ఎడెల్వీస్ SIP యొక్క సమర్థవంతమైన పద్ధతిపెట్టుబడి పెడుతున్నారు మ్యూచువల్ ఫండ్ పథకంలో. ఒక SIP లేదా సిస్టమాటిక్పెట్టుబడి ప్రణాళిక a లాగా పనిచేస్తుందిరికరింగ్ డిపాజిట్ (RD), దీనిలో మీరు నెలవారీ కొంత మొత్తాన్ని డిపాజిట్ చేయాలి.
SIP అనేది చాలా కాలం పాటు పెట్టుబడి పెట్టడానికి అనువైన ప్లాన్, ముఖ్యంగా పెట్టుబడి పెట్టేటప్పుడుఈక్విటీ ఫండ్స్. దాని క్రమబద్ధమైన పెట్టుబడి కారణంగా, ఇది ఈక్విటీ పెట్టుబడి యొక్క ఆపదలను సమతుల్యం చేస్తుంది.
ఇది దీర్ఘకాలంలో స్థిరమైన రాబడిని నిర్ధారిస్తుంది. అంతేకాకుండా, పెట్టుబడిదారులు కూడా వాటిని నెరవేర్చుకోవచ్చుఆర్థిక లక్ష్యాలు SIP తో.

మీరు మీ ప్లాన్ చేసుకోవచ్చుపదవీ విరమణ, వివాహం, మీరు ఇల్లు లేదా కారు మొదలైనవి కొనుగోలు చేయాలనుకుంటే, క్రమపద్ధతిలో Edelweiss SIP ఫండ్లతో. SIP యొక్క కొన్ని ప్రధాన ప్రయోజనాలు:
కాబట్టి, ఆసక్తి ఉన్న పెట్టుబడిదారులుSIPలో పెట్టుబడి పెట్టండి, ఇక్కడ ఉత్తమ Edelweiss SIP ఉన్నాయిమ్యూచువల్ ఫండ్స్ 2022 కోసం. ఈ ఫండ్లు AUM, గత పనితీరులు, పీర్ యావరేజ్ రిటర్న్లు మొదలైన వివిధ పారామితులను చేపట్టడం ద్వారా షార్ట్లిస్ట్ చేయబడ్డాయి.
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Fund NAV Net Assets (Cr) Min SIP Investment 3 MO (%) 6 MO (%) 1 YR (%) 3 YR (%) 5 YR (%) 2024 (%) Edelweiss Mid Cap Fund Growth ₹99.408
↓ -1.43 ₹13,650 500 -3.4 -2.6 5.6 24.6 22.9 3.8 Edelweiss Multi Cap Fund Growth ₹38.423
↓ -0.41 ₹3,127 1,000 -2.1 0.4 7.5 18.1 16.9 5.4 Edelweiss Large and Mid Cap Fund Growth ₹86.283
↓ -1.14 ₹4,517 1,000 -2.1 -1.2 5.6 17.5 16.8 4.1 Edelweiss Emerging Markets Opportunities Equity Off-shore Fund Growth ₹23.1255
↑ 0.07 ₹169 1,000 14.9 30.4 50.9 17.3 4.4 41.1 Edelweiss Long Term Equity Fund Growth ₹111.32
↓ -1.35 ₹451 500 -2 0.4 7.5 16 14.6 6.7 Edelweiss Large Cap Fund Growth ₹83.88
↓ -0.79 ₹1,456 100 -2.9 -0.2 6.3 14.1 13.2 7.2 Edelweiss ASEAN Equity Off-shore Fund Growth ₹34.334
↑ 0.37 ₹135 1,000 10.3 13.8 21.9 10.7 8.5 17.6 Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 23 Jan 26 Research Highlights & Commentary of 7 Funds showcased
Commentary Edelweiss Mid Cap Fund Edelweiss Multi Cap Fund Edelweiss Large and Mid Cap Fund Edelweiss Emerging Markets Opportunities Equity Off-shore Fund Edelweiss Long Term Equity Fund Edelweiss Large Cap Fund Edelweiss ASEAN Equity Off-shore Fund Point 1 Highest AUM (₹13,650 Cr). Upper mid AUM (₹3,127 Cr). Upper mid AUM (₹4,517 Cr). Bottom quartile AUM (₹169 Cr). Lower mid AUM (₹451 Cr). Lower mid AUM (₹1,456 Cr). Bottom quartile AUM (₹135 Cr). Point 2 Oldest track record among peers (18 yrs). Established history (10+ yrs). Established history (18+ yrs). Established history (11+ yrs). Established history (17+ yrs). Established history (16+ yrs). Established history (14+ yrs). Point 3 Rating: 3★ (upper mid). Not Rated. Top rated. Rating: 3★ (upper mid). Rating: 2★ (lower mid). Rating: 2★ (bottom quartile). Rating: 3★ (lower mid). Point 4 Risk profile: High. Risk profile: High. Risk profile: Moderately High. Risk profile: High. Risk profile: Moderately High. Risk profile: Moderately High. Risk profile: High. Point 5 5Y return: 22.88% (top quartile). 5Y return: 16.87% (upper mid). 5Y return: 16.78% (upper mid). 5Y return: 4.37% (bottom quartile). 5Y return: 14.58% (lower mid). 5Y return: 13.25% (lower mid). 5Y return: 8.45% (bottom quartile). Point 6 3Y return: 24.61% (top quartile). 3Y return: 18.06% (upper mid). 3Y return: 17.45% (upper mid). 3Y return: 17.28% (lower mid). 3Y return: 15.96% (lower mid). 3Y return: 14.05% (bottom quartile). 3Y return: 10.69% (bottom quartile). Point 7 1Y return: 5.61% (bottom quartile). 1Y return: 7.54% (upper mid). 1Y return: 5.61% (bottom quartile). 1Y return: 50.85% (top quartile). 