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Edelweiss Nifty LargeMidcap 250 Plus 8-13 yr G-Sec 70-30 Index Fund Regular Plan Growth

Category: Index Fund
Launch Date: 18-03-2026
Asset Class:
Benchmark: Nifty LargeMidcap250 Plus 8-13 yr G-Sec 70:30 Index
Expense Ratio: 0.0% As on ()
Status: Open Ended Schemes
Minimum Investment: 100.0
Minimum Topup: 100.0
Total Assets: 43 Cr As on (30-04-2026)
Turn over:
NAV (₹): 10.6528
₹ 0.01 ( 0.0798%)
as on 26-05-2026
CAGR Since Inception - 3.69%
Nifty LargeMidcap250 Plus 8-13 yr G-Sec 70:30 Index - 13.28%

Fund Managers

Mr. Bhavesh Jain, Mr. Bharat Lahoti, Mr. Dhawal Dalal & Mr. Hetul Raval


Investment Objective

Passive investment in equity and equity related securities & debt securities replicating the composition of Nifty LargeMidcap250 Plus 8-13 yr G-Sec 70:30 Index, subject to tracking errors.

PERFORMANCE of Edelweiss Nifty LargeMidcap 250 Plus 8-13 yr G-Sec 70-30 Index Fund Regular Plan Growth

Scheme Performance (%) Data as on - 26-05-2026

1-Year Ret (%) 3-Yrs Ret (%) 5-Yrs Ret (%) 10-Yrs Ret (%) Since Launch Ret (%)
Edelweiss Nifty LargeMidcap 250 Plus 8-13 yr G-Sec 70-30 Index Fund Regular Plan Growth - - - - 3.69
NIFTY 50 TRI -3.19 10.18 10.64 12.86 13.28
Index Fund 2.41 11.79 11.79 12.08 6.92

RETURNS CALCULATOR for Edelweiss Nifty LargeMidcap 250 Plus 8-13 yr G-Sec 70-30 Index Fund Regular Plan Growth

Growth of 10000 In SIP (Fund vs Benchmark)

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Growth of 10000 In LUMPSUM (Fund vs Benchmark)

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Rolling Returns

Rolling returns are the annualized returns of the scheme taken for a specified period (rolling returns period) on every day/week/month and taken till the last day of the duration. In this chart we are showing the annualized returns over the rolling returns period on every day from the start date and comparing it with the benchmark. Rolling returns is the best measure of a fund's performance. Trailing returns have a recency bias and point to point returns are specific to the period in consideration. Rolling returns, on the other hand, measures the fund's absolute and relative performance across all timescales, without bias.

Key Performance and Risk Statistics of Edelweiss Nifty LargeMidcap 250 Plus 8-13 yr G-Sec 70-30 Index Fund Regular Plan Growth

Key Statistics Volatility Sharpe Ratio Alpha Beta Yield to Maturity Average Maturity
Edelweiss Nifty LargeMidcap 250 Plus 8-13 yr G-Sec 70-30 Index Fund Regular Plan Growth - - - - - -
Index Fund - - - - - -

PEER COMPARISION

Scheme Name Launch
Date
1-Year
Ret (%)
2-Yrs
Ret (%)
3-Yrs
Ret (%)
5-Yrs
Ret (%)
10-Yrs
Ret (%)
Edelweiss Nifty LargeMidcap 250 Plus 813 yr GSec 7030 Index Fund Reg Plan Gr 18-03-2026 0.0 0.0 0.0 0.0 0.0
ICICI Prudential NASDAQ 100 Index Fund Gr 01-10-2021 58.69 34.67 33.75 0.0 0.0
Motilal Oswal S&P 500 Index Reg Gr 05-04-2020 45.2 27.17 27.61 18.51 0.0
Motilal Oswal Nifty Capital Market Index Fund Reg Gr 16-12-2024 37.0 0.0 0.0 0.0 0.0
Tata Nifty Capital Markets Index Fund Reg Gr 24-10-2024 36.52 0.0 0.0 0.0 0.0
Motilal Oswal Nifty MidSmall Financial Services Index Fund Reg Gr 29-10-2024 29.05 0.0 0.0 0.0 0.0
ICICI Pru Nifty200 Value 30 Index Gr 17-10-2024 21.66 0.0 0.0 0.0 0.0
SBI BSE PSU BANK INDEX FUND Reg Gr 25-03-2025 21.12 0.0 0.0 0.0 0.0
UTI Nifty 500 Value 50 Index Fund Reg Gr 10-05-2023 20.32 7.99 31.87 0.0 0.0
Axis Nifty500 Value 50 Index Fund Reg Gr 24-10-2024 20.32 0.0 0.0 0.0 0.0

Asset Allocation (%)

PORTFOLIO ANALYSIS of Edelweiss Nifty LargeMidcap 250 Plus 8-13 yr G-Sec 70-30 Index Fund Regular Plan Growth

Portfolio as on

Top 10 Sectors in portfolio (%)

Top 10 Stocks in portfolio (%)