Should I invest in Edelweiss ELSS Tax Saver Fund?

We don't give personal investment advice. Edelweiss ELSS Tax Saver Fund - Direct Plan - IDCW 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: 19.1%. 5-year CAGR: 11.71%.

Edelweiss

Edelweiss ELSS Tax Saver Fund - Direct Plan - IDCW Option

Latest NAV

₹44.7200

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%	+0.12%	+0.22	23 / 76	Q2
1W	-1.66%	-1.31%	-0.35	43 / 76	Q3
2W	-0.60%	+0.08%	-0.68	63 / 76	Q4
1M	-1.21%	-0.99%	-0.22	26 / 76	Q2
3M	-0.31%	-0.23%	-0.08	26 / 76	Q2
6M	-3.40%	-4.25%	+0.86	20 / 76	Q2
YTD	-4.08%	-3.63%	-0.45	21 / 76	Q2
1Y	+4.22%	+1.70%	+2.53	17 / 76	Q1
2Y	+5.51%	+3.10%	+2.42	16 / 75	Q1
3Y	+15.01%	+10.95%	+4.06	15 / 75	Q1
4Y	+14.20%	+11.02%	+3.18	19 / 69	Q2
5Y	+11.71%	+10.65%	+1.07	23 / 65	Q2
7Y	+11.36%	+11.69%	-0.32	26 / 63	Q2
10Y	+10.02%	+10.10%	-0.08	31 / 46	Q3
Inception	+9.40%	+10.74%	-1.34	57 / 76	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	-4.08%	-5.99%	+1.91	15 / 70
2025	+8.07%	+2.19%	+5.88	5 / 70
2024	+22.07%	+16.51%	+5.56	12 / 70
2023	+25.00%	+24.04%	+0.96	27 / 68
2022	-2.53%	+1.46%	-3.99	56 / 65
2021	+26.19%	+33.28%	-7.08	52 / 68
2020	+10.91%	+13.91%	-3.00	37 / 68
2019	+4.69%	+5.99%	-1.30	43 / 66
2018	-14.98%	-7.59%	-7.39	45 / 56
2017	+30.29%	+29.87%	+0.42	17 / 50
2016	-9.47%	+1.05%	-10.52	46 / 46

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

+12.01%

151 windows

min -30.2% · max 69.0%

73% positive

3-Year rolling

+9.06%

127 windows

min -10.9% · max 23.2%

87% positive

5-Year rolling

+8.57%

102 windows

min -6.9% · max 21.0%

92% positive

7-Year rolling

+7.96%

78 windows

min 2.2% · max 13.6%

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

14.07%

3-year · annualised

Sharpe ratio

0.61

vs risk-free 6.5%

Sortino ratio

0.94

Downside-only deviation

Max drawdown

-18.52%

Sep 2024 → Feb 2025

% positive months

75.0%

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 - IDCW Option - Direct Plan	HDFC	₹88.8430	3 Jun 2026
NIPPON INDIA ELSS TAX SAVER FUND - DIRECT Plan - ANNUAL IDCW Option	Nippon India	₹21.9652	3 Jun 2026
SBI ELSS Tax Saver Fund - Direct Plan - Income Distribution cum Capital Withdrawal Option (IDCW)	SBI	₹113.4965	3 Jun 2026
ICICI Prudential ELSS Tax Saver Fund - Direct Plan - IDCW	ICICI Prudential	₹43.2500	3 Jun 2026
Invesco India ELSS Tax Saver Fund - Direct Plan - IDCW Payout	Invesco	₹30.0200	3 Jun 2026
BANDHAN ELSS Tax Saver Fund - Direct Plan - IDCW	Bandhan	₹40.0710	3 Jun 2026
quant ELSS Tax Saver Fund - IDCW Option - Direct Plan	Quant	₹59.0826	3 Jun 2026
Aditya Birla Sun Life ELSS Tax Saver Fund-DIRECT - IDCW	Aditya Birla Sun Life	₹417.8400	3 Jun 2026
Motilal Oswal ELSS Tax Saver Fund Direct - IDCW Payout	Motilal Oswal	₹38.4424	3 Jun 2026
Franklin India ELSS Tax Saver Fund - Direct - IDCW	Franklin India	₹67.3238	3 Jun 2026

Recent NAVs

Date	NAV
3 Jun 2026	₹44.7200
2 Jun 2026	₹44.9100
1 Jun 2026	₹44.7600
29 May 2026	₹45.2100
27 May 2026	₹45.7100
26 May 2026	₹45.6700
25 May 2026	₹45.7700
22 May 2026	₹45.2400
21 May 2026	₹45.2100
20 May 2026	₹45.2900

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 - IDCW Option is ₹44.7200. It's a ELSS from Edelweiss, run as a Direct plan IDCW (dividend) option. NAVs update once per business day from the AMFI feed.

Edelweiss ELSS Tax Saver Fund - Direct Plan - IDCW 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 - IDCW 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 - IDCW Option has delivered a absolute return of 4.22% — +2.53 pp ahead of the ELSS category average of 1.70%. The fund ranks #17 of 76 in its category — the top (Q1) quartile.

Over the trailing 3-year window, Edelweiss ELSS Tax Saver Fund - Direct Plan - IDCW Option has delivered a CAGR of 15.01% — +4.06 pp ahead of the ELSS category average of 10.95%. The fund ranks #15 of 75 in its category — the top (Q1) quartile.

Over the trailing 5-year window, Edelweiss ELSS Tax Saver Fund - Direct Plan - IDCW Option has delivered a CAGR of 11.71% — +1.07 pp ahead of the ELSS category average of 10.65%. The fund ranks #23 of 65 in its category — the second (Q2) quartile.

₹1 lakh invested in Edelweiss ELSS Tax Saver Fund - Direct Plan - IDCW Option exactly 10 years ago would be worth approximately ₹259,745 today — a multiplier of 2.60×, based on the 10-year CAGR of 10.02%. The category average over the same window would have grown ₹1 lakh to ₹261,744.

A ₹10,000 monthly SIP in Edelweiss ELSS Tax Saver Fund - Direct Plan - IDCW Option over the last 5 years — total invested ₹600,000 — would be worth ₹798,470 today. That's an XIRR (money-weighted annualised return) of 11.37%.

A ₹10,000 monthly SIP for 10 years in Edelweiss ELSS Tax Saver Fund - Direct Plan - IDCW Option = ₹1,200,000 invested. It would currently be worth ₹2,143,891 (multiplier 1.79×). XIRR: 11.17%. 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 - IDCW Option ranks #23 out of 65 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 10.65%; this fund delivered 11.71%.

The worst peak-to-trough decline Edelweiss ELSS Tax Saver Fund - Direct Plan - IDCW Option has experienced over the last 5-year window is 19.05% — its NAV fell from a high on 17 Jan 2022 to a low on 20 Jun 2022. 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 - IDCW Option averaged 8.57% (best 20.96%, worst -6.86%). 92% of rolling windows ended positive. The 5-year Sharpe ratio is 0.41 — weak risk-adjusted performance.

In calendar year 2025, Edelweiss ELSS Tax Saver Fund - Direct Plan - IDCW Option returned 8.07% — beating the ELSS category average of 2.19% by 5.88 pp. It ranked #5 of 70 in its category that year.

Edelweiss ELSS Tax Saver Fund - Direct Plan - IDCW 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 - IDCW 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: 19.1%. 5-year CAGR: 11.71%.

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