| NAV: 26 Feb 2020 | ₹40.99 |
| Min. SIP amount | Not Supported |
| Rating | NA |
| Fund size | ₹8.68Cr |
Returns and rankings
| 1Y | 3Y | 5Y | All | |
|---|---|---|---|---|
| Fund returns | 9.7% | 7.3% | 5.5% | 13.6% |
| Category average | 54.9% | 14.2% | 14.3% | NA |
| Rank with in category | NA | NA | NA | NA |
Holdings (34)
| Name | Sector | Instrument | Assets |
|---|---|---|---|
| Housing Development Finance Corpn. Ltd. | Financial | Equity | 9.8% |
| ICICI Bank Ltd. | Financial | Equity | 9.7% |
| HDFC Bank Ltd. | Financial | Equity | 9.3% |
| Reliance Industries Ltd. | Energy | Equity | 9.1% |
| Infosys Ltd. | Technology | Equity | 6.1% |
State Bank of India | Financial | Equity | 5.1% |
| Larsen & Toubro Ltd. | Construction | Equity | 4.3% |
| Axis Bank Ltd. | Financial | Equity | 4.1% |
| Hindustan Unilever Ltd. | FMCG | Equity | 3.9% |
| ITC Ltd. | FMCG | Equity | 3.8% |
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.
Minimum investment amounts
| Min. for 1st investment | Not Supported |
| Min. for 2nd investment onwards | Not Supported |
| Min. for SIP | Not Supported |
Fund management
Harsh kothariApr 2019 - PresentView details
Pratik DharmshiApr 2019 - PresentView details
Fund house & investment objective
Fund house contact details
Compare funds
FAQs
How to Invest in Edelweiss Tax Advantage Fund Regular Growth?
You can easily invest in Edelweiss Tax Advantage Fund Regular Growth in a hassle-free manner on Groww. The process is extremely simple, quick and completely paperless. Invest in a few minutes with the following steps:
- Log on to your Groww account
- Search for Edelweiss Tax Advantage Fund Regular Growth from the search box
- In order to invest, you will have to complete all the KYC formalities which are completely online and paperless and take a few minutes to complete
- Once you are done with that, you can start investing in Edelweiss Tax Advantage Fund Regular Growth as SIP or lumpsum as per your investment objective and risk tolerance
What kind of returns does Edelweiss Tax Advantage Fund Regular Growth provide?
The Edelweiss Tax Advantage Fund Regular Growth has been there from 27 Jan 2009 and the average annual returns provided by this fund is 9.74% since its inception.
How much expense ratio is charged by Edelweiss Tax Advantage Fund Regular Growth?
The term
Expense Ratio used for Edelweiss Tax Advantage Fund Regular Growth or any other mutual fund is the annual
charges one needs to pay to the Mutual Fund company for managing your investments in that fund.
The Expense Ratio of Edelweiss Tax Advantage Fund Regular Growth is 2.39% as of 10 Aug 2022...
What is the AUM of Edelweiss Tax Advantage Fund Regular Growth?
The AUM, short for Assets Under Management of Edelweiss Tax Advantage Fund Regular Growth is ₹8.68Cr as of 10 Aug 2022.
How to Redeem Edelweiss Tax Advantage Fund Regular Growth?
If you want to sell your Edelweiss Tax Advantage Fund Regular Growth holdings, go to your holding on the app or web and simply click on it. You will get two options - redeem & invest more; click on redeem and enter your desired amount or if you wish to redeem the entire holding amount then select the 'redeem all' checkbox.
Can I invest in SIP and Lump Sum of Edelweiss Tax Advantage Fund Regular Growth?
What is the NAV of Edelweiss Tax Advantage Fund Regular Growth?
The NAV of Edelweiss Tax Advantage Fund Regular Growth is ₹40.99 as of 26 Feb 2020.
