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FAQ : Edelweiss Nifty LargeMidcap250 Plus 8-13 yr G-Sec 70:30 Index Fund - Growth - Direct Plan

Edelweiss Nifty LargeMidcap250 Plus 8-13 yr G-Sec 70:30 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 N/A N/A N/A
Average Rolling Returns(%) N/A N/A N/A N/A

The Current NAV of Edelweiss Nifty LargeMidcap250 Plus 8-13 yr G-Sec 70:30 Index Fund - Growth - Direct Plan is ₹10.52.

It is better to invest in a fund with a longer track record as Edelweiss Nifty LargeMidcap250 Plus 8-13 yr G-Sec 70:30 Index Fund - Growth - Direct Plan cannot be assessed for consistency of out-performance. However, funds returns unlikely to be different than its benchmark NIFTY 50, as the Funds portfolio is similar to its benchmark.

Edelweiss Nifty LargeMidcap250 Plus 8-13 yr G-Sec 70:30 Index Fund - Growth - Direct Plan fund’s expense ratio is 0.76%

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 LargeMidcap250 Plus 8-13 yr G-Sec 70:30 Index Fund - Growth - Direct Plan is currently ₹42 Crores.

The Top three stocks are HDFC Bank, Reliance Industries and ICICI Bank and account for 8% of its portfolio. Top 5 and 10 stocks of fund account for 11% and 16% of fund’s portfolio respectively.

Top three sectors of Edelweiss Nifty LargeMidcap250 Plus 8-13 yr G-Sec 70:30 Index Fund - Growth - Direct Plan fund are Others, BFSI and Construction & Infrastructure accounting for 58% of the total portfolio.

Funds Portfolio Quality is Very Good. It has a large proportion of Green Stocks.Since this is a Hybrid - Equity Savings 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 LargeMidcap250 Plus 8-13 yr G-Sec 70:30 Index Fund - Growth - Direct Plan Fund is Hybrid - Equity Savings.

Bhavesh Jain and Bharat Lahoti manage the Edelweiss Nifty LargeMidcap250 Plus 8-13 yr G-Sec 70:30 Index Fund - Growth - Direct Plan Fund.

Edelweiss Nifty LargeMidcap250 Plus 8-13 yr G-Sec 70:30 Index Fund - Growth - Direct Plan current PE ratio is 38.88 and PB ratio is 7.16

The asset allocation of Edelweiss Nifty LargeMidcap250 Plus 8-13 yr G-Sec 70:30 Index Fund - Growth - Direct Plan is Stocks : 69.64%, Debt : 30.36% and Gold : 0%

The minimum SIP amount for Edelweiss Nifty LargeMidcap250 Plus 8-13 yr G-Sec 70:30 Index Fund - Growth - Direct Plan is ₹100.00 and minimum lumpsum is ₹100.00

The exit load for Edelweiss Nifty LargeMidcap250 Plus 8-13 yr G-Sec 70:30 Index Fund - Growth - Direct Plan is Nil

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