Return
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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)
₹16 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 ₹21.4594 NAV as of Apr 02,2026 and returns since inception of --%. Minimum investments start at SIP ₹0. The Edelweiss BSE Capital Markets & Insurance ETF Growth AUM is ₹16 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 -10.09% returns, against a category average of -2.02% and a category best of 3.73%.
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Growth Review
| Duration | Fund Return(%) | Category Average(%) | Category Best(%) |
|---|---|---|---|
| 1M | -10.09 | -2.02 | 3.73 |
| 6M | -5.57 | 0.64 | 66.17 |
| 1Y | 13.43 | 4.39 | 136.30 |
| 3Y | 0.00 | 12.16 | 224.26 |
Portfolio Analysis
- Equity: 99.88%
- Debt: 0.12%
- Others
As on: 2026-02-28
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About Fund
Edelweiss BSE Capital Markets & Insurance ETF Growth managed by Edelweiss Mutual Fund,is a Equity - Index Fundscheme with Assets Under Management of ₹16 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.
Peer Comparison
| Fund Name | Ratings | AUM | Expense Ratio |
|---|---|---|---|
| This FundGroww BSE Power ETF Growth | 0 | 108.18 CR | |
| This FundKotak BSE Sensex Index Fund Growth | 0 | 16.01 CR | 0.31 |
| This FundEdelweiss BSE Capital Markets & Insurance ETF Growth | 0 | 15.86 CR | 0.27 |
| This FundKotak Silver ETF Growth | 0 | 4148.21 CR | 0.45 |
| This FundICICI Prudential Silver ETF Growth | 0 | 16848.3 CR | 0.4 |
| Fund Name | 1Y | 3Y |
|---|---|---|
| This FundGroww BSE Power ETF Growth | 0 | 0 |
| This FundKotak BSE Sensex Index Fund Growth | -2.9724 | 0 |
| This FundEdelweiss BSE Capital Markets & Insurance ETF Growth | 13.4277 | 0 |
| This FundKotak Silver ETF Growth | 135.6624 | 223.8757 |
| This FundICICI Prudential Silver ETF Growth | 135.3354 | 224.256 |
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 : -10.09%
- 6 Months : -5.57%
- 1 Year : 13.43%
- 3 Years : 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 ₹16 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