+91-22-48913909Top 7 Best ELSS Tax Saving Funds Under Section 80C
It is that time when everyone is looking to save on the dreaded income tax. Many investors invest their money in schemes like Mutual Funds, etc., to save their hard-earned money. With tax season 2018 approaching fast, we bring you the best ELSS tax saving funds to save your income tax. ELSS or Equity Linked Saving Scheme is a Tax Saving Investment through which one can attain deductions up to INR 1,50,000 from their taxable income as per the Section 80C of Income Tax Act. Being a combination of equity and tax saving, ELSS scheme is an optimal gateway to equity. The money you invest grows as the stock market grows. So, the gains are high in Equity Linked Saving Scheme. Before, we look at the multiple benefits of this fund, let’s see the top 7 best ELSS tax saving funds under Section 80C.
Multiple Benefits of Tax Saving Through ELSS Under Sec 80C
ELSS scheme is a simple way to avail dual benefits– save taxes and grow money in stock markets. Likewise, there are many benefits such as:
Tax Saving Through ELSS
An investor is eligible for a tax deduction up to INR 1.5 lac under Sec 80C. This investment of INR 1,50,000 can save tax up to INR 46,350. But, this is only for those investors who are in the 30% income tax bracket. For income tax slab of 20% it is INR 30,000 and for 5% slab it is INR 7,525.
Minimum & Maximum Investment
Investors can invest in Mutual Funds in two ways— SIP and Lump sum. The minimum amount to invest via a SIP is INR 500, for the investment into the ELSS. And for a lump sum it is INR 5000.
Lock-in Period of ELSS
One of the important benefits of ELSS is that it comes with the shortest lock-in period of 3 years compared to other tax saving options.
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Fund Selection Methodology used to find 7 funds
Best ELSS Mutual Funds Under Sec 80C
Fund NAV Net Assets (Cr) 3 MO (%) 6 MO (%) 1 YR (%) 3 YR (%) 5 YR (%) 2024 (%) Motilal Oswal Long Term Equity Fund Growth ₹57.0951
↑ 0.49 ₹4,862 6.8 13 14.2 22.3 17 -9.1 IDBI Equity Advantage Fund Growth ₹43.39
↑ 0.04 ₹485 9.7 15.1 16.9 20.8 10 HDFC Long Term Advantage Fund Growth ₹595.168
↑ 0.28 ₹1,318 1.2 15.4 35.5 20.6 17.4 JM Tax Gain Fund Growth ₹53.1416
↓ -0.10 ₹232 12.8 9.1 13 16.9 15 2.5 Baroda Pioneer ELSS 96 Growth ₹68.6676
↑ 0.33 ₹210 -6.1 -3.5 17.6 16.7 11.6 BNP Paribas Long Term Equity Fund (ELSS) Growth ₹103.127
↑ 0.40 ₹897 9.1 3.8 10.3 16.4 12.4 4.8 Edelweiss Long Term Equity Fund Growth ₹118.37
↑ 0.09 ₹443 7.5 2.5 10.1 14.1 12 6.7 Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 12 Aug 26 Research Highlights & Commentary of 7 Funds showcased
Commentary Motilal Oswal Long Term Equity Fund IDBI Equity Advantage Fund HDFC Long Term Advantage Fund JM Tax Gain Fund Baroda Pioneer ELSS 96 BNP Paribas Long Term Equity Fund (ELSS) Edelweiss Long Term Equity Fund Point 1 Highest AUM (₹4,862 Cr). Lower mid AUM (₹485 Cr). Upper mid AUM (₹1,318 Cr). Bottom quartile AUM (₹232 Cr). Bottom quartile AUM (₹210 Cr). Upper mid AUM (₹897 Cr). Lower mid AUM (₹443 Cr). Point 2 Established history (11+ yrs). Established history (12+ yrs). Oldest track record among peers (25 yrs). Established history (18+ yrs). Established history (11+ yrs). Established history (20+ yrs). Established history (17+ yrs). Point 3 Not Rated. Top rated. Rating: 3★ (upper mid). Rating: 3★ (upper mid). Not Rated. Rating: 3★ (lower mid). Rating: 2★ (lower mid). Point 4 Risk profile: Moderately High. Risk profile: Moderately High. Risk profile: Moderately High. Risk profile: Moderately High. Risk profile: Moderately High. Risk profile: Moderately High. Risk profile: Moderately High. Point 5 5Y return: 16.98% (upper mid). 