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ಫಿನ್ಕಾಶ್ »ಮ್ಯೂಚುಯಲ್ ಫಂಡ್ಗಳು »ಟಾಪ್ 5 ELSS ಫಂಡ್‌ಗಳು

FY 22 - 23 ಗಾಗಿ ಟಾಪ್ 5 ಅತ್ಯುತ್ತಮ ತೆರಿಗೆ ಉಳಿತಾಯ ELSS ಮ್ಯೂಚುಯಲ್ ಫಂಡ್‌ಗಳು

Updated on March 30, 2025 , 9024 views

ಅತ್ಯುತ್ತಮ ಇತರ ನಿಧಿಗಳು ಅಥವಾ ಇಕ್ವಿಟಿ ಲಿಂಕ್ಡ್ ಸೇವಿಂಗ್ಸ್ ಸ್ಕೀಮ್‌ಗಳು (ತೆರಿಗೆ ಉಳಿತಾಯ) ಇಕ್ವಿಟಿ ವೈವಿಧ್ಯಮಯವಾಗಿವೆಮ್ಯೂಚುಯಲ್ ಫಂಡ್ಗಳು ಒದಗಿಸುವುದಕ್ಕಾಗಿ ಈಕ್ವಿಟಿ-ಸಂಯೋಜಿತ ಸಾಧನಗಳಲ್ಲಿ (ಷೇರುಗಳು ಮತ್ತು ಸ್ಟಾಕ್‌ಗಳಂತಹವು) ಹೂಡಿಕೆ ಮಾಡುವುದುಮಾರುಕಟ್ಟೆ- ಲಿಂಕ್ಡ್ ರಿಟರ್ನ್ಸ್. ವಿಶಿಷ್ಟವಾಗಿ, ಫಂಡ್ ಕಾರ್ಪಸ್‌ನ 80% ಈಕ್ವಿಟಿಯಲ್ಲಿ ಮತ್ತು ಉಳಿದವು ಸಾಲ ಸಾಧನಗಳಲ್ಲಿ ಹೂಡಿಕೆ ಮಾಡಲಾಗುತ್ತದೆ.

ಅತ್ಯುತ್ತಮELSS ಅಡಿಯಲ್ಲಿ ತೆರಿಗೆ ಪ್ರಯೋಜನಗಳನ್ನು ನೀಡುವುದರಿಂದ ಫಂಡ್‌ಗಳನ್ನು ತೆರಿಗೆ ಉಳಿತಾಯ ಮ್ಯೂಚುಯಲ್ ಫಂಡ್‌ಗಳು ಎಂದೂ ಕರೆಯಲಾಗುತ್ತದೆವಿಭಾಗ 80 ಸಿ ಅದರಆದಾಯ ತೆರಿಗೆ ಕಾಯಿದೆ. ಇದಲ್ಲದೆ, ELSS ಮ್ಯೂಚುಯಲ್ ಫಂಡ್‌ಗಳು ಮುಕ್ತವಾಗಿವೆ, ಅಂದರೆ ಹೂಡಿಕೆದಾರರು ಈ ನಿಧಿಗಳಿಗೆ ಅವರು ಬಯಸಿದಾಗ ಮತ್ತು ಚಂದಾದಾರರಾಗಬಹುದು.

ಆದಾಗ್ಯೂ, ಮೊದಲುಹೂಡಿಕೆ ಈ ತೆರಿಗೆ ಉಳಿತಾಯ ಮ್ಯೂಚುಯಲ್ ಫಂಡ್‌ಗಳಲ್ಲಿ, ಅತ್ಯುತ್ತಮ ELSS ಫಂಡ್‌ಗಳ ಪಟ್ಟಿಯನ್ನು ಪರಿಗಣಿಸಲು ಸೂಚಿಸಲಾಗಿದೆ.

