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Edelweiss Tax Advantage Fund - Direct Plan - Growth

  • Regular
  • Direct
Category : ELSS
  • NAV
    : ₹ 43.909 -0.92%
    (as on 26th February, 2020)
This scheme closed on 26-02-2020 & the data you are seeing is not latest data.

Suitable For : Investors who are looking to invest money for at least 3 years and looking for additional benefits of income tax saving apart from higher returns expectations. At the same time, these investors should also be ready for possibility of moderate losses in their investments and 3 year lock-in period.

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Returns (NAV as on 26th February, 2020)

Period Invested for ₹10000 Invested on Latest Value Absolute Returns Annualised Returns Rank within Category
1 Week 19-Feb-20 9693.10 -3.07% - 1/65
1 Month 24-Jan-20 9602.80 -3.97% - 23/65
3 Month 26-Nov-19 9889.00 -1.11% - 26/65
6 Month 26-Aug-19 10861.80 8.62% - 30/64
YTD 01-Jan-20 9771.00 -2.29% - 26/63
1 Year 26-Feb-19 11112.30 11.12% 11.12% 25/63
2 Year 26-Feb-18 10191.20 1.91% 0.95% 26/55
3 Year 23-Feb-17 12605.60 26.06% 8.00% 19/47
5 Year 26-Feb-15 13714.30 37.14% 6.52% 25/35
Since Inception 01-Jan-13 22308.10 123.08% 11.86% 29/59

SIP Returns (NAV as on 26th February, 2020)

Period Invested for ₹1000 SIP Started on Investments Latest Value Absolute Returns Annualised Returns
1 Year 26-Feb-19 12000 12318.33 2.65 % 4.91 %
2 Year 26-Feb-18 24000 24978.9 4.08 % 3.88 %
3 Year 23-Feb-17 36000 38367.27 6.58 % 4.17 %
5 Year 26-Feb-15 60000 71475.81 19.13 % 6.92 %
 

Tax Treatment

Portfolio

This fund is inactive, so it does not have any stocks/debt in its current portfolio.

Alternative Funds (Category Peers)

Scheme Name
Crisil Rank
Asset Size (Cr)
1M
3M
6M
1Y
3Y
Quant Tax Plan - Direct Plan - Growth NA 16.64 1.27 16.28 46.55 23.05 9.64
BOI AXA Tax Advantage Fund - Direct Plan - Growth 5 309.08 2.60 11.87 24.18 16.05 7.07
Parag Parikh Tax Saver Fund - Direct Plan - Growth NA 70.16 -1.20 8.46 35.17 15.74 0.00
Canara Robeco Equity Tax Saver - Direct Plan - Growth 5 1180.76 2.16 8.63 23.65 11.41 9.83
Mirae Asset Tax Saver Fund - Direct Plan - Growth 5 4270.45 3.13 9.52 27.12 8.40 8.23
BNP Paribas Long Term Equity Fund - Direct Plan - Growth 4 441.44 4.42 6.29 20.99 5.43 4.46
UTI Long Term Equity Fund (Tax Saving) - Direct Plan - Growth 3 1338.13 3.85 6.72 22.02 4.63 3.22
Union Long Term Equity Fund - Direct Plan - Growth 4 270.02 2.72 6.29 22.95 4.62 4.51
Shriram Long Term Equity Fund - Direct Plan - Growth NA 28.03 2.86 3.88 17.76 4.11 0.00
Kotak Tax Saver Scheme - Direct Plan - Growth 4 1275.50 2.69 7.09 21.85 3.57 4.66

More Funds from Edelweiss Mutual Fund

Out of 30 mutual fund schemes offered by this AMC, 1 is/are ranked 5 * , 4 is/are ranked 4 * , 6 is/are ranked 3 * , 1 is/are ranked 1 * , and 18 schemes are not ranked. See more about AMC

Scheme Name
Crisil Rank
Asset Size (Cr)
1M
3M
6M
1Y
3Y
Edelweiss Arbitrage Fund - Direct Plan - Growth 4 3316.13 0.43 1.16 1.98 5.49 6.47
Edelweiss Balanced Advantage Fund - Direct Plan - Growth NA 1585.38 2.09 3.93 14.58 12.14 8.49
Edelweiss BHARAT Bond FOF - April 2030 - Direct Plan - Growth NA 1436.44 2.67 1.85 8.35 0.00 0.00
Edelweiss Liquid Fund - Direct Plan - Growth 4 1145.16 0.28 0.86 1.86 4.77 6.43
Edelweiss Mid Cap Fund - Direct Plan - Growth 3 933.40 0.22 11.14 26.17 8.88 3.08
Edelweiss BHARAT Bond FOF - April 2031 - Direct Plan - Growth NA 895.77 2.74 1.29 0.00 0.00 0.00
Edelweiss BHARAT Bond FOF - April 2023 - Direct Plan - Growth NA 881.99 1.22 1.65 6.63 0.00 0.00
Edelweiss BHARAT Bond FOF - April 2025 - Direct Plan - Growth NA 630.36 2.09 1.18 0.00 0.00 0.00
Edelweiss Multi-Cap Fund - Direct Plan - Growth 3 550.04 3.55 6.58 21.01 0.28 3.94
Edelweiss Small Cap Fund - Direct Plan - Growth NA 529.86 0.22 16.07 33.61 16.88 0.00

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