FundLens
69
ELSS (Tax Saver)Buy

Edelweiss ELSS Tax Saver

Edelweiss · Direct–Growth · rank #9 of 38 by Smart Score

Data updated

Trailing returns

vs Nifty 500 (index-fund proxy)
1 Year
3.8%
+5.9% vs index
3 Years
13.1%
+3.3% vs index
5 Years
11.9%
+2.4% vs index
Since launch
14.4%

Year-by-year performance

last entry = YTD
2021
+32.6%
2022
+1.7%
2023
+28.9%
2024
+22.0%
2025
+8.5%
2026
-0.6%

Why this score

Edelweiss ELSS Tax Saver scores 69/100 — #9 of 38 ELSS (Tax Saver) fund (Buy). It stands out for 3y return and 5y return — beating 80% of peers on 3y return. The main drag is its fund size (better than only 22% of peers).

Each bar shows the fund's percentile vs ELSS (Tax Saver) peers — a longer bar beats more of the category.

3Y return13.07% · 80th percentile in category
5Y return11.90% · 75th percentile in category
Sharpe ratio0.69 · 80th percentile in category
Expense ratio0.92% · 80th percentile in category
Sortino ratio0.62 · 78th percentile in category
Fund size462.33 Cr · 22nd percentile in category

Top holdings

top 5 = 19.2% of portfolio
1.ICICI Bank Ltd4.93%
2.Reliance Industries Ltd4.27%
3.HDFC Bank Ltd3.83%
4.Bharti Airtel Ltd3.29%
5.Larsen & Toubro Ltd2.92%

95 disclosed equity positions · portfolio as of Aug 2026 · weights are % of total corpus.

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