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Edelweiss CRISIL PSU Plus SDL 50:50 Oct 2025 Index Fund - Regular Plan Growth

Edelweiss · Index Funds
High
₹12.30
Current NAV
31 Oct 2025
6.6%
1Y Return
7.0%
3Y CAGR
21.5%
5Y CAGR
Watchlist
NAV History (1 Year)
Analysis & Suitability
Pros / Upsides
  • Excellent risk-adjusted performance (Sharpe Ratio: 1.45).
  • Generates significant excess returns relative to benchmark index (Alpha: 5.45).
  • Well-diversified portfolio aligned with the Index Funds mandate.
Cons / Risks
  • Subject to high equity market volatility and short-term capital fluctuations.
  • Higher expense ratio (2.05%) which can affect compounding over long horizons.
  • Sluggish 3-year performance, lagging behind primary equity benchmarks.
Suitable for
  • Long-term wealth creation (5+ years horizon) like retirement or child education.
  • Investors seeking exposure to stable, blue-chip market leaders.
Not suitable for
  • Short-term goals (under 3 years) where preserving the capital is the main priority.
  • Short-term trading or speculative investment horizons.
Risk Profile: High Risk
Low Moderate High Very High
Risk Metrics
1.45
Sharpe Ratio
0.45
Beta
5.45
Alpha
1.67
Sortino
Fund Details
Fund House Edelweiss
Category Index Funds
AUM ₹5000 Cr
Expense Ratio 2.05%
Min SIP ₹500
Min Lumpsum ₹1000
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