{"id":241897,"date":"2026-09-10T16:15:29","date_gmt":"2026-09-10T10:45:29","guid":{"rendered":"https:\/\/univest.in\/blogs-2\/edelweiss-elss-tax-saver-fund-direct-growth-review-2026\/"},"modified":"2026-09-10T16:15:29","modified_gmt":"2026-09-10T10:45:29","slug":"edelweiss-elss-tax-saver-fund-direct-growth-review-2026","status":"publish","type":"post","link":"https:\/\/univest.in\/blogs-2\/edelweiss-elss-tax-saver-fund-direct-growth-review-2026\/","title":{"rendered":"Edelweiss ELSS Tax saver Fund Direct Growth Review 2026: NAV, Returns, Portfolio &#038; Should You Invest?"},"content":{"rendered":"<p><a href=\"https:\/\/univest.in\/mutual-funds\/edelweiss-elss-tax-saver-fund-g-direct-plan\">Edelweiss ELSS Tax saver Fund Direct Growth Plan<\/a> had a NAV of \u20b9138.38 as of 09 Sep 2026 and an AUM of \u20b9455 Cr. Its 1-year, 3-year and 5-year returns are 7.16%, 13.53% and 12.23%, and it sits in the High Risk bucket. Our view is that this is a fund for investors who can tolerate equity swings and want an ELSS structure with a long enough horizon to absorb volatility, but the recent return pattern is more mixed than the 3-year and 5-year record.<\/p>\n<p>The combination of a 3-year lock-in, a concentrated top-holding list and a benchmark-beating longer-term record suggests it is more suited to patient investors than to anyone seeking a smooth short-term path. The fund has also stayed behind the Nifty 50 over 1 year, which makes recent behaviour important to watch.<\/p>\n<div id=\"ez-toc-container\" class=\"ez-toc-v2_0_65 counter-hierarchy ez-toc-counter ez-toc-grey ez-toc-container-direction\">\n<div class=\"ez-toc-title-container\">\n<p class=\"ez-toc-title \" >Table of Contents<\/p>\n<span class=\"ez-toc-title-toggle\"><a href=\"#\" class=\"ez-toc-pull-right ez-toc-btn ez-toc-btn-xs ez-toc-btn-default ez-toc-toggle\" aria-label=\"Toggle Table of Content\"><span class=\"ez-toc-js-icon-con\"><span class=\"\"><span class=\"eztoc-hide\" style=\"display:none;\">Toggle<\/span><span class=\"ez-toc-icon-toggle-span\"><svg style=\"fill: #999;color:#999\" xmlns=\"http:\/\/www.w3.org\/2000\/svg\" class=\"list-377408\" width=\"20px\" height=\"20px\" viewBox=\"0 0 24 24\" fill=\"none\"><path d=\"M6 6H4v2h2V6zm14 0H8v2h12V6zM4 11h2v2H4v-2zm16 0H8v2h12v-2zM4 16h2v2H4v-2zm16 0H8v2h12v-2z\" fill=\"currentColor\"><\/path><\/svg><svg style=\"fill: #999;color:#999\" class=\"arrow-unsorted-368013\" xmlns=\"http:\/\/www.w3.org\/2000\/svg\" width=\"10px\" height=\"10px\" viewBox=\"0 0 24 24\" version=\"1.2\" baseProfile=\"tiny\"><path d=\"M18.2 9.3l-6.2-6.3-6.2 6.3c-.2.2-.3.4-.3.7s.1.5.3.7c.2.2.4.3.7.3h11c.3 0 .5-.1.7-.3.2-.2.3-.5.3-.7s-.1-.5-.3-.7zM5.8 14.7l6.2 6.3 6.2-6.3c.2-.2.3-.5.3-.7s-.1-.5-.3-.7c-.2-.2-.4-.3-.7-.3h-11c-.3 0-.5.1-.7.3-.2.2-.3.5-.3.7s.1.5.3.7z\"\/><\/svg><\/span><\/span><\/span><\/a><\/span><\/div>\n<nav><ul class='ez-toc-list ez-toc-list-level-1 ' ><li class='ez-toc-page-1 ez-toc-heading-level-2'><a class=\"ez-toc-link ez-toc-heading-1\" href=\"https:\/\/univest.in\/blogs-2\/edelweiss-elss-tax-saver-fund-direct-growth-review-2026\/#Quick_facts\" title=\"Quick facts\">Quick facts<\/a><\/li><li class='ez-toc-page-1 ez-toc-heading-level-2'><a class=\"ez-toc-link ez-toc-heading-2\" href=\"https:\/\/univest.in\/blogs-2\/edelweiss-elss-tax-saver-fund-direct-growth-review-2026\/#Performance\" title=\"Performance\">Performance<\/a><\/li><li class='ez-toc-page-1 ez-toc-heading-level-2'><a class=\"ez-toc-link ez-toc-heading-3\" href=\"https:\/\/univest.in\/blogs-2\/edelweiss-elss-tax-saver-fund-direct-growth-review-2026\/#Should_you_BUY_or_HOLD_Edelweiss_ELSS_Tax_saver\" title=\"Should you BUY or HOLD Edelweiss ELSS Tax saver?