Edelweiss NIFTY Next 50 Index Fund - Direct Plan - IDCW
Expense Ratio: 0.08
Risk: Very High
Other Scheme - Index Funds
Plan: Direct
Benchmark: Nifty Next 50 TRI
Inception: 10-11-2022
Exit Load: Nil
Fund Size:₹185.17 Cr
Performance
1Y
Fund0.18%
Cat. Avg.-0.92%
2Y
Fund-3.81%
Cat. Avg.0.42%
3Y
Fund15.61%
Cat. Avg.9.27%
5Y
FundN/A
Cat. Avg.7.81%
10Y
FundN/A
Cat. Avg.11.35%
SI
Fund12.95%
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 | Adani Power Ltd. | 10.44 | 3.79% |
| 2 | Tata Motors Ltd. | 9.97 | 3.62% |
| 3 | Divi's Laboratories Ltd. | 9.43 | 3.42% |
| 4 | Hindustan Aeronautics Ltd. | 9.38 | 3.40% |
| 5 | TVS Motor Company Ltd. | 9.17 | 3.32% |
| 6 | Cholamandalam Investment & Finance Company Ltd. | 8.65 | 3.14% |
| 7 | Cummins India Ltd. | 8.63 | 3.13% |
| 8 | VARUN BEVERAGES LIMITED | 7.84 | 2.84% |
| 9 | Samvardhana Motherson International Ltd. | 7.40 | 2.68% |
| 10 | CG Power and Industrial Solutions Ltd. | 7.37 | 2.67% |
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SIP Returns
7th
| Period | SIP Date | Inv(₹) | Val(₹) | Abs(%) | XIRR |
|---|---|---|---|---|---|
| 1Y | 07 Nov, 25 | 60000 | 59936 | -0.1% | -0.2% |
| 2Y | 07 Nov, 24 | 1.20 L. | 1.23 L. | +2.7% | +2.7% |
| 3Y | 07 Nov, 23 | 1.80 L. | 1.91 L. | +6.4% | +4.2% |
| SI | 07 Dec, 22 | 2.35 L. | 2.83 L. | +20.6% | +9.8% |
Lumpsum Returns
| Period | Inv Date | Inv(₹) | Val(₹) | Abs(%) | CAGR |
|---|---|---|---|---|---|
| 1Y | 16 Oct, 25 | 1 L. | 1.00 L. | +0.2% | +0.2% |
| 2Y | 16 Oct, 24 | 1 L. | 92528 | -7.5% | -3.8% |
| 3Y | 16 Oct, 23 | 1 L. | 1.55 L. | +54.5% | +15.6% |
| SI | 02 Dec, 22 | 1 L. | 1.60 L. | +60.3% | +13.0% |
SIP Calculator
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Future Value
₹23.80L
With SIP Amount ₹5,000
Total Invested
₹9.00LTotal Profit
₹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.