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

Growth
10.560.17% (-0.02)
High
Low
Returns
0.00%
0.00%
1M
6M
1Y
3Y
5Y
Max
SIP
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1M
6M
1Y
3Y
5Y
Max
SIP

Unknown Fund Size

Assets Under Mgmt data unavailable

Very High Risk

Principle investment will be at very high risk

Scorecard

Performance

Low

Hasn’t fared well - amongst the low performers in sub-category

Risk

Avg

Average risk vs others in sub-category

Cost

Low

Expense that wouldn't create any worry

Composition

Low

Composition not as great as others

Red flags

Low

We got you covered, no major red flags identified

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Unknown Fund Size

Assets Under Mgmt data unavailable

Very High Risk

Principle investment will be at very high risk

Edelweiss Nifty LargeMidcap250 Plus 8-13 yr G-Sec 70:30 Index Fund Performance & Key Metrics

Edelweiss Nifty LargeMidcap250 Plus 8-13 yr G-Sec 70:30 Index Fund Performance & Key Metrics

Expense RatioExpense RatioNo LabelNo LabelNo LabelNo Label
6.45
No LabelNo LabelNo LabelNo LabelNo LabelNo Label
1.207.170.44

Edelweiss Nifty LargeMidcap250 Plus 8-13 yr G-Sec 70:30 Index Fund Scheme InfoEdelweiss Nifty LargeMidcap250 Plus 8-13 yr G-Sec 70:30 Index Fund Scheme Info

PlanPlanLock inLock inExit LoadExit Load
Growth0 yrs0.00%
Nil
SIP Inv.SIP Inv.Min. LumpsumMin. Lumpsum
Allowed₹ 100
Initial: ₹ 100 Incremental: ₹ 100
BenchmarkBenchmark
Nifty LargeMidcap250 Plus 8-13 yr G-Sec 70:30 Index - TRI

About Equity Savings

About Equity Savings

Equity saving schemes or ESS invest in a mix of stocks, debt and arbitrage opportunities. They invest 30-35% of total investment corpus in equity assets while the rest is getting invested in debt funds and arbitrages.

Edelweiss Nifty LargeMidcap250 Plus 8-13 yr G-Sec 70:30 Index Fund Peers

Edelweiss Nifty LargeMidcap250 Plus 8-13 yr G-Sec 70:30 Index Fund Peers & Comparison

Comparing 3 mutual funds from 
HybridEquity Savings
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Mutual Fund1Y Returns1Y Returns3Y CAGR3Y CAGRLife CAGRLife CAGR
Edelweiss Nifty LargeMidcap250 Plus 8-13 yr G-Sec 70:30 Index Fund
ICICI Pru Equity Savings Fund4.22%8.28%8.25%
Kotak Equity Savings Fund7.64%11.99%9.98%
HDFC Equity Savings Fund4.58%10.18%10.03%

Edelweiss Nifty LargeMidcap250 Plus 8-13 yr G-Sec 70:30 Index Fund Returns Comparison

Compare Edelweiss Nifty LargeMidcap250 Plus 8-13 yr G-Sec 70:30 Index Fund with any MF, ETF, stock or index
Compare Edelweiss Nifty LargeMidcap250 Plus 8-13 yr G-Sec 70:30 Index Fund with any MF, ETF, stock or index
Edelweiss Nifty LargeMidcap250 Plus 8-13 yr G-Sec 70:30 Index Fund
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Edelweiss Nifty LargeMidcap250 Plus 8-13 yr G-Sec 70:30 Index Fund Portfolio

Edelweiss Nifty LargeMidcap250 Plus 8-13 yr G-Sec 70:30 Index Fund Asset Allocation

Edelweiss Nifty LargeMidcap250 Plus 8-13 yr G-Sec 70:30 Index Fund Asset Allocation

Actual

Target

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Edelweiss Nifty LargeMidcap250 Plus 8-13 yr G-Sec 70:30 Index Fund Sector Distribution

Edelweiss Nifty LargeMidcap250 Plus 8-13 yr G-Sec 70:30 Index Fund Sector Distribution

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Edelweiss Nifty LargeMidcap250 Plus 8-13 yr G-Sec 70:30 Index Fund Sector Weightage

Edelweiss Nifty LargeMidcap250 Plus 8-13 yr G-Sec 70:30 Index Fund Sector Weightage

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Current Holdings

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AMC Profile of Edelweiss Nifty LargeMidcap250 Plus 8-13 yr G-Sec 70:30 Index Fund

AMC Profile of Edelweiss Nifty LargeMidcap250 Plus 8-13 yr G-Sec 70:30 Index Fund

Edelweiss Asset Management Limited (EAML) is part of the Investment & Advisory line of Business of Edelweiss Group. EMAL is one of the fastest growing and young AMCs’ in India.

Edelweiss Asset Management Limited (EAML) is part of the Investment & Advisory line of Business of Edelweiss Group. EMAL is one of the fastest growing and young AMCs’ in India.

  • No.of Schemes

    58

  • Total AUM

    ₹ 1,26,663.20 Cr.

