Edelweiss Nifty Next 50 Index Fund
Direct · Growth ₹17.36
18 Aug 2026
NAV
19.6%
3Y CAGR
20.6%
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.
7.05
Sharpe
-26.4%
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.
0.08%
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 | 24.1% | -31.9% | 91.6% |
| 3 Years | ₹36.00 L | ₹42.50 L | 11.8% | 2.1% | 18.2% |
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 | 24.1% | 14.4% | 9.4% | +9.7% |
| 3 Years | 11.8% | 11.1% | 12.3% | +0.7% |
| Duration | Mean | Median | Min | Max | Sharpe | Sortino | % Positive | Cat. Mean | Cat. Median |
|---|---|---|---|---|---|---|---|---|---|
| 1 Year | 23.4% | 11.0% | -12.4% | 72.4% | 0.61 | 2.77 | 77% | — | — |
| 3 Years | 19.6% | 19.4% | 15.6% | 23.9% | 7.05 | — | 100% | — | — |
-26.4%
Max Drawdown
5 mo
Drawdown Duration
Not recovered
Recovery Time
-7.8%
Avg Drawdown
Calmar Ratio by Duration
0.89
1Y
0.74
3Y
Compared against NIFTY 50
| Duration | Alpha | Beta | Upside Capture | Downside Capture | Fund CAGR | Bench CAGR |
|---|---|---|---|---|---|---|
| 1 Year | +14.86 | 1.10 | 114.0% | 95.0% | 11.0% | -2.9% |
| 3 Years | +12.02 | 1.15 | 117.8% | 104.0% | 20.0% | 7.8% |
| 5 Years | +6.43 | 1.12 | 111.5% | 100.8% | 11.5% | 5.3% |
| 7 Years | +4.73 | 1.12 | 111.5% | 100.8% | 8.1% | 3.7% |
| 10 Years | +3.50 | 1.12 | 111.5% | 100.8% | 5.6% | 2.6% |
| 12 Years | +3.03 | 1.12 | 111.5% | 100.8% | 4.7% | 2.2% |
| 15 Years | +2.58 | 1.12 | 111.5% | 100.8% | 3.7% | 1.7% |