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FY 22 - 23 ರಲ್ಲಿ ಹೂಡಿಕೆ ಮಾಡಲು ಟಾಪ್ 5 ELSS ಫಂಡ್‌ಗಳು

FundNAVNet Assets (Cr)3 MO (%)6 MO (%)1 YR (%)3 YR (%)5 YR (%)2023 (%)
BOI AXA Tax Advantage Fund Growth ₹148.38
↓ -1.40
₹1,182-11.6-15.4-2.714.927.521.6
Principal Tax Savings Fund Growth ₹464.158
↓ -6.24
₹1,212-6-10.93.912.125.815.8
PGIM India Tax Savings Fund Growth ₹32.04
↓ -0.49
₹698-7.2-9.86.39.725.515.6
Mahindra Mutual Fund Kar Bachat Yojana Growth ₹26.0069
↓ -0.37
₹839-4.7-11.43.411.325.112.3
Edelweiss Long Term Equity Fund Growth ₹100.14
↓ -1.49
₹352-8.2-13.34.81223.820
Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 1 Apr 25
* ELSS ತೆರಿಗೆ ಉಳಿಸುವ ಮ್ಯೂಚುಯಲ್ ಫಂಡ್‌ಗಳ ಪಟ್ಟಿ ನಿವ್ವಳ ಸ್ವತ್ತುಗಳು > 250 ಕೋಟಿ ಮತ್ತು ಉತ್ತಮವಾಗಿದೆಸಿಎಜಿಆರ್ ಕಳೆದ 5 ವರ್ಷಗಳಲ್ಲಿ ಹಿಂತಿರುಗಿಸುತ್ತದೆ

1. BOI AXA Tax Advantage Fund

The Scheme seeks to generate long-term capital growth from a diversified portfolio of predominantly equity and equity-related securities across all market capitalisations. The Scheme is in the nature of diversified multi-cap fund. The Scheme is not providing any assured or guaranteed returns.(There can be no assurance that the investment objectives of the Scheme will be realized.)

BOI AXA Tax Advantage Fund is a Equity - ELSS fund was launched on 25 Feb 09. It is a fund with Moderately High risk and has given a CAGR/Annualized return of 18.2% since its launch.  Ranked 13 in ELSS category.  Return for 2024 was 21.6% , 2023 was 34.8% and 2022 was -1.3% .

Below is the key information for BOI AXA Tax Advantage Fund

BOI AXA Tax Advantage Fund
Growth
Launch Date 25 Feb 09
NAV (01 Apr 25) ₹148.38 ↓ -1.40   (-0.93 %)
Net Assets (Cr) ₹1,182 on 28 Feb 25
Category Equity - ELSS
AMC BOI AXA Investment Mngrs Private Ltd
Rating
Risk Moderately High
Expense Ratio 2.37
Sharpe Ratio -0.75
Information Ratio 0.03
Alpha Ratio -6.98
Min Investment 500
Min SIP Investment 500
Exit Load NIL

Growth of 10,000 investment over the years.

DateValue
31 Mar 20₹10,000
31 Mar 21₹17,451
31 Mar 22₹21,638
31 Mar 23₹21,564
31 Mar 24₹33,320
31 Mar 25₹33,284

BOI AXA Tax Advantage Fund SIP Returns

   
My Monthly Investment:
Investment Tenure:
Years
Expected Annual Returns:
%
Total investment amount is ₹300,000
expected amount after 5 Years is ₹598,181.
Net Profit of ₹298,181
Invest Now

Returns for BOI AXA Tax Advantage Fund

Returns up to 1 year are on absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 1 Apr 25

DurationReturns
1 Month 9.9%
3 Month -11.6%
6 Month -15.4%
1 Year -2.7%
3 Year 14.9%
5 Year 27.5%
10 Year
15 Year
Since launch 18.2%
Historical performance (Yearly) on absolute basis
YearReturns
2023 21.6%
2022 34.8%
2021 -1.3%
2020 41.5%
2019 31.2%
2018 14.6%
2017 -16.3%
2016 57.7%
2015 -1.2%
2014 2.1%
Fund Manager information for BOI AXA Tax Advantage Fund
NameSinceTenure
Alok Singh27 Apr 222.85 Yr.

