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  • Edelweiss Long Term Equity fund (Growth)

Formerly Edelweiss ELSS Gr

Edelweiss Mutual Funds

Edelweiss Long Term Equity fund (Growth)

EquityTax Saving

73.43

NAV (Nov 25)

9.2%
5 Year CAGR
Scripbox Opinion
Not Recommended
Click here for top ranked funds in tax saving mutual funds.

Tax saving funds provides inflation beating growth over the long term and is suitable for investment objectives with duration of 10-15 years or longer (minimum 5 years).

Our analysis of this fundLearn how we rate funds ->

Fund Size

Poor

The performance of the fund on a Fund Size metric has been Poor

Outperformance Consistency

Good

The performance of the fund on a Outperformance Consistency metric has been Good

Scripbox Recommended Tax Saving Fund

Save tax combined with inflation beating long term growth. Invest in Scripbox Recommended Tax Saver Funds to unlock the best of both worlds - tax saving and long term wealth creation.?

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Investment Calculator

Investment Duration5 years

0

Total Investment

0

Wealth Gained

0

Total Corpus Created (₹)

With CAGR of 11.25 % in 5 years

Historical NAV

73.43

NAV (Nov 25)

Fund Returns

Last 1Y

3.2%

Last 3Y

15.3%

Last 5Y

9.2%

Last 10Y

13.6%

Since Inception

15.4%

6 Month CAGR

16%

Scheme Information

Investment Objective

The primary objective of the Scheme is to generate long-term capital appreciation with an option of periodic payouts at the end of lock in periods from a portfolio that invests predominantly in equity and equity related instruments. However,there is no assurance that the investment objective of the Scheme will be realized and the Scheme does not assure or guarantee any returns.

Expense Ratio

2.42

Launched (14y ago)

Dec 30, 2008

AUM in Crores

210.540

ISIN

INF754K01517

Lock-in

3

Benchmark

IISL Nifty 500 TR INR

SIP Minimum

500

Lumpsum Min.

500

Standard Deviation (3yr)

21.9

Standard Deviation (5yr)

19

Beta (3yr)

0.95

Beta (5yr)

0.95

Sharpe Ratio (3yr)

0.565

Sharpe Ratio (5yr)

0.319

YTM

0

Fund Managers

Trideep Bhattacharya

Fund Manager

Ashwani Agarwalla

Fund Manager

Returns Calculator Comparison

of

for

with step up of

InstrumentReturnsTotal CorpusGainsAnnualised %
Mutual Fund70%965,796 233,18411.25%
EPF70% 900,761 168,1498.50%
Property70% 867,662 135,0507.00%
PPF70% 869,819 137,2077.10%
Bank FD70% 846,471 113,8596.00%
Gold70% 846,471 113,8596.00%
Savings Bank70% 825,950 93,3385.00%

Disclaimer: Products compared like fixed deposits may provide fixed guaranteed returns. Mutual Funds investments are subject to market risk, read all scheme related documents carefully before investing. Past performance is not an indicator of future returns.

Asset allocation and Holdings

Last updated on 2022-11-25

Top Stock Holdings

icici bank ltd

9%
9%

infosys ltd

6.2%
6.2%

hdfc bank ltd

5.4%
5.4%

reliance industries ltd

4.8%
4.8%

state bank of india

4.7%
4.7%
See all holdings

Allocation by Sector

financial services

34.2%
34.2%

industrials

13.2%
13.2%

consumer cyclical

12.7%
12.7%

technology

8.2%
8.2%

healthcare

5.4%
5.4%
See all sectors

Compare Edelweiss Long Term Equity fund (Growth)

Fund NameFund SizeOutperformance Consistency
Nippon India Value Fund (G)
Nippon India Value Fund (G)

₹ 4,865 cr

₹ 10,427 cr

₹ 15,580 cr

₹ 10,427 cr

₹ 15,580 cr

About the AMC

Edelweiss Asset Management Limited

Edelweiss Asset Management Limited manages assets worth 58,844 crores and was set up on 23 August 2007. It's current offering of mutual fund schemes includes 34 equity,103 debt and 18 hybrid funds.

amc-img

  • 022-40933400
  • emfhelp@edelweissfin.com
  • Fund NameScripbox Opinion
    Till Date CAGR

    14.7%

    10.4%

    20.1%

    11.9%

    4%

    9.7%

    4.1%

    5.8%

    8.5%

    4.5%

    Edelweiss Long Term Equity fund (G) Review

    Edelweiss Long Term Equity fund (G) is a Tax Saving Equity fund and has delivered an annualised return of 15.4% over a period of 13 years. The fund was previously known as Edelweiss ELSS Gr. The fund is managed by Edelweiss Asset Management Limited. The fund managers are Ashwani Agarwalla, Trideep Bhattacharya.

    Nav of Edelweiss Long Term Equity fund (G) as of 11/25/2022 is ₹73.43 with the total AUM as of 11/26/2022 is ₹210.54. With Scripbox you can compare and check the latest nav for all mutual funds in India. Edelweiss Long Term Equity fund (G) was launched on Dec 30, 2008. The category risk of the fund is Very High Risk.

    The minimum SIP amount for Edelweiss Long Term Equity fund (G) is ₹500 and you can increase this in multiples of ₹500. In case you want to invest a lump sum, the minimum amount to be invested is ₹500. Check your estimated returns on mutual funds by using sip calculator.

    Edelweiss Long Term Equity fund (G) is meant for investors with a minimum investment horizon of 5-7 years. Due to the asset class nature, expect volatility in your investments over the short term. The fund is benchmarked to IISL Nifty 500 TR INR.

    Edelweiss Long Term Equity fund (G) is rated as a 1 fund in Equity and delivered 3.2% returns in the last 1 year. Scripbox provides a compare mutual funds research tool to view a detailed comparison with Edelweiss Long Term Equity fund (G).

    Frequently Asked Questions

    What is Edelweiss Long Term Equity fund (G)?

    Edelweiss Long Term Equity fund (G) is a Tax Saving Equity scheme predominantly investing across Equity stocks with an investment objective to generate wealth over the long term.

    How to invest in Edelweiss Long Term Equity fund (G)?

    You can invest in Edelweiss Long Term Equity fund (G) through AMC, intermediaries, brokers or platforms like Scripbox. To learn step by step process visit how to invest in mutual funds?

    What is the minimum sip amount of Edelweiss Long Term Equity fund (G)?

    The minimum sip amount for Edelweiss Long Term Equity fund (G) is ₹500. You can invest in multiples of ₹500.

    Is Edelweiss Long Term Equity fund (G) good to invest in?

    As per Scripbox experts, Edelweiss Long Term Equity fund (G) is a Not Recommended fund. You can investEdelweiss Long Term Equity fund (G) fund if its investment objective and risk-o-meter matches your investment goals and risk preferences.

    What is the expense ratio of the Edelweiss Long Term Equity fund (G)?

    The expense ratio of the Edelweiss Long Term Equity fund (G) is 2.42% for regular plan.