\">Should you BUY or HOLD Edelweiss ELSS Tax saver?<\/a><\/li><li class='ez-toc-page-1 ez-toc-heading-level-2'><a class=\"ez-toc-link ez-toc-heading-4\" href=\"https:\/\/univest.in\/blogs-2\/edelweiss-elss-tax-saver-fund-direct-growth-review-2026\/#Peer_comparison\" title=\"Peer comparison\">Peer comparison<\/a><\/li><li class='ez-toc-page-1 ez-toc-heading-level-2'><a class=\"ez-toc-link ez-toc-heading-5\" href=\"https:\/\/univest.in\/blogs-2\/edelweiss-elss-tax-saver-fund-direct-growth-review-2026\/#Portfolio_where_your_money_goes\" title=\"Portfolio: where your money goes\">Portfolio: where your money goes<\/a><\/li><li class='ez-toc-page-1 ez-toc-heading-level-2'><a class=\"ez-toc-link ez-toc-heading-6\" href=\"https:\/\/univest.in\/blogs-2\/edelweiss-elss-tax-saver-fund-direct-growth-review-2026\/#Who_should_invest\" title=\"Who should invest\">Who should invest<\/a><\/li><li class='ez-toc-page-1 ez-toc-heading-level-2'><a class=\"ez-toc-link ez-toc-heading-7\" href=\"https:\/\/univest.in\/blogs-2\/edelweiss-elss-tax-saver-fund-direct-growth-review-2026\/#Tax_and_exit_load\" title=\"Tax and exit load\">Tax and exit load<\/a><\/li><li class='ez-toc-page-1 ez-toc-heading-level-2'><a class=\"ez-toc-link ez-toc-heading-8\" href=\"https:\/\/univest.in\/blogs-2\/edelweiss-elss-tax-saver-fund-direct-growth-review-2026\/#Frequently_asked_questions\" title=\"Frequently asked questions\">Frequently asked questions<\/a><ul class='ez-toc-list-level-3' ><li class='ez-toc-heading-level-3'><a class=\"ez-toc-link ez-toc-heading-9\" href=\"https:\/\/univest.in\/blogs-2\/edelweiss-elss-tax-saver-fund-direct-growth-review-2026\/#What_is_the_current_NAV_of_Edelweiss_ELSS_Tax_saver_Fund_Direct_Growth_Plan\" title=\"What is the current NAV of Edelweiss ELSS Tax saver Fund Direct Growth Plan?\">What is the current NAV of Edelweiss ELSS Tax saver Fund Direct Growth Plan?<\/a><\/li><li class='ez-toc-page-1 ez-toc-heading-level-3'><a class=\"ez-toc-link ez-toc-heading-10\" href=\"https:\/\/univest.in\/blogs-2\/edelweiss-elss-tax-saver-fund-direct-growth-review-2026\/#What_are_the_1-year_3-year_and_5-year_returns\" title=\"What are the 1-year, 3-year and 5-year returns?\">What are the 1-year, 3-year and 5-year returns?<\/a><\/li><li class='ez-toc-page-1 ez-toc-heading-level-3'><a class=\"ez-toc-link ez-toc-heading-11\" href=\"https:\/\/univest.in\/blogs-2\/edelweiss-elss-tax-saver-fund-direct-growth-review-2026\/#How_does_the_fund_compare_with_the_Nifty_50\" title=\"How does the fund compare with the Nifty 50?\">How does the fund compare with the Nifty 50?<\/a><\/li><li class='ez-toc-page-1 ez-toc-heading-level-3'><a class=\"ez-toc-link ez-toc-heading-12\" href=\"https:\/\/univest.in\/blogs-2\/edelweiss-elss-tax-saver-fund-direct-growth-review-2026\/#How_does_it_compare_with_the_peer_funds_listed_here\" title=\"How does it compare with the peer funds listed here?\">How does it compare with the peer funds listed here?