Funds

Every scheme with a disclosed portfolio: its NAV, returns, size and cost, and every measure we derive from the disclosures — each one something you can order the list by, and each one shown in its own units when you do.

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Expense at most % Size from ₹ cr Size to ₹ cr Same lead manager for at least years

Three ranges, and only three: what a fund costs, how big it is, and how long the person running it has been there. There is no range over a fund's record, because filtering on a record builds a shortlist of past winners — and our own testing found that shortlist does not predict the next three years. A fund with no expense or tenure on file is excluded by those two, never silently included.

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5 funds

ordered by size · names starting with E

Fund	Category	NAV	1 yr	3 yrs p.a.	Assets	Expense, Direct	How often it beat its category
Edelweiss Arbitrage Fund Edelweiss Asset Management Limited	Arbitrage	₹22.47 21 Sep 2026	6.7%	7.4%	₹14,863 Cr	1.58% Regular 2.25%	beat peers in 100% of 3-yr windows109 windows
Edelweiss Balanced Advantage Fund Edelweiss Asset Management Limited	Dynamic Asset Allocation or Balanced Advantage	₹60.85 21 Sep 2026	4.3%	10.8%	₹12,896 Cr	0.80% Regular 1.91%	beat peers in 70% of 3-yr windows109 windows
Edelweiss Aggressive Hybrid Fund Edelweiss Asset Management Limited	Aggressive Hybrid	₹75.58 21 Sep 2026	1.8%	13.3%	₹3,643 Cr	0.74% Regular 2.12%	beat peers in 77% of 3-yr windows109 windows
Edelweiss Multi Asset Allocation Fund Edelweiss Asset Management Limited	Multi Asset Allocation	₹12.66 21 Sep 2026	6.5%	7.5%	₹2,665 Cr	0.79% Regular 1.13%	beat peers in 0% of 3-yr windows4 windows — thin record
Edelweiss Equity Savings Fund Edelweiss Asset Management Limited	Equity Savings	₹30.53 21 Sep 2026	7.7%	11.4%	₹1,344 Cr	1.14% Regular 2.15%	beat peers in 98% of 3-yr windows83 windows

NAV is the growth class, Direct plan where one exists; returns are CAGR to the build's NAV date. How often it beat its category is the share of rolling three-year stretches in which the fund beat its category median; a full record needs 36 windows, and a thinner one is greyed. Funds without that measurement sort last, never first; a fund with no NAV in the last 45 days — wound up, merged or dormant — sorts last of all and is marked. On a phone the table keeps three columns — the fund, its size and the measure you ordered by; category, NAV, both returns and the expense ratio are dropped rather than pushed off the right-hand edge, because an ordering you cannot see is worth nothing.