How to Invest in Edelweiss Tax Advantage Fund Growth?

You can easily invest in Edelweiss Tax Advantage Fund 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 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 Growth as SIP or lumpsum as per your investment objective and risk tolerance

What kind of returns does Edelweiss Tax Advantage Fund Growth provide?

The Edelweiss Tax Advantage Fund 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 Growth?

The term Expense Ratio used for Edelweiss Tax Advantage Fund 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 Growth is 2.39% as of 06 Sep 2025...

What is the AUM of Edelweiss Tax Advantage Fund Growth?

The AUM, short for Assets Under Management of Edelweiss Tax Advantage Fund Growth is ₹8.68Cr as of 06 Sep 2025.

How to Redeem Edelweiss Tax Advantage Fund Growth?

If you want to sell your Edelweiss Tax Advantage Fund 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 Growth?

You can select either SIP or Lumpsum investment of Edelweiss Tax Advantage Fund Growth based on your investment objective and risk tolerance.

What is the NAV of Edelweiss Tax Advantage Fund Growth?

The NAV of Edelweiss Tax Advantage Fund Growth is ₹40.99 as of 26 Feb 2020.

What is the PE and PB ratio of Edelweiss Tax Advantage Fund Growth?

The PE ratio ratio of Edelweiss Tax Advantage Fund Growth is determined by dividing the market price by its earnings per share and the PB ratio of the same is evaluated by dividing the stock price per share by its book value per share (BVPS).

