FundLens
82
Index — Large CapStrong Buy

Edelweiss Nifty Next 50 Index

Edelweiss · Direct–Growth · rank #2 of 82 by Smart Score

Data updated

Trailing returns

vs Nifty 50 (index-fund proxy)
1 Year
-0.1%
+10.1% vs index
3 Years
15.8%
+9.5% vs index
5 Years
—
Since launch
12.8%

Year-by-year performance

last entry = YTD
2023
+26.7%
2024
+28.0%
2025
+2.6%
2026
-0.2%

Why this score

Edelweiss Nifty Next 50 Index scores 82/100 — #2 of 82 Index — Large Cap fund (Strong Buy). It stands out for 3y return and sharpe ratio — beating 99% of peers on 3y return. The main drag is its volatility (better than only 18% of peers).

Each bar shows the fund's percentile vs Index — Large Cap peers — a longer bar beats more of the category.

3Y return15.82% · 99th percentile in category
Sharpe ratio0.50 · 94th percentile in category
Sortino ratio0.68 · 99th percentile in category
Alpha8.52 · 97th percentile in category
Expense ratio0.20% · 90th percentile in category
Volatility18.49 · 18th percentile in category

Top holdings

top 5 = 19.5% of portfolio
1.Divi's Laboratories Ltd4.84%
2.TVS Motor Company Ltd3.95%
3.Hindustan Aeronautics Ltd3.63%
4.Tata Motors Ltd3.61%
5.Adani Power Ltd3.48%

50 disclosed equity positions · portfolio as of Sept 2026 · weights are % of total corpus.

Other Index — Large Cap funds