5Y return: 9.97% (bottom quartile). 5Y return: 17.39% (top quartile). 5Y return: 15.04% (upper mid). 5Y return: 11.62% (bottom quartile). 5Y return: 12.44% (lower mid). 5Y return: 12.00% (lower mid). Point 6 3Y return: 22.27% (top quartile). 3Y return: 20.84% (upper mid). 3Y return: 20.64% (upper mid). 3Y return: 16.93% (lower mid). 3Y return: 16.70% (lower mid). 3Y return: 16.44% (bottom quartile). 3Y return: 14.06% (bottom quartile). Point 7 1Y return: 14.23% (lower mid). 1Y return: 16.92% (upper mid). 1Y return: 35.51% (top quartile). 1Y return: 12.95% (lower mid). 1Y return: 17.56% (upper mid). 1Y return: 10.25% (bottom quartile). 1Y return: 10.12% (bottom quartile). Point 8 Alpha: 6.27 (top quartile). Alpha: 1.78 (bottom quartile). Alpha: 1.75 (bottom quartile). Alpha: 4.31 (upper mid). Alpha: 5.69 (upper mid). Alpha: 2.78 (lower mid). Alpha: 1.85 (lower mid). Point 9 Sharpe: 0.02 (lower mid). Sharpe: 1.21 (upper mid). Sharpe: 2.27 (upper mid). Sharpe: -0.11 (lower mid). Sharpe: 2.51 (top quartile). Sharpe: -0.15 (bottom quartile). Sharpe: -0.22 (bottom quartile). Point 10 Information ratio: 0.76 (top quartile). Information ratio: -1.13 (bottom quartile). Information ratio: -0.15 (bottom quartile). Information ratio: 0.50 (upper mid). Information ratio: -0.09 (lower mid). Information ratio: 0.58 (upper mid). Information ratio: 0.06 (lower mid). Motilal Oswal Long Term Equity Fund
IDBI Equity Advantage Fund
HDFC Long Term Advantage Fund
JM Tax Gain Fund
Baroda Pioneer ELSS 96
BNP Paribas Long Term Equity Fund (ELSS)
Edelweiss Long Term Equity Fund
*Above is list of Equity Linked Saving Sechemes having net Assets higher between 100 - 5,000 Crore and have managed funds for over 1 year and sorted on annualized return of part 3 Years.
(Erstwhile Motilal Oswal MOSt Focused Long Term Fund) The investment objective of the Scheme is to generate long-term capital appreciation from a diversified portfolio of predominantly equity and equity related instruments. However, there can be no assurance or guarantee that the investment objective of the Scheme would be achieved. Below is the key information for Motilal Oswal Long Term Equity Fund Returns up to 1 year are on The Scheme will seek to invest predominantly in a diversified portfolio of equity and equity related instruments with the objective to provide investors with opportunities for capital appreciation and income along with the benefit of income-tax deduction(under section 80C of the Income-tax Act, 1961) on their investments. Investments in this scheme would be subject to a statutory lock-in of 3 years from the date of allotment to be eligible for income-tax benefits under Section 80C. There can be no assurance that the investment objective under the scheme will be realized. Research Highlights for IDBI Equity Advantage Fund Below is the key information for IDBI Equity Advantage Fund Returns up to 1 year are on To generate long term capital appreciation from a portfolio that is predominantly in equity and equity related instruments Research Highlights for HDFC Long Term Advantage Fund Below is the key information for HDFC Long Term Advantage Fund Returns up to 1 year are