Data shown is for informational purposes only and does not constitute investment advice. TopFund is not SEBI-registered. Consult a SEBI-registered advisor before investing.
Edelweiss Nifty LargeMidcap 250 Plus 8-13 yr G-Sec 70-30 Index Fund Regular Plan Growth
monitor_heart Health Score: 72/100 · GoodEdelweiss Mutual Fund · Other · Index Funds
₹10.7
AUM: ₹42 Cr
NAV updated about 2 months ago
Plan
Regular
Option
Growth
Risk
High
Expense Ratio
0.49%
Exit Load
Nil
Fund Manager
Dhawal Dalal
Inception
Apr 2026
Benchmark
Nifty LargeMidcap250 Plus 8-13 yr G-Sec 70:30 Index
Sharpe Ratio
0.73
Std Dev (1Y)
10.62%
Historical Returns (CAGR)
Annualized trailing returns computed from NAV history — past performance only, not a guarantee of future results.
1m
-1.72%
3m
—
6m
—
1y
—
3y
—
5y
—
10y
—
since inception
+2.13%
rate_review TopFund's Take on Edelweiss Nifty LargeMidcap 250 Plus 8-13 yr G-Sec 70-30 Index Fund Regular Plan Growth
Edelweiss Nifty LargeMidcap 250 Plus 8-13 yr G-Sec 70-30 Index Fund Regular Plan Growth holds up reasonably well within the Index Funds category. TopFund's composite Health Score, which weighs rating, 3-year CAGR, expense ratio and fund size, puts it at 72/100.
Cost: At 0.49%, the expense ratio runs 20% above the Index Funds category average of 0.41%. That gap is worth weighing against the fund's actual performance versus cheaper peers before committing to a long SIP.
Risk-adjusted performance: Over the trailing 1-year period, the fund shows a moderate Sharpe ratio of 0.73 — decent risk-adjusted performance, without being exceptional. Separately, annualised volatility of 10.62% is on the lower side, suggesting a comparatively smoother ride.
Who should invest: This fund is best suited to cost-conscious investors happy to simply match the market rather than try to beat it. The High risk rating means near-term volatility should be expected — this isn't a fund to check daily.
This is an automated, data-driven analysis based on the fund's own metrics and its category peers — not personalized investment advice. Consult a SEBI-registered advisor before investing.
donut_small Sector Allocation
pie_chart Asset Allocation
info Fund Snapshot
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Frequently Asked Questions about Edelweiss Nifty LargeMidcap 250 Plus 8-13 yr G-Sec 70-30 Index Fund Regular Plan Growth
The current NAV (Net Asset Value) of Edelweiss Nifty LargeMidcap 250 Plus 8-13 yr G-Sec 70-30 Index Fund Regular Plan Growth is ₹10.7. NAV is updated every business day after market close by AMFI.
Return data is not yet available for this fund.
The expense ratio is 0.49% per annum — the annual fee deducted from your investment to cover fund management costs.
Edelweiss Nifty LargeMidcap 250 Plus 8-13 yr G-Sec 70-30 Index Fund Regular Plan Growth is managed by Dhawal Dalal at Edelweiss Mutual Fund.
Edelweiss Nifty LargeMidcap 250 Plus 8-13 yr G-Sec 70-30 Index Fund Regular Plan Growth is a High risk fund. Suitable for investors with a 3+ year horizon.
Edelweiss Nifty LargeMidcap 250 Plus 8-13 yr G-Sec 70-30 Index Fund Regular Plan Growth is a Index Funds fund. SIP suitability depends on your investment goal and risk profile.
The Assets Under Management (AUM) of Edelweiss Nifty LargeMidcap 250 Plus 8-13 yr G-Sec 70-30 Index Fund Regular Plan Growth is ₹42 crore as of the latest data.
* Past performance is not indicative of future results. Mutual fund investments are subject to market risks.