Formerly Edelweiss Long Term Equity IDCW-R
₹ 25.25
NAV (Apr 18)
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).
Scripbox does not recommend investing in the dividend option of a fund because dividends are taxable at a higher rate than withdrawals.
Investment Duration5 years
0
Total Investment0
Wealth Gained0
Total Corpus Created (₹)
With CAGR of 11.25 % in 5 years₹ 25.25
NAV (Apr 18)
Last 1Y | 34.3% |
Last 3Y | 17.4% |
Last 5Y | 14.2% |
Last 10Y | 13.7% |
Since Inception | 15.4% |
6 Month CAGR | 16.7% |
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 | 2.33 |
Launched (16y ago) | Dec 30, 2008 |
AUM in Crores | 329.480 |
ISIN | INF754K01541 |
Lock-in | 3 |
Benchmark | Nifty 500 TR INR |
SIP Minimum | 0 |
Lumpsum Min. | 500 |
Standard Deviation (3yr) | 12.5 |
Standard Deviation (5yr) | 18.3 |
Beta (3yr) | 0.9 |
Beta (5yr) | 0.94 |
Sharpe Ratio (3yr) | 0.911 |
Sharpe Ratio (5yr) | 0.55 |
YTM | 0 |
of
for
with step up of
Asset | Returns | Total Corpus | Gains | CAGR |
---|---|---|---|---|
Edelweiss ELSS Tax saver fund (RIDCW-A) | 10,42,393 | 3,09,781 | 14.2% | |
EPF | 9,00,761 | 1,68,149 | 8.50% | |
Property | 8,67,662 | 1,35,050 | 7.00% | |
PPF | 8,69,819 | 1,37,207 | 7.10% | |
Bank FD | 8,46,471 | 1,13,859 | 6.00% | |
Gold | 8,46,471 | 1,13,859 | 6.00% | |
Savings Bank | 8,25,950 | 93,338 | 5.00% |
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.
larsen & toubro ltd
5.9%hdfc bank ltd
5.8%icici bank ltd
5.6%reliance industries ltd
4.9%state bank of india
3.4%financial services
31.9%industrials
15.2%consumer cyclical
10.8%technology
9.8%healthcare
7.4%Fund Name | Fund Size | Outperformance Consistency |
---|---|---|
₹ 17,313 cr | ||
₹ 14,075 cr | ||
₹ 21,475 cr | ||
₹ 41,281 cr | ||
₹ 60,559 cr |
Edelweiss Asset Management Limited
Fund Name | Scripbox Opinion | Till Date CAGR | |
---|---|---|---|
5.7% | 5.2% | ||
5.9% | 7.3% | ||
- | 5.6% | ||
5.9% | 7.3% | ||
5.7% | 5.2% |
Edelweiss ELSS Tax saver fund (RIDCW-A) is a Tax Saving Equity fund and has delivered an annualised return of 15.4% over a period of 15 years. The fund was previously known as Edelweiss Long Term Equity IDCW-R. The fund is managed by Edelweiss Asset Management Limited. The fund managers are Ashwani Agarwalla, Trideep Bhattacharya.
Nav of Edelweiss ELSS Tax saver fund (RIDCW-A) as of 4/18/2024 is ₹25.25 with the total AUM as of 4/19/2024 is ₹329.48. With Scripbox you can compare and check the latest nav for all mutual funds in India. Edelweiss ELSS Tax saver fund (RIDCW-A) was launched on Dec 30, 2008. The category risk of the fund is Very High Risk.
The minimum SIP amount for Edelweiss ELSS Tax saver fund (RIDCW-A) is ₹0 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 ELSS Tax saver fund (RIDCW-A) 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 Nifty 500 TR INR.
Edelweiss ELSS Tax saver fund (RIDCW-A) is rated as a 1 fund in Equity and delivered 34.3% returns in the last 1 year. Scripbox provides a compare mutual funds research tool to view a detailed comparison with Edelweiss ELSS Tax saver fund (RIDCW-A).
What is Edelweiss ELSS Tax saver fund (RIDCW-A)?
How to invest in Edelweiss ELSS Tax saver fund (RIDCW-A)?
You can invest in Edelweiss ELSS Tax saver fund (RIDCW-A) 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 ELSS Tax saver fund (RIDCW-A)?
The minimum sip amount for Edelweiss ELSS Tax saver fund (RIDCW-A) is ₹0. You can invest in multiples of ₹500.
Is Edelweiss ELSS Tax saver fund (RIDCW-A) good to invest in?
As per Scripbox experts, Edelweiss ELSS Tax saver fund (RIDCW-A) is a Not Recommended fund. You can investEdelweiss ELSS Tax saver fund (RIDCW-A) fund if its investment objective and risk-o-meter matches your investment goals and risk preferences.
What is the expense ratio of the Edelweiss ELSS Tax saver fund (RIDCW-A)?
The expense ratio of the Edelweiss ELSS Tax saver fund (RIDCW-A) is 2.33% for regular plan.