Edelweiss Nifty 500 Multicap Momentum Quality 50 Index Fund Direct Growth

Scheme code: INF754K01TN5 NAV value: ₹ 8.3054 NAV date: 19 March, 2026 TER: 0.36%
Fund option: Direct Fund type: Growth
Asset class: Other Asset category: Index Funds

Rolling returns

Summary

Duration Min (%) Max (%) Median (%) Average return (%) Category average return (%)
1 year-15.1613.84-3.22-2.049.23

Comparison vs benchmark returns

Index Metrics
NIFTY 50
Duration Min (%) Max (%) Average return (%) Fund's return (%)
1 year -7.0220.625.61-2.04
3 year 6.2830.9515.04
5 year 8.3826.0214.22
7 year 10.1815.6212.93
10 year 11.4212.9312.18
15 year -5.6515.886.78
NIFTY 100
Duration Min (%) Max (%) Average return (%) Fund's return (%)
1 year -8.4719.784.49-2.04
3 year 6.5619.6413.57
5 year 9.2212.2910.75
NIFTY 200
Duration Min (%) Max (%) Average return (%) Fund's return (%)
1 year -8.3920.914.75-2.04
3 year 7.6821.4915.06
5 year 10.3713.511.93
NIFTY 500
Duration Min (%) Max (%) Average return (%) Fund's return (%)
1 year -8.4720.674.16-2.04
3 year 8.0432.0317.81
5 year 8.1828.6415.34
7 year 10.6416.4213.77
10 year 12.5614.0613.31

SIP rolling returns

Summary

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 (%)

Comparison vs benchmark returns

Index Metrics

SIP return for 1 year

- Total Invested Amount: ₹12,00,000 - Final Portfolio Value: ₹12,18,755 - Absolute Returns: ₹18,755 - CAGR: %

Drawdown Metrics

Max Drawdown

-27.72 %

Drawdown Duration

4 months

Avg Drawdown

-14.02 %

Calmar Ratio by Duration

1 Y

-0.0736

Benchmark Comparison

vs NIFTY 50

Duration Alpha Beta Upside Capture Downside Capture Fund CAGR Benchmark CAGR
1 year 2.11 1.13 116.3 114.1 5.79 % 4.00 %
3 years -3.80 1.16 113.3 126.1 -6.60 % -1.49 %
5 years -1.91 1.16 113.3 126.1 -4.02 % -0.89 %
7 years -1.07 1.16 113.3 126.1 -2.88 % -0.64 %
10 years -0.44 1.16 113.3 126.1 -2.03 % -0.45 %
12 years -0.19 1.16 113.3 126.1 -1.69 % -0.37 %
15 years 0.06 1.16 113.3 126.1 -1.36 % -0.30 %