- Mutual Funds
- Edelweiss Mutual Funds
- Edelweiss Tax Advantage fund (Growth)
Edelweiss Tax Advantage fund (Growth)
₹ 41.373
NAV (Feb 25)
Investment Calculator
Investment Duration5 years
0
Total Investment0
Wealth Gained0
Total Corpus Created (₹)
With CAGR of 11.25 % in 5 yearsHistorical NAV
₹ 41.373
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% |
Scheme Information
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 (15y ago) | Jan 27, 2009 |
AUM in Crores | 8.679 |
ISIN | INF843K01104 |
Lock-in | 3 |
Benchmark | S&P BSE 200 India TR INR |
SIP Minimum | 0 |
Lumpsum Min. | 5000 |
Standard Deviation (3yr) | 13.2 |
Standard Deviation (5yr) | 13.7 |
Beta (3yr) | 0 |
Beta (5yr) | 1 |
Sharpe Ratio (3yr) | 0 |
Sharpe Ratio (5yr) | 0.216 |
YTM | 0 |
Fund Managers
Returns Calculator Comparison
of
for
with step up of
| Asset | Returns | Total Corpus | Gains | CAGR |
|---|---|---|---|---|
| Edelweiss Tax Advantage fund (Growth) | 8,36,128 | 1,03,516 | 5.5% | |
| 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.
Asset allocation and Holdings
Top Stock Holdings
Comparison with Equity Funds
| Fund Name | Fund Size | Outperformance Consistency |
|---|---|---|
₹ 17,313 cr | ||
₹ 14,075 cr | ||
₹ 21,475 cr | ||
₹ 41,281 cr | ||
₹ 60,559 cr |
About the AMC
Edelweiss Asset Management Limited
| Fund Name | Scripbox Opinion | Till Date CAGR | |
|---|---|---|---|
5.7% | 5.2% | ||
5.9% | 7.3% | ||
- | 5.6% | ||
5.9% | 7.3% | ||
5.7% | 5.2% |
Edelweiss Tax Advantage fund (G) Review
Edelweiss Tax Advantage fund (G) is a Tax Saving Equity fund and has delivered an annualised return of 13.7% over a period of 15 years. The fund is managed by Edelweiss Asset Management Limited. The fund manager’s name is null.
Nav of Edelweiss Tax Advantage fund (G) as of 2/25/2020 is ₹41.37 with the total AUM as of 4/19/2024 is ₹8.679. With Scripbox you can compare and check the latest nav for all mutual funds in India. Edelweiss Tax Advantage fund (G) 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 (G) 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 (G) 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 (G) 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 (G).
Frequently Asked Questions
What is Edelweiss Tax Advantage fund (G)?
How to invest in Edelweiss Tax Advantage fund (G)?
You can invest in Edelweiss Tax Advantage fund (G) 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 Tax Advantage fund (G)?
The minimum sip amount for Edelweiss Tax Advantage fund (G) is ₹0. You can invest in multiples of ₹5000.
Is Edelweiss Tax Advantage fund (G) good to invest in?
As per Scripbox experts, Edelweiss Tax Advantage fund (G) is a Not Reviewed Yet fund. You can investEdelweiss Tax Advantage fund (G) fund if its investment objective and risk-o-meter matches your investment goals and risk preferences.
What is the expense ratio of the Edelweiss Tax Advantage fund (G)?
The expense ratio of the Edelweiss Tax Advantage fund (G) is 2.69% for regular plan.