Edelweiss Mutual Fund

Edelweiss NIFTY Largemidcap250 Plus 8-13 Yr G-Sec 70-30 Index Fund Regular Plan Monthly 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.-1.42%
2Y
FundN/A
Cat. Avg.-0.02%
3Y
FundN/A
Cat. Avg.8.81%
5Y
FundN/A
Cat. Avg.7.22%
10Y
FundN/A
Cat. Avg.10.92%
SI
Fund0.88%
Cat. Avg.5.09%

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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Edelweiss Mutual Fund
NAV / Fund Size₹44.33₹5,429.23 Cr
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Edelweiss Mutual Fund
NAV / Fund Size₹1,569.92₹25,158.35 Cr
Other ETFsModerate RiskOther

3.22%

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7.27%

SIP Returns

7th
PeriodSIP DateInv(₹)Val(₹)Abs(%)XIRR
SI07 May, 263000029213-2.6%N/A

Lumpsum Returns

PeriodInv DateInv(₹)Val(₹)Abs(%)CAGR
SI09 Apr, 261 L.1.01 L.+0.9%N/A

SIP Calculator

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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
₹9.00L
Total Profit
₹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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