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Edelweiss Tax Advantage Fund - Regular Plan - Growth Option

Category: Equity: ELSS
Launch Date: 27-01-2009
Asset Class: Equity
Benchmark: S&P BSE 200 TRI
Expense Ratio: 2.69% As on (31-08-2018)
Status: Open Ended Schemes(Equity Scheme - ELSS) for subscription
Minimum Investment: 500.0
Minimum Topup: 500.0
Total Assets: 11.4 Cr As on (31-08-2018)
Turn over: 57%
NAV as on 16-10-2018

37.39

0.37 (0.9976%)

CAGR Since Inception

11.25%

S&P BSE 200 TRI 11.86%

PERFORMANCE of Edelweiss Tax Advantage Fund - Regular Plan - Growth Option

Scheme Performance (%)

Data as on - 16-10-2018

Yearly Performance (%)

Fund Managers

Mr. Harshad Patwardhan

Mr. Patwardhan is B.Tech from IIT, MBA from IIM and CFA. Prior to joining JPMorgan AMC he has worked with Deutsche Equities India Pvt. Ltd.

Investment Objective

The scheme will adopt bottom-up stock pricking approach while investing across all market capitalisations and sectors. Focus will be on companies with strong growth and earnings potential. The scheme will endeavour to remain fully invested in equity and equity-related instruments at all times.

RETURNS CALCULATOR for Edelweiss Tax Advantage Fund - Regular Plan - Growth 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 Tax Advantage Fund - Regular Plan - Growth Option

Key Statistics Volatility Sharpe Ratio Alpha Beta Yield to Maturity Average Maturity
Edelweiss Tax Advantage Fund - Regular Plan - Growth Option 13.77 0.77 -5.93 1.1 - -
Equity: ELSS - - - - - -

PEER COMPARISION of Edelweiss Tax Advantage Fund - Regular Plan - Growth Option

Period
Data as on - 16-10-2018
Scheme Name Launch
Date
1-Year
Ret (%)
2-Yrs
Ret (%)
3-Yrs
Ret (%)
5-Yrs
Ret (%)
10-Yrs
Ret (%)
Edelweiss Tax Advantage Fund - Regular Plan - Growth Option 27-01-2009 -3.76 0.0 0.0 0.0 0.0
ICICI Prudential Long Term Equity Fund (Tax Saving) - Growth 19-08-1999 5.87 7.31 8.8 17.45 18.86
Invesco India Tax Plan - Growth 29-12-2006 4.16 10.72 10.48 19.6 18.95
Taurus Tax Shield- Regular Plan - Growth Option 31-03-1996 4.13 12.6 11.59 15.86 15.63
Canara Robeco Equity Taxsaver Fund - Regular Plan - Growth 31-03-1993 3.9 9.39 8.66 14.9 0.0
Axis Long Term Equity Fund - Growth 29-12-2009 1.89 10.58 9.35 21.18 0.0
Mirae Asset Tax Saver Fund-Regular Plan-Growth 05-12-2015 1.31 14.58 0.0 0.0 0.0
Quantum Tax Saving Fund - Regular Plan Growth Option 01-04-2017 1.19 0.0 0.0 0.0 0.0
HDFC Long Term Advantage Fund - Growth Option 02-01-2001 0.84 9.58 11.71 16.74 16.89
LIC MF Tax Plan-Regular Plan-Growth 31-03-1997 0.5 8.21 8.25 15.09 12.84

PORTFOLIO ANALYSIS of Edelweiss Tax Advantage Fund - Regular Plan - Growth Option

Asset Allocation (%)

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