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  • Edelweiss Nifty Next 50 Index Fund (Growth)
Edelweiss Mutual Funds

Edelweiss Nifty Next 50 Index Fund (Growth)

EquityIndex Funds

14.1449

NAV (Apr 16)

28.6%
Till Date CAGR
Scripbox Opinion
Not Reviewed yet
Our analysis of this fundLearn how we rate funds ->

Fund Size

Outperformance Consistency

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Investment Calculator

Investment Duration5 years

0

Total Investment

0

Wealth Gained

0

Total Corpus Created (₹)

With CAGR of 11.25 % in 5 years

Historical NAV

14.1449

NAV (Apr 16)

Fund Returns

Last 1Y
60.3%
Last 3Y
NA
Last 5Y
NA
Last 10Y
NA
Since Inception
28.6%
6 Month CAGR
36.2%

Scheme Information

Investment Objective

The investment objective of the scheme is to provide returns before expenses that closely correspond to the total returns of the Nifty Next 50 Index subject to tracking errors. However,there is no assurance that the investment objective of the Scheme will be realized and the Scheme does not assure or guarantee any returns.

Expense Ratio
1.01
Launched (2y ago)
Nov 30, 2022
AUM in Crores
25.867
ISIN
INF754K01QH3
Lock-in
No Lock-in
Benchmark
NIFTY Next 50 Index
SIP Minimum
1000
Lumpsum Min.
5000
Standard Deviation (3yr)
0
Standard Deviation (5yr)
0
Beta (3yr)
0
Beta (5yr)
0
Sharpe Ratio (3yr)
0
Sharpe Ratio (5yr)
0
YTM
0
Fund Managers

Bhavesh Jain

Fund Manager

Returns Calculator Comparison

of

for

with step up of

AssetReturnsTotal CorpusGainsCAGR
Edelweiss Nifty Next 50 Index Fund (Growth)70%41,40,528 34,07,91660.3%
EPF70% 9,00,761 1,68,1498.50%
Property70% 8,67,662 1,35,0507.00%
PPF70% 8,69,819 1,37,2077.10%
Bank FD70% 8,46,471 1,13,8596.00%
Gold70% 8,46,471 1,13,8596.00%
Savings Bank70% 8,25,950 93,3385.00%

Disclaimer: Products compared like fixed deposits may provide fixed guaranteed returns. Mutual Funds investments are subject to market risk, read all scheme related documents carefully before investing. Past performance is not an indicator of future returns.

Asset allocation and Holdings

Last updated on 2024-04-16

Top Stock Holdings

trent ltd

4.8%
4.8%

bharat electronics ltd

4%
4%

tata power co ltd

3.7%
3.7%

hindustan aeronautics ltd ordinary shares

3.4%
3.4%

indian oil corp ltd

3.4%
3.4%
See all holdings

Allocation by Sector

financial services

23.7%
23.7%

industrials

18.3%
18.3%

basic materials

13.1%
13.1%

consumer cyclical

12.2%
12.2%

consumer defensive

11.7%
11.7%
See all sectors

Comparison with Equity Funds

Fund NameFund SizeOutperformance Consistency
HDFC Large and Mid Cap Fund (G)
HDFC Large and Mid Cap Fund (G)

₹ 17,313 cr

₹ 14,075 cr

₹ 21,475 cr

₹ 53,505 cr

₹ 41,281 cr

amc-img

About the AMC

Edelweiss Asset Management Limited

Edelweiss Asset Management Limited manages assets worth 92,811 crores and was set up on 23 August 2007. It's current offering of mutual fund schemes includes 57 equity,129 debt and 18 hybrid funds.amc-img
phone-img022-40933400
Fund NameScripbox Opinion
Till Date CAGR

5.7%

5.2%

5.9%

7.3%

-

5.6%

5.9%

7.3%

5.7%

5.2%

Edelweiss Nifty Next 50 Index Fund (G) Review

Edelweiss Nifty Next 50 Index Fund (G) is a Index Funds Equity fund and has delivered an annualised return of 28.6% over a period of 1 years. The fund is managed by Edelweiss Asset Management Limited. The fund manager’s name is Bhavesh Jain.

Nav of Edelweiss Nifty Next 50 Index Fund (G) as of 4/16/2024 is ₹14.14 with the total AUM as of 4/18/2024 is ₹25.867. With Scripbox you can compare and check the latest nav for all mutual funds in India. Edelweiss Nifty Next 50 Index Fund (G) was launched on Nov 30, 2022. The category risk of the fund is Very High Risk.

The minimum SIP amount for Edelweiss Nifty Next 50 Index Fund (G) is ₹1000 and you can increase this in multiples of ₹100. In case you want to invest a lump sum, the minimum amount to be invested is ₹5000. Check your estimated returns on mutual funds by using sip calculator.

Edelweiss Nifty Next 50 Index Fund (G) is meant for investors with a minimum investment horizon of 5-7 years. Due to the asset class nature, expect volatility in your investments over the short term. The fund is benchmarked to NIFTY Next 50 Index.

Edelweiss Nifty Next 50 Index Fund (G) is rated as a 0 fund in Equity and delivered 60.3% returns in the last 1 year. Scripbox provides a compare mutual funds research tool to view a detailed comparison with Edelweiss Nifty Next 50 Index Fund (G).

Frequently Asked Questions

What is Edelweiss Nifty Next 50 Index Fund (G)?

Edelweiss Nifty Next 50 Index Fund (G) is a Index Funds Equity scheme predominantly investing across Equity instruments with an investment objective to generate wealth over the long term.

How to invest in Edelweiss Nifty Next 50 Index Fund (G)?

You can invest in Edelweiss Nifty Next 50 Index Fund (G) through AMC, intermediaries, brokers or platforms like Scripbox. To learn step by step process visit how to invest in mutual funds?

What is the minimum sip amount of Edelweiss Nifty Next 50 Index Fund (G)?

The minimum sip amount for Edelweiss Nifty Next 50 Index Fund (G) is ₹1000. You can invest in multiples of ₹5000.

Is Edelweiss Nifty Next 50 Index Fund (G) good to invest in?

As per Scripbox experts, Edelweiss Nifty Next 50 Index Fund (G) is a Not Reviewed Yet fund. You can investEdelweiss Nifty Next 50 Index Fund (G) fund if its investment objective and risk-o-meter matches your investment goals and risk preferences.

What is the expense ratio of the Edelweiss Nifty Next 50 Index Fund (G)?

The expense ratio of the Edelweiss Nifty Next 50 Index Fund (G) is 1.01% for regular plan.