FundLens
67
ELSS (Tax Saver)Buy

Edelweiss ELSS Tax Saver

Edelweiss · Direct–Growth · rank #10 of 38 by Smart Score

Data updated

Trailing returns

vs Nifty 500 (index-fund proxy)
1 Year
-0.1%
+4.6% vs index
3 Years
12.7%
+3.3% vs index
5 Years
10.4%
+2.5% vs index
Since launch
14.1%

Year-by-year performance

last entry = YTD
2021
+32.6%
2022
+1.7%
2023
+28.9%
2024
+22.0%
2025
+8.5%
2026
-3.2%

Why this score

Edelweiss ELSS Tax Saver scores 67/100 — #10 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 return12.70% · 80th percentile in category
5Y return10.41% · 72nd percentile in category
Sharpe ratio0.48 · 78th percentile in category
Expense ratio0.93% · 75th percentile in category
Fund size427.91 Cr · 22nd percentile in category
Sortino ratio0.58 · 76th percentile in category

Top holdings

top 5 = 19.2% of portfolio
1.ICICI Bank Ltd4.84%
2.HDFC Bank Ltd4.14%
3.Reliance Industries Ltd3.81%
4.Bharti Airtel Ltd3.45%
5.Larsen & Toubro Ltd2.94%

93 disclosed equity positions · portfolio as of Sept 2026 · weights are % of total corpus.

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