• Mutual Funds
  • Edelweiss Mutual Funds
  • Edelweiss Tax Advantage fund (Growth)
Edelweiss Mutual Funds

Edelweiss Tax Advantage fund (Growth)

EquityTax Saving

41.373

NAV (Feb 25)

5.5%
5 Year CAGR
Scripbox Opinion
Not Reviewed yet
Our analysis of this fundLearn how we rate funds ->

Fund Size

Outperformance Consistency

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

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

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

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

Fund Manager

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.

Asset allocation and Holdings

Last updated on 2020-02-25

Top Stock Holdings

See all holdings

Compare Edelweiss Tax Advantage fund (Growth)

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

₹ 10,427 cr

₹ 4,865 cr

₹ 15,580 cr

₹ 10,427 cr

₹ 15,580 cr

About the AMC

Edelweiss Asset Management Limited

Edelweiss Asset Management Limited manages assets worth 58,844 crores and was set up on 23 August 2007. It's current offering of mutual fund schemes includes 34 equity,103 debt and 18 hybrid funds.

amc-img

  • 022-40933400
  • emfhelp@edelweissfin.com
  • Fund NameScripbox Opinion
    Till Date CAGR

    15.1%

    10.5%

    21.4%

    12.3%

    5.7%

    10.1%

    4.1%

    5.8%

    9.2%

    4.6%

    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 13 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 12/4/2022 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)?

    Edelweiss Tax Advantage fund (G) is a Tax Saving Equity scheme predominantly investing across Equity stocks with an investment objective to generate wealth over the long term.

    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.