Data below for BOI AXA Tax Advantage Fund as on 28 Feb 25

Equity Sector Allocation
SectorValue
Financial Services25.03%
Technology15.87%
Basic Materials14.62%
Industrials14.46%
Utility6.52%
Consumer Cyclical5.47%
Health Care3.84%
Consumer Defensive3.77%
Real Estate2.69%
Communication Services2.01%
Energy1.38%
Asset Allocation
Asset ClassValue
Cash4.34%
Equity95.65%
Debt0.01%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
HDFC Bank Ltd (Financial Services)
Equity, Since 31 Dec 10 | HDFCBANK
5%₹62 Cr355,000
State Bank of India (Financial Services)
Equity, Since 31 Oct 21 | SBIN
5%₹58 Cr839,000
Vedanta Ltd (Basic Materials)
Equity, Since 31 Mar 24 | 500295
5%₹56 Cr1,412,000
↑ 59,000
Coforge Ltd (Technology)
Equity, Since 30 Jun 23 | COFORGE
4%₹48 Cr65,600
↑ 1,800
Ami Organics Ltd (Basic Materials)
Equity, Since 31 May 24 | 543349
3%₹35 Cr161,471
↓ -4,149
ICICI Bank Ltd (Financial Services)
Equity, Since 31 Oct 18 | ICICIBANK
3%₹34 Cr285,000
Dixon Technologies (India) Ltd (Technology)
Equity, Since 31 Dec 23 | DIXON
3%₹33 Cr24,000
NTPC Ltd (Utilities)
Equity, Since 30 Apr 22 | 532555
3%₹30 Cr955,000
Hindustan Aeronautics Ltd Ordinary Shares (Industrials)
Equity, Since 31 Jul 23 | HAL
2%₹27 Cr86,000
↑ 6,000
Swan Energy Ltd (Industrials)
Equity, Since 29 Feb 24 | SWANENERGY
2%₹27 Cr650,000

2. Principal Tax Savings Fund

To build a high quality growth-oriented portfolio to provide long-term capital gains to the investors, the scheme aims at providing returns through capital appreciation.

Principal Tax Savings Fund is a Equity - ELSS fund was launched on 31 Mar 96. It is a fund with Moderately High risk and has given a CAGR/Annualized return of 15.8% since its launch.  Ranked 8 in ELSS category.  Return for 2024 was 15.8% , 2023 was 24.5% and 2022 was 4.3% .

Below is the key information for Principal Tax Savings Fund

Principal Tax Savings Fund
Growth
Launch Date 31 Mar 96
NAV (01 Apr 25) ₹464.158 ↓ -6.24   (-1.33 %)
Net Assets (Cr) ₹1,212 on 28 Feb 25
Category Equity - ELSS
AMC Principal Pnb Asset Mgmt. Co. Priv. Ltd.
Rating
Risk Moderately High
Expense Ratio 2.26
Sharpe Ratio -0.34
Information Ratio -0.29
Alpha Ratio 0.68
Min Investment 500
Min SIP Investment 500
Exit Load NIL

Growth of 10,000 investment over the years.

DateValue
31 Mar 20₹10,000
31 Mar 21₹17,162
31 Mar 22₹21,396
31 Mar 23₹21,311
31 Mar 24₹29,041
31 Mar 25₹30,850

Principal Tax Savings Fund SIP Returns

   
My Monthly Investment:
Investment Tenure:
Years
Expected Annual Returns:
%
Total investment amount is ₹300,000
expected amount after 5 Years is ₹570,326.
Net Profit of ₹270,326
Invest Now

Returns for Principal Tax Savings Fund

Returns up to 1 year are on absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 1 Apr 25

DurationReturns
1 Month 4.9%
3 Month -6%
6 Month -10.9%
1 Year 3.9%
3 Year 12.1%
5 Year 25.8%
10 Year
15 Year
Since launch 15.8%
Historical performance (Yearly) on absolute basis
YearReturns
2023 15.8%
2022 24.5%
2021 4.3%
2020 32.1%
2019 18.9%
2018 2.5%
2017 -9.2%
2016 48.8%
2015 6.2%
2014 2.7%
Fund Manager information for Principal Tax Savings Fund
NameSinceTenure
Sudhir Kedia29 Oct 195.42 Yr.
Rohit Seksaria1 Jan 223.25 Yr.

