Data shown is for informational purposes only and does not constitute investment advice. TopFund is not SEBI-registered. Consult a SEBI-registered advisor before investing.
Edelweiss ELSS Tax Saver Fund - Regular Plan - Growth Option
★★★★★ 3rd-party
External rating
- Source: Third-party data provider (Groww/CRISIL)
- Original rating: 4/5, displayed as-is — TopFund does not modify third-party ratings
- Refresh frequency: Whenever TopFund re-syncs this fund's data
- Limitations: The provider's own rating methodology isn't disclosed here — see the provider's own site for their criteria
TopFund Score: 77/100 · Good
How this score is calculated
- Star rating (35%)4/5
- 3Y CAGR (30%)13.21%
- Expense ratio (20%)0.93%
- AUM (15%)₹462 Cr
Not investment advice — an analytical read of public fund data. Methodology →
Edelweiss Mutual Fund · Equity · ELSS
₹138.1
AUM: ₹462 Cr
NAV updated 15 days ago
Plan
Regular
Option
Growth
Risk
High
Expense Ratio
0.93%
Exit Load
Nil
Fund Manager
Harshad Patwardhan
Inception
Jan 2013
Benchmark
NIFTY 500 Total Return Index
Sharpe Ratio
-0.01
Std Dev (1Y)
14.18%
Historical Returns (CAGR)
Annualized trailing returns computed from NAV history — past performance only, not a guarantee of future results.
1m
-2.97%
3m
+6.49%
6m
+7.45%
1y
+6.42%
3y
+13.21%
5y
+12.17%
10y
+13.22%
since inception
+14.78%
TopFund's Take on Edelweiss ELSS Tax Saver Fund - Regular Plan - Growth Option
Edelweiss ELSS Tax Saver Fund - Regular Plan - Growth Option holds up reasonably well within the ELSS category, backed by a 4-star rating. Consistent 3-year performance combined with a strong rating makes this one of the more credible options in its space. TopFund's composite Health Score, which weighs rating, 3-year CAGR, expense ratio and fund size, puts it at 77/100.
Cost: At 0.93%, the expense ratio is meaningfully cheaper — about 12% below the ELSS category average of 1.06% (based on 157 comparable funds). Lower costs compound in your favour over long holding periods.
Risk-adjusted performance: Over the trailing 1-year period, the fund shows a negative Sharpe ratio of -0.01 — over the past year, returns haven't kept pace with the volatility involved, even before accounting for the risk-free rate. Separately, annualised volatility of 14.18% is fairly typical for ELSS funds.
Who should invest: This fund is best suited to investors looking to claim the ₹1.5 lakh Section 80C tax deduction, who are comfortable with the mandatory 3-year lock-in. The High risk rating means near-term volatility should be expected — this isn't a fund to check daily.
This is an automated, data-driven analysis based on the fund's own metrics and its category peers — not personalized investment advice. Consult a SEBI-registered advisor before investing.
Sector Allocation
Asset Allocation
Fund Snapshot
Similar Funds
SBI ELSS Tax Saver FUND - DIRECT PLAN -GROWTH
SBI Mutual Fund
Motilal Oswal ELSS Tax Saver Fund - Direct Plan - Growth Option
Motilal Oswal Mutual Fund
HDFC ELSS Tax saver - Growth Plan
HDFC Mutual Fund
WhiteOak Capital ELSS Tax Saver Fund Direct Plan Growth
WhiteOak Capital Mutual Fund
BARODA BNP PARIBAS ELSS Tax Saver Fund - Direct Plan - Growth Option
BNP Paribas Mutual Fund
JM ELSS Tax Saver Fund (Direct) - Growth Option
JM Financial Mutual Fund
Tools & Guides for This Fund
Frequently Asked Questions about Edelweiss ELSS Tax Saver Fund - Regular Plan - Growth Option
The current NAV (Net Asset Value) of Edelweiss ELSS Tax Saver Fund - Regular Plan - Growth Option is ₹138.1. NAV is updated every business day after market close by AMFI.
1Y: 6.42% · 3Y CAGR: 13.21% · 5Y CAGR: 12.17%
The expense ratio of Edelweiss ELSS Tax Saver Fund - Regular Plan - Growth Option is 0.93% per annum. This is the annual fee charged by the fund to manage your investment.
Edelweiss ELSS Tax Saver Fund - Regular Plan - Growth Option is managed by Harshad Patwardhan at Edelweiss Mutual Fund.
Edelweiss ELSS Tax Saver Fund - Regular Plan - Growth Option is classified as a High risk fund. It is suitable for investors with a long-term horizon of 3+ years.
Edelweiss ELSS Tax Saver Fund - Regular Plan - Growth Option is a ELSS fund. SIP suitability depends on your investment goal and risk profile.
You can start a SIP in Edelweiss ELSS Tax Saver Fund - Regular Plan - Growth Option with as little as ₹500 per month through most mutual fund platforms. The minimum lump sum investment is typically ₹1,000.
The Assets Under Management (AUM) of Edelweiss ELSS Tax Saver Fund - Regular Plan - Growth Option is ₹462 crore. AUM indicates the total market value of assets managed by the fund.
* Past performance is not indicative of future results. Mutual fund investments are subject to market risks.
Discussion
User-generated content — not investment advice, and not verified or endorsed by TopFund.
No comments yet — start the discussion.