Edelweiss NIFTY Large Midcap 250 Index Fund - Regular Plan Growth

Edelweiss · Mid Cap

High

₹16.74

Current NAV

25 Jun 2026

20.4%

1Y Return

27.4%

3Y CAGR

19.4%

5Y CAGR

Watchlist

Strong historical returns, outperforming category average in 3-year CAGR.
Generates significant excess returns relative to benchmark index (Alpha: 6.54).
Very large asset base (AUM: ₹14,090 Cr) indicating high investor trust and liquidity.

Long-term wealth creation (5+ years horizon) like retirement or child education.
Systematic investments (SIP) for long-term target goal-based planning.

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

1.04

Sharpe Ratio

1.54

Beta

6.54

Alpha

1.39

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