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

    Edelweiss Tax Advantage fund (PIDCW-M)

    OtherOther

    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

    12 Years.

    Relative Size

    9 Cr.

    Category View

    .

    Consistency Of Performance

    .

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      Historical growth rate of 12% per annum
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      Recommended Duration > 5 years
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      No Lock-in
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    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%
    info-icon-blue

    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.

    Low

    Low to Moderate

    Moderate

    Moderately High

    High

    Very High

    risk-indicator-arrow.svg

    Moderately High Risk

    Expense Ratio
    2.69
    Launched (12y 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

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    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.

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    Invest in a scientifically curated set of equity mutual funds which are best aligned towards achieving any long term objectives you have.

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      Grow Wealth , Retirement , Kid's Education
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    comparison

    Comparison with Other Funds

    Fund NameScripbox OpinionFund SizeTrack Record

    Principal Retirement Sav Conservative fund (G)

    ₹ 1 cr

    0

    ₹ 188 cr

    0

    ₹ 14 cr

    0

    ₹ 980 cr

    0

    ₹ 6 cr

    0

    amc-icon

    About the AMC

    Edelweiss Asset Management Limited

    Edelweiss Asset Management Limited manages assets worth 36,435 crores and was set up on 23 August 2007. It's current offering of mutual fund schemes includes 29 equity,92 debt and 24 hybrid funds.

    amc-img

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

    5%

    7%

    top-ranked-badge

    22.9%

    12.4%

    top-ranked-badge

    17.7%

    13.4%

    top-ranked-badge

    8.6%

    5.3%

    top-ranked-badge

    17%

    14.9%

    growth

    Build Long Term Wealth

    Invest in a scientifically curated set of equity mutual funds which are best aligned towards achieving any long term objectives you have.

    • graph-icon-gray
      Historical growth rate of 12% per annum
    • graph-icon-gray
      Recommended Duration > 5 years
    • graph-icon-gray
      No Lock-in
    • graph-icon-gray
      Grow Wealth , Retirement , Kid's Education
    • graph-icon-gray
      One-click investing and tracking
    • graph-icon-gray
      Zero fees for all your investments
    Parag Parikh Flexi Cap fund (Growth)

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    Equity

    Diversified

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    Equity

    Large Cap

    Axis Bluechip Fund (Growth)

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    Equity

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    Invesco India Growth Opportunities Fund (Growth)

    Invesco India Growth Opportunities Fund (Growth)

    Equity

    Diversified

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    3,600+

    AUM

    2,500+

    Cities

    2012

    Established

    How does Scripbox rate funds?

    Proprietary 4-step system to rate mutual funds

    We use a proprietary system to rate mutual funds and based on that make a recommendation or rate the fund as top ranked.

    What Scripbox recommendations mean?
    Scripbox algorithm recommends 2-4 funds for investment for an investment asset class such as large cap, diversified, liquid etc. When you invest for an objective, the algorithm suggests the appropriate asset class and funds.
    Track Record

    Track Record

    We look at consistent and long historical performance for our analysis.

    Fund Size

    Fund Size

    We look at the size of the fund with respect to other funds in the category. Larger funds are preferred.

    Sub-asset Class View

    Sub-asset Class View

    We check if the sub-category of the fund is recommended by us.

    Fund Performance

    Fund Performance

    Consistency of performance over various tenures is analysed for a relative performance stack.

    Track Record

    Track Record

    We look at consistent and long historical performance for our analysis.

    Fund Size

    Fund Size

    We look at the size of the fund with respect to other funds in the category. Larger funds are preferred.

    Impact of Interest Rates

    Impact of Interest Rates

    We check the relative interest rate risk of the sub-category of the fund. Lower the better.

    Credit Attractiveness

    Credit Attractiveness

    We check the credit quality of the underlying instruments present in the fund. Higher the better.

    Equity Funds

    Debt Funds

    About Edelweiss Tax Advantage fund (PIDCW-M)

    About Edelweiss Tax Advantage fund (PIDCW-M)

    Edelweiss Tax Advantage fund (PIDCW-M) is a Other Other 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

    Edelweiss Tax Advantage fund (PIDCW-M) 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. . However, there is no assurance that the objective of the scheme will be realized.

    Edelweiss Tax Advantage fund (PIDCW-M) NAV,AUM,Risk

    The Edelweiss Tax Advantage fund (PIDCW-M) fund was launched on Jan 27, 2009. The NAV (Net Asset Value) of this Other Other fund as of 2020-02-25 is ₹31.19. The total AUM (Asset Under Management) of the fund as of 24/09/2021 is ₹8.679. The category risk of the Edelweiss Tax Advantage fund (PIDCW-M) fund is Moderately High Risk. The fund charges 2.69 % as expense ratio.

    Edelweiss Tax Advantage fund (PIDCW-M) Holdings

    The fund’s highest allocation is towards Equity and has invested 97.8% in this asset class. The top three holdings of the fund are

    Edelweiss Tax Advantage fund (PIDCW-M) Sip

    The minimum SIP (Systematic Investment Plan) amount for this is ₹null 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.

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