Edelweiss BSE Capital Markets & Insurance ETF Growth Return
- 1M
- 3M
- 6M
- 1Y
- 3Y
- 5Y
This Fund:
Sensex:
BankFD:
Showing Funds Performance since Sep 07, 2020
Edelweiss BSE Capital Markets & Insurance ETF Growth Fund Overview
SIP ₹ & Lump. ₹5000
₹15 Cr
N/A
0.56
Nil
BSE Capital Markets & Insurance Total Return
Edelweiss BSE Capital Markets & Insurance ETF Growth Calculate Returns
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Growth Review
| Duration | Fund Return(%) | Category Average(%) | Category Best(%) |
|---|---|---|---|
| 1M | -2.40 | -0.78 | 18.94 |
| 6M | -0.14 | 0.71 | 28.06 |
| 1Y | 2.36 | 3.07 | 91.53 |
| 3Y | 0.00 | 9.90 | 189.04 |
Portfolio Analysis
- Equity: 99.24%
- Debt: 0.76%
- Others
About Fund Edelweiss BSE Capital Markets & Insurance ETF Growth
Edelweiss BSE Capital Markets & Insurance ETF Growth managed by Edelweiss Mutual Fund,is a Equity - Index Fundscheme with Assets Under Management of ₹15 Crore. The fund benchmarks its performance against the BSE Capital Markets & Insurance Total Return while maintaining an expense ratio of 0.56. Under the expert guidance of Bhavesh Jain ,the fund implements a disciplined investment approach aligned with its mandate. The scheme requires a minimum investment of ₹500 for SIP and ₹1,000 for lump sum investments, making it accessible to diverse investor profiles.
Fund Managers
Bhavesh Jain
Mr. Bhavesh Jain has done his Masters in Management Studies (Finance) from the Mumbai University and has a total work experience of over five years in the equity market segment. Prior to being appointed as an Assistant Fund Manager - Equity, he was designated as a Dealer of all the Equity Schemes of the Fund for over two years. He was also associated with Edelweiss Securities Limited as SGX Nifty Arbitrage Trader.
Peer Comparison
| Fund Name | Ratings | AUM | Expense Ratio |
|---|---|---|---|
| Bandhan Nifty 500 Momentum 50 Index Fund Growth | 0 | 35 CR | 1.07 |
| Edelweiss Nifty Next 50 ETF Growth | 0 | 7 CR | 3.41 |
| Edelweiss BSE Capital Markets & Insurance ETF Growth | 0 | 15 CR | 0.56 |
| Kotak Silver ETF Growth | 0 | 3,461 CR | 0.35 |
| ICICI Prudential Silver ETF Growth | 0 | 13,863 CR | 0.4 |
| Fund Name | 1Y | 3Y |
|---|---|---|
| This FundBandhan Nifty 500 Momentum 50 Index Fund Growth | -0.4162 | 0 |
| This FundEdelweiss Nifty Next 50 ETF Growth | 0 | 0 |
| This FundEdelweiss BSE Capital Markets & Insurance ETF Growth | 2.361 | 0 |
| This FundKotak Silver ETF Growth | 89.9636 | 188.3822 |
| This FundICICI Prudential Silver ETF Growth | 90.2304 | 189.0406 |
Edelweiss BSE Capital Markets & Insurance ETF Growth FAQs
- 1 Month : -2.40%
- 6 Months : -0.14%
- 1 Year : 2.36%
- 3 Years : 0.00%
