Edelweiss ELSS Tax saver Fund - Regular Plan - Growth has delivered CAGR and average rolling returns as follows :
1 Year | 3 Year | 5 Year | 9 Year | |
CAGR(%) | 35.73 | 17.09 | 15.18 | 11.31 |
Average Rolling Returns(%) | 15.31 | 14.21 | 12.54 | 12.66 |
The Current NAV of Edelweiss ELSS Tax saver Fund - Regular Plan - Growth is ₹96.67.
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 - Regular Plan - Growth fund’s expense ratio is 2.33%
The process for redemption is
The AUM of Edelweiss ELSS Tax saver Fund - Regular Plan - Growth is currently ₹329 Crores.
The Top three stocks are Larsen & Toubro, HDFC Bank and ICICI Bank and account for 17% of its portfolio. Top 5 and 10 stocks of fund account for 26% and 39% of fund’s portfolio respectively.
Top three sectors of Edelweiss ELSS Tax saver Fund - Regular Plan - Growth fund are BFSI, Construction & Infrastructure and IT accounting for 56% of the total portfolio.
Funds Portfolio Quality is Very Good. It has a large proportion of Green Stocks.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 - Regular Plan - Growth Fund is Equity - ELSS.
Ashwani Agarwalla and Trideep Bhattacharya manage the Edelweiss ELSS Tax saver Fund - Regular Plan - Growth Fund.
Edelweiss ELSS Tax saver Fund - Regular Plan - Growth current PE ratio is 40.39 and PB ratio is 7.13
The asset allocation of Edelweiss ELSS Tax saver Fund - Regular Plan - Growth is Stocks : 96.43%, Debt : 2.67% and Gold : 0.91%
The minimum SIP amount for Edelweiss ELSS Tax saver Fund - Regular Plan - Growth is ₹500.00 and minimum lumpsum is ₹500.00
The exit load for Edelweiss ELSS Tax saver Fund - Regular Plan - Growth is Nil