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: 13.89%.

Edelweiss

Edelweiss ELSS Tax Saver Fund - Direct Plan-Growth Option

Latest NAV

₹138.4600

As of

17 Jul 2026

3,317 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	+0.38%	+0.16%	+0.22	21 / 59	Q2
1W	+0.24%	+0.01%	+0.23	20 / 59	Q2
2W	+0.68%	+0.41%	+0.26	16 / 59	Q2
1M	+1.86%	+1.60%	+0.26	26 / 59	Q2
3M	+2.94%	+3.41%	-0.48	31 / 59	Q3
6M	+1.55%	+3.24%	-1.68	27 / 59	Q2
YTD	-0.01%	+2.42%	-2.43	27 / 59	Q2
1Y	+5.52%	+6.87%	-1.35	14 / 59	Q1
2Y	+4.15%	+4.51%	-0.35	20 / 58	Q2
3Y	+14.93%	+14.16%	+0.77	26 / 58	Q2
4Y	+16.92%	+15.94%	+0.97	19 / 51	Q2
5Y	+13.89%	+14.21%	-0.32	22 / 47	Q2
7Y	+16.20%	+17.19%	-0.98	25 / 45	Q3
10Y	+14.05%	+14.50%	-0.46	13 / 27	Q2
Inception	+14.76%	+14.54%	+0.23	30 / 59	Q3

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	-0.01%	-0.01%	+0.01	22 / 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

+17.15%

153 windows

min -21.0% · max 61.1%

85% positive

3-Year rolling

+15.05%

128 windows

min -3.6% · max 29.6%

97% positive

5-Year rolling

+14.43%

104 windows

min 1.3% · max 26.5%

100% positive

7-Year rolling

+13.75%

80 windows

min 8.5% · max 17.5%

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

13.32%

3-year · annualised

Sharpe ratio

0.63

vs risk-free 6.5%

Sortino ratio

1.09

Downside-only deviation

Max drawdown

-18.52%

Sep 2024 → Mar 2025

% positive months

63.9%

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	₹1,497.0580	17 Jul 2026
Nippon India ELSS Tax Saver Fund - Direct Plan Growth Plan - Growth Option	Nippon India	₹144.8728	17 Jul 2026
SBI ELSS Tax Saver FUND - DIRECT PLAN -GROWTH	SBI	₹479.1199	17 Jul 2026
ICICI Prudential ELSS Tax Saver Fund - Direct Plan - Growth	ICICI Prudential	₹1,043.9300	17 Jul 2026
Invesco India ELSS Tax Saver Fund - Direct Plan - Growth	Invesco	₹148.3100	17 Jul 2026
BANDHAN ELSS Tax Saver Fund - Direct Plan - Growth	Bandhan	₹179.3500	17 Jul 2026
quant ELSS Tax Saver Fund - Growth Option - Direct Plan	Quant	₹460.9956	17 Jul 2026
Aditya Birla Sun Life ELSS Tax Saver Fund - Growth - Direct Plan	Aditya Birla Sun Life	₹69.9900	17 Jul 2026
Motilal Oswal ELSS Tax Saver Fund - Direct Plan - Growth Option	Motilal Oswal	₹63.7427	17 Jul 2026
Franklin India ELSS Tax Saver Fund - Direct - Growth	Franklin India	₹1,617.9351	17 Jul 2026

Recent NAVs

Date	NAV
17 Jul 2026	₹138.4600
16 Jul 2026	₹137.9300
15 Jul 2026	₹138.3000
14 Jul 2026	₹137.4500
13 Jul 2026	₹138.5200
10 Jul 2026	₹138.1300
9 Jul 2026	₹136.4500
8 Jul 2026	₹135.3500
7 Jul 2026	₹137.7400
6 Jul 2026	₹138.3300

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 17 Jul 2026, the NAV of Edelweiss ELSS Tax Saver Fund - Direct Plan-Growth Option is ₹138.4600. 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 5 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 5.52% — -1.35 pp behind the ELSS category average of 6.87%. The fund ranks #14 of 59 in its category — the top (Q1) quartile.

Over the trailing 3-year window, Edelweiss ELSS Tax Saver Fund - Direct Plan-Growth Option has delivered a CAGR of 14.93% — +0.77 pp ahead of the ELSS category average of 14.16%. The fund ranks #26 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 13.89% — -0.32 pp behind the ELSS category average of 14.21%. The fund ranks #22 of 47 in its category — the second (Q2) quartile.

₹1 lakh invested in Edelweiss ELSS Tax Saver Fund - Direct Plan-Growth Option exactly 10 years ago would be worth approximately ₹372,204 today — a multiplier of 3.72×, based on the 10-year CAGR of 14.05%. The category average over the same window would have grown ₹1 lakh to ₹387,351.

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 ₹841,967 today. That's an XIRR (money-weighted annualised return) of 13.51%.

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 ₹2,593,269 (multiplier 2.16×). XIRR: 14.73%. 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 #22 out of 47 funds in the ELSS category — that places it in the second quartile (Q2) — above the median. The category average return over the same window is 14.21%; this fund delivered 13.89%.

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 14.43% (best 26.46%, worst 1.26%). 100% of rolling windows ended positive. The 5-year Sharpe ratio is 0.52 — 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: 13.89%.

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