Edelweiss Nifty LargeMidcap250 Plus 8-13 yr G-Sec 70:30 Index Fund Manager Details

Edelweiss Nifty LargeMidcap250 Plus 8-13 yr G-Sec 70:30 Index Fund Manager Details

Edelweiss Nifty LargeMidcap250 Plus 8-13 yr G-Sec 70:30 Index Fund Manager Profile

Edelweiss Nifty LargeMidcap250 Plus 8-13 yr G-Sec 70:30 Index Fund Manager Profile

Bhavesh Jain

AUM:  ₹56,408.34 Cr.

Sum of AUMs of all funds managed by the fund manager

 | 

Exp: 5yrs

Bharat Lahoti

AUM:  ₹39,897.63 Cr.

Sum of AUMs of all funds managed by the fund manager

 | 

Exp: 9yrs

Dhawal Dalal

AUM:  ₹13,460.36 Cr.

Sum of AUMs of all funds managed by the fund manager

 | 

Exp: 15yrs

Hetul Raval

AUM:  ₹57,379.66 Cr.

Sum of AUMs of all funds managed by the fund manager

 | 

Exp:

Edelweiss Nifty LargeMidcap250 Plus 8-13 yr G-Sec 70:30 Index Fund Manager Performance (0)

Edelweiss Nifty LargeMidcap250 Plus 8-13 yr G-Sec 70:30 Index Fund Manager Performance (0)

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Edelweiss Nifty LargeMidcap250 Plus 8-13 yr G-Sec 70:30 Index Fund Tax Implications

Edelweiss Nifty LargeMidcap250 Plus 8-13 yr G-Sec 70:30 Index Fund Tax Implications

Invested period < 2 years

Gains are added to taxable income and taxed according to the individual’s income tax slab

Invested period > 2 years(Investments before 1st April 2023)

Gains are treated as long-term capital gains and taxed at 12.5%

Invested period > 2 years(Investments from 1st April 2023 redeemed till 31st March 2025)

Gains are added to taxable income and taxed according to the individual’s income tax slab

Invested period > 2 years(Investments from 1st April 2023 redeemed after 31st March 2025)

Gains are treated as long-term capital gains and taxed at 12.5%

Let’s calculate your returns after tax

Investment frequency

Monthly

One Time

Monthly Investment Amt. (₹)

Investment period (years)

CAGR (%)
This is the CAGR you expect your investment to return in the future during the given investment period. Returns are annualised, compunding is done monthly.
Annual Income
As per the tax implications, in some cases, tax on MF returns depends on your annual income slab

+

-

You make

Edelweiss Nifty LargeMidcap250 Plus 8-13 yr G-Sec 70:30 Index Fund Review & Opinions

Edelweiss Nifty LargeMidcap250 Plus 8-13 yr G-Sec 70:30 Index Fund Review & Opinions

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Frequently asked questions

Frequently asked questions

  1. What is the current price / NAV of Edelweiss Nifty LargeMidcap250 Plus 8-13 yr G-Sec 70:30 Index Fund?

    The current NAV of Edelweiss Nifty LargeMidcap250 Plus 8-13 yr G-Sec 70:30 Index Fund is ₹10.56, as of 28th April 2026.

  2. What is the alpha ratio of Edelweiss Nifty LargeMidcap250 Plus 8-13 yr G-Sec 70:30 Index Fund?

    The alpha ratio for the Edelweiss Nifty LargeMidcap250 Plus 8-13 yr G-Sec 70:30 Index Fund is 13.05

    Alpha is the excess return of a fund compared to its expected return, based on its beta and the risk-free rate. Positive alpha indicates that the fund has outperformed its expected return, while negative alpha suggests underperformance.

  3. What is the volatility or standard deviation of Edelweiss Nifty LargeMidcap250 Plus 8-13 yr G-Sec 70:30 Index Fund?

    The volatility or standard deviation for the Edelweiss Nifty LargeMidcap250 Plus 8-13 yr G-Sec 70:30 Index Fund is 16.42

    Standard deviation measures the volatility or risk associated with the returns of a mutual fund. A higher standard deviation indicates higher volatility, suggesting that the returns of the mutual fund are more spread out from the average. On the other hand, a lower standard deviation implies lower volatility and a more stable performance.

  4. What is the sharpe ratio of Edelweiss Nifty LargeMidcap250 Plus 8-13 yr G-Sec 70:30 Index Fund?

    The Sharpe ratio for the Edelweiss Nifty LargeMidcap250 Plus 8-13 yr G-Sec 70:30 Index Fund is 6.45

    The Sharpe ratio is a measure of risk-adjusted return that evaluates the performance of a mutual fund, by adjusting for its risk. Higher Sharpe ratio indicates a better risk-adjusted performance. A positive Sharpe ratio indicates that the MF has provided a return in excess of the risk-free rate for the amount of risk taken. Conversely, a negative Sharpe ratio suggests that the MF did not adequately compensate for the risk.

  5. What is the Sortino ratio of Edelweiss Nifty LargeMidcap250 Plus 8-13 yr G-Sec 70:30 Index Fund?

    The Sortino Ratio for the Edelweiss Nifty LargeMidcap250 Plus 8-13 yr G-Sec 70:30 Index Fund is 1.40

    The Sortino ratio of a mutual fund is a measure of its risk-adjusted return, considering only downside volatility. It helps investors evaluate how well a fund is performing relative to its downside risk. A higher Sortino ratio (value >1) means the fund generates better returns for the downside risk taken.