Should I invest in Edelweiss ELSS Tax Saver Fund?

We don't give personal investment advice. Edelweiss ELSS Tax Saver Fund - Regular 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: 19.1%. 5-year CAGR: 11.53%.

Edelweiss

Edelweiss ELSS Tax Saver Fund - Regular Plan - Growth Option

Latest NAV

₹113.4400

As of

24 Jul 2026

4,322 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	-0.26%	-2.26%	+1.99	64 / 90	Q3
1W	-1.52%	-4.09%	+2.58	48 / 87	Q3
2W	-1.31%	-4.51%	+3.20	37 / 87	Q2
1M	+0.01%	-5.21%	+5.22	21 / 87	Q1
3M	+2.58%	-3.51%	+6.09	23 / 87	Q2
6M	+1.90%	-0.11%	+2.02	42 / 89	Q2
YTD	-2.39%	-3.87%	+1.47	32 / 89	Q2
1Y	+2.96%	+1.67%	+1.29	29 / 87	Q2
2Y	+2.48%	-0.94%	+3.42	22 / 86	Q2
3Y	+12.31%	+5.34%	+6.97	29 / 81	Q2
4Y	+13.93%	+8.00%	+5.93	21 / 78	Q2
5Y	+11.53%	+6.78%	+4.74	33 / 77	Q2
7Y	+14.27%	+9.69%	+4.58	20 / 75	Q2
10Y	+11.89%	+7.87%	+4.03	24 / 69	Q2
Inception	+14.82%	+5.90%	+8.92	11 / 91	Q1

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	-2.39%	-4.60%	+2.21	12 / 47
2025	+6.31%	+1.54%	+4.78	10 / 47
2024	+20.06%	+18.17%	+1.88	22 / 47
2023	+26.17%	+23.46%	+2.72	20 / 49
2022	-0.08%	+0.75%	-0.83	26 / 52
2021	+29.75%	+28.91%	+0.84	27 / 54
2020	+13.63%	+11.40%	+2.22	24 / 56
2019	+8.81%	+2.03%	+6.78	16 / 59
2018	-8.68%	-9.68%	+1.00	30 / 61
2017	+36.94%	+29.95%	+6.99	15 / 65
2016	-1.89%	-0.31%	-1.58	44 / 70

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

+14.71%

202 windows

min -23.6% · max 84.7%

79% positive

3-Year rolling

+13.44%

178 windows

min -4.8% · max 27.0%

97% positive

5-Year rolling

+13.52%

154 windows

min -0.3% · max 24.1%

99% positive

7-Year rolling

+12.60%

129 windows

min 7.5% · max 18.5%

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

12.61%

3-year · annualised

Sharpe ratio

0.48

vs risk-free 6.5%

Sortino ratio

0.74

Downside-only deviation

Max drawdown

-19.10%

Sep 2024 → Mar 2025

% positive months

72.2%

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 Plan	HDFC	₹1,355.4920	24 Jul 2026
NIPPON INDIA ELSS TAX SAVER FUND - ANNUAL IDCW Option	Nippon India	₹20.2789	24 Jul 2026
SBI ELSS Tax Saver Fund - Regular Plan - Income Distribution cum Capital Withdrawal Option (IDCW)	SBI	₹87.5266	24 Jul 2026
ICICI Prudential ELSS Tax Saver Fund - Growth	ICICI Prudential	₹920.2700	24 Jul 2026
Quantum ELSS Tax Saver Fund - Direct Plan Growth Option	Quantum	₹124.5200	24 Jul 2026
Motilal Oswal ELSS Tax Saver Fund - IDCW Payout	Motilal Oswal	₹30.0961	24 Jul 2026
Franklin India ELSS Tax Saver Fund - IDCW	Franklin Templeton	₹59.4311	24 Jul 2026
Kotak ELSS Tax Saver Fund-Growth	Kotak Mahindra	₹115.0200	24 Jul 2026
Edelweiss ELSS Tax Saver Fund - Regular Plan - IDCW Option	Edelweiss	₹30.3600	24 Jul 2026
DSP ELSS Tax Saver Fund - Regular Plan - Growth	DSP BlackRock	₹136.6760	24 Jul 2026

Recent NAVs

Date	NAV
24 Jul 2026	₹113.4400
23 Jul 2026	₹113.7400
22 Jul 2026	₹114.6300
21 Jul 2026	₹115.8900
20 Jul 2026	₹115.4900
17 Jul 2026	₹115.1900
16 Jul 2026	₹114.7600
15 Jul 2026	₹115.0700
14 Jul 2026	₹114.3700
13 Jul 2026	₹115.2600

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 24 Jul 2026, the NAV of Edelweiss ELSS Tax Saver Fund - Regular Plan - Growth Option is ₹113.4400. It's a ELSS from Edelweiss, run as a Unknown plan IDCW (dividend) option. NAVs update once per business day from the AMFI feed.

Edelweiss ELSS Tax Saver Fund - Regular Plan - Growth Option has NAV history starting from 31 Dec 2008, a track record of about 17 years 6 months. Long-tenured funds like this have weathered multiple market cycles — the 2008 crash, 2013 taper tantrum, 2020 COVID drawdown — which makes their returns more credible than a 3-year track record alone.

Edelweiss ELSS Tax Saver Fund - Regular 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 - Regular Plan - Growth Option has delivered a absolute return of 2.96% — +1.29 pp ahead of the ELSS category average of 1.67%. The fund ranks #29 of 87 in its category — the second (Q2) quartile.

Over the trailing 3-year window, Edelweiss ELSS Tax Saver Fund - Regular Plan - Growth Option has delivered a CAGR of 12.31% — +6.97 pp ahead of the ELSS category average of 5.34%. The fund ranks #29 of 81 in its category — the second (Q2) quartile.

Over the trailing 5-year window, Edelweiss ELSS Tax Saver Fund - Regular Plan - Growth Option has delivered a CAGR of 11.53% — +4.74 pp ahead of the ELSS category average of 6.78%. The fund ranks #33 of 77 in its category — the second (Q2) quartile.

₹1 lakh invested in Edelweiss ELSS Tax Saver Fund - Regular Plan - Growth Option exactly 10 years ago would be worth approximately ₹307,674 today — a multiplier of 3.08×, based on the 10-year CAGR of 11.89%. The category average over the same window would have grown ₹1 lakh to ₹213,276.

A ₹10,000 monthly SIP in Edelweiss ELSS Tax Saver Fund - Regular Plan - Growth Option over the last 5 years — total invested ₹600,000 — would be worth ₹795,123 today. That's an XIRR (money-weighted annualised return) of 11.20%.

A ₹10,000 monthly SIP for 10 years in Edelweiss ELSS Tax Saver Fund - Regular Plan - Growth Option = ₹1,200,000 invested. It would currently be worth ₹2,320,511 (multiplier 1.93×). XIRR: 12.66%. 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 - Regular Plan - Growth Option ranks #33 out of 77 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 6.78%; this fund delivered 11.53%.

The worst peak-to-trough decline Edelweiss ELSS Tax Saver Fund - Regular Plan - Growth Option has experienced over the last 5-year window is 19.10% — 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 - Regular Plan - Growth Option averaged 13.52% (best 24.15%, worst -0.27%). 99% 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 - Regular Plan - Growth Option returned 6.31% — beating the ELSS category average of 1.54% by 4.78 pp. It ranked #10 of 47 in its category that year.

Edelweiss ELSS Tax Saver Fund - Regular 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 - Regular 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: 19.1%. 5-year CAGR: 11.53%.

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