OtherIndex FundsDirect · Growth
Edelweiss NIFTY Large Midcap 250 Index Fund - Direct Plan Growth
Edelweiss · Scheme 149343
₹17.59▼ 0.43%NAV · 2026-09-18
Strong FundScore
AUM
₹348 cr
Expense ratio
0.36%
3Y CAGR
14.5%
Risk level
High
Min SIP
₹100
Benchmark
Underlying index
Fund manager: Bhavesh JainExit load: Nil
Strong · 73/100
A high-quality fund that scores well on the factors that matter.
🎯 A dependable core holding for long-term SIP investors.
📈 Why it could do well
- ✓Very consistent — delivers dependably across market cycles, ideal for SIPs.
- ✓Protects capital well — worst-ever fall was only 19%.
- ✓Low cost — 0.36% expense ratio means more of the return stays with you.
- ✓3Y CAGR: +14.5%
- ✓Positive 3Y windows: 100% of rolling 3Y windows positive
📉 What could drag it down
- •Weak risk-adjusted returns (Sharpe 0.47) — took on risk without enough payoff.
- •1Y return: +5.1%
- •Sharpe ratio: 0.47
FundScore breakdown
73/100 · Strong
Returns
Decent
Consistency
Excellent
Risk-adjusted
Weak
Downside protection
Excellent
Cost efficiency
Excellent
Portfolio quality
Average
Each dial rates the fund 0–100 on one factor, computed from real NAV history. Fuller & greener = stronger.
SIP return calculator
Back-tested on this fund's actual historical NAVs. Past performance ≠ future returns.