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  • Edelweiss ELSS Tax saver Transfer plan (PIDCW-A)

Formerly Edelweiss Long Term Equity IDCW-T

Edelweiss Mutual Funds

Edelweiss ELSS Tax saver Transfer plan (PIDCW-A)

EquityTax Saving

25.14

NAV (Mar 27)

14.4%
5 Year CAGR
Scripbox Opinion
Neutral
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).

Scripbox does not recommend investing in the dividend option of a fund because dividends are taxable at a higher rate than withdrawals.

Our analysis of this fundLearn how we rate funds ->

Fund Size

Neutral

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

Outperformance Consistency

Good

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

Invest in this fund
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.?Learn more

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

25.14

NAV (Mar 27)

Fund Returns

Last 1Y
36.3%
Last 3Y
17.4%
Last 5Y
14.4%
Last 10Y
14%
Since Inception
13.6%
6 Month CAGR
15.6%

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
2.34
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
Fund Managers

Trideep Bhattacharya

Fund Manager

Ashwani Agarwalla

Fund Manager

Returns Calculator Comparison

of

for

with step up of

AssetReturnsTotal CorpusGainsCAGR
Edelweiss ELSS Tax saver Transfer plan (PIDCW-A)70%10,47,861 3,15,24914.4%
EPF70% 9,00,761 1,68,1498.50%
Property70% 8,67,662 1,35,0507.00%
PPF70% 8,69,819 1,37,2077.10%
Bank FD70% 8,46,471 1,13,8596.00%
Gold70% 8,46,471 1,13,8596.00%
Savings Bank70% 8,25,950 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 2024-03-27

Top Stock Holdings

hdfc bank ltd

5.9%
5.9%

larsen & toubro ltd

5.6%
5.6%

icici bank ltd

5.6%
5.6%

reliance industries ltd

5%
5%

state bank of india

3.5%
3.5%
See all holdings

Allocation by Sector

financial services

32.4%
32.4%

industrials

14.9%
14.9%

technology

10.9%
10.9%

consumer cyclical

9.9%
9.9%

healthcare

7.2%
7.2%
See all sectors

Comparison with Equity Funds

Fund NameFund SizeOutperformance Consistency
DSP ELSS Tax Saver Fund (G)
DSP ELSS Tax Saver Fund (G)

₹ 14,147 cr

₹ 16,756 cr

₹ 21,301 cr

₹ 12,185 cr

₹ 9,977 cr

amc-img

About the AMC

Edelweiss Asset Management Limited

Edelweiss Asset Management Limited manages assets worth 92,426 crores and was set up on 23 August 2007. It's current offering of mutual fund schemes includes 57 equity,129 debt and 18 hybrid funds.amc-img
phone-img022-40933400
Fund NameScripbox 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) Review

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).

Frequently Asked Questions

What is Edelweiss ELSS Tax saver Transfer plan (PIDCW-A)?

Edelweiss ELSS Tax saver Transfer plan (PIDCW-A) is a Tax Saving Equity scheme predominantly investing across Equity instruments with an investment objective to generate wealth over the long term.

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.