Edelweiss ELSS Tax Saver Fund
Direct · Growth ₹139.83
31 Jul 2026
NAV
14.9%
3Y CAGR
14.3%
5Y CAGR
14.6%
10Y CAGR
14.7%
Weighted CAGR
?
Weighted Mean CAGR
Gives more importance to longer time periods (10Y, 20Y) than shorter ones (1Y, 3Y). This balances out recent outperformance and gives a more realistic picture of what long-term returns might look like.
Gives more importance to longer time periods (10Y, 20Y) than shorter ones (1Y, 3Y). This balances out recent outperformance and gives a more realistic picture of what long-term returns might look like.
7.10
Sharpe
-36.8%
Max Drawdown
?
Max Drawdown
The largest peak-to-trough decline in the fund's NAV. Shows the worst-case loss an investor would have experienced at any point in the fund's history.
The largest peak-to-trough decline in the fund's NAV. Shows the worst-case loss an investor would have experienced at any point in the fund's history.
NA
TER
If you invested ₹1,00,000 every month via SIP, here's how this fund has historically performed across different time horizons.
| Duration | Invested | Median Value | XIRR | Min XIRR | Max XIRR |
|---|---|---|---|---|---|
| 1 Year | ₹12.00 L | ₹12.82 L | 17.6% | -55.2% | 89.0% |
| 3 Years | ₹36.00 L | ₹44.61 L | 14.6% | -20.9% | 32.7% |
| 5 Years | ₹60.00 L | ₹87.27 L | 14.4% | -8.5% | 27.5% |
| 7 Years | ₹84.00 L | ₹1.42 Cr | 14.6% | -1.4% | 22.4% |
| 10 Years | ₹1.20 Cr | ₹2.65 Cr | 15.2% | 12.0% | 18.6% |
| 12 Years | ₹1.44 Cr | ₹3.72 Cr | 14.9% | 12.7% | 17.1% |
SIP returns vs benchmark & category
Annualised SIP return (XIRR) over each rolling horizon — like-for-like, not lump-sum.
| Duration | Fund SIP XIRR | NIFTY 50 | Category avg | Fund edge |
|---|---|---|---|---|
| 1 Year | 17.6% | 14.5% | 16.9% | +3.1% |
| 3 Years | 14.6% | 11.2% | 14.9% | +3.5% |
| 5 Years | 14.4% | 10.4% | 16.2% | +4.0% |
| 7 Years | 14.6% | 10.6% | 15.7% | +4.0% |
| 10 Years | 15.2% | 11.5% | 16.1% | +3.7% |
| 12 Years | 14.9% | 11.4% | 15.6% | +3.5% |
| Duration | Mean | Median | Min | Max | Sharpe | Sortino | % Positive | Cat. Mean | Cat. Median |
|---|---|---|---|---|---|---|---|---|---|
| 1 Year | 16.9% | 13.2% | -29.3% | 88.9% | 0.57 | 1.79 | 84% | — | — |
| 3 Years | 14.9% | 16.0% | -6.0% | 31.5% | 1.38 | 5.11 | 98% | — | — |
| 5 Years | 14.3% | 14.3% | -1.2% | 27.8% | 1.56 | 9.26 | 100% | — | — |
| 10 Years | 14.6% | 14.5% | 11.4% | 16.6% | 7.10 | — | 100% | — | — |
-36.8%
Max Drawdown
1 mo
Drawdown Duration
8 mo
Recovery Time
-4.8%
Avg Drawdown
Calmar Ratio by Duration
0.46
1Y
0.40
3Y
0.39
5Y
0.37
7Y
0.40
10Y
0.42
12Y
Compared against NIFTY 50
| Duration | Alpha | Beta | Upside Capture | Downside Capture | Fund CAGR | Bench CAGR |
|---|---|---|---|---|---|---|
| 1 Year | +10.67 | 1.02 | 106.9% | 93.7% | 8.9% | -1.6% |
| 3 Years | +7.36 | 1.03 | 105.9% | 96.8% | 14.7% | 7.3% |
| 5 Years | +4.66 | 0.99 | 99.6% | 93.8% | 13.6% | 8.9% |
| 7 Years | +5.26 | 0.94 | 96.4% | 90.9% | 16.8% | 11.9% |
| 10 Years | +3.01 | 0.93 | 94.6% | 90.8% | 13.7% | 10.9% |
| 12 Years | +4.01 | 0.92 | 93.3% | 88.3% | 13.8% | 10.1% |
| 15 Years | +3.75 | 0.91 | 92.1% | 86.8% | 13.2% | 9.7% |