<\/a><\/li><li class='ez-toc-page-1 ez-toc-heading-level-3'><a class=\"ez-toc-link ez-toc-heading-13\" href=\"https:\/\/univest.in\/blogs-2\/edelweiss-elss-tax-saver-fund-direct-growth-review-2026\/#What_is_the_minimum_SIP\" title=\"What is the minimum SIP?\">What is the minimum SIP?<\/a><\/li><li class='ez-toc-page-1 ez-toc-heading-level-3'><a class=\"ez-toc-link ez-toc-heading-14\" href=\"https:\/\/univest.in\/blogs-2\/edelweiss-elss-tax-saver-fund-direct-growth-review-2026\/#Who_manages_the_fund_and_what_is_the_exit_load\" title=\"Who manages the fund and what is the exit load?\">Who manages the fund and what is the exit load?<\/a><\/li><\/ul><\/li><li class='ez-toc-page-1 ez-toc-heading-level-2'><a class=\"ez-toc-link ez-toc-heading-15\" href=\"https:\/\/univest.in\/blogs-2\/edelweiss-elss-tax-saver-fund-direct-growth-review-2026\/#Bottom_line\" title=\"Bottom line\">Bottom line<\/a><\/li><li class='ez-toc-page-1 ez-toc-heading-level-2'><a class=\"ez-toc-link ez-toc-heading-16\" href=\"https:\/\/univest.in\/blogs-2\/edelweiss-elss-tax-saver-fund-direct-growth-review-2026\/#Explore_mutual_funds_with_Univest\" title=\"Explore mutual funds with Univest\">Explore mutual funds with Univest<\/a><\/li><li class='ez-toc-page-1 ez-toc-heading-level-2'><a class=\"ez-toc-link ez-toc-heading-17\" href=\"https:\/\/univest.in\/blogs-2\/edelweiss-elss-tax-saver-fund-direct-growth-review-2026\/#RIA_disclosure\" title=\"RIA disclosure\">RIA disclosure<\/a><\/li><\/ul><\/nav><\/div>\n<h2 style=\"font-weight:700\"><span class=\"ez-toc-section\" id=\"Quick_facts\"><\/span>Quick facts<span class=\"ez-toc-section-end\"><\/span><\/h2>\n<table>\n<thead>\n<tr>\n<th>Particular<\/th>\n<th>Details<\/th>\n<\/tr>\n<\/thead>\n<tbody>\n<tr>\n<td>NAV<\/td>\n<td>\u20b9138.38 as of 09 Sep 2026<\/td>\n<\/tr>\n<tr>\n<td>AUM<\/td>\n<td>\u20b9455 Cr<\/td>\n<\/tr>\n<tr>\n<td>Expense Ratio<\/td>\n<td>0.69%<\/td>\n<\/tr>\n<tr>\n<td>Launch Date<\/td>\n<td>21 Jan 2013<\/td>\n<\/tr>\n<tr>\n<td>Min SIP<\/td>\n<td>\u20b9500<\/td>\n<\/tr>\n<tr>\n<td>Risk Category<\/td>\n<td>High Risk<\/td>\n<\/tr>\n<tr>\n<td>Benchmark<\/td>\n<td>Nifty 50<\/td>\n<\/tr>\n<tr>\n<td>Fund Category<\/td>\n<td>Equity<\/td>\n<\/tr>\n<tr>\n<td>Exit Load<\/td>\n<td>No exit load after holding period<\/td>\n<\/tr>\n<tr>\n<td>Fund Managers<\/td>\n<td>Ashwani Agarwalla, Trideep Bhattacharya, Raj Koradia<\/td>\n<\/tr>\n<\/tbody>\n<\/table>\n<p>The fund is managed by Ashwani Agarwalla, Trideep Bhattacharya and Raj Koradia.<\/p>\n<p class=\"mf-source-date\"><small>Source data date: as of 09 Sep 2026<\/small><\/p>\n<h2 style=\"font-weight:700\"><span class=\"ez-toc-section\" id=\"Performance\"><\/span>Performance<span class=\"ez-toc-section-end\"><\/span><\/h2>\n<table>\n<thead>\n<tr>\n<th>Period<\/th>\n<th>Fund return<\/th>\n<th>Benchmark return<\/th>\n<\/tr>\n<\/thead>\n<tbody>\n<tr>\n<td>1M<\/td>\n<td>-2.81%<\/td>\n<td>-4.69%<\/td>\n<\/tr>\n<tr>\n<td>3M<\/td>\n<td>6.29%<\/td>\n<td>0.93%<\/td>\n<\/tr>\n<tr>\n<td>1Y<\/td>\n<td>7.16%<\/td>\n<td>-7.16%<\/td>\n<\/tr>\n<tr>\n<td>3Y<\/td>\n<td>13.53%<\/td>\n<td>6.00%<\/td>\n<\/tr>\n<tr>\n<td>5Y<\/td>\n<td>12.23%<\/td>\n<td>5.87%<\/td>\n<\/tr>\n<\/tbody>\n<\/table>\n<p>The short-term pattern has been uneven, but not weak in a straight line. Over 1 month, the fund fell, yet it still held up better than the benchmark. Over 3 months, it recovered more cleanly than the Nifty 50, which tells us the fund has been able to participate in rebounds even when the market has been choppy.