Data below for Principal Tax Savings Fund as on 28 Feb 25

Equity Sector Allocation
SectorValue
Financial Services32.55%
Industrials11.74%
Consumer Cyclical10.61%
Technology8.27%
Health Care6.81%
Consumer Defensive5.77%
Energy5.37%
Basic Materials5.31%
Communication Services4.95%
Utility1.37%
Asset Allocation
Asset ClassValue
Cash6.71%
Equity93.29%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
HDFC Bank Ltd (Financial Services)
Equity, Since 31 Jul 09 | HDFCBANK
9%₹112 Cr644,000
ICICI Bank Ltd (Financial Services)
Equity, Since 31 Oct 09 | ICICIBANK
7%₹89 Cr737,000
Reliance Industries Ltd (Energy)
Equity, Since 31 Dec 21 | RELIANCE
4%₹52 Cr434,000
Infosys Ltd (Technology)
Equity, Since 31 Jan 09 | INFY
4%₹52 Cr306,000
Larsen & Toubro Ltd (Industrials)
Equity, Since 31 Mar 13 | LT
3%₹42 Cr134,000
↑ 19,000
State Bank of India (Financial Services)
Equity, Since 30 Apr 05 | SBIN
3%₹37 Cr532,000
↑ 88,000
Axis Bank Ltd (Financial Services)
Equity, Since 30 Sep 17 | 532215
3%₹32 Cr311,000
InterGlobe Aviation Ltd (Industrials)
Equity, Since 31 Oct 22 | INDIGO
2%₹28 Cr63,000
UltraTech Cement Ltd (Basic Materials)
Equity, Since 31 Jan 14 | 532538
2%₹27 Cr27,000
Bharti Airtel Ltd (Partly Paid Rs.1.25) (Communication Services)
Equity, Since 30 Nov 21 | 890157
2%₹25 Cr221,000
↓ -62,000

3. PGIM India Tax Savings Fund

"The primary objective of the Scheme is to generate long-term capital appreciation by predominantly investing in equity & equity related instruments and to enable eligible investors to avail deduction from total income, as permitted under the Income Tax Act, 1961 as amended from time to time. However, there is no assurance that the investment objective shall be realize"

PGIM India Tax Savings Fund is a Equity - ELSS fund was launched on 11 Dec 15. It is a fund with Moderately High risk and has given a CAGR/Annualized return of 13.3% since its launch.  Return for 2024 was 15.6% , 2023 was 19.5% and 2022 was 4.7% .

Below is the key information for PGIM India Tax Savings Fund

PGIM India Tax Savings Fund
Growth
Launch Date 11 Dec 15
NAV (01 Apr 25) ₹32.04 ↓ -0.49   (-1.51 %)
Net Assets (Cr) ₹698 on 28 Feb 25
Category Equity - ELSS
AMC Pramerica Asset Managers Private Limited
Rating Not Rated
Risk Moderately High
Expense Ratio 2.32
Sharpe Ratio -0.14
Information Ratio -0.55
Alpha Ratio 3.42
Min Investment 500
Min SIP Investment 500
Exit Load NIL

Growth of 10,000 investment over the years.

DateValue
31 Mar 20₹10,000
31 Mar 21₹17,533
31 Mar 22₹22,571
31 Mar 23₹22,684
31 Mar 24₹28,136
31 Mar 25₹30,631

PGIM India Tax Savings Fund SIP Returns

   
My Monthly Investment:
Investment Tenure:
Years
Expected Annual Returns:
%
Total investment amount is ₹300,000
expected amount after 5 Years is ₹570,326.
Net Profit of ₹270,326
Invest Now

Returns for PGIM India Tax Savings Fund

Returns up to 1 year are on absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 1 Apr 25

DurationReturns
1 Month 4.8%
3 Month -7.2%
6 Month -9.8%
1 Year 6.3%
3 Year 9.7%
5 Year 25.5%
10 Year
15 Year
Since launch 13.3%
Historical performance (Yearly) on absolute basis
YearReturns
2023 15.6%
2022 19.5%
2021 4.7%
2020 37.5%
2019 17.9%
2018 8.2%
2017 -6.4%
2016 39.3%
2015 1.7%
2014
Fund Manager information for PGIM India Tax Savings Fund
NameSinceTenure
Bhupesh Kalyani1 Apr 232 Yr.
Vinay Paharia1 Apr 232 Yr.
Utsav Mehta15 Apr 240.96 Yr.
Vivek Sharma15 Apr 240.96 Yr.

Data below for PGIM India Tax Savings Fund as on 28 Feb 25

Equity Sector Allocation
SectorValue
Financial Services28.63%
Industrials11.16%
Health Care10.91%
Consumer Cyclical10.85%
Technology10.83%
Basic Materials6.53%
Energy6.08%
Consumer Defensive5.77%
Communication Services3.81%
Real Estate0.47%
Asset Allocation
Asset ClassValue
Cash4.18%
Equity95.68%
Debt0.14%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
HDFC Bank Ltd (Financial Services)
Equity, Since 31 Dec 15 | HDFCBANK
9%₹62 Cr355,514
ICICI Bank Ltd (Financial Services)
Equity, Since 31 Jan 16 | ICICIBANK
8%₹57 Cr469,764
Reliance Industries Ltd (Energy)
Equity, Since 31 Aug 17 | RELIANCE
6%₹42 Cr353,591
Bharti Airtel Ltd (Communication Services)
Equity, Since 28 Feb 19 | BHARTIARTL
3%₹23 Cr148,605
Infosys Ltd (Technology)
Equity, Since 30 Jun 24 | INFY
3%₹21 Cr122,500
Tata Consultancy Services Ltd (Technology)
Equity, Since 30 Apr 24 | TCS
3%₹19 Cr53,406
Dixon Technologies (India) Ltd (Technology)
Equity, Since 30 Apr 23 | DIXON
2%₹17 Cr12,000
ICICI Lombard General Insurance Co Ltd (Financial Services)
Equity, Since 31 Jul 23 | ICICIGI
2%₹17 Cr98,882
Persistent Systems Ltd (Technology)
Equity, Since 29 Feb 24 | PERSISTENT
2%₹16 Cr30,992
Kotak Mahindra Bank Ltd (Financial Services)
Equity, Since 30 Jun 23 | KOTAKBANK
2%₹16 Cr84,000

4. Mahindra Mutual Fund Kar Bachat Yojana

The investment objective of the Scheme is to generate long-term capital appreciation through a diversified portfolio of equity and equity related securities. The Scheme does not guarantee or assure any returns.

Mahindra Mutual Fund Kar Bachat Yojana is a Equity - ELSS fund was launched on 18 Oct 16. It is a fund with Moderately High risk and has given a CAGR/Annualized return of 11.9% since its launch.  Return for 2024 was 12.3% , 2023 was 25.8% and 2022 was 2% .

Below is the key information for Mahindra Mutual Fund Kar Bachat Yojana

Mahindra Mutual Fund Kar Bachat Yojana
Growth
Launch Date 18 Oct 16
NAV (01 Apr 25) ₹26.0069 ↓ -0.37   (-1.42 %)
Net Assets (Cr) ₹839 on 28 Feb 25
Category Equity - ELSS
AMC Mahindra Asset Management Company Pvt. Ltd.
Rating Not Rated
Risk Moderately High
Expense Ratio 2.26
Sharpe Ratio -0.44
Information Ratio -0.55
Alpha Ratio -0.79
Min Investment 500
Min SIP Investment 500
Exit Load NIL

Growth of 10,000 investment over the years.

DateValue
31 Mar 20₹10,000
31 Mar 21₹17,068
31 Mar 22₹21,351
31 Mar 23₹21,400
31 Mar 24₹28,427
31 Mar 25₹30,153

Mahindra Mutual Fund Kar Bachat Yojana SIP Returns

   
My Monthly Investment:
Investment Tenure:
Years
Expected Annual Returns:
%
Total investment amount is ₹300,000
expected amount after 5 Years is ₹570,326.
Net Profit of ₹270,326
Invest Now

Returns for Mahindra Mutual Fund Kar Bachat Yojana

Returns up to 1 year are on absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 1 Apr 25

DurationReturns
1 Month 5.6%
3 Month -4.7%
6 Month -11.4%
1 Year 3.4%
3 Year 11.3%
5 Year 25.1%
10 Year
15 Year
Since launch 11.9%
Historical performance (Yearly) on absolute basis
YearReturns
2023 12.3%
2022 25.8%
2021 2%
2020 39.4%
2019 14.1%
2018 4.5%
2017 -9.8%
2016 24.8%
2015
2014
Fund Manager information for Mahindra Mutual Fund Kar Bachat Yojana
NameSinceTenure
Manish Lodha21 Dec 204.28 Yr.
Fatema Pacha16 Oct 204.46 Yr.

