Home Funds Edelweiss Money Market Fund - Regular Plan - Growt

Edelweiss Money Market Fund - Regular Plan - Growth Option

Edelweiss · Equity Fund
High
₹30.09
Current NAV
25 Jun 2026
10.1%
1Y Return
21.1%
3Y CAGR
11.1%
5Y CAGR
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Analysis & Suitability
Pros / Upsides
  • Strong historical returns, outperforming category average in 3-year CAGR.
  • Excellent risk-adjusted performance (Sharpe Ratio: 1.71).
  • Well-diversified portfolio aligned with the Equity Fund mandate.
Cons / Risks
  • Subject to high equity market volatility and short-term capital fluctuations.
  • Higher expense ratio (2.01%) which can affect compounding over long horizons.

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: High Risk
Low Moderate High Very High
Risk Metrics
1.71
Sharpe Ratio
0.41
Beta
0.21
Alpha
1.90
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Fund Details
Fund House Edelweiss
Category Equity Fund
AUM ₹6760 Cr
Expense Ratio 2.01%
Min SIP ₹500
Min Lumpsum ₹1000
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