Edelweiss Tax Advantage Fund Growth - NAV, Mutual Fund Performance & Portfolio

<img alt="Edelweiss Tax Advantage Fund Growth" srcSet="https://assets-netstorage.groww.in/mf-assets/logos/edelweiss_groww.png 1x, https://assets-netstorage.groww.in/mf-assets/logos/edelweiss_groww.png 2x" src="https://assets-netstorage.groww.in/mf-assets/logos/edelweiss_groww.png" decoding="async" data-nimg="intrinsic" style="position:absolute;top:0;left:0;bottom:0;right:0;box-sizing:border-box;padding:0;border:none;margin:auto;display:block;width:0;height:0;min-width:100%;max-width:100%;min-height:100%;max-height:100%" class="companyLogo_companyImage__bT0On absolute-center mfh239Logo" loading="lazy"/>
Edelweiss Tax Advantage Fund Growth
Equity
ELSS
Moderately High Risk
3Y Lock In
7.31%
3Y annualised
-0.93% 1D
1M
6M
1Y
3Y
5Y
All
 NAV: 26 Feb 2020
₹40.99
Rating
NA
Min. SIP amount
Not Supported
Fund size
₹8.68Cr
Return calculator
Monthly SIP
One-Time
₹5,000 per month
Over the past
Total investment of ₹0
Would have become ₹ (%)
Holdings (34)NameSectorInstrumentAssets
Housing Development Finance Corpn. Ltd.
FinancialEquity9.84%
ICICI Bank Ltd.
FinancialEquity9.69%
HDFC Bank Ltd.
FinancialEquity9.34%
Reliance Industries Ltd.
EnergyEquity9.14%
Infosys Ltd.
TechnologyEquity6.06%
State Bank of India
FinancialEquity5.12%
Larsen & Toubro Ltd.
ConstructionEquity4.31%
Axis Bank Ltd.
FinancialEquity4.10%
Hindustan Unilever Ltd.
FMCGEquity3.88%
ITC Ltd.
FMCGEquity3.79%
Tata Consultancy Services Ltd.
TechnologyEquity3.71%
Whirlpool Of India Ltd.
Cons DurableEquity3.45%
Bajaj Finance Ltd.
FinancialEquity2.95%
Britannia Industries Ltd.
FMCGEquity2.47%
City Union Bank Ltd.
FinancialEquity2.06%
Kansai Nerolac Paints Ltd.
ChemicalsEquity1.97%
Maruti Suzuki India Ltd.
AutomobileEquity1.96%
Jubilant FoodWorks Ltd.
ServicesEquity1.47%
RBL Bank Ltd.
FinancialEquity1.43%
Apollo Hospitals Enterprise Ltd.
HealthcareEquity1.39%
Bharat Forge Ltd.
AutomobileEquity1.31%
Mahindra & Mahindra Ltd.
AutomobileEquity1.20%
Cholamandalam Investment & Finance Co. Ltd.
FinancialEquity1.17%
Indian Hotels Co. Ltd.
ServicesEquity1.14%
Apollo Tyres Ltd.
AutomobileEquity0.99%
Solar Industries India Ltd.
ChemicalsEquity0.96%
Mahindra & Mahindra Financial Services Ltd.
FinancialEquity0.89%
Kirloskar Brothers Ltd.
EngineeringEquity0.82%
Aegis Logistics Ltd.
ServicesEquity0.58%
Action Construction Equipment Ltd.
ConstructionEquity0.32%
Advanced Enzyme Technologies Ltd.
FMCGEquity0.24%
TIL Ltd.
EngineeringEquity0.23%
Tejas Networks Ltd.
TechnologyEquity0.20%
NCC Ltd.
ConstructionEquity0.18%
See All
Minimum investment amountsMin. for 1st investmentNot Supported
Min. for 2nd investment onwardsNot Supported
Min. for SIPNot Supported
Understand termsAnnualised returnsAverage of the yearly returns of a mutual fund over a given period.
Absolute returnsThe total return of a mutual fund over a given period.
Returns and rankingsCategory: Equity ELSS
Annualised returns
Absolute returns
1Y3Y5YAll
Fund returns9.7%7.3%5.5%13.6%
Category average-3.6%16.2%20.4%NA
Rank with in categoryNANANANA
Understand terms
Peer ComparisonEquity, ELSS fundsRating1Y3YFund Size(Cr)
SBI ELSS Tax Saver Fund Growth
5
-3.3%23.3%30,271.16
HDFC ELSS Tax Saver Fund Growth
5
2.5%21.3%16,579.03
Parag Parikh ELSS Tax Saver Fund Growth
5
3.1%18.2%5,538.01
Franklin India ELSS Tax Saver Fund Growth
4
-3.4%18.0%6,705.56
Nippon India ELSS Tax Saver Fund Growth
4
-4.0%16.7%15,338.90
Understand termsExpense ratioA fee payable to a mutual fund house for managing your mutual fund investments. It is the total percentage of a company’s fund assets used for administrative, management, advertising, and other expenses.
TaxA percentage of your capital gains payable to the government upon exiting  your mutual fund investments. Taxation is categorized as long-term capital gains (LTCG) and short-term capital gains (STCG) depending on your holding period and the type of fund.
Exit loadA fee payable to a mutual fund house for exiting a fund (fully or partially) before the completion of a specified period from the date of investment.
Stamp dutyA form of tax payable for the purchase or sale of an asset or security. 
Past expense ratio & exit load
Expense ratio
Exit load
31 Jan 2020 - Present
2.39%
31 Dec 2019 - 31 Jan 2020
2.39%
30 Nov 2019 - 31 Dec 2019
2.39%
31 Oct 2019 - 30 Nov 2019
2.39%
30 Sep 2019 - 31 Oct 2019
2.39%
31 Aug 2019 - 30 Sep 2019
2.39%
31 Jul 2019 - 31 Aug 2019
2.39%
30 Jun 2019 - 31 Jul 2019
2.39%
31 May 2019 - 30 Jun 2019
2.39%
30 Apr 2019 - 31 May 2019
2.39%
31 Mar 2019 - 30 Apr 2019
2.67%
28 Feb 2019 - 31 Mar 2019
2.68%
31 Jan 2019 - 28 Feb 2019
2.68%
31 Dec 2018 - 31 Jan 2019
2.60%
30 Nov 2018 - 31 Dec 2018
2.74%
31 Oct 2018 - 30 Nov 2018
2.74%
30 Sep 2018 - 31 Oct 2018
2.48%
31 Aug 2018 - 30 Sep 2018
2.69%
31 Jul 2018 - 31 Aug 2018
2.69%
30 Jun 2018 - 31 Jul 2018
2.69%
31 May 2018 - 30 Jun 2018
2.48%
30 Apr 2018 - 31 May 2018
2.48%
31 Mar 2018 - 30 Apr 2018
2.48%
28 Feb 2018 - 31 Mar 2018
2.50%
31 Jan 2018 - 28 Feb 2018
2.68%
31 Dec 2017 - 31 Jan 2018
2.68%
30 Nov 2017 - 31 Dec 2017
2.68%
31 Oct 2017 - 30 Nov 2017
2.68%
Expense ratio, exit load and taxExpense ratio: 2.39%Inclusive of GST
Exit loadNil
Stamp duty0.005% (from July 1st, 2020)
Tax implicationReturns are taxed at 20%, if you redeem before one year. After 1 year, you are required to pay LTCG tax of 12.5% on returns of Rs 1.25 lakh+ in a financial year.
Understand terms
Check past data
Fund managementHarsh 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
Edelweiss Tax Advantage Fund Growth
Pratik Dharmshi
Apr 2019 - Present
View details
Education
Mr. Dharmshi has done B. Com & CA
Experience
Prior to joining Union AMC, he was associated with UTI Pension Fund Limited, Safe Enterprises, Girik Capital, Edelweiss AMC, JP Morgan India Pvt. Ltd., CRISIL Ltd. & Morgan Stanley Advantage Services Pvt. Ltd.
Also manages these schemes
Union Small Cap Fund Growth
Edelweiss Tax Advantage Fund Growth
Union Largecap Fund Growth
Union Focused Fund Growth
Union Large & Midcap Fund Growth
Union Midcap Fund Growth
Union Business Cycle Fund Growth
Fund house & investment objective
Edelweiss Mutual Fund
Rank (total assets)#15 in India
Total AUM₹1,55,654.15Cr
Date of Incorporation30 Apr 2008
    Edelweiss Tax Advantage Fund Growth is a Equity Mutual Fund Scheme launched by Edelweiss Mutual Fund.     This scheme was made available to investors on 30 Apr 2008.     Harshad Patwardhan is the Current Fund Manager of Edelweiss Tax Advantage Fund Growth fund.     The fund currently has an Asset Under Management(AUM) of ₹1,55,654 Cr and     the Latest NAV as of 26 Feb 2020 is ₹40.99.  