<\/p>\n<p>The bigger picture is stronger. The 1-year return is positive while the benchmark is negative, and that gap matters because it shows the fund has handled the last year better than the market index. The 3-year and 5-year numbers are both ahead of the benchmark too, which supports a longer-term case for the strategy even if the last few weeks were softer.<\/p>\n<p>The time pattern also suggests that the journey has not been smooth. There have been phases of drawdown and recovery rather than a steady climb, which is consistent with an equity ELSS fund. For investors, that means the fund has rewarded patience over multi-year periods more than it has offered consistency from month to month.<\/p>\n<p>What stands out is the contrast between the near-term dip and the multi-year record. Our view is that this is the kind of fund where the trailing 1-year trend should not be read in isolation, because the 3-year and 5-year records still point to a stronger compounding profile than the benchmark.<\/p>\n<p class=\"mf-source-date\"><small>Source data date: as of 09 Sep 2026<\/small><\/p>\n<section class=\"univest-mf-premium-cta\" style=\"margin:28px 0;padding:24px;border-radius:10px;border:1px solid #d8e3f0;background:#f7faff\">\n<h2 style=\"font-weight:700\"><span class=\"ez-toc-section\" id=\"Should_you_BUY_or_HOLD_Edelweiss_ELSS_Tax_saver\"><\/span>Should you BUY or HOLD Edelweiss ELSS Tax saver?<span class=\"ez-toc-section-end\"><\/span><\/h2>\n<p>A fund&#8217;s past returns alone don&#8217;t tell you whether you should buy it today or continue holding it.<\/p>\n<p>The right decision depends on factors such as your current allocation, purchase price, risk profile, investment horizon and the role this fund plays in your overall portfolio.<\/p>\n<p><strong>Already holding Edelweiss ELSS Tax saver? Thinking of investing now?<\/strong><\/p>\n<p><a href=\"https:\/\/univest.in\/mutual-funds\" style=\"font-weight:700;text-decoration:none\">Get your portfolio analysed for FREE by SEBI-registered Investment Adviser (RIA) through Univest MF Premium<\/a><\/p>\n<\/section>\n<h2 style=\"font-weight:700\"><span class=\"ez-toc-section\" id=\"Peer_comparison\"><\/span>Peer comparison<span class=\"ez-toc-section-end\"><\/span><\/h2>\n<table>\n<thead>\n<tr>\n<th>Fund<\/th>\n<th>1Y return<\/th>\n<th>3Y return<\/th>\n<th>5Y return<\/th>\n<\/tr>\n<\/thead>\n<tbody>\n<tr>\n<td><a href=\"https:\/\/univest.in\/mutual-funds\/edelweiss-elss-tax-saver-fund-g-direct-plan\">Edelweiss ELSS Tax saver Fund Direct Growth Plan<\/a><\/td>\n<td>7.16%<\/td>\n<td>13.53%<\/td>\n<td>12.23%<\/td>\n<\/tr>\n<tr>\n<td><a href=\"https:\/\/univest.in\/mutual-funds\/motilal-oswal-elss-tax-saver-fund-g-direct-plan\">Motilal Oswal ELSS Tax Saver Fund Direct Growth Plan<\/a><\/td>\n<td>15.62%<\/td>\n<td>22.46%<\/td>\n<td>17.66%<\/td>\n<\/tr>\n<tr>\n<td><a href=\"https:\/\/univest.in\/mutual-funds\/quant-elss-tax-saver-fund-g-direct-plan\">Quant ELSS Tax Saver Fund Direct Growth Plan<\/a><\/td>\n<td>15.48%<\/td>\n<td>14.66%<\/td>\n<td>15.71%<\/td>\n<\/tr>\n<tr>\n<td><a href=\"https:\/\/univest.in\/mutual-funds\/jm-elss-tax-saver-fund-g-direct-plan\">JM ELSS-Tax Saver Fund Direct Growth Plan<\/a><\/td>\n<td>9.59%<\/td>\n<td>16.11%<\/td>\n<td>14.70%<\/td>\n<\/tr>\n<tr>\n<td><a