Edelweiss Mutual Fund ELSS Tax Saver Fund - Regular Plan - Growth

Edelweiss Mutual Fund ELSS Tax Saver Fund - Regular Plan - Growth ka main objective hai investors ko long-term capital appreciation dena, saath hi tax benefits bhi. Yeh ek Equity Linked Saving Scheme (ELSS) hai, jo ki tax deduction ke liye Section 80C ke tahat eligible hai. Is fund ka objective hai ki wo high-growth potential stocks mein invest kare, jisse ki risk aur reward ka optimal balance banaya ja sake. Is fund ka investment style aggressive hai, jismein equity stocks ka high allocation hota hai. Yeh un investors ke liye suitable hai jo long-term wealth creation ke liye tayar hain aur tax benefits lena chahte hain. Agar aap risk uthana chahte hain aur market ke volatility se nahi darte, toh yeh fund aapke liye accha ho sakta hai.

Edelweiss Mutual Fund ELSS Tax Saver Fund - Regular Plan - Growth ki performance kuch is tarah se hai: - **1-Year Return**: -2.88% - **3-Year Return**: 16.38% - **5-Year Return**: 13.7% Yeh returns Nifty 500 TRI benchmark ke comparison mein dekha jaye, toh 1 saal ka return negative hai, lekin 3 aur 5 saal mein yeh fund achha perform kar raha hai. Yeh return consistency dikhata hai, lekin volatility bhi dekhne ko milta hai, kyunki yeh fund high-risk category mein aata hai. Fund manager Bharat Lahoti ne is fund ko 3.5 years se manage kiya hai aur unka experience iski performance ko influence kar sakta hai. Kya aapko lagta hai yeh returns satisfactory hain? Long-term investing ke liye yeh fund kuch investors ke liye accha option ho sakta hai, khas taur par unke liye jo market ups and downs ko samajhte hain. Edelweiss Mutual Fund ELSS Tax Saver Fund - Regular Plan - Growth ke top holdings kuch is tarah se hain: 1. **ICICI Bank Ltd.** - 8.5% 2. **HDFC Bank Ltd.** - 7.2% 3. **Infosys Ltd.** - 5.8% 4. **Reliance Industries Ltd.** - 5.2% 5. **Axis Bank Ltd.** - 4.9% Yeh holdings dikhati hain ki fund ka majority allocation financial sector aur IT sector mein hai, jo ki badhte huye growth prospects dikhate hain. Is fund ki strategy hai ki wo well-established companies mein invest kare, jiska long-term growth potential ho. Sector allocation bhi diversified hai, jisse ki risk manage kiya ja sake. Agar aap dekhein, toh fund ke top holdings mein kuch bahut hi reputed companies hain, jo ki market ke volatility ke samay bhi stable rahne ki capability rakhti hain. Agar aap long-term wealth creation ki soch rahe hain, toh yeh fund aapke portfolio mein ek strong addition ban sakta hai. Edelweiss Mutual Fund ELSS Tax Saver Fund - Regular Plan - Growth ka riskometer "Very High" hai, jo ki indicate karta hai ki yeh fund high volatility ka samna kar sakta hai. High-risk investors ke liye yeh fund suitable hai, lekin agar aap risk-averse hain, toh shayad yeh aapke liye nahi hoga. Fund ki volatility market ke fluctuations ke saath badh sakti hai, aur is fund ki invest ki gayi stocks ka nature bhi aisa hai ki yeh tezi se badh sakte hain ya gir sakte hain. Isliye, agar aap is fund mein invest karne ki soch rahe hain, toh long-term horizon rakhna zaroori hai. Sharpe ratio ki data not available hai, lekin yeh jaana zaruri hai ki high-risk funds ko track karna bhi ek important aspect hai. Risk tolerance ko samajhna har investor ke liye zaruri hai, kyunki yeh decide karega ki aap kaise investments karte hain.

Edelweiss Mutual Fund ELSS Tax Saver Fund - Regular Plan - Growth – fayde aur nuksan

• Fayde:
  • Tax deduction under Section 80C.
  • Long-term capital appreciation potential.
  • Diversified portfolio with top holdings in leading companies.
  • Experienced fund manager with a good track record.
• Nuksan:
  • High volatility, suitable for risk-tolerant investors only.
  • 1Y returns negative, which may concern some investors.
  • Expense ratio of 1.85% is relatively high compared to some other funds.