Edelweiss ELSS Tax saver Fund - Growth - Direct Plan has delivered CAGR and average rolling returns as follows :
| 1 Year | 3 Year | 5 Year | 9 Year | |
| CAGR(%) | 0.34 | 13.07 | 12.24 | 11.52 |
| Average Rolling Returns(%) | 15.09 | 13.21 | 13.52 | 12.70 |
The Current NAV of Edelweiss ELSS Tax saver Fund - Growth - Direct Plan is ₹136.39.
You should look for a fund with better more consistent performance track record. Funds returns likely to be fairly different than its benchmark NIFTY 500 , as Funds portfolio is somewhat different.
Edelweiss ELSS Tax saver Fund - Growth - Direct Plan fund’s expense ratio is 0.69%
The process for redemption is
The AUM of Edelweiss ELSS Tax saver Fund - Growth - Direct Plan is currently ₹443 Crores.
The Top three stocks are ICICI Bank, Reliance Industries and HDFC Bank and account for 14% of its portfolio. Top 5 and 10 stocks of fund account for 21% and 32% of fund’s portfolio respectively.
Top three sectors of Edelweiss ELSS Tax saver Fund - Growth - Direct Plan fund are BFSI, Auto and Construction & Infrastructure accounting for 54% of the total portfolio.
Since this is a Equity - ELSS it is comparatively safer to invest in this fund. However, since it has not consistently outperformed its benchmark index on an average 3-year rolling returns basis it is not the most suitable fund for SIP.
The category of Edelweiss ELSS Tax saver Fund - Growth - Direct Plan Fund is Equity - ELSS.
Ashwani Agarwalla and Trideep Bhattacharya manage the Edelweiss ELSS Tax saver Fund - Growth - Direct Plan Fund.
Edelweiss ELSS Tax saver Fund - Growth - Direct Plan current PE ratio is 38.70 and PB ratio is 7.44
The asset allocation of Edelweiss ELSS Tax saver Fund - Growth - Direct Plan is Stocks : 98.20%, Debt : 1.81% and Gold : 0%
The minimum SIP amount for Edelweiss ELSS Tax saver Fund - Growth - Direct Plan is ₹500.00 and minimum lumpsum is ₹500.00
The exit load for Edelweiss ELSS Tax saver Fund - Growth - Direct Plan is Nil
MoneyWorks4Me is a SEBI-registered Investment Adviser (IA) dedicated to helping investors build long-term wealth through transparent, research-driven, conflict-free guidance. Founded in 2008, we started our journey as a Research Analyst (RA), providing deep fundamental analysis, intrinsic value insights, and long-term investing frameworks for Indian equities. In 2017, we transitioned to a full-fledged SEBI-registered Investment Adviser, strengthening our commitment to acting as a fiduciary—always putting the investor’s interest first.
To become India’s most trusted, research-powered fiduciary advisory platform—where every investor, regardless of experience, can make calm, confident, and well-reasoned investment decisions.
MoneyWorks4Me ensures this through: