Should I invest in Edelweiss ELSS Tax Saver Fund?

We don't give personal investment advice. Edelweiss ELSS Tax Saver Fund - Direct Plan-Growth Option is suitable for an investor whose:time horizon is **5+ years** — equity funds can drop 30-50% in bad years; horizons under 5 years materially raise the risk of selling at a lossrisk tolerance accepts seeing the portfolio fall sharply without panic-sellinggoal isn't capital preservation in the short termCross-check the numbers above against alternatives before deciding. Worst 5-year drawdown: 18.5%. 5-year CAGR: 13.98%.

Edelweiss

Edelweiss ELSS Tax Saver Fund - Direct Plan-Growth Option

Latest NAV

₹132.2400

As of

3 Jun 2026

3,286 NAV records on file

NAV history & peer comparison

All NAVs split-adjusted and normalised to 100 at the start of the selected period, so funds with very different absolute NAV scales can be compared on one axis.

Period

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Returns matrix

Fund return alongside the category average and peer rank for every standard window. Returns under one year are absolute; one year and longer are compound annualised (CAGR).

Window	Fund	Category avg	+/− vs avg	Rank	Quartile
1D	+0.34%	+0.24%	+0.10	24 / 59	Q2
1W	-1.67%	-1.27%	-0.40	27 / 59	Q2
2W	-0.61%	+0.30%	-0.91	47 / 59	Q4
1M	-1.21%	-0.87%	-0.35	26 / 59	Q2
3M	-0.32%	+0.83%	-1.16	27 / 59	Q2
6M	-3.40%	-2.14%	-1.26	24 / 59	Q2
YTD	-4.09%	-1.56%	-2.53	26 / 59	Q2
1Y	+4.21%	+5.96%	-1.75	18 / 59	Q2
2Y	+5.51%	+5.58%	-0.07	20 / 58	Q2
3Y	+15.73%	+14.58%	+1.15	25 / 58	Q2
4Y	+15.85%	+14.85%	+1.00	19 / 51	Q2
5Y	+13.98%	+14.46%	-0.48	24 / 47	Q3
7Y	+14.57%	+15.51%	-0.94	25 / 45	Q3
10Y	+14.00%	+14.50%	-0.50	13 / 27	Q2
Inception	+14.55%	+14.13%	+0.42	29 / 59	Q2

Quartile legend: Q1 top 25% Q2 25-50% Q3 50-75% Q4 bottom 25%

Calendar-year returns

Full-year performance vs category average. Current year is partial (year-to-date).

Year	Fund	Category avg	+/− vs avg	Rank
2026 YTD	-4.09%	-4.44%	+0.36	20 / 53
2025	+8.06%	+3.70%	+4.36	12 / 53
2024	+22.04%	+20.13%	+1.91	19 / 53
2023	+28.29%	+30.82%	-2.53	28 / 51
2022	+1.66%	+3.78%	-2.12	35 / 47
2021	+31.96%	+39.32%	-7.36	36 / 50
2020	+15.61%	+18.42%	-2.81	34 / 50
2019	+10.78%	+6.48%	+4.30	17 / 47
2018	-7.40%	-7.38%	-0.02	25 / 37
2017	+38.37%	+38.27%	+0.11	13 / 31
2016	-1.17%	+5.54%	-6.71	27 / 27

Rolling returns

Removes start-date bias by averaging CAGR over every overlapping N-year window in the fund's history. Higher average plus tight min/max plus high "% positive" = consistent.

1-Year rolling

+17.18%

151 windows

min -26.2% · max 76.2%

84% positive

3-Year rolling

+14.68%

127 windows

min -5.2% · max 28.4%

98% positive

5-Year rolling

+14.24%

102 windows

min -0.6% · max 24.4%

99% positive

7-Year rolling

+13.64%

78 windows

min 8.8% · max 17.0%

100% positive

SIP returns — historical "what if"

If you had invested every month in this fund over the chosen period, this is what your investment would be worth today.

