Edelweiss Tax Advantage Fund Growth Return

  • 1M
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  • 6M
  • 1Y
  • 3Y
  • 5Y
This Fund:
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BankFD:

Showing Funds Performance since Sep 07, 2020

Edelweiss Tax Advantage Fund Growth Fund Overview

Min. investment

SIP ₹ & Lump. ₹500

AUM (Fund size)

₹9 Cr

Lock In Period

3 Years

Expense Ratio

2.43

Exit Load

Nil

Benchmark

BSE 200 Total Return

Edelweiss Tax Advantage Fund Growth Calculate Returns

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Growth Review

DurationFund Return(%)Category Average(%)Category Best(%)
1M0.00-1.194.38
6M0.002.4822.10
1Y0.004.5036.07
3Y0.0013.4383.46

Portfolio Analysis

  • Equity: 97.83%
  • Debt: 2.17%
  • Others
As on: 2020-01-31
View allocation % by

1. ICICI Bank Ltd.9.52%
2. Housing Development Finance Corporation Ltd.9.36%
3. HDFC Bank Ltd.9.07%
4. State Bank of India4.92%
5. Axis Bank Ltd.4.00%
6. Bajaj Finance Ltd.3.06%
7. City Union Bank Ltd.2.05%
8. RBL Bank Ltd.1.33%
9. Cholamandalam Investment & Finance Company Ltd.1.26%
10. Mahindra & Mahindra Financial Services Ltd1.03%

1. Infosys Ltd.6.48%
2. Tata Consultancy Services Ltd.3.60%

1. Reliance Industries Ltd.7.74%

1. Hindustan Unilever Ltd.4.14%
2. Kansai Nerolac Paints Ltd.1.90%

1. Maruti Suzuki India Ltd.1.85%
2. Bharat Forge Ltd.1.34%
3. Mahindra & Mahindra Ltd.1.29%
4. Apollo Tyres Ltd.1.02%

1. Larsen & Toubro Ltd.4.58%

1. Britannia Industries Ltd.2.63%
2. Jubilant Foodworks Ltd.1.69%

1. ITC Ltd.3.78%

1. Whirlpool of India Ltd.3.62%

1. Apollo Hospitals Enterprise Ltd.1.61%

1. Solar Industries India Ltd.1.16%
2. Action Construction Equipment Ltd.0.38%

1. The Indian Hotels Company Ltd.1.12%
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About Fund Edelweiss Tax Advantage Fund Growth

Edelweiss Tax Advantage Fund Growth managed by Edelweiss Mutual Fund,is a Tax Saving (ELSS) Fundsscheme with Assets Under Management of ₹9 Crore. The fund benchmarks its performance against the BSE 200 Total Return while maintaining an expense ratio of 2.43. Under the expert guidance of Harsh Kothari ,the fund implements a disciplined investment approach aligned with its mandate. The scheme requires a minimum investment of ₹500 for SIP and ₹1,000 for lump sum investments, making it accessible to diverse investor profiles.

Fund Managers

Harsh Kothari

Mr. Harsh Kothari holds MBA in Finance and Bachelor in Management Studies from R.A. Podar College (Mumbai). Before joining Edelweiss AMC in the year 2017, he was working as a Buy Side Research Analyst at J P Morgan India Pvt. Ltd. His other stint is with Morgan Stanley Advantage Services Pvt. Ltd, gaining valuable experience in tracking companies across sectors.

Peer Comparison

Fund NameRatingsAUMExpense Ratio
Mahindra Manulife ELSS Tax Saver Fund Growth2894 CR2.64
360 ONE ELSS Tax Saver Nifty 50 Index Fund Growth069 CR0.63
UTI ELSS Tax Saver Fund Growth13,524 CR1.91
Fund Name1Y3Y
This FundMahindra Manulife ELSS Tax Saver Fund Growth-6.09119.3501
This Fund360 ONE ELSS Tax Saver Nifty 50 Index Fund Growth-5.348120.7745
This FundUTI ELSS Tax Saver Fund Growth-4.227322.1401

Edelweiss Tax Advantage Fund Growth FAQs

Edelweiss Tax Advantage Fund Growth's fund is managed by experienced SEBI-registered investment fund manager , who implements the fund's strategy through research-backed decisions while adhering to its stated objectives.

The expense ratio of Edelweiss Tax Advantage Fund Growth is 2.43. This expense ratio is calculated by dividing the fund's operating expenses by its net assets.

Edelweiss Tax Advantage Fund Growth’s fund performance is as follows:
  • 1 Month : 0.00%
  • 6 Months : 0.00%
  • 1 Year : 0.00%
  • 3 Years : 0.00%
Returns of Edelweiss Tax Advantage Fund Growth are updated daily based on NAV of ₹ as on undefined NaN,NaN. Since inception, the return has been 0.00%.

You can invest in Edelweiss Tax Advantage Fund Growth through SIP with a minimum of ₹500 monthly or make a lump sum investment of a minimum ₹1,000. Additional purchase minimums vary by scheme.

The fund size (AUM) of Edelweiss Tax Advantage Fund Growth is ₹9 crore. It changes based on market performance, inflows, and outflows.

You can track your investment in Edelweiss Tax Advantage Fund Growth through our website, our Choice FinX mobile app, regular statements, and email updates. Our customer support team is available for queries.