Edelweiss BSE Capital Markets & Insurance ETF - Growth
Expense Ratio: 0.31
Risk: Very High
Other Scheme - Other ETFs
Plan: Regular
Benchmark: BSE Capital Markets & Insurance TRI
Inception: 10-12-2024
Exit Load: Nil
Fund Size:₹15.97 Cr
Performance
1Y
Fund2.19%
Cat. Avg.4.42%
2Y
FundN/A
Cat. Avg.3.40%
3Y
FundN/A
Cat. Avg.-21.32%
5Y
FundN/A
Cat. Avg.-16.69%
10Y
FundN/A
Cat. Avg.-20.10%
SI
Fund9.67%
Cat. Avg.-5.56%
Fund Facts
No available Data
Taxation
Any Holding Period (STCG & LTCG):As per Income Slab Rate
*Tax rates as per Finance Act 2024. Surcharge & cess may apply.
Allocation
Visualizing Fund's Exposure
Asset Class
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Market Cap
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Top Sectors
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Asset Class
Market Cap
Top Sectors
Portfolio Holdings
Detailed breakdown of instruments.
Instrument | Val (Cr) | % Assets | |
|---|---|---|---|
| 1 | Multi Commodity Exchange Of India Ltd. | 2.00 | 12.25% |
| 2 | SBI Life Insurance Company Ltd. | 1.61 | 9.89% |
| 3 | HDFC Asset Management Company Ltd. | 1.57 | 9.63% |
| 4 | HDFC Life Insurance Company Ltd. | 1.54 | 9.45% |
| 5 | ICICI Lombard General Insurance Co. Ltd. | 1.35 | 8.28% |
| 6 | Max Financial Services Ltd. | 1.31 | 8.04% |
| 7 | 360 One Wam Ltd. | 0.90 | 5.50% |
| 8 | ICICI Prudential Life Insurance Co Ltd. | 0.77 | 4.74% |
| 9 | Computer Age Management Services Ltd. | 0.52 | 3.17% |
| 10 | Nippon Life India Asset Management Ltd. | 0.49 | 2.98% |
SIP Returns
7th
| Period | SIP Date | Inv(₹) | Val(₹) | Abs(%) | XIRR |
|---|---|---|---|---|---|
| 1Y | 07 Aug, 25 | 60000 | 61558 | +2.6% | +5.3% |
| SI | 07 Jan, 25 | 95000 | 1.03 L. | +8.4% | +10.7% |
Lumpsum Returns
| Period | Inv Date | Inv(₹) | Val(₹) | Abs(%) | CAGR |
|---|---|---|---|---|---|
| 1Y | 21 Jul, 25 | 1 L. | 1.01 L. | +1.3% | N/A |
| SI | 31 Dec, 24 | 1 L. | 1.15 L. | +15.4% | +9.7% |
SIP Planner
Visualize how small monthly investments grow over time.
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Years
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Beat inflation and compound wealth faster with an annual step-up.
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Future Value
₹23.80L
With SIP Amount ₹5,000
Total Invested
₹9.00LTotal Gained
₹14.80LSIP Invested₹9.00L
SIP Gain₹14.80L
Lumpsum Inv.₹0
Lumpsum Gain₹0
Reality Check: Your future value will be today's ₹8.62L at inflation rate 7%
Tip: You can set a Goal first in the Goal Planner to calculate SIP targets adjusted for inflation.