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  • Edelweiss Tax Advantage fund (PIDCW-M)
Edelweiss Mutual Funds

Edelweiss Tax Advantage fund (PIDCW-M)

EquityTax Saving

31.188

NAV (Feb 25)

5.5%
5 Year CAGR
Scripbox Opinion

Not Reviewed yet

Our analysis of this fundLearn how we rate funds ->

Track Record

13 Years.

Relative Size

9 Cr.

Category View

.

Consistency Of Performance

.

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Tax Saver Plan

Tax Saver Plan

Invest in a scientifically curated set of tax saving funds (ELSS) which are designed to help you save tax under Sec. 80C while offering the opportunity for growth in line with equity returns.

  • graph-icon-gray
    Historical growth rate of 12% per annum
  • graph-icon-gray
    Recommended Duration > 5 years
  • graph-icon-gray
    3 Years
  • graph-icon-gray
    Save Tax

No single fund can achieve what a plan can. Learn why

Historical NAV

31.188

NAV (Feb 25)

Fund Returns

Last 1Y

10.1%

Last 3Y

7.5%

Last 5Y

5.5%

Last 10Y

10.5%

Since Inception

13.7%

6 Month CAGR

11.5%

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Scheme Information

Investment Objective

The investment objective of the Scheme is to generate income and long-term capital appreciation from a diversified portfolio of predominantly equity and equity-related Securities. However,there can be no assurance that the investment objective of the Scheme will be realized,as actual market movements may be at variance with anticipated trends.

Expense Ratio

2.69

Launched (13y ago)

Jan 27, 2009

AUM in Crores

8.679

ISIN

INF843K01112

Lock-in

3

Benchmark

S&P BSE 200 India TR INR

SIP Minimum

0

Lumpsum Min.

5000

Fund Managers
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Fund Manager

calculator

Returns Calculator Comparison

of

for

with step up of

InstrumentReturnsTotal CorpusGainsAnnualised %
Mutual Fund70%₹ 9,65,796 ₹ 2,33,18411.25%
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.

comparison

Comparison with Equity Funds

Fund NameScripbox OpinionFund SizeTrack Record
SBI Focused Equity Fund (G)
SBI Focused Equity Fund (G)

₹ 23,716 cr

5

₹ 5,282 cr

5

₹ 5,841 cr

5

₹ 4,433 cr

5

₹ 3,651 cr

5

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About the AMC

Edelweiss Asset Management Limited

Edelweiss Asset Management Limited manages assets worth 43,242 crores and was set up on 23 August 2007. It's current offering of mutual fund schemes includes 33 equity,97 debt and 24 hybrid funds.

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  • tel-amc-about
    022-40933400
  • mail-amc-about
    emfhelp@edelweissfin.com
  • Fund NameScripbox Opinion
    Till Date CAGR

    27.6%

    12.6%

    4.6%

    6.9%

    19.9%

    13.5%

    7.2%

    5.2%

    19.3%

    14.6%

    growth

    Tax Saver Plan

    Invest in a scientifically curated set of tax saving funds (ELSS) which are designed to help you save tax under Sec. 80C while offering the opportunity for growth in line with equity returns.

    • graph-icon-gray
      Historical growth rate of 12% per annum
    • graph-icon-gray
      Recommended Duration > 5 years
    • graph-icon-gray
      3 Years
    • graph-icon-gray
      Save Tax
    • graph-icon-gray
      One-click investing and tracking
    • graph-icon-gray
      Zero fees for all your investments
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    Edelweiss Tax Advantage fund (PIDCW-M) Review

    Edelweiss Tax Advantage fund (PIDCW-M) is a Tax Saving Equity fund and has delivered an annualised return of 13.7% over a period of 12 years. The fund is managed by Edelweiss Asset Management Limited. The fund manager’s name is null.

    Nav of Edelweiss Tax Advantage fund (PIDCW-M) as of 25/02/2020 is ₹31.19 with the total AUM as of 18/01/2022 is ₹8.679. With Scripbox you can compare and check the latest nav for all mutual funds in India. Edelweiss Tax Advantage fund (PIDCW-M) was launched on Jan 27, 2009. The category risk of the fund is Moderately High Risk.

    The minimum SIP amount for Edelweiss Tax Advantage fund (PIDCW-M) 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 ₹5000. Check your estimated returns on mutual funds by using sip calculator.

    Edelweiss Tax Advantage fund (PIDCW-M) 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 S&P BSE 200 India TR INR.

    Edelweiss Tax Advantage fund (PIDCW-M) is rated as a 0 fund in Equity and delivered 10.1% returns in the last 1 year. Scripbox provides a compare mutual funds research tool to view a detailed comparison with Edelweiss Tax Advantage fund (PIDCW-M).

    Frequently Asked Questions

    What is Edelweiss Tax Advantage fund (PIDCW-M)?

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    What is the minimum sip amount of Edelweiss Tax Advantage fund (PIDCW-M)?

    Is Edelweiss Tax Advantage fund (PIDCW-M) good to invest in?

    What is the expense ratio of the Edelweiss Tax Advantage fund (PIDCW-M)?