Return
- 1M
- 3M
- 6M
- 1Y
- 3Y
- 5Y
This Fund:
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BankFD:
Showing Funds Performance since Sep 07, 2020
Fund Overview
SIP ₹0 & Lump. ₹500
₹9 Cr
3 Years
2.43
BSE 200 Total Return
Nil
Summary
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Growth Review
| Duration | Fund Return(%) | Category Average(%) | Category Best(%) |
|---|---|---|---|
| 1M | 0.00 | 2.41 | 16.16 |
| 6M | 0.00 | 1.45 | 20.20 |
| 1Y | 0.00 | 5.32 | 36.07 |
| 3Y | 0.00 | 16.96 | 103.77 |
Portfolio Analysis
- Equity: 97.83%
- Debt: 2.17%
- Others
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.
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 Name | Ratings | AUM | Expense Ratio |
|---|---|---|---|
| This FundSahara Tax Gain Growth | 0 | 4.94 CR | 2.7 |
| This FundMotilal Oswal ELSS Tax Saver Fund Growth | 4 | 3968.68 CR | 1.84 |
| Fund Name | 1Y | 3Y |
|---|---|---|
| This FundSahara Tax Gain Growth | -29.4557 | -22.4272 |
| This FundMotilal Oswal ELSS Tax Saver Fund Growth | 11.4668 | 96.626 |
FAQs
- 1 Month : 0.00%
- 6 Months : 0.00%
- 1 Year : 0.00%
- 3 Years : 0.00%