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Edelweiss Money Market Fund - Institutional Plan - Growth Option

Edelweiss · Sectoral
Very High
₹26.25
Current NAV
29 Oct 2026
5.8%
1Y Return
6.5%
3Y CAGR
5.8%
5Y CAGR
Watchlist
NAV History (1 Year)
Analysis & Suitability
Pros / Upsides
  • Very large asset base (AUM: ₹14,210 Cr) indicating high investor trust and liquidity.
  • Professionally managed by an established fund house with experienced fund managers.
  • Well-diversified portfolio aligned with the Sectoral mandate.
Cons / Risks
  • Subject to high equity market volatility and short-term capital fluctuations.
  • Higher expense ratio (1.86%) which can affect compounding over long horizons.
  • Lower risk-adjusted performance compared to top peers in the same category.
  • Sluggish 3-year performance, lagging behind primary equity benchmarks.

Suitable for
  • Long-term wealth creation (5+ years horizon) like retirement or child education.
  • Systematic investments (SIP) for long-term target goal-based planning.
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: Very High Risk
Low Moderate High Very High
Risk Metrics
0.66
Sharpe Ratio
1.46
Beta
-2.34
Alpha
0.83
Sortino
Fund Details
Fund House Edelweiss
Category Sectoral
AUM ₹14210 Cr
Expense Ratio 1.86%
Min SIP ₹500
Min Lumpsum ₹1000
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