Period

Total invested

₹ —

Today's value

₹ —

XIRR

Annualised

Wealth multiplier

Period	Total invested	Today's value	XIRR	Wealth multiplier

XIRR is the annualised internal rate of return on the SIP cash flow — invariant to the monthly amount. "Today's value" and "Total invested" scale linearly with the slider. Past performance does not guarantee future returns. Excludes exit load and taxes.

Risk profile

Risk-adjusted return and volatility, computed from monthly NAV returns over the trailing 3-year and 5-year windows.

Std deviation

14.17%

3-year · annualised

Sharpe ratio

0.65

vs risk-free 6.5%

Sortino ratio

1.01

Downside-only deviation

Max drawdown

-18.52%

Sep 2024 → Mar 2025

% positive months

77.8%

Share of monthly returns > 0 over the 3-year window

Sharpe / Sortino use a risk-free rate of 6.5% (1-year T-bill proxy). Higher Sharpe = more return per unit of total risk; higher Sortino = more return per unit of downside risk.

Peers in ELSS

Scheme	Fund house	NAV	As of
HDFC ELSS Tax saver - Growth Option - Direct Plan	HDFC	₹1,421.3430	3 Jun 2026
Nippon India ELSS Tax Saver Fund - Direct Plan Growth Plan - Growth Option	Nippon India	₹140.6038	3 Jun 2026
SBI ELSS Tax Saver FUND - DIRECT PLAN -GROWTH	SBI	₹458.2222	3 Jun 2026
ICICI Prudential ELSS Tax Saver Fund - Direct Plan - Growth	ICICI Prudential	₹990.7700	3 Jun 2026
Invesco India ELSS Tax Saver Fund - Direct Plan - Growth	Invesco	₹138.0800	3 Jun 2026
BANDHAN ELSS Tax Saver Fund - Direct Plan - Growth	Bandhan	₹173.1540	3 Jun 2026
quant ELSS Tax Saver Fund - Growth Option - Direct Plan	Quant	₹443.2149	3 Jun 2026
Aditya Birla Sun Life ELSS Tax Saver Fund - Growth - Direct Plan	Aditya Birla Sun Life	₹66.4800	3 Jun 2026
Motilal Oswal ELSS Tax Saver Fund - Direct Plan - Growth Option	Motilal Oswal	₹62.1822	3 Jun 2026
Franklin India ELSS Tax Saver Fund - Direct - Growth	Franklin India	₹1,537.4743	3 Jun 2026

Recent NAVs

Date	NAV
3 Jun 2026	₹132.2400
2 Jun 2026	₹132.8100
1 Jun 2026	₹132.3600
29 May 2026	₹133.7000
27 May 2026	₹135.1700
26 May 2026	₹135.0700
25 May 2026	₹135.3600
22 May 2026	₹133.8000
21 May 2026	₹133.7100
20 May 2026	₹133.9200

Frequently asked questions

These answers are generated from this fund's live metrics — NAV, returns, peer rank, drawdown, SIP backtest. Numbers refresh nightly after AMFI's NAV feed lands.

As of 03 Jun 2026, the NAV of Edelweiss ELSS Tax Saver Fund - Direct Plan-Growth Option is ₹132.2400. It's a ELSS from Edelweiss, run as a Direct plan Growth option. NAVs update once per business day from the AMFI feed.

Edelweiss ELSS Tax Saver Fund - Direct Plan-Growth Option has NAV history starting from 24 Jan 2013, a track record of about 13 years 4 months. That's enough history to evaluate the fund across one or two market cycles. Look at rolling returns rather than point-to-point to judge consistency.

Edelweiss ELSS Tax Saver Fund - Direct Plan-Growth Option is managed by Edelweiss. It's classified by AMFI under the 'ELSS' SEBI category, which determines its peer set and tax treatment.

