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Index Fundregulargrowth📊 MSCI India Domestic & World Healthcare 45 Index

Edelweiss MSCI India Domestic & World Healthcare 45 index Fund Regular Plan - Growth

Edelweiss Mutual Fund

#12 of 242 (1Y)

₹21.7217

0.26 (-1.18%)

NAV as of 29 May 2026

Today's NAV — all variants

Regular · Growth

₹₹21.7217

0.26 (-1.18%)

29 May 2026

AMFI: 148557

Direct · Growth

₹₹22.4214

0.27 (-1.18%)

29 May 2026

AMFI: 148555

Regular · IDCW

₹₹21.7217

0.26 (-1.18%)

29 May 2026

AMFI: 148558

Direct · IDCW

₹₹22.4214

0.27 (-1.18%)

29 May 2026

AMFI: 148556

Returns (Lumpsum)

CAGR for periods ≥ 1 year
1 Week+2.18%
1 Month+6.28%
3 Months+4.91%
6 Months+5.18%
1 Year+15.83%
3 Years (CAGR)+21.74%
5 Years (CAGR)+12.86%
10 Years (CAGR)
Since Inception (Oct 2020)+15.15%

SIP Returns (XIRR)

₹1,000/month SIP, annualised
1 Year SIP+16.84%
3 Year SIP+15.14%
5 Year SIP+15.24%
Since Inception (Oct 2020)+15.06%

SIP since inception — what ₹500/month became

Real NAV backtest from day one

₹33,500

Invested

₹50,435

Value today

14.6%

XIRR (p.a.)

500/month SIP from fund inception · Current value as of today

Try SIP Calculator with this fund's history

1,000 lumpsum at launch — value today

Invested on the fund's first NAV date

₹1,000

Invested

₹2,172

Value today

14.9%

CAGR (p.a.)

One-time investment at fund inception · Growth purely from NAV appreciation

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₹10L corpus with ₹5,000/month withdrawals since inception

Corpus is still growing despite monthly payouts

₹10,00,000

Initial corpus

₹3,35,000

Withdrawn

₹16,67,817

Corpus left

+₹10,02,817 net gain — withdrew ₹3,35,000 AND corpus grew

Plan your SWP with real NAV

₹6L corpus via 12-month STP from a liquid fund at inception

₹50K/month transferred from HDFC Liquid → this fund at launch

₹6,00,000

Invested

₹11,44,429

Value today

-12.2%

vs lumpsum

Direct lumpsum would have beaten STP by 12.2% — but STP reduced timing risk

Model your own STP with real NAV

₹1 lakh on the worst crash day — 03 Jun 2024

Worst single-day Nifty drop during this fund's life

₹1,00,000

Invested

₹1,27,929

Value today

1.3×

Multiple

Staying invested through that crash turned ₹1L into ₹1,27,929 — a 1.3× return

Read: Staying invested through crashes

Direct vs Regular — ₹500/month over 5 years

Expense ratio drag on your actual returns

Direct plan

₹45,042

Regular plan

₹44,336

Direct earns ₹706 more on a ₹30K investment0.47% extra return per year

Same fund, same NAV history — only the expense ratio differs. Direct plans always outperform Regular over time.

Learn about Direct vs Regular plans

Fund Details

Fund HouseEdelweiss Mutual Fund
CategoryIndex Fund
Plan Typeregular
Optiongrowth
AUM₹170 Cr
Expense Ratio1.06%
Min SIP₹500
Min Lumpsum₹1,000
BenchmarkMSCI India Domestic & World Healthcare 45 Index
Launch Date26 Oct 2020
AMFI Code148557

Risk Metrics

Trailing 1 year, annualised

0.15

Sharpe Ratio

Alpha

Beta

0.13

Sortino

12.40%

Std Dev

-10.47%

Max Drawdown

Portfolio Strategy

This is a passively managed index fund that replicates its benchmark index by holding the same securities in the same proportion.

Tracks:MSCI India Domestic & World Healthcare 45 Index

ETF, FoF, and index funds track an index or target fund — not individual securities. Portfolio performance is captured via NAV and benchmark returns shown above.

Performance Comparison

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Investment Objective

Edelweiss MSCI India Domestic & World Healthcare 45 index Fund Regular Plan - Growth is a passively managed fund that tracks a specific market index, aiming to replicate its returns with minimal tracking error. Index funds offer low-cost, diversified exposure to the market with full transparency of holdings.

About This Fund

Edelweiss MSCI India Domestic & World Healthcare 45 index Fund Regular Plan - Growth is a Index Fund mutual fund offered by Edelweiss Mutual Fund. The fund has been operational for over 5 years. It manages assets worth ₹170 Cr, reflecting investor confidence in the fund's strategy. It benchmarks its performance against MSCI India Domestic & World Healthcare 45 Index. The current expense ratio is 1.06%.

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