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Edelweiss Nifty 50 Index Fund Direct Plan IDCW

Edelweiss · Index Funds
High
₹13.33
Current NAV
26 Oct 2026
-11.4%
1Y Return
7.1%
3Y CAGR
5.5%
5Y CAGR
Watchlist
NAV History (1 Year)
Analysis & Suitability
Pros / Upsides
  • Highly cost-efficient with a low expense ratio of 0.12%.
  • Very large asset base (AUM: ₹11,170 Cr) indicating high investor trust and liquidity.
  • Well-diversified portfolio aligned with the Index Funds mandate.
Cons / Risks
  • Subject to high equity market volatility and short-term capital fluctuations.
  • 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
1.12
Sharpe Ratio
1.32
Beta
-0.88
Alpha
1.25
Sortino
Fund Details
Fund House Edelweiss
Category Index Funds
AUM ₹11170 Cr
Expense Ratio 0.12%
Min SIP ₹500
Min Lumpsum ₹1000
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