Edelweiss Nifty 100 Quality 30 Index Fund Regular Plan IDCW

Edelweiss Nifty 100 Quality 30 Index Fund Regular Plan IDCW holds up reasonably well within the Large Cap category, currently carrying a 3-star rating. It has delivered steady, if unspectacular, returns over a full market cycle. TopFund's composite Health Score, which weighs rating, 3-year CAGR, expense ratio and fund size, puts it at 65/100.

Cost: At 0.61%, the expense ratio is meaningfully cheaper — about 20% below the Large Cap category average of 0.76% (based on 252 comparable funds). Lower costs compound in your favour over long holding periods.

Risk-adjusted performance: Over the trailing 1-year period, the fund shows a negative Sharpe ratio of -0.37 — over the past year, returns haven't kept pace with the volatility involved, even before accounting for the risk-free rate. Separately, annualised volatility of 12.55% is fairly typical for actively managed equity funds.

Who should invest: This fund is best suited to conservative equity investors or those wanting a stable core holding, typically with a 3+ year horizon. The High risk rating means near-term volatility should be expected — this isn't a fund to check daily.