HK
Harsh KothariFund Manager Since 30 Apr 2019
EquityELSS (Tax Savings)
Edelweiss ELSS Tax saver Direct Plan Growth Option
3Y Annualised
14.66%
-0.99% 1D
Fund Performance
Fund Multiplier
Fund Info
Peer Comparison
Fund Managers
AMC Details
Performance
Annualised
-5.90%
-0.99% 1D
Benchmark
Nifty 50 Index Fund
Fund Multiplier
Time it would have taken to make your money double (2x), quadruple (4x) and quintuple (5x)
This Fund
5 years 1 months
NIFTY 50
6 years 4 months
FD
9 years 7 months
Fund info
Fund size
₹383.46 Cr
Min. SIP amount
₹500
Min. Lumpsum amount
₹500
Exit load
0%
Nil
Risk Profile
Very High Risk
Peer Comparison
This Fund's Performance Compared With Peers
Over the Period of oneMonth
1st
Aditya Birla Sun Life Tax Pln Direct Plan Reinvst of Inc Dis cum Cap Wdrl
9.82%
2nd
Aditya Birla Sun Life Tax Pln Direct Plan Pyt of Inc Dis cum Cap Wdrl
9.82%
3rd
Aditya Birla Sun Life Tax Pln Direct Plan Growth
9.81%
4th
Aditya Birla Sun Life Tax Pln Reinvst of Inc Dis cum Cap Wdrl
9.78%
5th
Aditya Birla Sun Life Tax Pln Pyt of Inc Dis cum Cap Wdrl
9.78%
166th
Edelweiss ELSS Tax saver Direct Plan Growth Option
-5.90%
Fund Managers
TB
Trideep BhattacharyaFund Manager Since 24 Dec 2021
About Edelweiss ELSS Tax saver Direct Plan Growth Option
Edelweiss ELSS Tax saver Direct Plan Growth Option is a Equity mutual fund scheme from Edelweiss Asset Management Limited. This fund has been in existence for 12 years, having been launched on 2013-01-24. Edelweiss ELSS Tax saver Direct Plan Growth Option has ₹383.46 Cr worth of assets under management (AUM) as of Wed Mar 12 2025. The latest Net Asset Value (NAV) of Edelweiss ELSS Tax saver Direct Plan Growth Option as of Tue Mar 11 2025 is ₹113.1. The fund has an expense ratio of 0.78%, which is medium comparable to most other Equity funds.
Edelweiss ELSS Tax saver Direct Plan Growth Option returns for the last 1 year are 2.35%. Since launch, it has delivered 14.60% average annual returns.
The Edelweiss ELSS Tax saver Direct Plan Growth Option has the majority of its money invested in Financial Services, Energy, Technology, Communication Services, Industrials, Consumer Cyclical, Healthcare sectors.
Top 5 Holdings of Edelweiss ELSS Tax saver Direct Plan Growth Option.
- HDFC Bank Ltd: 6.44%
- ICICI Bank Ltd: 5.33%
- Reliance Industries Ltd: 4.59%
- Infosys Ltd: 3.32%
- Bharti Airtel Ltd: 3.11%
AMC Information
| Name | Edelweiss Asset Management Limited |
|---|---|
| Founding Date | 2013-01-24 |
| emfhelp@edelweissfin.com | |
| Phone | +91 22 40979900 |
| Website | www.edelweissmf.com |
| Address | Edelweiss House, Off C.S.T. Road, Kalina |
Tax Implications of Edelweiss ELSS Tax saver Direct Plan Growth Option
| Short Term Gains | 20% + applicable Surcharge + 4% Cess |
|---|---|
| Long Term Gains | 12.5% without indexation + applicable Surcharge + 4% Cess |
Similar Funds from Edelweiss Asset Management Limited
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expense ratio
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Edelweiss Money Market Fund Institutional Growth
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Edelweiss Mid Cap Fund Direct Plan Growth Option
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FAQs
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What are the top 5 holdings of Edelweiss ELSS Tax saver Direct Plan Growth Option?
What are the top 3 sectors that Edelweiss ELSS Tax saver Direct Plan Growth Option has invested in?
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How to Redeem Edelweiss ELSS Tax saver Direct Plan Growth Option?
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