IDFC Tax Advantage (ELSS) Fund
Net Assets(AUM)
₹1,996 Cr
Inception Date26 Dec 2008
CategoryEquity ELSS
TypeOpen Ended Fund
BenchmarkELSS Peer Index
Category Rank3 rd in ELSS Equity
Min Investment Amount₹500
Min SIP Investment₹500
Expense Ratio2.7%
Sharpe Ratio-0.5
Information Ratio-0.1
Exit LoadNIL

Note: Data shown as on : 30 Apr 2019

Return (Compounded Annualised)

1 Year3 Year5 YearSince Inception

Past Return (Absolute)


Investors understand that their principal will be at Moderately High risk

The investment objective of the Scheme is to seek to generate long term capital growth from a diversified portfolio of predominantly equity and equity related securities. There can be no assurance that the investment objective of the scheme will be realised.
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