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Edelweiss Equity Opportunities Fund (G)

PLAN: Regular OPTIONS: Growth
26.814 0.2 (0.72%)

NAV as on 23 Jun, 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

Average performance in the category

The scheme is ranked 3 in Large Cap category by Crisil (for quarter ended Mar 2017) up from Rank 4 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 23 Jun, 2017)

Period Returns (%) Rank #
1 mth 2.6 46
3 mth 7.4 31
6 mth 22.9 35
1 year 17.5 89
2 year 8.9 71
3 year 13.1 56
5 year 16.7 26

# Moneycontrol Rank within 134 Large Cap Schemes.

Absolute Returns (in %)

Year Qtr 1 Qtr 2 Qtr 3 Qtr 4 Annual
2017 13.4 - - - -
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 2.6 7.4 22.9 17.5 8.9 13.1 16.7
Category avg 2.4 6.9 20.3 18.6 9.1 12.0 14.6
Difference of Fund returns and Category returns 0.2 0.5 2.6 -1.1 -0.2 1.1 2.1
Best of category 6.0 15.5 33.1 37.2 16.6 22.6 29.7
Worst of category -0.4 -7.7 -7.6 -16.7 4.7 5.2 4.4
Benchmark returns # 2.2 5.4 21.3 19.3 8.9 10.8 15.0
Difference of Fund returns and Benchmark returns 0.4 2.0 1.6 -1.8 0.0 2.3 1.7
Edelweiss Equity Opportunities Fund (G) Review by Crisil - Rating: 3 (Rank 3 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 (%)
SBI Blue Chip Fund - Direct (G) Rank 1
2,813.95 6.0 20.6 17.9 18.0 --
SBI Blue Chip Fund (G) Rank 1
8,582.51 5.7 20.0 16.6 16.8 20.7
Birla SL Frontline Eqty-Direct (G) Rank 2
3,401.29 6.0 21.2 21.1 15.2 --
HDFC Top 200 Fund - Direct (G) Rank 3
1,458.75 6.2 21.3 24.4 11.6 --
ICICI Pru Focused Bluechip Eqty-IO Not Ranked
0.01 5.5 19.6 21.2 14.0 18.8
* Returns over 1 year are Annualised More »

Portfolio

Top Holdings (May 31, 17)

Equity Sector Value
(Rs cr)
Asset %
ITC Tobacco 15.63 5.55
Reliance Oil & Gas 13.54 4.81
Larsen Engineering 12.84 4.56
Maruti Suzuki Automotive 12.46 4.42
ICICI Bank Banking/Finance 11.91 4.23
HDFC Banking/Finance 11.51 4.08
Infosys Technology 10.45 3.71
IndusInd Bank Banking/Finance 9.61 3.41
SBI Banking/Finance 8.55 3.04
TCS Technology 7.37 2.62

Full Portfolio

Sector Allocation (May 31, 17)

Sector %

1-Year

HighLow

Banking/Finance 23.02 0.00 0.00
Engineering 9.27 0.00 0.00
Automotive 8.04 0.00 0.00
Cement 7.49 0.00 0.00
Oil & Gas 6.93 0.00 0.00
Technology 6.33 0.00 0.00

View All Sectors

Asset Allocation (%)(May 31, 17)

Equity 82.99
Others 0.00
Debt 3.07
Mutual Funds N.A
Money Market 0.00
Cash / Call 13.94

View All

Concentration

Holdings (%)
Top 5 23.57
Top 10 40.43
Sector (%)
Top 3 40.33

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