Home Funds Edelweiss Nifty Bank ETF - Growth

Edelweiss Nifty Bank ETF - Growth

Edelweiss · Index Funds
High
₹58.66
Current NAV
25 Jun 2026
26.7%
1Y Return
18.7%
3Y CAGR
16.7%
5Y CAGR
Watchlist
Analysis & Suitability
Pros / Upsides
  • Strong historical returns, outperforming category average in 3-year CAGR.
  • Excellent risk-adjusted performance (Sharpe Ratio: 1.47).
  • Generates significant excess returns relative to benchmark index (Alpha: 4.47).
Cons / Risks
  • Subject to high equity market volatility and short-term capital fluctuations.
  • Higher expense ratio (2.27%) 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
1.47
Sharpe Ratio
1.07
Beta
4.47
Alpha
1.72
Sortino
Fund Details
Fund House Edelweiss
Category Index Funds
AUM ₹9520 Cr
Expense Ratio 2.27%
Min SIP ₹500
Min Lumpsum ₹1000
Similar Funds in Index Funds
Edelweiss CRISIL IBX 50:50 Gilt Plus SDL April 2037 Index Fund - Direct Plan - IDCW Option
Edelweiss
₹13.42 31.9%
Tata Nifty Financial Services Index Fund - Direct Plan - IDCW Payout
Tata
₹12.59 31.9%
SBI Retirement Benefit Fund - Conservative Plan - Regular Plan - Income Distribution cum Capital Withdrawal Option (IDCW)
SBI
₹14.59 31.9%
Mirae Asset Nifty 100 ESG Sector Leaders Fund of Fund Direct Growth
Mirae Asset
₹18.18 31.8%