Edelweiss Consumption Fund Direct Growth

Edelweiss Consumption Fund Direct Growth is an equity fund. This fund was started on 20 February, 2025. The fund is managed by Dhruv Bhatia. The fund could potentially beat inflation in the long-run.

1. Edelweiss Consumption Fund Direct Growth has ₹282 Cr worth of assets under management (AUM) as on Mar 2025 and is less than category average.
2. The fund has an expense ratio 0.7.
   

Edelweiss Consumption Fund Direct Growth has given a CAGR return of 3.15% since inception.

Edelweiss Consumption Fund Direct Growth has allocated its funds majorly in Cash Equivalent, Consumer Cyclical, Consumer Defensive, Corporate, Communication, Health, Industrial, Financial Services, Basic Materials, Real Estate, Government. Its top holdings are Mahindra & Mahindra Ltd, ITC Ltd, Bharti Airtel Ltd, Hindustan Unilever Ltd, Maruti Suzuki India Ltd

As it is a equity - consumption mutual fund the taxation is as follows:
For short term (less than a year) capital gains will be taxed at 20%
For long term (more than 1 year) capital gains will be taxed at 12.5% without indexation benefit
Dividends will always be taxed at slab rate. Long term gains upto Rs 1 lakh are exempt capital gains tax.

The fund seeks to generate long-term capital appreciation by investing predominantly in equity and equity related securities with a focus on companies engaged in consumption and consumption related sectors or allied sectors.

Minimum investment for lump sum payment is INR 100.00 and for SIP is INR 100.00. Edelweiss Consumption Fund Direct Growth has no lock in period.