Edelweiss CRISIL IBX AAA Financial Services Jan 2028 Index Fund Direct Growth

Scheme code: INF754K01TP0 NAV value: ₹ 11.0390 NAV date: 18 March, 2026 TER: 0.17%

Fund option: Direct Fund type: Growth

Asset class: Other Asset category: Index Funds

Rolling returns

Duration	Min (%)	Max (%)	Median (%)	Average return (%)	Category average return (%)
1 year	8.01	9.03	8.38	8.48	9.23

Index

Metrics

NIFTY 50

Duration	Min (%)	Max (%)	Average return (%)	Fund's return (%)
1 year	-7.02	20.62	5.61	8.48
3 year	6.28	30.95	15.04
5 year	8.38	26.02	14.22
7 year	10.18	15.62	12.93
10 year	11.42	12.93	12.18
15 year	-5.65	15.88	6.78

NIFTY 100

Duration	Min (%)	Max (%)	Average return (%)	Fund's return (%)
1 year	-8.47	19.78	4.49	8.48
3 year	6.56	19.64	13.57
5 year	9.22	12.29	10.75

NIFTY 200

Duration	Min (%)	Max (%)	Average return (%)	Fund's return (%)
1 year	-8.39	20.91	4.75	8.48
3 year	7.68	21.49	15.06
5 year	10.37	13.5	11.93

NIFTY 500

Duration	Min (%)	Max (%)	Average return (%)	Fund's return (%)
1 year	-8.47	20.67	4.16	8.48
3 year	8.04	32.03	17.81
5 year	8.18	28.64	15.34
7 year	10.64	16.42	13.77
10 year	12.56	14.06	13.31

If you invest ₹1 lakh per month in this fund through SIP, here are the estimated returns over different timeframes.

Duration	Invested amount	Final value	Return	CAGR (%)

Index	Metrics

- Total Invested Amount: ₹12,00,000 - Final Portfolio Value: ₹12,41,383 - Absolute Returns: ₹41,383 - CAGR: %

Max Drawdown

-0.29 %

Drawdown Duration

0 months

Recovery Time

1 months

Avg Drawdown

-0.02 %

1 Y

28.942

vs NIFTY 50

Duration	Alpha	Beta	Upside Capture	Downside Capture	Fund CAGR	Benchmark CAGR
1 year	1.47	0.02	6.8	-4.3	7.93 %	4.00 %
3 years	-3.15	0.01	6.5	-4.4	3.25 %	-1.21 %
5 years	-4.47	0.01	6.5	-4.4	1.94 %	-0.72 %
7 years	-5.03	0.01	6.5	-4.4	1.38 %	-0.52 %
10 years	-5.44	0.01	6.5	-4.4	0.97 %	-0.36 %
12 years	-5.61	0.01	6.5	-4.4	0.80 %	-0.30 %
15 years	-5.77	0.01	6.5	-4.4	0.64 %	-0.24 %