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Edelweiss Nifty 50 Index Fund(G)-Direct Plan

FAQ : Edelweiss Nifty 50 Index Fund - Growth - Direct Plan

Edelweiss Nifty 50 Index Fund - Growth - Direct Plan has delivered CAGR and average rolling returns as follows :

1 Year 3 Year 5 Year 9 Year
CAGR(%) N/A 6.98 5.96 N/A
Average Rolling Returns(%) 10.96 11.42 N/A N/A

The Current NAV of Edelweiss Nifty 50 Index Fund - Growth - Direct Plan is ₹14.88.

You can consider SIP in Edelweiss Nifty 50 Index Fund - Growth - Direct Plan as it has consistently outperformed the benchmark and has a Very good quality portfolio. However, funds returns unlikely to be different than its benchmark NIFTY 50, as the Funds portfolio is similar to its benchmark.

Edelweiss Nifty 50 Index Fund - Growth - Direct Plan fund’s expense ratio is 0.04%

The process for redemption is

  • Give a request for redemption of the number of units or the amount you want. The request will be acknowledged.
  • You will get information about the redemption and the NAV at which redeemed.
  • The amount will be deposited in the designated bank account.

The AUM of Edelweiss Nifty 50 Index Fund - Growth - Direct Plan is currently ₹300 Crores.

The Top three stocks are HDFC Bank, ICICI Bank and Reliance Industries and account for 27% of its portfolio. Top 5 and 10 stocks of fund account for 37% and 53% of fund’s portfolio respectively.

Top three sectors of Edelweiss Nifty 50 Index Fund - Growth - Direct Plan fund are BFSI, IT and Oil & Gas accounting for 53% of the total portfolio.

Funds Portfolio Quality is Very Good. It has a large proportion of Green Stocks.Since this is a Index Funds - Nifty it is comparatively safer to invest in this fund. However, since it has not consistently outperformed its benchmark index on an average 3-year rolling returns basis it is not the most suitable fund for SIP.

The category of Edelweiss Nifty 50 Index Fund - Growth - Direct Plan Fund is Index Funds - Nifty.

Bhavesh Jain and Bharat Lahoti manage the Edelweiss Nifty 50 Index Fund - Growth - Direct Plan Fund.

Edelweiss Nifty 50 Index Fund - Growth - Direct Plan current PE ratio is 24.58 and PB ratio is 5.09

The asset allocation of Edelweiss Nifty 50 Index Fund - Growth - Direct Plan is Stocks : 99.91%, Debt : 0.06% and Gold : 0%

The minimum SIP amount for Edelweiss Nifty 50 Index Fund - Growth - Direct Plan is ₹100.00 and minimum lumpsum is ₹100.00

The exit load for Edelweiss Nifty 50 Index Fund - Growth - Direct Plan is Nil