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| Field | Edelweiss ELSS Tax Saver Fund-Growth Option Edelweiss Mutual Fund |
|---|---|
| Fund overview | |
| OnePaisa Score | 6.7/10 · Average |
| Fund house | Edelweiss Mutual Fund |
| Category | Equity Scheme - ELSS · elss |
| Type | Open Ended Schemes |
| Plan | Direct |
| Launch date | Jan 2013 |
| AUM | ₹439 Cr |
| Morningstar | 4★ |
| Performance returns | |
| 1Y return | +7.66% |
| 3Y return (CAGR) | +18.09% |
| 5Y return (CAGR) | +15.93% |
| 10Y return (CAGR) | +13.97% |
| Benchmark | BSE 500 India TR INR |
| Category avg 1Y | +2.15% |
| SIP returns | |
| SIP 1Y | +2.81% |
| Risk metrics | |
| Risk level | Very High Risk |
| Volatility (Std Dev 1Y) | 14.04% |
| Sharpe ratio (1Y) | 0.08 |
| Sharpe ratio (3Y) | 0.83 |
| Sortino ratio (1Y) | 0.08 |
| Max drawdown (1Y) | -13.36% |
| Category rank (1Y) | #2 of 12 |
| Quartile (1Y) | Q1 ★ |
| Costs | |
| Expense ratio | 0.67% |
| Exit load | - |
| Portfolio | |
| NAV | ₹130.6 |
| Min SIP | ₹500 |
| Min lump sum | ₹500 |
| Tax & redemption | |
| Tax treatment | 80C eligible · LTCG 12.5% above ₹1.25L |
| Lock-in period | 3 years |