href=\"https:\/\/univest.in\/mutual-funds\/sundaram-lt-micro-cap-tax-adv-fund-sr-iv-g-direct-plan\">Sundaram LT Micro Cap Tax Adv Fund-Sr IV- Direct Growth Plan<\/a><\/td>\n<td>8.53%<\/td>\n<td>11.50%<\/td>\n<td>15.93%<\/td>\n<\/tr>\n<tr>\n<td><a href=\"https:\/\/univest.in\/mutual-funds\/iti-elss-tax-saver-fund-g-direct-plan\">ITI ELSS Tax Saver Fund Direct Growth Plan<\/a><\/td>\n<td>7.64%<\/td>\n<td>17.03%<\/td>\n<td>13.34%<\/td>\n<\/tr>\n<\/tbody>\n<\/table>\n<p>This assessment is prepared by Uniapps Investment Adviser Pvt. Ltd. under SEBI Registered Investment Adviser registration INA000017639. The current fund\u2019s 1-year return trails the stronger peer readings in this set, especially the 15%-plus figures at the top end. Over 3 years and 5 years, it also sits below the best peer outcomes, even though it still shows a solid multi-year record in absolute terms.<\/p>\n<p>That mix creates two different stories. The near-term record is more subdued than the strongest peer numbers, but the multi-year record is still respectable and better than the benchmark. For investors, that means the fund looks less compelling on recent momentum than some peers, yet its longer-run return path remains usable for an ELSS allocation.<\/p>\n<p class=\"mf-source-date\"><small>Source data date: as of 09 Sep 2026<\/small><\/p>\n<div class=\"univest-peer-login-cta\" style=\"margin:20px 0;padding:16px 18px;border:1px solid #d8e3f0;border-radius:8px;background:#f7faff\">\n<p style=\"margin:0\"><strong>Want to know more?<\/strong> <a href=\"https:\/\/univest.in\/user\/log-in\" style=\"font-weight:700;text-decoration:none\">Log in to Univest<\/a> for more mutual fund insights.<\/p>\n<\/div>\n<h2 style=\"font-weight:700\"><span class=\"ez-toc-section\" id=\"Portfolio_where_your_money_goes\"><\/span>Portfolio: where your money goes<span class=\"ez-toc-section-end\"><\/span><\/h2>\n<table>\n<thead>\n<tr>\n<th>Holding<\/th>\n<th>Sector<\/th>\n<th>Weight<\/th>\n<\/tr>\n<\/thead>\n<tbody>\n<tr>\n<td>ICICI Bank Ltd.<\/td>\n<td>Bank<\/td>\n<td>4.94%<\/td>\n<\/tr>\n<tr>\n<td>Reliance Industries Ltd.<\/td>\n<td>Crude Oil<\/td>\n<td>4.45%<\/td>\n<\/tr>\n<tr>\n<td>HDFC Bank Ltd.<\/td>\n<td>Bank<\/td>\n<td>4.11%<\/td>\n<\/tr>\n<tr>\n<td>Bharti Airtel Ltd.<\/td>\n<td>Telecom<\/td>\n<td>3.64%<\/td>\n<\/tr>\n<tr>\n<td>Larsen &amp; Toubro Ltd.<\/td>\n<td>Infrastructure<\/td>\n<td>2.89%<\/td>\n<\/tr>\n<tr>\n<td>State Bank of India<\/td>\n<td>Bank<\/td>\n<td>2.51%<\/td>\n<\/tr>\n<tr>\n<td>Ather Energy Ltd.<\/td>\n<td>Domestic Equities<\/td>\n<td>2.23%<\/td>\n<\/tr>\n<tr>\n<td>BSE Ltd.<\/td>\n<td>Finance<\/td>\n<td>2.15%<\/td>\n<\/tr>\n<tr>\n<td>Bharat Electronics Ltd.<\/td>\n<td>Capital Goods<\/td>\n<td>1.87%<\/td>\n<\/tr>\n<tr>\n<td>Gabriel India Ltd.<\/td>\n<td>Automobile &amp; Ancillaries<\/td>\n<td>1.87%<\/td>\n<\/tr>\n<\/tbody>\n<\/table>\n<p>The largest holding, ICICI Bank Ltd., is 4.94%, which is sizeable but not dominating on its own. The fall from the first holding to the tenth is gradual rather than abrupt, with the tenth position still at 1.87%, so the visible part of the portfolio does not look like a one-stock story.<\/p>\n<p>Even so, the top ten holdings together account for about 30.66% of the portfolio, which means a meaningful part of the fund is spread across a longer tail of 73 disclosed holdings. That shape may reduce dependence on any single name, while the leading positions are still likely to have greater influence on returns than the smaller holdings.