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Edelweiss ELSS Fund - Direct Plan-Dividend Option

Category: Equity Linked Savings Schemes (ELSS)
Launch Date: 21-01-2013
Asset Class: Equity
Benchmark: Nifty 500 Index
Expense Ratio: 1.93% As on (31-07-2017)
Status: Open Ended Schemes(ELSS) for subscription
Minimum Investment: 500.0
Minimum Topup: 500.0
Total Assets: 68.9 Cr As on (30-06-2017)
Turn over: 188.0
NAV as on

(%)

CAGR Since Inception

%

Nifty 500 Index 15.11%

PERFORMANCE of Edelweiss ELSS Fund - Direct Plan-Dividend Option

Scheme Performance (%)

Data as on - 16-02-2018

Yearly Performance (%)

Fund Managers

Mr. Hiten Shah

Mr. Shah is a Masters in Management Studies (Finance) from Mumbai University. Prior to joining Edelweiss Asset Management Limited (since July 2011) he was associated with Edelweiss Securities Limited as Low Risk Arbitrage Trader for over three years.

Investment Objective

The scheme will, on the basis of overall industry and economic scenario, invest in a diversified portfolio of stocks of growth oriented companies with good track record. The scheme may endeavor to take advantage of special situations such as mergers and demerger.

RETURNS CALCULATOR for Edelweiss ELSS Fund - Direct Plan-Dividend Option

Growth of 10000 In SIP (Fund vs Benchmark)

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Growth of 10000 In LUMPSUM (Fund vs Benchmark)

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Rolling Returns

Rolling returns are the annualized returns of the scheme taken for a specified period (rolling returns period) on every day/week/month and taken till the last day of the duration. In this chart we are showing the annualized returns over the rolling returns period on every day from the start date and comparing it with the benchmark. Rolling returns is the best measure of a fund's performance. Trailing returns have a recency bias and point to point returns are specific to the period in consideration. Rolling returns, on the other hand, measures the fund's absolute and relative performance across all timescales, without bias.

Riskometer

riskometer

Key Performance and Risk Statistics of Edelweiss ELSS Fund - Direct Plan-Dividend Option

Key Statistics Volatility Sharpe Ratio Alpha Beta Yield to Maturity Average Maturity
Edelweiss ELSS Fund - Direct Plan-Dividend Option 13.91 0.89 -4.26 1.14 - -
Equity Linked Savings Schemes (ELSS)

PEER COMPARISION of Edelweiss ELSS Fund - Direct Plan-Dividend Option

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Data as on - 16-02-2018
Scheme Name Launch
Date
1-Year
Ret (%)
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10-Yrs
Ret (%)

PORTFOLIO ANALYSIS of Edelweiss ELSS Fund - Direct Plan-Dividend Option

Asset Allocation (%)

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