INF754K01CA8

CASPeR Ranking #81

Edelweiss ELSS Tax saver Direct Plan Growth Option

Very High Risk ELSS (Tax Savings) Equity

NAV (Thu Nov 07 2024)

₹128

Returns (Since Inception)

16.90%

Category Average

16.26%

Rating

3

Allocation and Holdings

Asset class

Weightage

Financial Services

15.52%

Energy

3.89%

Consumer Cyclical

3.17%

Industrials

2.98%

Technology

2.89%

Communication Services

2.54%

Healthcare

2.34%

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Overall rating

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Scheme Information

Fund name

Edelweiss ELSS Tax saver Direct Plan Growth Option


Minimum SIP

500


Risk Level

Very High Risk


AUM

₹412.96 Cr


ISIN

INF754K01CA8


Inception Date

Jan 24 2013


Standard Deviation

13.171


Beta

0.93


Sharpe Ratio

0.842


Benchmark

IISL Nifty 500 TR INR


Expense Ratio

0.700%


Exit Load

Nil

Risk

Very High Risk

Investment Objective

The primary objective of the Scheme is to generate long-term capital appreciation with an option of periodic payouts at the end of lock in periods from a portfolio that invests predominantly in equity and equity related instruments. However, there is no assurance that the investment objective of the Scheme will be realized and the Scheme does not assure or guarantee any returns.

Fund Managers

Harsh Kothari

Trideep Bhattacharya

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