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  • Edelweiss Tax Advantage fund (RIDCW-M)
Edelweiss Tax Advantage fund (RIDCW-M)

Edelweiss Tax Advantage fund (RIDCW-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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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

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Moderately High Risk

Expense Ratio
2.69 %
Launched (12y ago)
Jan 27, 2009
AUM in Crores
₹ 9
ISIN
INF843K01120
Lock-in
3
Benchmark
S&P BSE 200 India TR INR
SIP Minimum
₹ 0
Lumpsum Min.
₹ 5,000
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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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.

  • Inflation beating returns
    Inflation beating returns
  • Grow Wealth , Retirement , Kid's Education
    Grow Wealth , Retirement , Kid's Education
  • One click investing  tracking
    One click investing tracking
comparison

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Franklin India Life Stage Fund of Funds The 50s Plus Plan (G)

Franklin India Life Stage Fund of Funds The 50s Plus Plan (G)

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amc-icon

About the AMC

Edelweiss Asset Management Limited

Edelweiss Asset Management Limited manages assets worth 30,589 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.

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  • tel-amc-about
    022-40933400
  • mail-amc-about
    emfhelp@edelweissfin.com
  • Edelweiss Liquid Fund Retail (G)

    Edelweiss Liquid Fund Retail (G)

    Liquid

    Top Ranked

    ₹ 1,064 Cr

    Fund Size

    5.20%

    3 Year CAGR

    3 Y CAGR

    Edelweiss Mid Cap Fund (G)

    Edelweiss Mid Cap Fund (G)

    Mid Cap

    Top Ranked

    ₹ 1,486 Cr

    Fund Size

    18.60%

    5 Year CAGR

    5 Y CAGR

    Edelweiss Flexi Cap Fund (G)

    Edelweiss Flexi Cap Fund (G)

    Diversified

    Top Ranked

    ₹ 760 Cr

    Fund Size

    16.30%

    5 Year CAGR

    5 Y CAGR

    Edelweiss Money Market Fund Institutional (G)

    Edelweiss Money Market Fund Institutional (G)

    Money Market

    Top Ranked

    ₹ 315 Cr

    Fund Size

    8.30%

    3 Year CAGR

    3 Y CAGR

    Edelweiss Large Cap Fund C (G)

    Edelweiss Large Cap Fund C (G)

    Large Cap

    Top Ranked

    ₹ 257 Cr

    Fund Size

    13.90%

    5 Year CAGR

    5 Y CAGR

    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)

    Parag Parikh Flexi Cap fund (Growth)

    Equity

    Diversified

    Mirae Asset Large Cap Fund (Growth)

    Mirae Asset Large Cap Fund (Growth)

    Equity

    Large Cap

    Axis Bluechip Fund (Growth)

    Axis Bluechip Fund (Growth)

    Equity

    Large Cap

    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 (RIDCW-M)

    About Edelweiss Tax Advantage fund (RIDCW-M)

    Edelweiss Tax Advantage fund (RIDCW-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.

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

    The Edelweiss Tax Advantage fund (RIDCW-M) fund was launched on Jan 27, 2009. The NAV (Net Asset Value) of this Other Other as of 2020-02-25 is ₹ 31.18800. The total AUM (Asset Under Management) of the fund as of 2021-08-04 is ₹ 8.679. The category risk of the Edelweiss Tax Advantage fund (RIDCW-M) fund is Moderately High Risk. The fund charges 2.69 % as expense ratio.

    Edelweiss Tax Advantage fund (RIDCW-M) Holdings

    The fund’s highest allocation is towards equity and has invested 97.8% in this asset class.

    Edelweiss Tax Advantage fund (RIDCW-M) SIP

    The minimum SIP (Systematic Investment Plan) amount for this 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 ₹ 5000.

    Edelweiss Tax Advantage fund (RIDCW-M) Investment volatility and Horizon

    This fund 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 (RIDCW-M) Review

    Edelweiss Tax Advantage fund (RIDCW-M) has a score of 0 on a scale of 5. The fund scores 0 out of 5 based on historical performance. As compared to the other funds in its category, Edelweiss Tax Advantage fund (RIDCW-M) has a score of 0 out of 5. Scipbox has rated this fund 0 out of 5 based on consistency of performance over various years / tenures.

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