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Edelweiss Tax Advantage Fund - Direct Plan - Growth Option (defunct)

Edelweiss Mutual Fund · Equity · mandate: ≥80% in equities; 3-year lock-in (Sec 80C) · benchmark: NIFTY 500 TRI (TRI proxy)
AUM (all plans)
—
Active return /yr (full)
—
Score
50
Rank (Score, pool)
#144 of 245
Percentile (full, pool)
—
IR vs benchmark
—
CAGR (absolute)
—
Max drawdown
-13.3%
Months of data
39
Percentile ranks this fund within its peer pool; the leaderboard Score is the weighted average of its fiscal-year percentiles (equity: active-return-rank blended with IR-rank).

Cumulative active return

20192020035Cumulative active return vs benchmark, %
Growth of the fund relative to its benchmark: +10 means ₹100 in the fund is worth 10% more than ₹100 in the benchmark since the start of the line.

Equity curve

2016201720182019202098121143Fund (NAV=100)Benchmark: NIFTY 500 TRICategory median (Flexi)

Drawdown

20162017201820192020-13-70Drawdown %

Fiscal-year record

FYActive vs BMvs categoryIR%ileTEBenchmarkFund returnmonths
FY22———————0
FY23———————0
FY24———————0
FY25———————0
FY26———————0
FY27*———————0
Active/Fund returns are TOTALS over the months covered — never annualized (FY27* is year-to-date; a * row covers only part of the year). %ile is the fund's percentile within its peer pool for that year.

Monthly active returns (%)

JanFebMarAprMayJunJulAugSepOctNovDecYear
2019+0.3-0.0+0.3+0.6
2020+0.3+3.9+4.2
Fund monthly return minus benchmark; the year column compounds each separately and differences them.

Monthly returns (%)

JanFebMarAprMayJunJulAugSepOctNovDecYear
2016-1.7-1.7
2017+5.4+3.2+4.4+2.9+2.6-0.8+5.7-1.4-0.5+5.5+1.0+3.4+36.1
2018+2.6-3.6-2.7+6.1-2.4-2.6+5.1+1.5-9.9-3.7+4.9-0.1-6.0
2019-1.3-1.8+8.1-0.6+3.2-0.3-7.0-0.7+4.6+4.1+1.2+0.9+10.1
2020+0.1-2.3-2.2

Quarterly average AUM & estimated net flows

201620172018201920205913AUM (quarter avg), ₹cr
-20
Quarterly net flow estimate: AUM_q − AUM_(q−1)·(1+quarter return). AUM shown is the quarter AVERAGE (AMFI central disclosure). Positive = net inflows, ₹cr.
Source: AMFI's official all-scheme NAV history (portal report; official NAV history, net of TER by construction). Monthly returns are month-end NAV chains; stale prints (>7 days before month-end) drop out rather than carry. Benchmark series are the median of plain-vanilla direct-plan index funds tracking each index (TRI minus ~10-25bp/yr tracking drag — verified against true-TRI chains). Direct plans, growth option only. Sharpe uses rf 6%, arithmetic monthly convention. Independence: all figures are computed from mandatory public disclosures with a fixed methodology applied identically to every fund — no fund can pay for inclusion, exclusion, placement, or altered presentation, and any material commercial relationship will be disclosed on the affected pages. Nothing here is investment advice; past performance does not predict future returns. Generated 2026-08-25 05:37Z · data through Aug 2026 · leaderboard · PMS leaderboard
Feedback, inputs, or bug reports are appreciated — @vivekrmr on X · LinkedIn.