on The investment objective is to generate long-term capital growth from a diversified and actively managed portfolio of equity and equity related securities and to enable investors a deduction from total income, as permitted under the Income Tax Act, 1961 from time to time. However, there can be no assurance that the investment objectives of the Scheme will be realized. The Scheme does not guarantee/indicate any returns. Research Highlights for JM Tax Gain Fund Below is the key information for JM Tax Gain Fund Returns up to 1 year are on The main objective of the scheme is to provide the investor long term capital growth as also tax benefit under section 80C of the Income Tax Act, 1961. Research Highlights for Baroda Pioneer ELSS 96 Below is the key information for Baroda Pioneer ELSS 96 Returns up to 1 year are on The investment objective of the Scheme is to generate long-term capital growth from a diversified and actively managed portfolio of equity and equity related securities along with income tax rebate, as may be prevalent fromtime to time. However, there can be no assurance that the investment objective of the Scheme will be achieved. The Scheme does not guarantee / indicate any returns. Research Highlights for BNP Paribas Long Term Equity Fund (ELSS) Below is the key information for BNP Paribas Long Term Equity Fund (ELSS) Returns up to 1 year are on (Erstwhile Edelweiss ELSS Fund) The primary objective of the scheme is to generate long-term capital appreciation with an option of periodic payouts at the end of lock in periods from a portfolio that invests predominantly in equity and equity related instruments. Research Highlights for Edelweiss Long Term Equity Fund Below is the key information for Edelweiss Long Term Equity Fund Returns up to 1 year are on 1. Motilal Oswal Long Term Equity Fund
Motilal Oswal Long Term Equity Fund
Growth Launch Date 21 Jan 15 NAV (12 Aug 26) ₹57.0951 ↑ 0.49 (0.87 %) Net Assets (Cr) ₹4,862 on 30 Jun 26 Category Equity - ELSS AMC Motilal Oswal Asset Management Co. Ltd Rating Risk Moderately High Expense Ratio 1.65 Sharpe Ratio 0.02 Information Ratio 0.76 Alpha Ratio 6.27 Min Investment 500 Min SIP Investment 500 Exit Load NIL Growth of 10,000 investment over the years.
Date Value 31 Jul 21 ₹10,000 31 Jul 22 ₹9,920 31 Jul 23 ₹12,253 31 Jul 24 ₹19,527 31 Jul 25 ₹20,258 31 Jul 26 ₹21,303 Returns for Motilal Oswal Long Term Equity Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 12 Aug 26 Duration Returns 1 Month 2.8% 3 Month 6.8% 6 Month 13% 1 Year 14.2% 3 Year 22.3% 5 Year 17% 10 Year 15 Year Since launch 16.3% Historical performance (Yearly) on absolute basis
Year Returns 2024 -9.1% 2023 47.7% 2022 37% 2021 1.8% 2020 32.1% 2019 8.8% 2018 13.2% 2017 -8.7% 2016 44% 2015 12.5% Fund Manager information for Motilal Oswal Long Term Equity Fund
Name Since Tenure Varun Sharma 3 Jul 26 0.08 Yr. Ajay Khandelwal 11 Dec 23 2.64 Yr. Ankit Agarwal 16 Mar 26 0.38 Yr. Rakesh Shetty 22 Nov 22 3.69 Yr. Data below for Motilal Oswal Long Term Equity Fund as on 30 Jun 26
Equity Sector Allocation
Sector Value Industrials 26.3% Financial Services 24.52% Consumer Cyclical 16.25% Basic Materials 14.86% Technology 13.21% Health Care 4.14% Asset Allocation
Asset Class Value Cash 0.73% Equity 99.27% Top Securities Holdings / Portfolio
Name Holding Value Quantity Multi Commodity Exchange of India Ltd (Financial Services)
Equity, Since 29 Feb 24 | MCX6% ₹275 Cr 968,520
