IDFC Tax Advantage (ELSS) Fund
Growth
NAV
Net Assets(AUM)
₹1,994 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
Alpha-5.9
Expense Ratio2.2%
Sharpe Ratio-0.2
Information Ratio-0.3
Exit LoadNIL

Note: Data shown as on : 30 Sep 2019

Return (Compounded Annualised)

1 Year3 Year5 YearSince Inception
2.3%7.5%10.4%16.7%

Past Return (Absolute)

20182017201620152014
-9.4%53.4%0.4%6.9%42.2%
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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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