Edelweiss Tax Advantage Fund - Direct Plan - Growth Option

Edelweiss Tax Advantage Fund - Direct Plan - Growth Option of Edelweiss Mutual Fund has asset class type as ELSS. Oro Wealth rating for the fund is 2.

Basic Details

Riskometer

Moderately High

Expenese Ratio (%)

2.39

Age

NA Years

Fund Manager

Harshad Patwardhan

AuM (Rs Crores)

11.5538

Asset Class

ELSS

Net Asset Value:

38.973

Rating

2

Bench Mark

S&P BSE 200,S&P BSE 200 TRI

Fund Type

ELSS

SEBI Category

ELSS

Turnover Ratio(Monthly)

.57 Times

Fund Manager Details:

Harshad Patwardhan B.Tech(IIT), MBA(IIM) and CFA. B.Tech (IIT), MBA (IIM) and CFA. Mr. Patwardhan has an overall work experience of over 23 years in the investment management function and has joined Edelweiss AMC as Chief Investment Officer - Equity and a key personnel. Prior to joining Edelweiss AMC, he was associated with JPMorgan Asset Management India Private Limited since June 26 as CIO-Equies. Prior to that Mr. Patwardhan worked for two years with Deutsche Equies India Private Limited as a senior research analyst and has had extensive experience with several foreign brokerage houses covering a variety of sectors.

Objective:

To generate income and long-term capital appreciation from a diversified portfolio of predominantly equity and equity-related Securities. Hovever, there can be no asurance that the investment objective of the Scheme will be realized, as actual market movements may be at variance with anticipated treds.

Top Holdings:

  • Banks (23.36)
  • Finance (12.9)
  • IT - Software (9.59)
  • Automobile (8.3)
  • FMCG (5.5)
  • Tobacco Products (4.67)
  • Refineries (3.29)
  • Infrastructure Developers & Operators (3.6)
  • Pharmaceuticals (2.64)
  • Miscellaneous (2.41)


  • Top 5 Sector Allocations of the Fund
    Top 5 Company Allocations of the Fund
    Debt Composition