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Edelweiss Nifty LargeMidcap250 Plus 8-13 yr G-Sec 70-30 Index Fund - Regular Plan - Quarterly IDCW
TopFund Score: 69/100 · Good
How this score is calculated
- Star rating (35%)—
- 3Y CAGR (30%)—
- Expense ratio (20%)0.6%
- AUM (15%)₹57 Cr
Not investment advice — an analytical read of public fund data. Methodology →
Edelweiss Mutual Fund · Hybrid · Aggressive Hybrid
₹10.7
AUM: ₹56 Cr
NAV updated 5 days ago
Plan
Regular
Option
Idcw
Risk
High
Expense Ratio
0.6%
Exit Load
Nil
Fund Manager
Dhawal Dalal
Inception
Apr 2026
Benchmark
Nifty LargeMidcap250 Plus 8-13 yr G-Sec 70:30 Index
Sharpe Ratio
1.25
Std Dev (1Y)
9.13%
Historical Returns (CAGR)
Annualized trailing returns computed from NAV history — past performance only, not a guarantee of future results.
1m
-2.21%
3m
-0.69%
6m
+6.97%
1y
—
3y
—
5y
—
10y
—
since inception
+6.2%
TopFund's Take on Edelweiss Nifty LargeMidcap250 Plus 8-13 yr G-Sec 70-30 Index Fund - Regular Plan - Quarterly IDCW
Edelweiss Nifty LargeMidcap250 Plus 8-13 yr G-Sec 70-30 Index Fund - Regular Plan - Quarterly IDCW holds up reasonably well within the Aggressive Hybrid category. TopFund's composite Health Score, which weighs rating, 3-year CAGR, expense ratio and fund size, puts it at 69/100.
Cost: At 0.6%, the expense ratio is meaningfully cheaper — about 30% below the Aggressive Hybrid category average of 0.86% (based on 240 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 strong Sharpe ratio of 1.25 — the fund has generated solid returns relative to the volatility it exposed investors to. Separately, annualised volatility of 9.13% is on the lower side for a Aggressive Hybrid fund, suggesting a comparatively smoother ride.
Who should invest: This fund is best suited to investors who want a single fund blending equity growth with debt-driven stability. 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.
Sector Allocation
Asset Allocation
Fund Snapshot
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Tools & Guides for This Fund
Frequently Asked Questions about Edelweiss Nifty LargeMidcap250 Plus 8-13 yr G-Sec 70-30 Index Fund - Regular Plan - Quarterly IDCW
The current NAV (Net Asset Value) of Edelweiss Nifty LargeMidcap250 Plus 8-13 yr G-Sec 70-30 Index Fund - Regular Plan - Quarterly IDCW 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 of Edelweiss Nifty LargeMidcap250 Plus 8-13 yr G-Sec 70-30 Index Fund - Regular Plan - Quarterly IDCW is 0.6% per annum. This is the annual fee charged by the fund to manage your investment.
Edelweiss Nifty LargeMidcap250 Plus 8-13 yr G-Sec 70-30 Index Fund - Regular Plan - Quarterly IDCW is managed by Dhawal Dalal at Edelweiss Mutual Fund.
Edelweiss Nifty LargeMidcap250 Plus 8-13 yr G-Sec 70-30 Index Fund - Regular Plan - Quarterly IDCW is classified as a High risk fund. It is suitable for investors with a long-term horizon of 3+ years.
Edelweiss Nifty LargeMidcap250 Plus 8-13 yr G-Sec 70-30 Index Fund - Regular Plan - Quarterly IDCW is a Aggressive Hybrid fund. SIP suitability depends on your investment goal and risk profile.
You can start a SIP in Edelweiss Nifty LargeMidcap250 Plus 8-13 yr G-Sec 70-30 Index Fund - Regular Plan - Quarterly IDCW with as little as ₹500 per month through most mutual fund platforms. The minimum lump sum investment is typically ₹1,000.
The Assets Under Management (AUM) of Edelweiss Nifty LargeMidcap250 Plus 8-13 yr G-Sec 70-30 Index Fund - Regular Plan - Quarterly IDCW is ₹57 crore. AUM indicates the total market value of assets managed by the fund.
* Past performance is not indicative of future results. Mutual fund investments are subject to market risks.
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