Edelweiss ELSS Tax saver Fund - Regular Plan - IDCW Option

Edelweiss ELSS Tax saver Fund - Regular Plan - IDCW Option is a scheme launched by EDELWEISS Mutual Fund on December 30, 2008, and falls under the ELSS fund category. It currently manages an AUM of Rs 439.5 crore. The fund permits investments with a minimum SIP of Rs 500 and a lump sum of Rs 500. It charges an expense ratio of 2.35% for managing the portfolio.

• Investing Strategy:

  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.

• Performance:

  Edelweiss ELSS Tax saver Fund - Regular Plan - IDCW Option trailing returns over different times are 2.59% (1 year), 13.91% (3 year) and 13.21% (5 year). The average annual return of this fund stands at 5.89%.