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This Fund:
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Showing Funds Performance since Sep 07, 2020

Fund Overview

Min. investment

SIP ₹0 & Lump. ₹5000

AUM (Fund size)

₹15 Cr

Lock In Period

N/A

Expense Ratio

0.27

Benchmark

BSE Capital Markets & Insurance Total Return

Exit Load

Nil

Summary

Latest details for Edelweiss BSE Capital Markets & Insurance ETF Growth include a ₹24.9238 NAV as of May 08,2026 and returns since inception of --%. Minimum investments start at SIP ₹0. The Edelweiss BSE Capital Markets & Insurance ETF Growth AUM is ₹15 Cr, with a lock-in of N/A years, expense ratio of 0.27%, and benchmark BSE Capital Markets & Insurance Total Return. Exit load is - Nil. In the growth review for 1M Month/Year, the fund recorded 13.62% returns, against a category average of 1.83% and a category best of 21.91%.

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Growth Review

DurationFund Return(%)Category Average(%)Category Best(%)
1M13.621.8321.91
6M4.041.9670.41
1Y22.425.70161.92
3Y0.0015.23224.40

Portfolio Analysis

  • Equity: 99.87%
  • Debt: 0.13%
  • Others
As on: 2026-03-31
View allocation % by

1. Max Financial Services Ltd.8.23%
2. 360 One Wam Ltd.5.18%
3. Computer Age Management Services Ltd.3.17%
4. Angel One Ltd.2.78%
5. Anand Rathi Wealth Ltd.2.71%
6. KFIN Technologies Ltd.2.45%
7. Motilal Oswal Financial Services Ltd.2.08%
8. Nuvama Wealth Management Ltd.2.03%

1. SBI Life Insurance Company Ltd.9.97%
2. HDFC Life Insurance Company Ltd.9.81%
3. ICICI Prudential Life Insurance Co Ltd.4.19%
4. Life Insurance Corporation of India3.80%

1. HDFC Asset Management Company Ltd.9.38%
2. Nippon Life India Asset Management Ltd.3.02%
3. Aditya Birla Sun Life AMC Ltd.1.34%
4. UTI Asset Management Company Ltd.0.81%

1. ICICI Lombard General Insurance Co. Ltd.8.78%
2. Star Health & Allied Insurance Co Ltd.2.21%
3. Go Digit General Insurance Ltd.1.71%
4. Niva Bupa Health Insurance Company Ltd.0.98%
5. The New India Assurance Company Ltd.0.61%

1. Multi Commodity Exchange Of India Ltd.10.29%
2. Indian Energy Exchange Ltd.1.93%

1. General Insurance Corporation of India2.41%

About Fund

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 0.27. 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 NameRatingsAUMExpense Ratio
This FundAditya Birla Sun Life BSE Top 10 Banks ETF Growth041.6 CR0.14
This FundTata Nifty200 Alpha 30 Index Fund Growth0169.78 CR1.12
This FundEdelweiss BSE Capital Markets & Insurance ETF Growth014.91 CR0.27
This FundKotak Silver ETF Growth03319.12 CR0.35
This FundICICI Prudential Silver ETF Growth014511.43 CR0.4
Fund Name1Y3Y
This FundAditya Birla Sun Life BSE Top 10 Banks ETF Growth00
This FundTata Nifty200 Alpha 30 Index Fund Growth9.27710
This FundEdelweiss BSE Capital Markets & Insurance ETF Growth22.41860
This FundKotak Silver ETF Growth161.2609223.4941
This FundICICI Prudential Silver ETF Growth161.9165224.3973

FAQs

Edelweiss BSE Capital Markets & Insurance ETF Growth's fund is managed by experienced SEBI-registered investment fund manager , who implements the fund's strategy through research-backed decisions while adhering to its stated objectives.

The expense ratio of Edelweiss BSE Capital Markets & Insurance ETF Growth is 0.27. This expense ratio is calculated by dividing the fund's operating expenses by its net assets.

Edelweiss BSE Capital Markets & Insurance ETF Growth’s fund performance is as follows:
  • 1 Month : 13.62%
  • 6 Months : 4.04%
  • 1 Year : 22.42%
  • 3 Years : 0.00%
Returns of Edelweiss BSE Capital Markets & Insurance ETF Growth are updated daily based on NAV of ₹ 24.9238 as on May 08,2026. Since inception, the return has been 0.00%.

You can invest in Edelweiss BSE Capital Markets & Insurance ETF Growth through SIP with a minimum of ₹500 monthly or make a lump sum investment of a minimum ₹1,000. Additional purchase minimums vary by scheme.

The fund size (AUM) of Edelweiss BSE Capital Markets & Insurance ETF Growth is ₹15 crore. It changes based on market performance, inflows, and outflows.

You can track your investment in Edelweiss BSE Capital Markets & Insurance ETF Growth through our website, our Choice FinX mobile app, regular statements, and email updates. Our customer support team is available for queries.
Min Inv Amount: ₹500