Edelweiss Nifty Next 50 Index Fund
Direct · Growth ₹16.08
19 Oct 2026
NAV
19.1%
3Y CAGR
19.9%
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.
6.27
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 | ₹12.62 L | 23.2% | -31.9% | 91.6% |
| 3 Years | ₹36.00 L | ₹42.10 L | 11.0% | 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 | 23.2% | 14.3% | 5.8% | +8.9% |
| 3 Years | 11.0% | 11.0% | 12.0% | -0.0% |
| Duration | Mean | Median | Min | Max | Sharpe | Sortino | % Positive | Cat. Mean | Cat. Median |
|---|---|---|---|---|---|---|---|---|---|
| 1 Year | 22.4% | 9.9% | -12.4% | 72.4% | 0.59 | 2.65 | 78% | — | — |
| 3 Years | 19.1% | 18.8% | 15.2% | 23.9% | 6.27 | — | 100% | — | — |
-26.4%
Max Drawdown
5 mo
Drawdown Duration
Not recovered
Recovery Time
-7.8%
Avg Drawdown
Calmar Ratio by Duration
0.85
1Y
0.72
3Y
Compared against NIFTY 50
| Duration | Alpha | Beta | Upside Capture | Downside Capture | Fund CAGR | Bench CAGR |
|---|---|---|---|---|---|---|
| 1 Year | +12.36 | 1.06 | 110.9% | 95.3% | -0.2% | -11.4% |
| 3 Years | +10.74 | 1.14 | 114.9% | 102.3% | 15.8% | 5.3% |
| 5 Years | +5.98 | 1.11 | 109.8% | 100.2% | 9.8% | 4.1% |
| 7 Years | +4.39 | 1.11 | 109.8% | 100.2% | 6.9% | 2.9% |
| 10 Years | +3.24 | 1.11 | 109.8% | 100.2% | 4.8% | 2.0% |
| 12 Years | +2.81 | 1.11 | 109.8% | 100.2% | 4.0% | 1.7% |
| 15 Years | +2.38 | 1.11 | 109.8% | 100.2% | 3.2% | 1.4% |