Data below for Mahindra Mutual Fund Kar Bachat Yojana as on 28 Feb 25

Equity Sector Allocation
SectorValue
Financial Services34.93%
Consumer Cyclical15.71%
Industrials10.72%
Basic Materials8.76%
Technology6.99%
Consumer Defensive5.86%
Energy5.85%
Communication Services3.51%
Health Care3.47%
Utility2.43%
Asset Allocation
Asset ClassValue
Cash1.77%
Equity98.23%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
HDFC Bank Ltd (Financial Services)
Equity, Since 31 Dec 16 | HDFCBANK
10%₹82 Cr475,000
ICICI Bank Ltd (Financial Services)
Equity, Since 31 May 19 | ICICIBANK
9%₹75 Cr622,620
Reliance Industries Ltd (Energy)
Equity, Since 31 Mar 18 | RELIANCE
5%₹40 Cr332,308
Infosys Ltd (Technology)
Equity, Since 29 Feb 20 | INFY
4%₹34 Cr202,348
Larsen & Toubro Ltd (Industrials)
Equity, Since 31 Aug 18 | LT
4%₹33 Cr102,761
Axis Bank Ltd (Financial Services)
Equity, Since 30 Apr 24 | 532215
4%₹32 Cr315,000
↑ 45,000
State Bank of India (Financial Services)
Equity, Since 29 Feb 24 | SBIN
3%₹25 Cr366,000
↓ -60,000
Hindustan Unilever Ltd (Consumer Defensive)
Equity, Since 30 Apr 20 | HINDUNILVR
3%₹23 Cr106,000
Bharti Airtel Ltd (Communication Services)
Equity, Since 31 Oct 24 | BHARTIARTL
3%₹22 Cr143,000
Cholamandalam Investment and Finance Co Ltd (Financial Services)
Equity, Since 31 Oct 24 | CHOLAFIN
2%₹19 Cr137,500

5. Edelweiss Long Term Equity Fund

(Erstwhile Edelweiss ELSS Fund)

The primary objective of the scheme is to generate long-term capital appreciation with an option of periodic payouts at the end of lock in periods from a portfolio that invests predominantly in equity and equity related instruments.

Edelweiss Long Term Equity Fund is a Equity - ELSS fund was launched on 30 Dec 08. It is a fund with Moderately High risk and has given a CAGR/Annualized return of 15.2% since its launch.  Ranked 25 in ELSS category.  Return for 2024 was 20% , 2023 was 26.8% and 2022 was -0.1% .

Below is the key information for Edelweiss Long Term Equity Fund

Edelweiss Long Term Equity Fund
Growth
Launch Date 30 Dec 08
NAV (01 Apr 25) ₹100.14 ↓ -1.49   (-1.47 %)
Net Assets (Cr) ₹352 on 28 Feb 25
Category Equity - ELSS
AMC Edelweiss Asset Management Limited
Rating
Risk Moderately High
Expense Ratio 2.33
Sharpe Ratio -0.3
Information Ratio -0.33
Alpha Ratio 1.34
Min Investment 500
Min SIP Investment 500
Exit Load NIL

Growth of 10,000 investment over the years.

DateValue
31 Mar 20₹10,000
31 Mar 21₹16,650
31 Mar 22₹19,944
31 Mar 23₹19,692
31 Mar 24₹26,729
31 Mar 25₹28,685

Edelweiss Long Term Equity Fund SIP Returns

   
My Monthly Investment:
Investment Tenure:
Years
Expected Annual Returns:
%
Total investment amount is ₹300,000
expected amount after 5 Years is ₹543,623.
Net Profit of ₹243,623
Invest Now

Returns for Edelweiss Long Term Equity Fund

Returns up to 1 year are on absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 1 Apr 25

DurationReturns
1 Month 5.9%
3 Month -8.2%
6 Month -13.3%
1 Year 4.8%
3 Year 12%
5 Year 23.8%
10 Year
15 Year
Since launch 15.2%
Historical performance (Yearly) on absolute basis
YearReturns
2023 20%
2022 26.8%
2021 -0.1%
2020 30.4%
2019 13.7%
2018 9.2%
2017 -9.1%
2016 37.7%
2015 -1.1%
2014 6.7%
Fund Manager information for Edelweiss Long Term Equity Fund
NameSinceTenure
Ashwani Agarwalla1 Aug 231.67 Yr.
Trideep Bhattacharya1 Aug 231.67 Yr.
Raj Koradia1 Aug 240.66 Yr.

Data below for Edelweiss Long Term Equity Fund as on 28 Feb 25

Equity Sector Allocation
SectorValue
Financial Services35.39%
Technology11.46%
Industrials10.25%
Consumer Cyclical9.02%
Health Care7.72%
Energy6.39%
Consumer Defensive5.05%
Basic Materials4.74%
Communication Services3.27%
Utility2.22%
Real Estate1.44%
Asset Allocation
Asset ClassValue
Cash3.07%
Equity96.93%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
HDFC Bank Ltd (Financial Services)
Equity, Since 30 Nov 10 | HDFCBANK
7%₹25 Cr145,279
ICICI Bank Ltd (Financial Services)
Equity, Since 31 May 17 | ICICIBANK
6%₹20 Cr163,216
Reliance Industries Ltd (Energy)
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