Edelweiss Nifty Next 50 Index Fund
Direct · Growth ₹16.93
06 Jul 2026
NAV
19.7%
3Y CAGR
20.7%
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.
6.81
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.
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 | ₹12.61 L | 24.4% | -31.9% | 91.6% |
| 3 Years | ₹36.00 L | ₹42.55 L | 11.9% | 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 | 24.4% | 14.5% | 9.1% | +9.9% |
| 3 Years | 11.9% | 11.2% | 13.0% | +0.7% |
| Duration | Mean | Median | Min | Max | Sharpe | Sortino | % Positive | Cat. Mean | Cat. Median |
|---|---|---|---|---|---|---|---|---|---|
| 1 Year | 23.8% | 10.8% | -12.4% | 72.4% | 0.62 | 2.79 | 76% | — | — |
| 3 Years | 19.7% | 19.5% | 15.6% | 23.9% | 6.81 | — | 100% | — | — |
-26.4%
Max Drawdown
5 mo
Drawdown Duration
Not recovered
Recovery Time
-7.9%
Avg Drawdown
Calmar Ratio by Duration
0.90
1Y
0.74
3Y
Compared against NIFTY 50
| Duration | Alpha | Beta | Upside Capture | Downside Capture | Fund CAGR | Bench CAGR |
|---|---|---|---|---|---|---|
| 1 Year | +11.13 | 1.12 | 113.5% | 99.8% | 6.5% | -3.4% |
| 3 Years | +11.63 | 1.15 | 116.4% | 103.2% | 18.3% | 6.7% |
| 5 Years | +5.75 | 1.13 | 111.4% | 101.7% | 10.9% | 5.3% |
| 7 Years | +4.26 | 1.13 | 111.4% | 101.7% | 7.7% | 3.8% |
| 10 Years | +3.18 | 1.13 | 111.4% | 101.7% | 5.3% | 2.6% |
| 12 Years | +2.78 | 1.13 | 111.4% | 101.7% | 4.4% | 2.2% |
| 15 Years | +2.38 | 1.13 | 111.4% | 101.7% | 3.5% | 1.7% |