Home Funds Edelweiss Nifty500 Multicap Momentum Quality 50 ET

Edelweiss Nifty500 Multicap Momentum Quality 50 ETF - Growth

Edelweiss · Flexi Cap
High
₹42.23
Current NAV
25 Jun 2026
23.3%
1Y Return
16.3%
3Y CAGR
13.3%
5Y CAGR
Watchlist
Analysis & Suitability
Pros / Upsides
  • Strong historical returns, outperforming category average in 3-year CAGR.
  • Excellent risk-adjusted performance (Sharpe Ratio: 1.23).
  • Well-diversified portfolio aligned with the Flexi Cap mandate.
Cons / Risks
  • Subject to high equity market volatility and short-term capital fluctuations.
  • Higher expense ratio (2.33%) 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
1.23
Sharpe Ratio
1.13
Beta
-0.27
Alpha
1.51
Sortino
Fund Details
Fund House Edelweiss
Category Flexi Cap
AUM ₹5280 Cr
Expense Ratio 2.33%
Min SIP ₹500
Min Lumpsum ₹1000
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