<\/p>\n<p>The visible holding mix also shows a blend of banks, infrastructure, telecom, finance, capital goods and select domestic names. That spread may help balance company-specific risk, but the fund still remains an equity ELSS portfolio where stock selection can matter materially.<\/p>\n<p>To see all holdings, visit the <a href=\"https:\/\/univest.in\/mutual-funds\/edelweiss-elss-tax-saver-fund-g-direct-plan\">Edelweiss ELSS Tax saver Fund Direct Growth Plan<\/a> page<\/p>\n<p class=\"mf-source-date\"><small>Source data date: as of 09 Sep 2026<\/small><\/p>\n<h2 style=\"font-weight:700\"><span class=\"ez-toc-section\" id=\"Who_should_invest\"><\/span>Who should invest<span class=\"ez-toc-section-end\"><\/span><\/h2>\n<p>This fund fits investors who are comfortable with High Risk exposure and can stay invested long enough to move through equity cycles. The 3-year lock-in means it suits a medium- to long-term tax-saving horizon rather than a short-term cash need.<\/p>\n<p>The main trade-off is clear: the fund has a stronger multi-year record than its own benchmark, but the recent 1-year stretch is less compelling than the best peer outcomes. Investors who can tolerate swings and still value the longer-run return pattern may find that acceptable, while those who want steadier near-term momentum may not.<\/p>\n<h2 style=\"font-weight:700\"><span class=\"ez-toc-section\" id=\"Tax_and_exit_load\"><\/span>Tax and exit load<span class=\"ez-toc-section-end\"><\/span><\/h2>\n<table>\n<thead>\n<tr>\n<th>Holding period<\/th>\n<th>Tax rate<\/th>\n<th>Description<\/th>\n<\/tr>\n<\/thead>\n<tbody>\n<tr>\n<td>Units held less than 1 year<\/td>\n<td>20%<\/td>\n<td>Short-term capital gains tax<\/td>\n<\/tr>\n<tr>\n<td>Units held more than 1 year<\/td>\n<td>12.5%<\/td>\n<td>Long-term capital gains tax<\/td>\n<\/tr>\n<\/tbody>\n<\/table>\n<p>No exit load after holding period.<\/p>\n<p class=\"mf-source-date\"><small>Source data date: as of 09 Sep 2026<\/small><\/p>\n<h2 style=\"font-weight:700\"><span class=\"ez-toc-section\" id=\"Frequently_asked_questions\"><\/span>Frequently asked questions<span class=\"ez-toc-section-end\"><\/span><\/h2>\n<h3 style=\"font-weight:700\"><span class=\"ez-toc-section\" id=\"What_is_the_current_NAV_of_Edelweiss_ELSS_Tax_saver_Fund_Direct_Growth_Plan\"><\/span>What is the current NAV of Edelweiss ELSS Tax saver Fund Direct Growth Plan?<span class=\"ez-toc-section-end\"><\/span><\/h3>\n<p>The current NAV is \u20b9138.38 as of 09 Sep 2026.<\/p>\n<h3 style=\"font-weight:700\"><span class=\"ez-toc-section\" id=\"What_are_the_1-year_3-year_and_5-year_returns\"><\/span>What are the 1-year, 3-year and 5-year returns?<span class=\"ez-toc-section-end\"><\/span><\/h3>\n<p>The 1-year return is 7.16%, the 3-year return is 13.53% and the 5-year return is 12.23%.<\/p>\n<h3 style=\"font-weight:700\"><span class=\"ez-toc-section\" id=\"How_does_the_fund_compare_with_the_Nifty_50\"><\/span>How does the fund compare with the Nifty 50?<span class=\"ez-toc-section-end\"><\/span><\/h3>\n<p>It has outpaced the Nifty 50 over 1 year, 3 years and 5 years. The 1-month and 3-month periods also show the fund holding up better than the benchmark.