↓ -172,342 Ather Energy Ltd (Consumer Cyclical)
Equity, Since 31 Oct 25 | ATHERENERG5% ₹227 Cr 1,990,789 Zen Technologies Ltd (Industrials)
Equity, Since 31 Dec 24 | ZENTEC4% ₹215 Cr 1,214,938
↓ -3,590 Apar Industries Ltd (Industrials)
Equity, Since 31 Dec 23 | APARINDS4% ₹205 Cr 130,439
↓ -3,561 OneSource Specialty Pharma Ltd (Healthcare)
Equity, Since 31 Jan 25 | ONESOURCE4% ₹201 Cr 1,221,228 PTC Industries Ltd (Industrials)
Equity, Since 30 Sep 24 | 5390064% ₹198 Cr 115,181 Gujarat Fluorochemicals Ltd Ordinary Shares (Basic Materials)
Equity, Since 28 Feb 23 | FLUOROCHEM4% ₹195 Cr 493,050
↑ 31,259 Suzlon Energy Ltd (Industrials)
Equity, Since 31 Jan 24 | SUZLON4% ₹191 Cr 32,483,092 Shriram Finance Ltd (Financial Services)
Equity, Since 31 Dec 25 | SHRIRAMFIN4% ₹180 Cr 1,725,541 Billionbrains Garage Ventures Ltd (Financial Services)
Equity, Since 30 Nov 25 | GROWW4% ₹177 Cr 8,751,187 2. IDBI Equity Advantage Fund
IDBI Equity Advantage Fund
Growth Launch Date 10 Sep 13 NAV (28 Jul 23) ₹43.39 ↑ 0.04 (0.09 %) Net Assets (Cr) ₹485 on 30 Jun 23 Category Equity - ELSS AMC IDBI Asset Management Limited Rating ☆☆☆ Risk Moderately High Expense Ratio 2.39 Sharpe Ratio 1.21 Information Ratio -1.13 Alpha Ratio 1.78 Min Investment 500 Min SIP Investment 500 Exit Load NIL Growth of 10,000 investment over the years.
Date Value Returns for IDBI Equity Advantage Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 12 Aug 26 Duration Returns 1 Month 3.1% 3 Month 9.7% 6 Month 15.1% 1 Year 16.9% 3 Year 20.8% 5 Year 10% 10 Year 15 Year Since launch 16% Historical performance (Yearly) on absolute basis
Year Returns 2024 2023 2022 2021 2020 2019 2018 2017 2016 2015 Fund Manager information for IDBI Equity Advantage Fund
Name Since Tenure Data below for IDBI Equity Advantage Fund as on 30 Jun 23
Equity Sector Allocation
Sector Value Asset Allocation
Asset Class Value Top Securities Holdings / Portfolio
Name Holding Value Quantity 3. HDFC Long Term Advantage Fund
HDFC Long Term Advantage Fund
Growth Launch Date 2 Jan 01 NAV (14 Jan 22) ₹595.168 ↑ 0.28 (0.05 %) Net Assets (Cr) ₹1,318 on 30 Nov 21 Category Equity - ELSS AMC HDFC Asset Management Company Limited Rating ☆☆☆ Risk Moderately High Expense Ratio 2.25 Sharpe Ratio 2.27 Information Ratio -0.15 Alpha Ratio 1.75 Min Investment 500 Min SIP Investment 500 Exit Load NIL Growth of 10,000 investment over the years.
Date Value
Purchase not allowed Returns for HDFC Long Term Advantage Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 12 Aug 26 Duration Returns 1 Month 4.4% 3 Month 1.2% 6 Month 15.4% 1 Year 35.5% 3 Year 20.6% 5 Year 17.4% 10 Year 15 Year Since launch 21.4% Historical performance (Yearly) on absolute basis
Year Returns 2024 2023 2022 2021 2020 2019 2018 2017 2016 2015 Fund Manager information for HDFC Long Term Advantage Fund
Name Since Tenure Data below for HDFC Long Term Advantage Fund as on 30 Nov 21
Equity Sector Allocation
Sector Value Asset Allocation
Asset Class Value Top Securities Holdings / Portfolio
Name Holding Value Quantity 4. JM Tax Gain Fund
JM Tax Gain Fund
Growth Launch Date 31 Mar 08 NAV (12 Aug 26) ₹53.1416 ↓ -0.10 (-0.18 %) Net Assets (Cr) ₹232 on 30 Jun 26 Category Equity - ELSS AMC JM Financial Asset Management Limited Rating ☆☆☆ Risk Moderately High Expense Ratio 2.37 Sharpe Ratio -0.11 Information Ratio 0.5 Alpha Ratio 4.31 Min Investment 500 Min SIP Investment 500 Exit Load NIL Growth of 10,000 investment over the years.
