Stamp duty on investment0.005% (from July 1st, 2020)
Tax implicationsIf you redeem within one year, your returns will be taxed at 20%. For redemptions after one year, returns exceeding ₹1.25 lakh in a financial year will be taxed at 12.5%.
Ashish Sood
Mr. Sood has done B.Com (Hons), MBA (Finance), CFA (U.S.) Level 3 cleared
Prior to joining Edelweiss Mutual Fund, he has worked with InCred Asset Management Private Ltd ((previously Vishuddha Capital), HSBC Gloabal Banking and Markets, Citibank India and Bharti Airtel
Common questions about this fund, answered from scheme data
The latest Net Asset Value (NAV) of Edelweiss Financial Services Fund is ₹9.55 as of 2026-08-28.
Edelweiss Financial Services Fund is classified as a Sectoral-Banking & Financial Services fund.
The Assets Under Management (AUM) of Edelweiss Financial Services Fund is ₹282.35 Cr.
The expense ratio of Edelweiss Financial Services Fund is 2.56%.
Edelweiss Financial Services Fund is managed by Ashish Sood.
The minimum SIP investment for Edelweiss Financial Services Fund is ₹100.
As per the SEBI Riskometer, Edelweiss Financial Services Fund carries a Very High risk level.
Edelweiss Financial Services Fund has delivered 0% (1Y), 0% (3Y) and 0% (5Y) annualised returns as of 2026-08-28.
Open an account with Indiabulls Securities, complete your KYC, and invest via SIP or a one-time lumpsum through our platform.
A Systematic Investment Plan (SIP) lets you invest a fixed amount at regular intervals (e.g., monthly) instead of a single lumpsum.
There is no separate brokerage on mutual fund units. The AMC charges an expense ratio, which is already reflected in the NAV. An exit load may apply if you redeem before the specified period.
Mutual fund NAVs are declared once per business day after market close, in line with SEBI norms.
The FAQs above are generated from data provided by the AMC and are for educational purposes only. They do not constitute financial advice, buy/sell recommendations, or return guarantees. Mutual fund investments are subject to market risks — read all scheme-related documents carefully before investing. Past performance is not indicative of future returns.
