Edelweiss Nifty LargeMidcap250 Plus 8-13yr G-Sec 70:30 Index Fund
Edelweiss Mutual Fund · Debt Index Fund · Regular plan, growth option
| Period | Scheme | Category median | Government securities median |
|---|---|---|---|
| 1 month | -5.1% | 0.2% | -4.0% |
| 3 months | -4.4% | 1.1% | -2.1% |
| 6 months | n/a | 2.8% | 2.5% |
| Year to date | n/a | 3.7% | 2.9% |
| 1 year | n/a | 5.3% | 4.2% |
| 3 years (CAGR) | n/a | 7.2% | 6.6% |
| 5 years (CAGR) | n/a | 5.8% | n/a |
| 7 years (CAGR) | n/a | n/a | n/a |
| 10 years (CAGR) | n/a | n/a | n/a |
| Since first NAV (CAGR) | 0.1% | – | – |
“Government securities” is MFIC's grouping of Debt Index Fund schemes by the theme or index in their names, not an AMFI category.
| Measure | Scheme | Category median |
|---|---|---|
| 1Y rolling median | n/a | 7.6% |
| 3Y rolling median | n/a | 7.3% |
| 3Y rolling worst | n/a | 6.7% |
| 3Y periods positive | n/a | 100% |
| 3Y periods ahead of benchmark | n/a | n/a |
| 5Y rolling median | n/a | 5.9% |
| 5Y rolling worst | n/a | 5.7% |
| 5Y periods ahead of benchmark | n/a | n/a |
Benchmark: none available in MFIC's free data for this category.
| Measure | Scheme | Category median |
|---|---|---|
| Standard deviation (ann.) | n/a | 1.3% |
| Sharpe ratio | n/a | 0.49 |
| Sortino ratio | n/a | 0.78 |
| Beta | n/a | n/a |
| Alpha (ann.) | n/a | n/a |
| Upside capture | n/a | n/a |
| Downside capture | n/a | n/a |
| Measure | Scheme | Category median |
|---|---|---|
| Maximum drawdown, full history | −6.4% | −0.8% |
| Maximum drawdown, last 10Y | n/a | n/a |
| Maximum drawdown, last 5Y | n/a | −3.2% |
| Current drawdown | −6.4% | 0.0% |
| Recovery time of worst fall | n/a | – |
Longer histories include more crises, so compare the 5Y and 10Y figures across schemes of different ages.
The Regular plan's expense ratio is 1.34% a year and the Direct plan's 0.60%, a gap of 0.74%. On a ₹25,000 monthly SIP for 20 years (illustration at 12% a year before costs) the gap adds up to about ₹18,14,458.
With the Regular plan, that cost pays a distributor to help you plan, choose and review funds, and stay invested when markets fall. Whether it is worth it depends on how much of that you will do yourself.
TER: AMFI TER disclosure. Returns: AMFI NAVs. Illustration, not a guaranteed saving or return.
| Fund manager | Role | Managing since |
|---|---|---|
| Bhavesh Jain | 7 Apr 2026 | |
| Bharat Lahoti | 7 Apr 2026 | |
| Dhawal Dalal | 7 Apr 2026 | |
| Hetul Raval | 7 Apr 2026 |
Documents: Scheme Information Document · Scheme Summary Document. Read the scheme documents before investing.
| Measure | Scheme | Category median |
|---|---|---|
| Expense ratio (TER), Regular plan | 1.34% | 0.38% |
| AUM, whole scheme (₹ crore) | n/a | 266 |
| Riskometer | n/a | – |
TER: AMFI, TER of MF Schemes. AUM and riskometer: AMFI, Fund Performance, 30 Sep 2026.
| Measure | Scheme | Benchmark / category |
|---|
Category consistency: last 10 years of month-ends, Debt Index Fund Regular plans; how it is calculated.
- What is the latest NAV of Edelweiss Nifty LargeMidcap250 Plus 8-13yr G-Sec 70:30 Index Fund?
- The NAV of the Regular plan (growth option) was ₹10.2831 on 1 Oct 2026, as published by AMFI.
- Which category is Edelweiss Nifty LargeMidcap250 Plus 8-13yr G-Sec 70:30 Index Fund in?
- It is classified as Debt Index Fund in AMFI's daily NAV file. MFIC compares it with 105 Debt Index Fund schemes (Regular plans).
- What was the largest fall in Edelweiss Nifty LargeMidcap250 Plus 8-13yr G-Sec 70:30 Index Fund's NAV?
- The largest peak-to-trough fall in its available history was 6.4%.
- What is the expense ratio (TER) of Edelweiss Nifty LargeMidcap250 Plus 8-13yr G-Sec 70:30 Index Fund?
- The total expense ratio of the Regular plan is 1.34% a year, as disclosed to AMFI (median of Debt Index Fund Regular plans: 0.38%). It is already deducted from the NAV, so every return shown is after expenses.
- Who manages Edelweiss Nifty LargeMidcap250 Plus 8-13yr G-Sec 70:30 Index Fund?
- According to its Scheme Summary Document, Edelweiss Nifty LargeMidcap250 Plus 8-13yr G-Sec 70:30 Index Fund is managed by Bhavesh Jain (since 7 Apr 2026), Bharat Lahoti (since 7 Apr 2026), Dhawal Dalal (since 7 Apr 2026), Hetul Raval (since 7 Apr 2026).
- What is the minimum investment in Edelweiss Nifty LargeMidcap250 Plus 8-13yr G-Sec 70:30 Index Fund?
- The minimum application amount is Rs. 100/-. SIP details: D - 100; W - 100; F - 100; M - 100; Q - 100.
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