Edelweiss Long Term Equity Fund (Tax Savings) - Regular Plan - Growth Option

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ELSS NAV 68.8900 0 22 March, 2023

Fund Details

Category ELSS
Fund Type Open Ended
Investment Plan Growth
Launch Date 30 December, 2008
Benchmark
Asset Size(Cr) 209.34 (As on 28-02-2023)
Turn over 56%
Min Investment ₹ 500
Min SIP Investment ₹ 500
Min Addl Investment ₹ 500
Exit Load Nil
Expense Ratio 2.37% (As on 28-02-2023)
Fund Manager Ashwani Kumar Agarwalla, Trideep Bhattacharya

Investment Returns (As on 22 Mar, 2023)

Duration Returns Benchmark Category
1 W 0.73% 0.38% 0.73%
1 M -2.19% -4.03% -1.93%
3 M -3.65% -5.91% -4.64%
6 M -4.2% -3.22% -4.25%
1 Y -1.4% 1.14% 0.14%
2 Y 8.27% 9% 9.16%
3 Y 23.56% 26.5% 25.14%
5 Y 8.51% 12.33% 10.02%

Risk Mesasures (As on 22 Mar, 2023)

Std Dev Sharpe Beta Alpha
Fund 21.98 0.54 -2.95 0.95
Benchmark 0 0 0 0
Returns Compare with Others
  • 1Y
  • 3Y
  • 5Y

Portfolio (As on 31 Jan, 2023)

Assets Allocation

Sector Holdings

Return Calculator

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Disclaimer: Above returns are calculated on the basis of historical NAV movement for the selected period. However, historical performance does not guarantee future returns. Investors must take investment decisions based on his/her own requirements.

Peer Comparison

Fund Name 1 Yr Rtn. 3 Yr Rtn. 5 Yr Rtn.
Edelweiss Long Term Equity Fund (Tax Savings) - Regular Plan - Growth Option -1.4% 23.56% 8.51%
Mirae Asset Tax Saver Fund-Regular Plan-Growth -1.01% 28.72% 13.9%
ICICI Prudential Long Term Equity Fund (Tax Saving) - Growth -1.57% 26.38% 10.77%
Aditya Birla Sun Life Tax Relief 96 - Growth Option -3.76% 15.12% 4.78%
Axis Long Term Equity Fund - Regular Plan - Growth -11.78% 15% 8.67%

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