Edelweiss Nifty Large Mid Cap 250 Index Fund
Direct · Growth ₹16.90
04 Nov 2026
NAV
17.3%
3Y CAGR
17.0%
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.
3.55
Sharpe
-18.9%
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.
0.30%
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 | ₹12.69 L | 16.5% | -21.3% | 53.6% |
| 3 Years | ₹36.00 L | ₹44.81 L | 13.9% | -0.5% | 26.5% |
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 | 16.5% | 14.3% | 5.6% | +2.2% |
| 3 Years | 13.9% | 11.0% | 11.9% | +2.9% |
| Duration | Mean | Median | Min | Max | Sharpe | Sortino | % Positive | Cat. Mean | Cat. Median |
|---|---|---|---|---|---|---|---|---|---|
| 1 Year | 16.1% | 10.0% | -8.3% | 48.9% | 0.61 | 2.78 | 90% | — | — |
| 3 Years | 17.3% | 17.6% | 9.7% | 25.0% | 3.55 | — | 100% | — | — |
-18.9%
Max Drawdown
5 mo
Drawdown Duration
10 mo
Recovery Time
-4.5%
Avg Drawdown
Calmar Ratio by Duration
0.86
1Y
0.92
3Y
Compared against NIFTY 50
| Duration | Alpha | Beta | Upside Capture | Downside Capture | Fund CAGR | Bench CAGR |
|---|---|---|---|---|---|---|
| 1 Year | +4.52 | 1.02 | 101.7% | 95.7% | -6.8% | -10.9% |
| 3 Years | +4.75 | 1.03 | 104.2% | 98.5% | 11.2% | 6.4% |
| 5 Years | +4.29 | 1.00 | 100.5% | 95.0% | 10.7% | 6.4% |
| 7 Years | +3.00 | 1.00 | 100.5% | 95.0% | 7.5% | 4.5% |
| 10 Years | +2.05 | 1.00 | 100.5% | 95.0% | 5.2% | 3.1% |
| 12 Years | +1.70 | 1.00 | 100.5% | 95.0% | 4.3% | 2.6% |
| 15 Years | +1.34 | 1.00 | 100.5% | 95.0% | 3.4% | 2.1% |