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EQUITY•ELSS

Edelweiss ELSS Tax Saver Fund

3 Year return

18.44%
NAV on December 22, 2025
137.17
1D Returns
+1.1%
Launched on January 2013(12 years)

Investment Details

₹500
Minimum SIP Amount
₹500
Minimum one time investment
Lock-in period: 3.0000 years

Calculate Returns

Based on past performance of this fund

₹
Your Investment₹3,600
Gain
34.25%₹1,233
Total Value ₹4,833

Risk Involved

scale
Your principal will be at
Very High Risk

Scheme Information

Asset Under Management
₹448.25 Cr.
Expense Ratio
0.69% (inclusive of GST)
Exit Load
Nil

Ratings

ARQ Rating
1.5

Ratings by other agencies

Value Research
3
Crisil
2
Morning Star
3

Tax Implications

Withdrawal after 3 years:
12.5% tax on gains above ₹1.25 lakh per financial year

Edelweiss Mutual Fund Manager

AA

Ashwani Agarwalla

Fund Manager since Jun 2022

RK

Raj Koradia

Fund Manager since Aug 2024

TB

Trideep Bhattacharya

Fund Manager since Dec 2021

Fund House Details

Edelweiss Mutual Fund

Edelweiss Mutual Fund

Asset management company

AUM
₹1,78,677.92 Cr.
No. of Schemes
175
Setup Date
2009

Peer Comparison

Comparison with other similar funds

Funds3 Y ReturnsARQ Rating
Quant ELSS Tax Saver Fund15.35%
3.5
HDFC ELSS Tax Saver20.9489%
0
SBI ELSS Tax Saver Fund23.4167%
5

Schemes by Edelweiss Mutual Fund

List of mutual fund schemes by AMC

About Edelweiss Long Term Equity Fund (Tax Savings) Direct Plan Growth

The Edelweiss Long Term Equity Fund (Tax Savings) Direct Plan Growth is an open-ended equity linked saving scheme (ELSS) that aims to generate long-term capital appreciation by investing in a diversified portfolio of equity securities. The fund is managed by Edelweiss Mutual Fund, which is a well-established asset management company with a proven track record. The Edelweiss Long Term Equity Fund (Tax Savings) Direct Plan Growth is an open-ended fund. The expense ratio of the Edelweiss Long Term Equity Fund (Tax Savings) Direct Plan Growth is lower than the category average.

Investment Objectives of the Scheme

The investment objective of the Edelweiss Long Term Equity Fund (Tax Savings) Direct Plan Growth is to generate long-term capital appreciation by investing in a diversified portfolio of equity securities. The fund will invest at least 80% of its assets in equity securities, with a focus on large-cap, mid-cap, and small-cap stocks. The fund may also invest in other asset classes, such as debt securities and money market instruments, but these investments will be limited to 20% of the fund's assets.

Key Features of The Fund

5-year return
18.3389%
Expense Ratio
0.69%
Fund Manager
Ashwani Agarwalla
Fund Size
₹448.25 Cr.
Risk Profile
Very High

Is This Scheme Right for Me?

The Edelweiss Long Term Equity Fund (Tax Savings) Direct Plan Growth is suitable for investors who are looking to invest for the long term (at least 3 years) and are looking for a tax-efficient way to grow their wealth. The fund is also suitable for investors who are willing to accept the risk of volatility in the stock market in exchange for the potential for higher returns.

AMC Contact Details

NameEdelweiss Mutual Fund
Launch DateJanuary 2009
AddressEdelweiss House, Off. C.S.T Road, Kalina, Mumbai - 400 098
Contact1800 425 0090
EmailEMFHelp@edelweissmf.com
Websitehttps://www.edelweissmf.com/
Disclaimer: Mutual funds are subject to market risk. Read all scheme-related documents carefully to make informed-decision.

Leverage Expert Management for Your Investments with SIPs

Mutual funds are managed by experienced professionals who research and select investments based on the fund's objective. SIPs allow you to tap into this expertise without needing to actively manage your portfolio yourself. Use the SIP return calculator to calculate the potential growth of your mutual fund investment.

FAQs

NAV, or Net Asset Value, is the price of a single unit of a mutual fund. It is calculated by dividing the current value of holdings held by the mutual fund scheme at the end of the day by the total number of units issued. The NAV changes every day. The NAV of Edelweiss ELSS Tax Saver Fund on December 22, 2025, is ₹137.17
Short for Asset Under Management, AUM means the total assets held by a mutual fund scheme. The AUM of the fund changes every day based on the fluctuation in the price of the underlying assets. Fund houses don't update AUM on a daily basis. They only update it at the end of the month and release it within a few days of the following month. The AUM of Edelweiss ELSS Tax Saver Fund, is ₹448.25 crore.
The expense ratio is the annual charges you pay to the mutual fund house for managing your investments. It is a percentage of Assets Under Management. It is deducted from the fund's returns. The expense ratio of Edelweiss ELSS Tax Saver Fund is 0.69%
The Edelweiss ELSS Tax Saver Fund was launched on January 01, 2013. The fund has delivered a CAGR of undefined since inception.
A Systematic Investment Plan (SIP) in mutual funds allows you to invest small amounts periodically instead of a one-time investment. The frequency of investment can be monthly, quarterly, half-yearly or annually, as per your convenience. The minimum SIP for Edelweiss ELSS Tax Saver Fund is ₹500.
  1. Make sure you are logged in to Angel One.
  2. Select the type of investment: SIP or one-time.
  3. In case of an SIP, select the amount and date and click ‘Start SIP’. In case of a one-time investment, enter just the amount.
  4. Proceed by clicking the pay button and choosing your mode of payment.
  5. Your portfolio will be updated with this investment in 3-5 working days.
  1. Click on the ‘Invest’ button.
  2. Enter your desired SIP amount and the SIP date.
  3. You can uncheck the ‘Make first payment now’ box if you don’t want to make the payment right away.
  4. Choose your payment method between UPI and Net Banking.
  5. Make your payment.
  6. Your SIP is created.
  1. Once you create an SIP, click on ‘Set up autopay’
  2. Select your desired verification method - debit card, net banking or Aadhar method credentials - and click on submit.
  3. Once you verify the OTP, your mandate request will be created.
  1. Go to the ‘Investments’ section and click on the mutual fund scheme you want to withdraw.
  2. Enter the amount you want to withdraw and tap the ‘Withdraw’ button.
  3. Verify the details on the ‘Confirm withdraw’ screen.
  4. Select the bank account in which you want to receive the funds.
  5. You will receive your funds within three working days of placing the order.
  6. You can track your order in the ‘Orders’ section.

ENTER AMOUNT

₹
₹4,833 in 3Y at 18.4355% returns
SIP Date1st of every month

Your next SIP Payment will be on 22 January 2026

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