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Showing Funds Performance since Sep 07, 2020
Fund Overview
Min. investment
SIP ₹0 & Lump. ₹500
AUM (Fund size)
₹9 Cr
Lock In Period
3 Years
Expense Ratio
2.43
Benchmark
BSE 200 Total Return
Exit Load
Nil
Summary
Latest details for Edelweiss Tax Advantage Fund Growth include a ₹ NAV as of Apr 05,2026 and returns since inception of --%. Minimum investments start at SIP ₹0. The Edelweiss Tax Advantage Fund Growth AUM is ₹9 Cr, with a lock-in of 3 Years years, expense ratio of 2.43%, and benchmark BSE 200 Total Return. Exit load is - Nil. In the growth review for 1M Month/Year, the fund recorded 0.00% returns, against a category average of -1.89% and a category best of 4.38%.
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Growth Review
| Duration | Fund Return(%) | Category Average(%) | Category Best(%) |
|---|---|---|---|
| 1M | 0.00 | -1.89 | 4.38 |
| 6M | 0.00 | 0.42 | 20.20 |
| 1Y | 0.00 | 4.33 | 36.07 |
| 3Y | 0.00 | 14.16 | 97.35 |
Portfolio Analysis
- Equity: 97.83%
- Debt: 2.17%
- Others
As on: 2020-01-31
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About Fund
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.
Peer Comparison
| Fund Name | Ratings | AUM | Expense Ratio |
|---|---|---|---|
| This FundSahara Tax Gain Growth | 0 | 4.94 CR | 2.7 |
| Fund Name | 1Y | 3Y |
|---|---|---|
| This FundSahara Tax Gain Growth | -29.4557 | -22.4272 |
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%
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.
Min Inv Amount: ₹500