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Edelweiss MSCI India Domestic & World Healthcare 45 Index Fund Direct Plan - Growth

Edelweiss · Scheme 148555

24.50 0.21%NAV · 2026-08-05
86
Excellent FundScore
Start SIP
AUM
Expense ratio
3Y CAGR
19.8%
Risk (SEBI)
Min SIP
Benchmark

NAV Growth

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Historical returns

PeriodReturn
1 Month+2.07%
3 Months+12.09%
6 Months+16.10%
1 Year+21.16%
3 Years (CAGR)+19.75%
5 Years (CAGR)+13.70%
10 Years (CAGR)
Since Launch+16.87%

Returns ≥ 1 year are annualised (CAGR); shorter periods are absolute. Past performance does not guarantee future returns.

FundScore breakdown

Six explainable dimensions. How the score works →

Returns91
Consistency100
Risk-adjusted60
Downside protection90
Cost efficiency80
Portfolio quality50

Why this fund scores well

  • 3Y CAGR: +19.8%
  • 3Y CAGR vs category: +11.6% vs category avg
  • Positive 3Y windows: 100% of rolling 3Y windows positive
  • Beat category: beat category in 94% of windows
  • Volatility: 12% annualised

Risk metrics

Sharpe ratio
0.90
Sortino ratio
1.36
Volatility
12.01%
Max drawdown
-16.31%
Downside capture

SIP return calculator

Back-tested on this fund's actual historical NAVs. Past performance ≠ future returns.

Portfolio & holdings

Top holdings, sector allocation and market-cap split require a paid factsheet feed and are coming soon. Everything above is computed from official daily NAV history and is fully real.

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