Edelweiss Nifty Next 50 Index Fund Growth Return

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  • 6M
  • 1Y
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  • 5Y
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Showing Funds Performance since Sep 07, 2020

Edelweiss Nifty Next 50 Index Fund Growth Fund Overview

Min. investment

SIP ₹100 & Lump. ₹100

AUM (Fund size)

₹295 Cr

Lock In Period

N/A

Expense Ratio

0.91

Exit Load

Nil

Benchmark

Nifty Next 50 Total Return

Edelweiss Nifty Next 50 Index Fund Growth Calculate Returns

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Growth Review

DurationFund Return(%)Category Average(%)Category Best(%)
1M2.58-0.7210.19
6M7.001.3833.00
1Y8.853.56111.63
3Y19.0411.53228.78

Portfolio Analysis

  • Equity: 99.57%
  • Debt: 0.43%
  • Others
As on: 2026-07-31
View allocation % by

1. Divi's Laboratories Ltd.4.02%
2. Torrent Pharmaceuticals Ltd.2.95%
3. Zydus Lifesciences Ltd.1.11%

1. Adani Power Ltd.3.45%
2. Tata Power Company Ltd.2.49%
3. Adani Green Energy Ltd.1.83%

1. Bank of Baroda1.77%
2. Canara Bank1.65%
3. Punjab National Bank1.52%
4. Union Bank of India1.30%

1. Power Finance Corporation Ltd.2.43%
2. REC Ltd.1.83%
3. Indian Railway Finance Corporation Ltd.0.70%

1. CG Power and Industrial Solutions Ltd.2.33%
2. ABB India Ltd.1.50%
3. Siemens Energy India Ltd.1.12%

1. Bharat Petroleum Corporation Ltd.2.54%
2. Indian Oil Corporation Ltd.2.06%

1. Cholamandalam Investment & Finance Company Ltd.3.15%
2. Muthoot Finance Ltd.1.31%

1. TVS Motor Company Ltd.3.98%

1. Tata Motors Ltd.3.58%

1. Hindustan Aeronautics Ltd.3.46%

1. DLF Ltd.1.67%
2. Lodha Developers Ltd.1.35%

1. Cummins India Ltd.2.93%

1. Samvardhana Motherson International Ltd.2.61%

1. The Indian Hotels Company Ltd.2.55%

1. Britannia Industries Ltd.2.51%

1. Avenue Supermarts Ltd.2.49%

1. Shree Cement Ltd.1.37%
2. Ambuja Cements Ltd.1.06%

1. VARUN BEVERAGES LIMITED2.38%

1. Adani Energy Solutions Ltd.2.13%

1. HDFC Asset Management Company Ltd.2.09%

1. Pidilite Industries Ltd.1.97%

1. Bajaj Holdings & Investment Ltd.1.93%

1. GAIL (India) Ltd.1.92%

1. Solar Industries India Ltd.1.76%

1. Vedanta Ltd.1.76%

1. United Spirits Ltd.1.76%

1. Godrej Consumer Products Ltd.1.69%

1. Jindal Steel Ltd.1.60%

1. LTM Ltd.1.59%

1. Bosch Ltd.1.40%

1. Siemens Ltd.1.30%

1. Hyundai Motor India Ltd.1.22%

1. Hindustan Zinc Ltd.1.02%
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About Fund Edelweiss Nifty Next 50 Index Fund Growth

Edelweiss Nifty Next 50 Index Fund Growth managed by Edelweiss Mutual Fund,is a Equity - Index Fundscheme with Assets Under Management of ₹295 Crore. The fund benchmarks its performance against the Nifty Next 50 Total Return while maintaining an expense ratio of 0.91. 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
HSBC Nifty Next 50 Index Fund Growth0175 CR0.81
Motilal Oswal Nifty Next 50 Index Fund Growth0510 CR1.15
Edelweiss Nifty Next 50 Index Fund Growth0294 CR0.91
Aditya Birla Sun Life Silver ETF Growth02,756 CR0.35
HDFC Silver ETF Growth07,472 CR0.5
Fund Name1Y3Y
This FundHSBC Nifty Next 50 Index Fund Growth8.731268.6156
This FundMotilal Oswal Nifty Next 50 Index Fund Growth8.657368.6228
This FundEdelweiss Nifty Next 50 Index Fund Growth8.846768.7068
This FundAditya Birla Sun Life Silver ETF Growth111.4291227.4845
This FundHDFC Silver ETF Growth110.4029228.7771

Edelweiss Nifty Next 50 Index Fund Growth FAQs

Edelweiss Nifty Next 50 Index Fund 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 Nifty Next 50 Index Fund Growth is 0.91. This expense ratio is calculated by dividing the fund's operating expenses by its net assets.

Edelweiss Nifty Next 50 Index Fund Growth’s fund performance is as follows:
  • 1 Month : 2.58%
  • 6 Months : 7.00%
  • 1 Year : 8.85%
  • 3 Years : 19.04%
Returns of Edelweiss Nifty Next 50 Index Fund Growth are updated daily based on NAV of ₹ 16.883 as on Aug 20,2026. Since inception, the return has been 68.71%.

You can invest in Edelweiss Nifty Next 50 Index Fund 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 Nifty Next 50 Index Fund Growth is ₹295 crore. It changes based on market performance, inflows, and outflows.

You can track your investment in Edelweiss Nifty Next 50 Index Fund Growth through our website, our Choice FinX mobile app, regular statements, and email updates. Our customer support team is available for queries.