Investment Duration5 years
Total Corpus Created (₹)With CAGR of 11.25 % in 5 years
NAV (Feb 25)
6 Month CAGR
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.
Launched (14y ago)
Jan 27, 2009
AUM in Crores
S&P BSE 200 India TR INR
Standard Deviation (3yr)
Standard Deviation (5yr)
Sharpe Ratio (3yr)
Sharpe Ratio (5yr)
with step up of
|Edelweiss Tax Advantage fund (Growth)||836,128||103,516||5.5%|
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.
|Fund Name||Fund Size||Outperformance Consistency|
₹ 4,641 cr
₹ 10,129 cr
₹ 15,261 cr
₹ 10,129 cr
₹ 15,261 cr
Edelweiss Asset Management Limited
Edelweiss Asset Management Limited manages assets worth 65,053 crores and was set up on 23 August 2007. It's current offering of mutual fund schemes includes 34 equity,119 debt and 18 hybrid funds.
|Fund Name||Scripbox Opinion||Till Date CAGR|
Edelweiss Tax Advantage fund (G) is a Tax Saving Equity fund and has delivered an annualised return of 13.7% over a period of 14 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 3/23/2023 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).
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.