Edelweiss Mutual Fund

Edelweiss NIFTY Largemidcap250 Plus 8-13 Yr G-Sec 70-30 Index Fund - Regular Plan - Quarterly IDCW

Edelweiss Mutual Fund

Expense Ratio: 1.05
Risk: -
Other Scheme - Index Funds
Plan: Regular
Benchmark: -
Inception: 18-03-2026
Exit Load: Nil
Fund Size:-

Performance

1Y
FundN/A
Cat. Avg.2.61%
2Y
FundN/A
Cat. Avg.3.39%
3Y
FundN/A
Cat. Avg.10.42%
5Y
FundN/A
Cat. Avg.11.16%
10Y
FundN/A
Cat. Avg.11.44%
SI
Fund5.50%
Cat. Avg.7.02%

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.

No available Data

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Small Cap FundVery High RiskEquity

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Edelweiss Mutual Fund
NAV / Fund Size₹3,239.63₹11,247.45 Cr
Liquid FundLow to Moderate RiskDebt

6.33%

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SIP Returns

7th
PeriodSIP DateInv(₹)Val(₹)Abs(%)XIRR
SI07 May, 261500015335+2.2%N/A

Lumpsum Returns

PeriodInv DateInv(₹)Val(₹)Abs(%)CAGR
SI20 Apr, 261 L.1.02 L.+2.4%N/A

SIP Planner

Visualize how small monthly investments grow over time.

Years
%
%

Beat inflation and compound wealth faster with an annual step-up.

%
%
Future Value

₹23.80L

With SIP Amount ₹5,000
Total Invested
₹9.00L
Total Gained
₹14.80L
SIP 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.

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