    The Edelweiss Tax Advantage Fund Growth is rated Moderately High risk.     Minimum SIP Investment is set to ₹500.          
  ;
Investment ObjectiveThe 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. 
 
;
Fund benchmarkBSE 200 Total Return Index
Scheme Information Document(SID)
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
Website
www.edelweissmf.com
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,
Email
[email protected]
Website
www.karvymfs.com
Compare funds
Edelweiss Tax Advantage Fund Growth
VS
Add mutual fund to compare

Name	Sector	Instrument	Assets
Housing Development Finance Corpn. Ltd.	Financial	Equity	9.84%
ICICI Bank Ltd.	Financial	Equity	9.69%
HDFC Bank Ltd.	Financial	Equity	9.34%
Reliance Industries Ltd.	Energy	Equity	9.14%
Infosys Ltd.	Technology	Equity	6.06%
State Bank of India	Financial	Equity	5.12%
Larsen & Toubro Ltd.	Construction	Equity	4.31%
Axis Bank Ltd.	Financial	Equity	4.10%
Hindustan Unilever Ltd.	FMCG	Equity	3.88%
ITC Ltd.	FMCG	Equity	3.79%
Tata Consultancy Services Ltd.	Technology	Equity	3.71%
Whirlpool Of India Ltd.	Cons Durable	Equity	3.45%
Bajaj Finance Ltd.	Financial	Equity	2.95%
Britannia Industries Ltd.	FMCG	Equity	2.47%
City Union Bank Ltd.	Financial	Equity	2.06%
Kansai Nerolac Paints Ltd.	Chemicals	Equity	1.97%
Maruti Suzuki India Ltd.	Automobile	Equity	1.96%
Jubilant FoodWorks Ltd.	Services	Equity	1.47%
RBL Bank Ltd.	Financial	Equity	1.43%
Apollo Hospitals Enterprise Ltd.	Healthcare	Equity	1.39%
Bharat Forge Ltd.	Automobile	Equity	1.31%
Mahindra & Mahindra Ltd.	Automobile	Equity	1.20%
Cholamandalam Investment & Finance Co. Ltd.	Financial	Equity	1.17%
Indian Hotels Co. Ltd.	Services	Equity	1.14%
Apollo Tyres Ltd.	Automobile	Equity	0.99%
Solar Industries India Ltd.	Chemicals	Equity	0.96%
Mahindra & Mahindra Financial Services Ltd.	Financial	Equity	0.89%
Kirloskar Brothers Ltd.	Engineering	Equity	0.82%
Aegis Logistics Ltd.	Services	Equity	0.58%
Action Construction Equipment Ltd.	Construction	Equity	0.32%
Advanced Enzyme Technologies Ltd.	FMCG	Equity	0.24%
TIL Ltd.	Engineering	Equity	0.23%
Tejas Networks Ltd.	Technology	Equity	0.20%
NCC Ltd.	Construction	Equity	0.18%

	1Y	3Y	5Y	All
Fund returns	9.7%	7.3%	5.5%	13.6%
Category average	-3.6%	16.2%	20.4%	NA
Rank with in category	NA	NA	NA	NA

Equity, ELSS funds	Rating	1Y	3Y	Fund Size(Cr)
SBI ELSS Tax Saver Fund Growth	5	-3.3%	23.3%	30,271.16
HDFC ELSS Tax Saver Fund Growth	5	2.5%	21.3%	16,579.03
Parag Parikh ELSS Tax Saver Fund Growth	5	3.1%	18.2%	5,538.01
Franklin India ELSS Tax Saver Fund Growth	4	-3.4%	18.0%	6,705.56
Nippon India ELSS Tax Saver Fund Growth	4	-4.0%	16.7%	15,338.90