- August 22, 2026
- Retail Pe Blog
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- Edelweiss Asset Management Limited
- Edelweiss ELSS Tax Saver Fund
- ELSS Tax Saver Fund
- Growth
- Mutual Fund
- Regular Plan Growth
- Trending
- Edelweiss Asset Management Limited
- Edelweiss ELSS Tax Saver Fund
- ELSS Tax Saver Fund
- Growth
- Mutual Fund
- Regular Plan Growth
- Retail Pe
The Edelweiss ELSS Tax Saver Fund is an open-ended ELSS plan which invests predominantly in equity and equity related securities. The scheme requires a three-year lock-in period. The fund house introduced the scheme on December 30, 2008, and the scheme uses the Nifty 500 TRI as its index.
What Is Edelweiss ELSS Tax Saver Fund?
The Edelweiss ELSS Tax Saver Fund is a tax saving equity mutual fund. ELSS funds are primarily equity funds with a lock in period of 3 years.
Key Features of Edelweiss ELSS Tax Saver Fund
Understanding the fund’s fundamental attributes is beneficial before investing.
| Feature | Details |
| Fund name | Edelweiss ELSS Tax Saver Fund |
| Category | Equity Linked Savings Scheme |
| Asset class | Equity |
| Plan covered | Regular Plan |
| Option | Growth |
| Launch date | December 30, 2008 |
| Benchmark | Nifty 500 TRI |
| Lock-in | 3 years |
| Minimum investment | ₹500 |
| Minimum SIP | ₹500 |
| Risk | Very High |
How the Regular Plan Growth Option Works
The words “Regular Plan Growth” may sound complicated at first. In fact, they are talking about two different things – the returns distribution route and how returns are dealt with.
Understanding the Regular Plan
In a Regular Plan, normally, a distributor or an intermediary is required. Expenses from distribution can make the expense ratio higher than the expense ratio of the Direct Plan.
Understanding the Growth Option
In the Growth option, the scheme does not pay any income to the investors as dividends, periodically. Rather, they are all left in the scheme and reported in the NAV.
Reinvestment can be beneficial to compound value of your investment over a long time.
But, compounding isn’t a sure thing for profits, of course. The value is contingent on the performance of the market.
Investment Objective of the Fund
The main aim of Edelweiss ELSS Tax Saver Fund is to create wealth in equity market and equity related securities in the long-term.
Who Can Consider Investing in the Fund?
The Edelweiss ELSS Tax Saver Fund may be worth considering for investors who:
- If you want to invest in equity through a mutual fund, you can. You can invest in equity using a mutual fund.
- Rethink and want to invest in an ELSS.
- Will take on Very High market risk.
- Can invest for the long-term (for a minimum of three years).
- Have a long-term objective of building wealth.
- Select Growth option.
- Investors looking to invest via SIP.
- Know that the returns on mutual funds are not assured.
Alternatively, it could not be suitable for anyone seeking to access their funds quickly or who cannot stomach large swings in investment values.
Risk Factors to Consider Before Investing
The Edelweiss ELSS Tax Saver Fund is of Very High risk as the fund invests in equities.
Here are some risks that you need to be aware of:
Market Risk
The market-wide events can cause a drop in share prices. As a result, the NAV of your investment fund may fall.
Business Risk
The portfolio companies may experience falling profits, competition, management problems or other business problems.
Economic Risk
Equity markets are affected by factors like inflation, interest rates and government policies, among others, which affect the economy.
Liquidity and Lock-In Considerations
ELSS is market-linked but units are locked in for a three-year period.
Return Uncertainty
No specific date for return. Historical CAGR is no guarantee of future performance.
Assess equity investments, just as you would consider sailing. You can select a strong ship and strong crew, but you can’t control the waves.
Role of Edelweiss Asset Management Limited
It is run by the Edelweiss Mutual Fund and backed by the asset management company, Edelweiss Asset Management Limited.
The AMC performs investment operations and takes care of the scheme in accordance with its investment mandate and relevant regulatory requirements. The Edelweiss group is disclosing itself as Edelweiss Asset Management Limited and Edelweiss Mutual Fund in this regulatory disclosure.
There have been several fund managers who have managed the fund’s portfolio as well. The available fund information features the names of fund managers Trideep Bhattacharya, Ashwani Kumar Agarwalla and Raj Koradia.
The AMC’s name is not the important factor for investors. Other important factors to consider are the fund’s strategy, consistency, risk, portfolio construction and costs.
Factors to Check Before Investing
Prior to investing in the Edelweiss ELSS Tax Saver Fund, consider the following practical questions:
- Do I have the ability to withstand fluctuations in the equity market?
- Will I be able to remain invested for a minimum of three years?
- Have I got a budget?
- Is ELSS to my tax planning advantage?
- Could I be investing in a mutual fund?
- Have I calculated the two plans?
- Have I considered whether it is a wise investment?
- Do I feel good about the Growth option?
- Have I seen the latest portfolio and scheme documents?
- Am I putting too much confidence in past performance?
These are the questions that seem like a no-brainer, but can stop you from making emotional investments.
How to Start Investing
If you believe that the Edelweiss ELSS Tax Saver Fund Regular Plan Growth option is appropriate for you, make sure you review the latest scheme information, portfolio, risk disclosures, expenses and tax implications first.
Then you can select the option of lump sum or SIP investment, based on your financial status.
Always check the NAV, expense ratio and other scheme information as it is subject to changes before investing. For instance, the current market data reveals the NAV of the Regular Growth around Rs 117 – 118 as of August 2026, based on the valuation date.
Avoid investments based on the NAV being “cheap” or “expensive. A mutual fund’s NAV is not enough information to determine if it is a good buy.
Instead, concentrate on the fund’s strategy, portfolio, performance, risk and suitability.
Conclusion
The Edelweiss ELSS Tax Saver Fund is a combination of equity-market exposure, integrated with ELSS and with statutory three-year lock-in.
The scheme is managed by Edelweiss Asset Management Limited and has been benchmarked with Nifty 500 TRI.
FAQs
1. What is Edelweiss ELSS Tax Saver Fund?
Ans) The Edelweiss ELSS Tax Saver Fund is a statutory three-year lock in equity linked savings fund.
2. What is the minimum investment in Edelweiss ELSS Tax Saver Fund?
Ans) To benefit from the Regular Plan Growth option, the minimum investment and minimum SIP amount is set at ₹500.
3. What is the lock-in period of Edelweiss ELSS Tax Saver Fund?
Ans) The lock-in period for investments done under the ELSS structure is three years in accordance with the law.
4. Who manages Edelweiss ELSS Tax Saver Fund?
Ans) The scheme is managed by Edelweiss Mutual Fund under Edelweiss Asset Management Limited.
5. Is Edelweiss ELSS Tax Saver Fund suitable for short-term investment?
Ans) No. The fund has a lock in period of three years and has a rating of Very High Risk which makes it more suitable for investors with long-term investment horizon.
