| Risk | Moderately High |
|---|---|
| Min SIP Amount | ₹500 |
| Expense Ratio | 2.39% |
| NAV | ₹40.99 (26 Feb 2020) |
|---|---|
| Fund Started | 27 Jan 2009 |
| Fund Size | ₹9 Cr |
| 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% |
Edelweiss Tax Advantage Fund Regular Growth is a Equity Mutual Fund Scheme launched by Edelweiss Mutual Fund. This scheme was made available to investors on 27 Jan 2009. Harshad Patwardhan is the Current Fund Manager of Edelweiss Tax Advantage Fund Regular Growth fund.The fund currently has an Asset Under Management(AUM) of ₹9 Cr and the Latest NAV as of 26 Feb 2020 is ₹40.99.
The Edelweiss Tax Advantage Fund Regular Growth is rated Moderately High risk. Minimum SIP Investment is set to 500.
The scheme will adopt bottom-up stock pricking approach while investing across all market capitalisations and sectors. Focus will be on companies with strong growth and earnings potential. The scheme will endeavour to remain fully invested in equity and equity-related instruments at all times.
Upto Rs. 1.5 lac will be tax free under 80C. Lockin of 3 years. Returns will be taxed at 10%.