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Edelweiss Nifty 50 Index Fund Regular Plan IDCW

Edelweiss · Index Funds
High
₹13.73
Current NAV
25 Jun 2026
25.5%
1Y Return
15.5%
3Y CAGR
15.5%
5Y CAGR
Watchlist
Analysis & Suitability
Pros / Upsides
  • Strong historical returns, outperforming category average in 3-year CAGR.
  • Generates significant excess returns relative to benchmark index (Alpha: 4.15).
  • Very large asset base (AUM: ₹23,200 Cr) indicating high investor trust and liquidity.
Cons / Risks
  • Subject to high equity market volatility and short-term capital fluctuations.
  • Higher expense ratio (1.95%) which can affect compounding over long horizons.
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
1.15
Sharpe Ratio
0.75
Beta
4.15
Alpha
1.32
Sortino
Fund Details
Fund House Edelweiss
Category Index Funds
AUM ₹23200 Cr
Expense Ratio 1.95%
Min SIP ₹500
Min Lumpsum ₹1000
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