<\/p>\n<h3 style=\"font-weight:700\"><span class=\"ez-toc-section\" id=\"How_does_it_compare_with_the_peer_funds_listed_here\"><\/span>How does it compare with the peer funds listed here?<span class=\"ez-toc-section-end\"><\/span><\/h3>\n<p>Its recent and longer-term returns are below the strongest peer figures shown here, especially on the 1-year and 3-year measures. Even so, it still has a usable multi-year return record for an ELSS fund.<\/p>\n<h3 style=\"font-weight:700\"><span class=\"ez-toc-section\" id=\"What_is_the_minimum_SIP\"><\/span>What is the minimum SIP?<span class=\"ez-toc-section-end\"><\/span><\/h3>\n<p>The minimum SIP is \u20b9500.<\/p>\n<h3 style=\"font-weight:700\"><span class=\"ez-toc-section\" id=\"Who_manages_the_fund_and_what_is_the_exit_load\"><\/span>Who manages the fund and what is the exit load?<span class=\"ez-toc-section-end\"><\/span><\/h3>\n<p>The fund is managed by Ashwani Agarwalla, Trideep Bhattacharya and Raj Koradia. There is no exit load after the holding period.<\/p>\n<h2 style=\"font-weight:700\"><span class=\"ez-toc-section\" id=\"Bottom_line\"><\/span>Bottom line<span class=\"ez-toc-section-end\"><\/span><\/h2>\n<p>Edelweiss ELSS Tax saver Fund Direct Growth Plan shows a mixed near-term picture but a stronger longer-term one. Its 1-year return is softer than the best peer readings, yet its 3-year and 5-year performance remains ahead of the benchmark and still constructive for a tax-saving equity allocation. The portfolio is led by a modestly concentrated set of holdings, with the top ten spread across banks, telecom, infrastructure and other sectors, which may help avoid overreliance on one theme. It suits investors who can accept High Risk and stay invested through volatility.<\/p>\n<p class=\"univest-posted-at\" style=\"font-size:14px;color:#666;margin:20px 0 8px\">Published on 10 September 2026 at 4:12 PM IST<\/p>\n<section class=\"univest-login-cta\" style=\"margin:28px 0;padding:24px;border-radius:10px;background:#eef5ff;border:1px solid #cddff7;text-align:center\">\n<h2 style=\"font-weight:700\"><span class=\"ez-toc-section\" id=\"Explore_mutual_funds_with_Univest\"><\/span>Explore mutual funds with Univest<span class=\"ez-toc-section-end\"><\/span><\/h2>\n<p>Review mutual fund data, compare performance and explore fund insights on Univest.<\/p>\n<p><a href=\"https:\/\/univest.in\/user\/log-in\" style=\"display:inline-block;padding:11px 20px;border-radius:6px;background:#1f4e79;color:#fff !important;text-decoration:none;font-weight:700\">Explore Univest<\/a><\/p>\n<\/section>\n<section class=\"univest-disclaimer\">\n<h2 style=\"font-weight:700\"><span class=\"ez-toc-section\" id=\"RIA_disclosure\"><\/span>RIA disclosure<span class=\"ez-toc-section-end\"><\/span><\/h2>\n<p>Mutual fund investments are subject to market risks. Read all scheme-related documents carefully before investing. This review is prepared by Uniapps Investment Adviser Pvt. Ltd. (earlier known as Uniapps Global Research Pvt. Ltd.) under SEBI Registered Investment Adviser registration INA000017639 for general informational purposes and is not personalized investment advice.