Edelweiss Nifty 50 Index Fund
Direct · Growth ₹14.45
06 Jul 2026
NAV
12.6%
3Y CAGR
12.4%
Weighted CAGR
?
Weighted Mean CAGR
Gives more importance to longer time periods (10Y, 20Y) than shorter ones (1Y, 3Y). This balances out recent outperformance and gives a more realistic picture of what long-term returns might look like.
Gives more importance to longer time periods (10Y, 20Y) than shorter ones (1Y, 3Y). This balances out recent outperformance and gives a more realistic picture of what long-term returns might look like.
2.60
Sharpe
-16.6%
Max Drawdown
?
Max Drawdown
The largest peak-to-trough decline in the fund's NAV. Shows the worst-case loss an investor would have experienced at any point in the fund's history.
The largest peak-to-trough decline in the fund's NAV. Shows the worst-case loss an investor would have experienced at any point in the fund's history.
NA
TER
If you invested ₹1,00,000 every month via SIP, here's how this fund has historically performed across different time horizons.
| Duration | Invested | Median Value | XIRR | Min XIRR | Max XIRR |
|---|---|---|---|---|---|
| 1 Year | ₹12.00 L | ₹12.63 L | 11.8% | -21.0% | 40.7% |
| 3 Years | ₹36.00 L | ₹43.07 L | 11.6% | -0.2% | 24.4% |
SIP returns vs benchmark & category
Annualised SIP return (XIRR) over each rolling horizon — like-for-like, not lump-sum.
| Duration | Fund SIP XIRR | NIFTY 50 | Category avg | Fund edge |
|---|---|---|---|---|
| 1 Year | 11.8% | 14.5% | 9.2% | -2.7% |
| 3 Years | 11.6% | 11.2% | 12.6% | +0.5% |
| Duration | Mean | Median | Min | Max | Sharpe | Sortino | % Positive | Cat. Mean | Cat. Median |
|---|---|---|---|---|---|---|---|---|---|
| 1 Year | 11.6% | 9.7% | -7.0% | 34.4% | 0.50 | 1.37 | 87% | — | — |
| 3 Years | 12.6% | 12.7% | 7.6% | 18.7% | 2.60 | — | 100% | — | — |
-16.6%
Max Drawdown
8 mo
Drawdown Duration
5 mo
Recovery Time
-4.8%
Avg Drawdown
Calmar Ratio by Duration
0.70
1Y
0.76
3Y
Compared against NIFTY 50
| Duration | Alpha | Beta | Upside Capture | Downside Capture | Fund CAGR | Bench CAGR |
|---|---|---|---|---|---|---|
| 1 Year | +1.10 | 1.00 | 100.5% | 99.0% | 1.3% | 0.2% |
| 3 Years | +1.10 | 1.00 | 100.4% | 99.0% | 9.6% | 8.5% |
| 5 Years | +0.98 | 0.99 | 100.0% | 98.7% | 7.7% | 6.7% |
| 7 Years | +0.67 | 0.99 | 100.0% | 98.7% | 5.4% | 4.8% |
| 10 Years | +0.44 | 0.99 | 100.0% | 98.7% | 3.8% | 3.3% |
| 12 Years | +0.36 | 0.99 | 100.0% | 98.7% | 3.1% | 2.8% |
| 15 Years | +0.27 | 0.99 | 100.0% | 98.7% | 2.5% | 2.2% |