Edelweiss Tax Advantage Fund Regular IDCW

Equity
ELSS
Moderately High Risk
Payout
3Y Lock In
7.31%
3Y annualised
-0.93% 1D
1M
6M
1Y
3Y
5Y
All
NAV: 26 Feb 2020₹30.90
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 returns9.7%7.3%5.5%13.6%
Category average39.2%19.4%18.7%NA
Rank with in categoryNANANANA
Understand terms

Holdings (34)

NameSectorInstrumentAssets
FinancialEquity9.84%
FinancialEquity9.69%
FinancialEquity9.34%
EnergyEquity9.14%
TechnologyEquity6.06%
State Bank of India
FinancialEquity5.12%
ConstructionEquity4.31%
FinancialEquity4.10%
FMCGEquity3.88%
FMCGEquity3.79%
See All

Expense ratio, exit load and tax

Expense ratio: 2.39%

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 management

Harsh kothari
Apr 2019 - Present
View details

Education
Mr. Kothari has done BMS Finance & MBA Finance
Experience
Prior to joining PGIM Mutual Fund, he was associated with Edelweiss AMC, JP Morgan AMC & Morgan Stanley Fund Services.
Also manages these schemes

Pratik Dharmshi
Apr 2019 - Present
View details

Education
Mr. Dharmshi has done B. Com & CA
Experience
Prior to joining Edelweiss AMC, he was associated with JP Morgan India Pvt. Ltd., CRISIL Ltd. & Morgan Stanley Advantage Services Pvt. Ltd.
Also manages these schemes

Fund house & investment objective

Fund house contact details

Address
Edelweiss HouseOff C.S.T. Road,Kalina Mumbai 400098
Phone
+91 22 4093 3400
Launch Date
30 Apr 2008
E-mail
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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