Over the trailing 1-year window, Edelweiss ELSS Tax Saver Fund - Direct Plan-Growth Option has delivered a absolute return of 4.21% — -1.75 pp behind the ELSS category average of 5.96%. The fund ranks #18 of 59 in its category — the second (Q2) quartile.

Over the trailing 3-year window, Edelweiss ELSS Tax Saver Fund - Direct Plan-Growth Option has delivered a CAGR of 15.73% — +1.15 pp ahead of the ELSS category average of 14.58%. The fund ranks #25 of 58 in its category — the second (Q2) quartile.

Over the trailing 5-year window, Edelweiss ELSS Tax Saver Fund - Direct Plan-Growth Option has delivered a CAGR of 13.98% — -0.48 pp behind the ELSS category average of 14.46%. The fund ranks #24 of 47 in its category — the third (Q3) quartile.

₹1 lakh invested in Edelweiss ELSS Tax Saver Fund - Direct Plan-Growth Option exactly 10 years ago would be worth approximately ₹370,875 today — a multiplier of 3.71×, based on the 10-year CAGR of 14.00%. The category average over the same window would have grown ₹1 lakh to ₹387,469.

A ₹10,000 monthly SIP in Edelweiss ELSS Tax Saver Fund - Direct Plan-Growth Option over the last 5 years — total invested ₹600,000 — would be worth ₹822,035 today. That's an XIRR (money-weighted annualised return) of 12.54%.

A ₹10,000 monthly SIP for 10 years in Edelweiss ELSS Tax Saver Fund - Direct Plan-Growth Option = ₹1,200,000 invested. It would currently be worth ₹2,524,378 (multiplier 2.10×). XIRR: 14.23%. Long-horizon SIP results matter more than point-to-point returns because they smooth out entry timing.

On a 5-year basis, Edelweiss ELSS Tax Saver Fund - Direct Plan-Growth Option ranks #24 out of 47 funds in the ELSS category — that places it in the third quartile (Q3) — below the median. The category average return over the same window is 14.46%; this fund delivered 13.98%.

The worst peak-to-trough decline Edelweiss ELSS Tax Saver Fund - Direct Plan-Growth Option has experienced over the last 5-year window is 18.52% — its NAV fell from a high on 26 Sep 2024 to a low on 03 Mar 2025. Drawdown is a useful gauge of how much short-term pain you'd have endured to capture the long-term return.

Across all 5-year rolling windows, Edelweiss ELSS Tax Saver Fund - Direct Plan-Growth Option averaged 14.24% (best 24.45%, worst -0.60%). 99% of rolling windows ended positive. The 5-year Sharpe ratio is 0.55 — reasonable risk-adjusted performance.

In calendar year 2025, Edelweiss ELSS Tax Saver Fund - Direct Plan-Growth Option returned 8.06% — beating the ELSS category average of 3.70% by 4.36 pp. It ranked #12 of 53 in its category that year.

Edelweiss ELSS Tax Saver Fund - Direct Plan-Growth Option is classified as an Equity fund (at least 65% equity exposure). Tax rules (post Budget 2024): if you hold 12 months or more, gains are Long-Term and taxed at 12.5% on the amount exceeding ₹1.25 lakh per financial year. Held for under 12 months, gains are Short-Term and taxed at 20%. The ₹1.25 L exemption is per PAN per FY across all equity LTCG.

We don't give personal investment advice. Edelweiss ELSS Tax Saver Fund - Direct Plan-Growth Option is suitable for an investor whose:

time horizon is **5+ years** — equity funds can drop 30-50% in bad years; horizons under 5 years materially raise the risk of selling at a loss
risk tolerance accepts seeing the portfolio fall sharply without panic-selling
goal isn't capital preservation in the short term

Cross-check the numbers above against alternatives before deciding. Worst 5-year drawdown: 18.5%. 5-year CAGR: 13.98%.

Educational content only — not investment advice. Tax rules summarised above reflect Budget 2024; consult a qualified adviser before transacting.