Date Value 31 Jul 21 ₹10,000 31 Jul 22 ₹10,560 31 Jul 23 ₹12,857 31 Jul 24 ₹19,571 31 Jul 25 ₹18,435 31 Jul 26 ₹19,965 Returns for JM Tax Gain Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 12 Aug 26 Duration Returns 1 Month 4.5% 3 Month 12.8% 6 Month 9.1% 1 Year 13% 3 Year 16.9% 5 Year 15% 10 Year 15 Year Since launch 9.5% Historical performance (Yearly) on absolute basis
Year Returns 2024 2.5% 2023 29% 2022 30.9% 2021 0.5% 2020 32.2% 2019 18.3% 2018 14.9% 2017 -4.6% 2016 42.6% 2015 5.2% Fund Manager information for JM Tax Gain Fund
Name Since Tenure Satish Ramanathan 1 Oct 24 1.83 Yr. Asit Bhandarkar 31 Dec 21 4.59 Yr. Ruchi Fozdar 4 Oct 24 1.82 Yr. Deepak Gupta 11 Apr 25 1.31 Yr. Data below for JM Tax Gain Fund as on 30 Jun 26
Equity Sector Allocation
Sector Value Financial Services 27.85% Consumer Cyclical 18.77% Technology 10.84% Industrials 10% Basic Materials 7.92% Health Care 7.91% Real Estate 3.85% Consumer Defensive 3.54% Energy 2.97% Communication Services 2.63% Utility 1.19% Asset Allocation
Asset Class Value Cash 2.53% Equity 97.47% Top Securities Holdings / Portfolio
Name Holding Value Quantity Syrma SGS Technology Ltd (Technology)
Equity, Since 31 May 25 | SYRMA4% ₹8 Cr 59,457 HDFC Bank Ltd (Financial Services)
Equity, Since 31 Dec 11 | HDFCBANK3% ₹8 Cr 98,262 Reliance Industries Ltd (Energy)
Equity, Since 30 Jun 25 | RELIANCE3% ₹7 Cr 53,400 ICICI Bank Ltd (Financial Services)
Equity, Since 31 Mar 22 | ICICIBANK3% ₹7 Cr 48,500 Bharti Airtel Ltd (Communication Services)
Equity, Since 31 Mar 24 | BHARTIARTL3% ₹6 Cr 32,950 Karur Vysya Bank Ltd (Financial Services)
Equity, Since 30 Apr 25 | 5900033% ₹6 Cr 199,000 Polycab India Ltd (Industrials)
Equity, Since 31 Jul 25 | POLYCAB3% ₹6 Cr 5,900 Wework India Management Ltd (Real Estate)
Equity, Since 31 Oct 25 | WEWORK2% ₹6 Cr 83,621 Larsen & Toubro Ltd (Industrials)
Equity, Since 30 Nov 10 | LT2% ₹6 Cr 13,672
↓ -1,275 Max Healthcare Institute Ltd Ordinary Shares (Healthcare)
Equity, Since 30 Apr 25 | MAXHEALTH2% ₹6 Cr 49,900 5. Baroda Pioneer ELSS 96
Baroda Pioneer ELSS 96
Growth Launch Date 2 Mar 15 NAV (11 Mar 22) ₹68.6676 ↑ 0.33 (0.48 %) Net Assets (Cr) ₹210 on 31 Jan 22 Category Equity - ELSS AMC Baroda Pioneer Asset Management Co. Ltd. Rating Risk Moderately High Expense Ratio 2.55 Sharpe Ratio 2.51 Information Ratio -0.09 Alpha Ratio 5.69 Min Investment 500 Min SIP Investment 500 Exit Load NIL Growth of 10,000 investment over the years.
