Edelweiss Tax Advantage Direct Plan Growth

Equity
ELSS
Moderately High Risk
3Y Lock In
8.15%
3Y annualised
-0.92% 1D
1M
6M
1Y
3Y
5Y
All
NAV: 26 Feb 2020₹43.91
Min. SIP amountNot Supported
RatingNA
Fund size₹8.68Cr

Return calculator

Monthly SIP
One-Time
₹5,000 per month
Over the past
Total investment of 0
Would have become (%)

Returns and rankings

Category: Equity ELSS
Annualised returns
Absolute returns
1Y3Y5YAll
Fund returns11.1%8.2%6.5%11.8%
Category average-2.9%15.8%10.9%NA
Rank with in categoryNANANANA
Understand terms

Holdings (34)

NameSectorInstrumentAssets
Housing Development Finance Corpn. Ltd.FinancialEquity9.8%
ICICI Bank Ltd.FinancialEquity9.7%
HDFC Bank Ltd.FinancialEquity9.3%
Reliance Industries Ltd.EnergyEquity9.1%
Infosys Ltd.TechnologyEquity6.1%
State Bank of India
FinancialEquity5.1%
Larsen & Toubro Ltd.ConstructionEquity4.3%
Axis Bank Ltd.FinancialEquity4.1%
Hindustan Unilever Ltd.FMCGEquity3.9%
ITC Ltd.FMCGEquity3.8%
See All

Expense ratio, exit load and tax

Expense ratio: 1.14%

Inclusive of GST

Exit load

Nil

Stamp duty

0.005% (from July 1st, 2020)

Tax implication

Returns are taxed at 15%, if you redeem before one year. After 1 year, you are required to pay LTCG tax of 10% on returns of Rs 1 lakh+ in a financial year.

Understand terms
Check past data

Minimum investment amounts

Min. for 1st investmentNot Supported
Min. for 2nd investment onwardsNot Supported
Min. for SIPNot Supported

Fund house & investment objective

Fund house contact details

Address
801- 802 & 803 - 8th Floor,Windsor Off C.S.T. Road,Kalina-Santacruz (E), Mumbai 400098
Phone
40933400 / 1800-425-0090
Launch Date
30 Apr 2008
Website
NA
Edelweiss Mutual Fund
Asset Management Company
Custodian
NA
Registrar & Transfer Agent
KFin Tech
Address
Karvy House, No. 46, 8-2-609/K, Avenue 4, Street No.1 Banjara Hills,

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