cr)
Asset %
HDFC Bank Banking/Finance 26.16 9.00
ITC Tobacco 16.41 5.64
ICICI Bank Banking/Finance 13.03 4.48
HDFC Banking/Finance 12.41 4.27
Reliance Oil & Gas 12.20 4.19
Maruti Suzuki Automotive 11.60 3.99
Larsen Engineering 11.50 3.95
Tata Motors Automotive 10.14 3.49
Power Grid Corp Utilities 9.28 3.19
IndusInd Bank Banking/Finance 8.75 3.01

Full Portfolio

Sector Allocation (Jan 31, 17)

Sector %

1-Year

HighLow

Banking/Finance 30.47 33.57 21.39
Automotive 10.89 13.41 11.79
Oil & Gas 7.32 5.99 4.61
Cement 6.95 8.13 6.12
Engineering 6.57 9.09 6.84
Technology 5.66 14.17 12.03

View All Sectors

Asset Allocation (%)(Jan 31, 17)

Equity 92.83
Others 0.00
Debt 0.90
Mutual Funds N.A
Money Market 0.00
Cash / Call 6.27

View All

Concentration

Holdings (%)
Top 5 27.58
Top 10 45.21
Sector (%)
Top 3 48.68

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