In September 2026 I posted a series of X updates about Edelweiss fund performance, transparency, user queries and strategic initiatives. Below are the concrete numbers and decisions I highlighted.
✅️6M: 7.25% – the 6‑month return of the Edelweiss Equity Savings Fund.
✅️1Y: 7.76% – the 1‑year return of the Edelweiss Equity Savings Fund.
✅️5Y CAGR: 9.5% – the 5‑year compound annual growth rate.
✅️10Y CAGR: 10.13% – the 10‑year compound annual growth rate.
In the last 2 months, Nifty 50 fell 8.6% – market backdrop for fund performance.
The fund delivered +1% – Edelweiss Equity Savings Fund gain over the same 2‑month period.
In September infinity and altiva hybrid down almost 0.3 and 0.43% – decline of the two hybrid SIFs.
I emphasized that Edelweiss’s factsheets are “far, far ahead than rivals AMCs” and that we have been recommending global funds since 2017 after taking over the JP Morgan basket.