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Edelweiss NIFTY Large Midcap 250 Index Fund - Direct Plan Growth

Edelweiss · Scheme 149343

17.71 0.46%NAV · 2026-08-05
73
Strong FundScore
Start SIP
AUM
Expense ratio
3Y CAGR
14.8%
Risk level
High
Min SIP
Benchmark
Underlying index

NAV Growth

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Historical returns

PeriodReturn
1 Month+2.00%
3 Months+4.52%
6 Months+2.63%
1 Year+6.05%
3 Years (CAGR)+14.75%
5 Years (CAGR)
10 Years (CAGR)
Since Launch+13.21%

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 →

Returns66
Consistency100
Risk-adjusted31
Downside protection84
Cost efficiency80
Portfolio quality50

Why this fund scores well

  • 3Y CAGR: +14.8%
  • 3Y CAGR vs category: +6.6% vs category avg
  • Positive 3Y windows: 100% of rolling 3Y windows positive
  • Beat category: beat category in 97% of windows
  • Volatility: 15% annualised

What to watch

  • 1Y return: +6.0%
  • Sharpe ratio: 0.49
  • Sortino ratio: 0.61

Risk metrics

Sharpe ratio
0.49
Sortino ratio
0.61
Volatility
15.00%
Max drawdown
-18.87%
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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