Edelweiss Nifty Next 50 Index Fund Growth Return

  • 1M
  • 3M
  • 6M
  • 1Y
  • 3Y
  • 5Y
This Fund:
Sensex:
BankFD:

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)

276 Cr

Lock In Period

N/A

Expense Ratio

0.87

Exit Load

Nil

Benchmark

Nifty Next 50 Total Return

Edelweiss Nifty Next 50 Index Fund Growth Calculate Returns

You would have got

close_grey_icon
No Data Found
Your Investment Amount
  • 1
  • 2
  • 3
  • 4
  • 5

Growth Review

DurationFund Return(%)Category Average(%)Category Best(%)
1M1.56-1.0618.94
6M7.240.5828.06
1Y7.832.7791.53
3Y16.8910.96189.04

Portfolio Analysis

  • Equity: 99.65%
  • Debt: 0.35%
  • Others
As on: 2026-06-30
View allocation % by

1. Adani Power Ltd.3.79%
2. Tata Power Company Ltd.2.64%
3. Adani Green Energy Ltd.2.05%

1. Bank of Baroda2.07%
2. Canara Bank1.73%
3. Punjab National Bank1.50%
4. Union Bank of India1.36%

1. Divi's Laboratories Ltd.3.42%
2. Torrent Pharmaceuticals Ltd.1.98%
3. Zydus Lifesciences Ltd.1.14%

1. CG Power and Industrial Solutions Ltd.2.67%
2. ABB India Ltd.1.51%
3. Siemens Energy India Ltd.1.33%

1. Power Finance Corporation Ltd.2.53%
2. REC Ltd.1.86%
3. Indian Railway Finance Corporation Ltd.0.74%

1. Bharat Petroleum Corporation Ltd.2.52%
2. Indian Oil Corporation Ltd.2.13%

1. Cholamandalam Investment & Finance Company Ltd.3.14%
2. Muthoot Finance Ltd.1.31%

1. Tata Motors Ltd.3.62%

1. Hindustan Aeronautics Ltd.3.40%

1. TVS Motor Company Ltd.3.32%

1. Cummins India Ltd.3.13%

1. VARUN BEVERAGES LIMITED2.84%

1. DLF Ltd.1.63%
2. Lodha Developers Ltd.1.10%

1. Samvardhana Motherson International Ltd.2.68%

1. Avenue Supermarts Ltd.2.64%

1. The Indian Hotels Company Ltd.2.56%

1. Britannia Industries Ltd.2.48%

1. Shree Cement Ltd.1.38%
2. Ambuja Cements Ltd.1.05%

1. HDFC Asset Management Company Ltd.2.21%

1. Adani Energy Solutions Ltd.2.12%

1. Pidilite Industries Ltd.2.02%

1. Vedanta Ltd.1.95%

1. GAIL (India) Ltd.1.91%

1. Bajaj Holdings & Investment Ltd.1.88%

1. Solar Industries India Ltd.1.86%

1. Godrej Consumer Products Ltd.1.66%

1. United Spirits Ltd.1.63%

1. Jindal Steel Ltd.1.61%

1. Bosch Ltd.1.42%

1. LTM Ltd.1.34%

1. Siemens Ltd.1.30%

1. Hyundai Motor India Ltd.1.11%

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 ₹276 Crore. The fund benchmarks its performance against the Nifty Next 50 Total Return while maintaining an expense ratio of 0.87. 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 Name1Y3Y
This FundMotilal Oswal Nifty Next 50 Index Fund Growth7.642859.617
This FundHSBC Nifty Next 50 Index Fund Growth7.726159.6187
This FundEdelweiss Nifty Next 50 Index Fund Growth7.827859.7007
This FundKotak Silver ETF Growth89.9636188.3822
This FundICICI Prudential Silver ETF Growth90.2304189.0406

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 0.87. 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 : 1.56%
  • 6 Months : 7.24%
  • 1 Year : 7.83%
  • 3 Years : 16.89%
Returns of Edelweiss Nifty Next 50 Index Fund Growth are updated daily based on NAV of ₹ 16.7511 as on Jul 31,2026. Since inception, the return has been 59.70%.

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 ₹276 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.