Date Value Returns for Baroda Pioneer ELSS 96
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 12 Aug 26 Duration Returns 1 Month -3.9% 3 Month -6.1% 6 Month -3.5% 1 Year 17.6% 3 Year 16.7% 5 Year 11.6% 10 Year 15 Year Since launch 8.4% Historical performance (Yearly) on absolute basis
Year Returns 2024 2023 2022 2021 2020 2019 2018 2017 2016 2015 Fund Manager information for Baroda Pioneer ELSS 96
Name Since Tenure Data below for Baroda Pioneer ELSS 96 as on 31 Jan 22
Equity Sector Allocation
Sector Value Asset Allocation
Asset Class Value Top Securities Holdings / Portfolio
Name Holding Value Quantity 6. BNP Paribas Long Term Equity Fund (ELSS)
BNP Paribas Long Term Equity Fund (ELSS)
Growth Launch Date 5 Jan 06 NAV (12 Aug 26) ₹103.127 ↑ 0.40 (0.39 %) Net Assets (Cr) ₹897 on 30 Jun 26 Category Equity - ELSS AMC BNP Paribas Asset Mgmt India Pvt. Ltd Rating ☆☆☆ Risk Moderately High Expense Ratio 2.21 Sharpe Ratio -0.15 Information Ratio 0.58 Alpha Ratio 2.78 Min Investment 500 Min SIP Investment 500 Exit Load NIL Growth of 10,000 investment over the years.
Date Value 31 Jul 21 ₹10,000 31 Jul 22 ₹10,148 31 Jul 23 ₹11,674 31 Jul 24 ₹16,605 31 Jul 25 ₹16,796 31 Jul 26 ₹17,912 Returns for BNP Paribas Long Term Equity Fund (ELSS)
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 12 Aug 26 Duration Returns 1 Month 3.9% 3 Month 9.1% 6 Month 3.8% 1 Year 10.3% 3 Year 16.4% 5 Year 12.4% 10 Year 15 Year Since launch 12% Historical performance (Yearly) on absolute basis
Year Returns 2024 4.8% 2023 23.6% 2022 31.3% 2021 -2.1% 2020 23.6% 2019 17.8% 2018 14.3% 2017 -9.3% 2016 42.3% 2015 -6.6% Fund Manager information for BNP Paribas Long Term Equity Fund (ELSS)
Name Since Tenure Silky Jain 1 Jul 26 0.08 Yr. Yash Mehta 1 May 26 0.25 Yr. Data below for BNP Paribas Long Term Equity Fund (ELSS) as on 30 Jun 26
Equity Sector Allocation
Sector Value Financial Services 29.83% Consumer Cyclical 15.89% Industrials 14.15% Basic Materials 9.41% Technology 6.81% Health Care 6.63% Energy 5.11% Consumer Defensive 4.03% Utility 3.08% Communication Services 2.48% Asset Allocation
Asset Class Value Cash 2.55% Equity 97.42% Top Securities Holdings / Portfolio
Name Holding Value Quantity HDFC Bank Ltd (Financial Services)
Equity, Since 31 Oct 08 | HDFCBANK4% ₹36 Cr 450,000
↓ -100,000 ICICI Bank Ltd (Financial Services)
Equity, Since 31 Oct 12 | ICICIBANK4% ₹34 Cr 250,000 State Bank of India (Financial Services)
Equity, Since 31 Mar 22 | SBIN4% ₹34 Cr 330,000 Reliance Industries Ltd (Energy)
Equity, Since 31 Oct 18 | RELIANCE3% ₹31 Cr 240,000
↓ -41,800 Larsen & Toubro Ltd (Industrials)
Equity, Since 30 Apr 20 | LT3% ₹29 Cr 70,000
↑ 5,000 Titan Co Ltd (Consumer Cyclical)
Equity, Since 31 May 25 | TITAN3% ₹24 Cr 55,000 Bharat Heavy Electricals Ltd (Industrials)
Equity, Since 30 Nov 24 | 5001033% ₹24 Cr 580,000
↓ -121,626 Navin Fluorine International Ltd (Basic Materials)
Equity, Since 31 Jul 24 | NAVINFLUOR3% ₹24 Cr 31,031
↓ -654 Radico Khaitan Ltd (Consumer Defensive)
Equity, Since 31 Jan 25 | RADICO3% ₹23 Cr 59,011
↓ -989 Hitachi Energy India Ltd Ordinary Shares (Industrials)
Equity, Since 31 Aug 23 | POWERINDIA3% ₹23 Cr 6,500
↓ -2,266 7. Edelweiss Long Term Equity Fund
Edelweiss Long Term Equity Fund
Growth Launch Date 30 Dec 08 NAV (12 Aug 26) ₹118.37 ↑ 0.09 (0.08 %) Net Assets (Cr) ₹443 on 30 Jun 26 Category Equity - ELSS AMC Edelweiss Asset Management Limited Rating ☆☆ Risk Moderately High Expense Ratio 2.34 Sharpe Ratio -0.22 Information Ratio 0.06 Alpha Ratio 1.85 Min Investment 500 Min SIP Investment 500 Exit Load NIL Growth of 10,000 investment over the years.
