MF
MFGenie.ai
ETF📊 BSE Capital Markets & Insurance TRI

Edelweiss BSE Capital Markets and Insurance ETF · Regular · Growth

Edelweiss Mutual Fund

#104 of 241 (1Y)

NAV

₹24.4328

as of 14 Jul 2026

Expense Ratio

see scheme documents

AUM

₹16 Cr

Viewing Regular · Growth

Lumpsum returns (CAGR)

1Y
+3.40%
3Y
5Y
Since Inception
+10.42%

SIP returns (XIRR)

1Y
+8.31%
3Y
5Y
Since Inception
+12.82%

Not enough verified history to show honest backtest scenarios (this fund is under 3 years old).

Risk Metrics

Trailing 1 year, annualised

0.60

Sharpe Ratio

Alpha

Beta

0.61

Sortino

19.43%

Std Dev

-13.70%

Max Drawdown

Performance Comparison

Sectoral allocation

as of 31 May 2026

Each sector links to the mutual funds most exposed to it.

Thinking about Edelweiss BSE Capital Markets and Insurance ETF · Regular · Growth?

Talk to our AMFI-registered team — free, no pressure. We'll help you see if this fund fits your goals.

+91

By submitting, you agree to our Privacy Policy. No spam, ever.

Fund Details

Fund HouseEdelweiss Mutual Fund
CategoryETF
BenchmarkBSE Capital Markets & Insurance TRI
Launch Date30 Dec 2024
AMFI Code153180
Transaction facts
Exit LoadNil

Available transactions

PurchaseSIPRedeemSWPSwitchSTPDemat

Investment Objective

Edelweiss BSE Capital Markets and Insurance ETF · Regular · Growth is an exchange-traded fund (ETF) that trades on stock exchanges like a regular share. It offers real-time pricing, low expense ratios, and the flexibility to buy and sell units throughout the trading day.

About This Fund

Edelweiss BSE Capital Markets and Insurance ETF · Regular · Growth is a ETF mutual fund offered by Edelweiss Mutual Fund. The fund has been operational for over 1 years. It manages assets worth ₹15.8 Cr, reflecting investor confidence in the fund's strategy. It benchmarks its performance against BSE Capital Markets & Insurance TRI.

Who Should Invest?

  • Investors with a high risk appetite seeking long-term wealth creation
  • Investors with an investment horizon of 5 years or more
  • Cost-conscious investors who prefer passive investing with low expense ratios
  • SIP investors who can benefit from rupee cost averaging during market fluctuations
Invest Online