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- Edelweiss Mutual Funds
- Edelweiss Nifty Next 50 Index Fund Transfer (PIDCW-A)
Edelweiss Nifty Next 50 Index Fund Transfer (PIDCW-A)
₹ 14.128
NAV (Apr 18)
Investment Calculator
Investment Duration5 years
0
Total Investment0
Wealth Gained0
Total Corpus Created (₹)
With CAGR of 11.25 % in 5 yearsHistorical NAV
₹ 14.128
NAV (Apr 18)
Fund Returns
Last 1Y | 58.8% |
Last 3Y | NA |
Last 5Y | NA |
Last 10Y | NA |
Since Inception | 28.4% |
6 Month CAGR | 36.9% |
Scheme Information
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 | |
Lock-in | No Lock-in |
Benchmark | NIFTY Next 50 Index |
SIP Minimum | 0 |
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
Returns Calculator Comparison
of
for
with step up of
| Asset | Returns | Total Corpus | Gains | CAGR |
|---|---|---|---|---|
| Edelweiss Nifty Next 50 Index Fund Transfer (PIDCW-A) | 39,39,984 | 32,07,372 | 58.8% | |
| EPF | 9,00,761 | 1,68,149 | 8.50% | |
| Property | 8,67,662 | 1,35,050 | 7.00% | |
| PPF | 8,69,819 | 1,37,207 | 7.10% | |
| Bank FD | 8,46,471 | 1,13,859 | 6.00% | |
| Gold | 8,46,471 | 1,13,859 | 6.00% | |
| Savings Bank | 8,25,950 | 93,338 | 5.00% |
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
Top Stock Holdings
trent ltd
4.8%bharat electronics ltd
4%tata power co ltd
3.7%hindustan aeronautics ltd ordinary shares
3.4%indian oil corp ltd
3.4%Allocation by Sector
financial services
23.7%industrials
18.3%basic materials
13.1%consumer cyclical
12.2%consumer defensive
11.7%Comparison with Equity Funds
| Fund Name | Fund Size | Outperformance Consistency |
|---|---|---|
₹ 17,313 cr | ||
₹ 14,075 cr | ||
₹ 21,475 cr | ||
₹ 41,281 cr | ||
₹ 60,559 cr |
About the AMC
Edelweiss Asset Management Limited
| Fund Name | Scripbox 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 Transfer (PIDCW-A) Review
Edelweiss Nifty Next 50 Index Fund Transfer (PIDCW-A) is a Index Funds Equity fund and has delivered an annualised return of 28.4% 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 Transfer (PIDCW-A) as of 4/18/2024 is ₹14.13 with the total AUM as of 4/19/2024 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 Transfer (PIDCW-A) 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 Transfer (PIDCW-A) is ₹0 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 Transfer (PIDCW-A) 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 Transfer (PIDCW-A) is rated as a 0 fund in Equity and delivered 58.8% 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 Transfer (PIDCW-A).
Frequently Asked Questions
What is Edelweiss Nifty Next 50 Index Fund Transfer (PIDCW-A)?
How to invest in Edelweiss Nifty Next 50 Index Fund Transfer (PIDCW-A)?
You can invest in Edelweiss Nifty Next 50 Index Fund Transfer (PIDCW-A) 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 Transfer (PIDCW-A)?
The minimum sip amount for Edelweiss Nifty Next 50 Index Fund Transfer (PIDCW-A) is ₹0. You can invest in multiples of ₹5000.
Is Edelweiss Nifty Next 50 Index Fund Transfer (PIDCW-A) good to invest in?
As per Scripbox experts, Edelweiss Nifty Next 50 Index Fund Transfer (PIDCW-A) is a Not Reviewed Yet fund. You can investEdelweiss Nifty Next 50 Index Fund Transfer (PIDCW-A) 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 Transfer (PIDCW-A)?
The expense ratio of the Edelweiss Nifty Next 50 Index Fund Transfer (PIDCW-A) is 1.01% for regular plan.