Date Value 31 Jul 21 ₹10,000 31 Jul 22 ₹10,393 31 Jul 23 ₹12,238 31 Jul 24 ₹16,735 31 Jul 25 ₹16,382 31 Jul 26 ₹17,557 Returns for Edelweiss Long Term Equity Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 12 Aug 26 Duration Returns 1 Month 3% 3 Month 7.5% 6 Month 2.5% 1 Year 10.1% 3 Year 14.1% 5 Year 12% 10 Year 15 Year Since launch 15.1% Historical performance (Yearly) on absolute basis
Year Returns 2024 6.7% 2023 20% 2022 26.8% 2021 -0.1% 2020 30.4% 2019 13.7% 2018 9.2% 2017 -9.1% 2016 37.7% 2015 -1.1% Fund Manager information for Edelweiss Long Term Equity Fund
Name Since Tenure Ashwani Agarwalla 1 Aug 23 3 Yr. Trideep Bhattacharya 1 Aug 23 3 Yr. Raj Koradia 1 Aug 24 2 Yr. Data below for Edelweiss Long Term Equity Fund as on 30 Jun 26
Equity Sector Allocation
Sector Value Financial Services 35.89% Consumer Cyclical 12.76% Industrials 10.28% Technology 8.33% Health Care 7.04% Energy 6.5% Basic Materials 5.95% Consumer Defensive 3.82% Communication Services 3.52% Utility 3.04% Real Estate 1.06% Asset Allocation
Asset Class Value Cash 1.81% Equity 98.19% Top Securities Holdings / Portfolio
Name Holding Value Quantity ICICI Bank Ltd (Financial Services)
Equity, Since 31 May 17 | ICICIBANK5% ₹22 Cr 156,659
↑ 54,348 Reliance Industries Ltd (Energy)
Equity, Since 30 Jun 15 | RELIANCE5% ₹20 Cr 154,769 HDFC Bank Ltd (Financial Services)
Equity, Since 30 Nov 10 | HDFCBANK5% ₹20 Cr 249,864 Bharti Airtel Ltd (Communication Services)
Equity, Since 31 Oct 19 | BHARTIARTL4% ₹16 Cr 84,003 Larsen & Toubro Ltd (Industrials)
Equity, Since 30 Sep 15 | LT3% ₹14 Cr 33,431 State Bank of India (Financial Services)
Equity, Since 31 May 18 | SBIN3% ₹11 Cr 111,376 BSE Ltd (Financial Services)
Equity, Since 31 Mar 24 | BSE2% ₹10 Cr 26,792
↓ -8,049 Ather Energy Ltd (Consumer Cyclical)
Equity, Since 30 Nov 25 | ATHERENERG2% ₹9 Cr 80,511 Bharat Electronics Ltd (Industrials)
Equity, Since 31 Aug 22 | BEL2% ₹9 Cr 219,943 Multi Commodity Exchange of India Ltd (Financial Services)
Equity, Since 31 Aug 24 | MCX2% ₹9 Cr 31,308
↓ -11,387
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Research Highlights for Motilal Oswal Long Term Equity Fund