Index Fundregulargrowth
Edelweiss MSCI India Domestic & World Healthcare 45 index Fund Regular Plan - Growth
Returns (Lumpsum)
CAGR for periods ≥ 1 year1 Week+0.88%
1 Month-5.17%
3 Months-2.39%
6 Months+5.04%
1 Year+7.10%
3 Years (CAGR)+20.10%
5 Years (CAGR)+13.29%
10 Years (CAGR)—
Since Inception (Nov 2020)+14.04%
SIP Returns (XIRR)
₹1,000/month SIP, annualised1 Year SIP+4.88%
3 Year SIP+12.13%
5 Year SIP+12.92%
Since Inception (Nov 2020)+12.94%
Fund Details
Fund HouseEdelweiss Mutual Fund
CategoryIndex Fund
Plan Typeregular
Optiongrowth
AUM₹175 Cr
Expense Ratio1.06%
Min SIP₹500
Min Lumpsum₹1,000
Launch Date02 Nov 2020
AMFI Code148557
Risk Metrics
—
Sharpe Ratio
—
Alpha
—
Beta
—
Sortino
—
Std Dev
—
Max Drawdown
Performance Comparison
Performance Comparison
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Our experts will help you decide if this fund fits your goals.
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 ₹175 Cr, reflecting investor confidence in the fund's strategy. 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