Edelweiss Tax Advantage Direct Plan Dividend+0.65%

2Groww
11.21%
1 Year Return
Equity
ELSS
2.0 star
6M
1Y
3Y
5Y
All

Fund Details

Edelweiss Tax Advantage Direct Plan Dividend

RiskModerately High
Min SIP Amount₹1000
Expense Ratio1.14%
NAV32.88 (14 Nov 2019)
Fund Started04 Jan 2013
Fund Size9 Cr

Returns

1Y
3Y*
5Y*
Since inception*
Edelweiss Tax Advantage Direct Plan Dividend
11.2%
9.9%
8.0%
12.3%
Category Average
-6.3%
6.2%
9.9%
-
Rank within category
NA
NA
NA
-
*All returns are annualized.
SIP
Lumpsum
I want to invest per month5,000
    For how many years?
    1 Year
    3 Years
    5 Years
    Estimated Value
    as per Historical Returns
    0
    with 11.2% annual returns

    Comparison

    Data not available
    Pros
    Found nothing so far.
    Cons
    Found nothing so far.

    Top Holdings

    NameSectorInstrument% Assets
    Reliance Industries Ltd.EnergyEquity9.7%
    HDFC Bank Ltd.FinancialEquity8.9%
    ICICI Bank Ltd.FinancialEquity8.8%
    Housing Development Finance Corpn. Ltd.FinancialEquity8.6%
    Infosys Ltd.TechnologyEquity5.6%
    Larsen & Toubro Ltd.ConstructionEquity4.8%
    State Bank of IndiaFinancialEquity4.7%
    Hindustan Unilever Ltd.FMCGEquity4.3%
    ITC Ltd.FMCGEquity4.1%
    Axis Bank Ltd.FinancialEquity4.0%
    See All

    Fund Managers

    addHarshad Patwardhan
    Education
    Mr. Patwardhan is B.Tech from IIT, MBA from IIM and CFA.
    Experience
    Prior to joining Edelweiss AMC, he was associated with JPMorgan Asset Management India Private Limited since June 2006 as CIO-Equities. Prior to that Mr. Patwardhan worked for two years with Deutsche Equities India Private Limited as a senior research analyst and has had extensive experience with several foreign brokerage houses covering a variety of sectors.
    Funds Managed

    Other Details

    Edelweiss Tax Advantage Direct Plan Dividend is a Equity Mutual Fund Scheme launched by Edelweiss Mutual Fund. This scheme was introduced to investors on 04 Jan 2013. Harshad Patwardhan is the Current Fund Manager of Edelweiss Tax Advantage Direct Plan Dividend.The fund currently has an Asset Under Management(AUM) of ₹9 Cr and the Latest NAV as of 14 Nov 2019 is ₹32.88.

    The Edelweiss Tax Advantage Direct Plan Dividend is rated Moderately High risk. Minimum SIP Investment is 1000. Minimum Lumpsum Investment is 500. Nil.

    Investment Objective

    The investment objective of the Scheme is to generate income and long-term capital appreciation from a diversified portfolio of predominantly equity and equity-related Securities. However, there can be no assurance that the investment objective of the Scheme will be realized, as actual market movements may be at variance with anticipated trends.

    Tax Implications

    Upto Rs. 1.5 lac will be tax free under 80C. Lockin of 3 years. Returns will be taxed at 10%.

    Scheme Information Document(SID)

    ₹500
    Min for First Investment
    ₹500
    Min for Second Investment
    Nil
    Exit Load

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    About Edelweiss Mutual Fund

    Address
    Tower 3, Wing B, Ground Floor, Kohinoor City Mall, Kohinoor City, Kirol Road, Kurla(W), Mumbai 400070
    Phone
    +91 22 40979900
    Launch Date
    29 Apr 2008
    Edelweiss Mutual Fund
    Asset Management Company
    Custodian
    Standard Chartered Bank
    Registrar & Transfer Agent
    Karvy
    Address
    Karvy House, No. 46, 8-2-609/K, Avenue 4, Street No.1 Banjara Hills,
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