Formerly Edelweiss Long Term Equity IDCW-T
₹ 25.14
NAV (Mar 27)
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₹ 25.14
NAV (Mar 27)
Last 1Y | 36.3% |
Last 3Y | 17.4% |
Last 5Y | 14.4% |
Last 10Y | 14% |
Since Inception | 13.6% |
6 Month CAGR | 15.6% |
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 | 2.34 |
Launched (11y ago) | Jan 24, 2013 |
AUM in Crores | 315.977 |
ISIN | INF754K01533 |
Lock-in | 3 |
Benchmark | Nifty 500 TR INR |
SIP Minimum | 0 |
Lumpsum Min. | 500 |
Standard Deviation (3yr) | 12.5 |
Standard Deviation (5yr) | 18.5 |
Beta (3yr) | 0.9 |
Beta (5yr) | 0.95 |
Sharpe Ratio (3yr) | 0.895 |
Sharpe Ratio (5yr) | 0.613 |
YTM | 0 |
of
for
with step up of
Asset | Returns | Total Corpus | Gains | CAGR |
---|---|---|---|---|
Edelweiss ELSS Tax saver Transfer plan (PIDCW-A) | 10,47,861 | 3,15,249 | 14.4% | |
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.
hdfc bank ltd
5.9%larsen & toubro ltd
5.6%icici bank ltd
5.6%reliance industries ltd
5%state bank of india
3.5%financial services
32.4%industrials
14.9%technology
10.9%consumer cyclical
9.9%healthcare
7.2%Fund Name | Fund Size | Outperformance Consistency |
---|---|---|
₹ 14,147 cr | ||
₹ 16,756 cr | ||
₹ 21,301 cr | ||
₹ 12,185 cr | ||
₹ 9,977 cr |
Edelweiss Asset Management Limited
Fund Name | Scripbox Opinion | Till Date CAGR | |
---|---|---|---|
5.9% | 5.3% | ||
6.1% | 7.3% | ||
- | 5.6% | ||
6.1% | 7.3% | ||
5.9% | 5.3% |
Edelweiss ELSS Tax saver Transfer plan (PIDCW-A) is a Tax Saving Equity fund and has delivered an annualised return of 13.6% over a period of 11 years. The fund was previously known as Edelweiss Long Term Equity IDCW-T. The fund is managed by Edelweiss Asset Management Limited. The fund managers are Ashwani Agarwalla, Trideep Bhattacharya.
Nav of Edelweiss ELSS Tax saver Transfer plan (PIDCW-A) as of 3/27/2024 is ₹25.14 with the total AUM as of 3/28/2024 is ₹315.977. With Scripbox you can compare and check the latest nav for all mutual funds in India. Edelweiss ELSS Tax saver Transfer plan (PIDCW-A) was launched on Jan 24, 2013. The category risk of the fund is Very High Risk.
The minimum SIP amount for Edelweiss ELSS Tax saver Transfer plan (PIDCW-A) is ₹0 and you can increase this in multiples of ₹100. 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 Transfer plan (PIDCW-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 Transfer plan (PIDCW-A) is rated as a 2 fund in Equity and delivered 36.3% returns in the last 1 year. Scripbox provides a compare mutual funds research tool to view a detailed comparison with Edelweiss ELSS Tax saver Transfer plan (PIDCW-A).
What is Edelweiss ELSS Tax saver Transfer plan (PIDCW-A)?
How to invest in Edelweiss ELSS Tax saver Transfer plan (PIDCW-A)?
You can invest in Edelweiss ELSS Tax saver Transfer plan (PIDCW-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 Transfer plan (PIDCW-A)?
The minimum sip amount for Edelweiss ELSS Tax saver Transfer plan (PIDCW-A) is ₹0. You can invest in multiples of ₹500.
Is Edelweiss ELSS Tax saver Transfer plan (PIDCW-A) good to invest in?
As per Scripbox experts, Edelweiss ELSS Tax saver Transfer plan (PIDCW-A) is a Neutral fund. You can investEdelweiss ELSS Tax saver Transfer plan (PIDCW-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 Transfer plan (PIDCW-A)?
The expense ratio of the Edelweiss ELSS Tax saver Transfer plan (PIDCW-A) is 2.34% for regular plan.