<\/p>\n<\/section>\n<p><script type=\"application\/ld+json\">{\"@context\":\"https:\/\/schema.org\",\"@type\":\"InvestmentFund\",\"name\":\"Edelweiss ELSS Tax saver Fund Direct Growth Plan\",\"identifier\":\"edelweiss-elss-tax-saver-fund-g-direct-plan\",\"category\":\"Equity\",\"dateCreated\":\"21 Jan 2013\",\"isAccessibleForFree\":true,\"additionalProperty\":[{\"@type\":\"PropertyValue\",\"name\":\"NAV\",\"value\":138.38,\"valueReference\":\"as of 09 Sep 2026\"},{\"@type\":\"PropertyValue\",\"name\":\"AUM\",\"value\":\"455 Cr\"},{\"@type\":\"PropertyValue\",\"name\":\"Expense Ratio\",\"value\":\"0.69\"},{\"@type\":\"PropertyValue\",\"name\":\"Benchmark\",\"value\":\"Nifty 50\"},{\"@type\":\"PropertyValue\",\"name\":\"1Y Return\",\"value\":7.16},{\"@type\":\"PropertyValue\",\"name\":\"3Y Return\",\"value\":13.53},{\"@type\":\"PropertyValue\",\"name\":\"5Y Return\",\"value\":12.23},{\"@type\":\"PropertyValue\",\"name\":\"Fund Managers\",\"value\":\"Ashwani Agarwalla, Trideep Bhattacharya, Raj Koradia\"}]}<\/script><script type=\"application\/ld+json\">{\"@context\":\"https:\/\/schema.org\",\"@type\":\"FAQPage\",\"mainEntity\":[{\"@type\":\"Question\",\"name\":\"What is the current NAV of Edelweiss ELSS Tax saver Fund Direct Growth Plan?\",\"acceptedAnswer\":{\"@type\":\"Answer\",\"text\":\"The current NAV is \u20b9138.38 as of 09 Sep 2026.\"}},{\"@type\":\"Question\",\"name\":\"What are the 1-year, 3-year and 5-year returns?\",\"acceptedAnswer\":{\"@type\":\"Answer\",\"text\":\"The 1-year return is 7.16%, the 3-year return is 13.53% and the 5-year return is 12.23%.\"}},{\"@type\":\"Question\",\"name\":\"How does the fund compare with the Nifty 50?\",\"acceptedAnswer\":{\"@type\":\"Answer\",\"text\":\"It has outpaced the Nifty 50 over 1 year, 3 years and 5 years. The 1-month and 3-month periods also show the fund holding up better than the benchmark.\"}},{\"@type\":\"Question\",\"name\":\"How does it compare with the peer funds listed here?\",\"acceptedAnswer\":{\"@type\":\"Answer\",\"text\":\"Its recent and longer-term returns are below the strongest peer figures shown here, especially on the 1-year and 3-year measures. Even so, it still has a usable multi-year return record for an ELSS fund.\"}},{\"@type\":\"Question\",\"name\":\"What is the minimum SIP?\",\"acceptedAnswer\":{\"@type\":\"Answer\",\"text\":\"The minimum SIP is \u20b9500.\"}},{\"@type\":\"Question\",\"name\":\"Who manages the fund and what is the exit load?\",\"acceptedAnswer\":{\"@type\":\"Answer\",\"text\":\"The fund is managed by Ashwani Agarwalla, Trideep Bhattacharya and Raj Koradia. There is no exit load after the holding period.\"}}]}<\/script><script type=\"application\/ld+json\">{\"@context\":\"https:\/\/schema.org\",\"@type\":\"Organization\",\"name\":\"Uniapps Investment Adviser Pvt. Ltd.\",\"description\":\"SEBI Registered Investment Adviser INA000017639\"}<\/script><\/p>\n","protected":false},"excerpt":{"rendered":"<p>Edelweiss ELSS Tax saver Fund Direct Growth Plan had a NAV of \u20b9138.38 as of 09 Sep 2026, with 1-year, 3-year and 5-year returns of 7.16%, 13.53% and 12.23%.<\/p>\n","protected":false},"author":38,"featured_media":241895,"comment_status":"open","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[3841],"tags":[],"class_list":["post-241897","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-mutual-funds"],"metadata":{"rank_math_internal_links_processed":["1"],"_thumbnail_id":["241895"],"rank_math_title":["Edelweiss ELSS Tax Saver Fund Review 2026"],"rank_math_description":["Edelweiss ELSS Tax saver Fund Direct Growth Plan NAV \u20b9138.38; 1Y return 7.16%. 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