1Y return: 7.50% (lower mid). 1Y return: 6.28% (lower mid). 1Y return: 21.89% (upper mid). Point 8 Alpha: -1.98 (lower mid). Alpha: -2.22 (lower mid). Alpha: -3.83 (bottom quartile). Alpha: -0.64 (upper mid). Alpha: -1.00 (upper mid). Alpha: -2.83 (bottom quartile). Alpha: 0.00 (top quartile). Point 9 Sharpe: -0.02 (bottom quartile). Sharpe: 0.03 (lower mid). Sharpe: -0.04 (bottom quartile). Sharpe: 2.63 (top quartile). Sharpe: 0.11 (lower mid). Sharpe: 0.14 (upper mid). Sharpe: 1.33 (upper mid). Point 10 Information ratio: 0.40 (upper mid). Information ratio: 0.91 (top quartile). Information ratio: -0.16 (bottom quartile). Information ratio: -0.95 (bottom quartile). Information ratio: 0.28 (lower mid). Information ratio: 0.40 (upper mid). Information ratio: 0.00 (lower mid). Edelweiss Mid Cap Fund
Edelweiss Multi Cap Fund
Edelweiss Large and Mid Cap Fund
Edelweiss Emerging Markets Opportunities Equity Off-shore Fund
Edelweiss Long Term Equity Fund
Edelweiss Large Cap Fund
Edelweiss ASEAN Equity Off-shore Fund
(Erstwhile Edelweiss Mid and Small Cap Fund ) The investment objective is to seek to generate long-term capital appreciation from a portfolio that predominantly invests in equity and equity-related securities of Mid Cap companies.
However, there can be no assurance that the investment objective of the Scheme will be realised. Below is the key information for Edelweiss Mid Cap Fund Returns up to 1 year are on (Erstwhile Edelweiss Economic Resurgence Fund ) The investment objective of the Scheme is to generate long-term capital appreciation from a diversi?ed portfolio that predominantly invests in equity and equity-related securities of companies across various market capitalisation.
However, there can be no assurance that the investment objective of the Scheme will be realised. Research Highlights for Edelweiss Multi Cap Fund Below is the key information for Edelweiss Multi Cap Fund Returns up to 1 year are on (Erstwhile Edelweiss Equity Opportunities Fund) The investment objective of the Scheme is to generate long-term capital appreciation from a diversified portfolio of predominantly Large Cap and Mid Cap equity and equity-related securities.
However, there is no assurance that the investment objective of the scheme will be realised. Research Highlights for Edelweiss Large and Mid Cap Fund Below is the key information for Edelweiss Large and Mid Cap Fund Returns up to 1 year are on The primary investment objective of the Scheme is to seek to provide long term capital growth by investing predominantly in the JPMorgan Funds - Emerging Markets Opportunities Fund, an equity fund which invests primarily in an aggressively managed portfolio of emerging market companies Research Highlights for Edelweiss Emerging Markets Opportunities Equity Off-shore Fund Below is the key information for Edelweiss Emerging Markets Opportunities Equity Off-shore Fund Returns up to 1 year are on (Erstwhile Edelweiss ELSS Fund) The primary objective of the scheme is to generate long-term capital appreciation with an option of periodic payouts at the end of lock in periods from a portfolio that invests predominantly in equity and equity related instruments. Research Highlights for Edelweiss Long Term Equity Fund Below is the key information for Edelweiss Long Term Equity Fund Returns up to 1 year are on (Erstwhile Edelweiss Large Cap Advantage Fund) The investment objective is to seek to generate long-term capital appreciation from a portfolio predominantly consisting equity and equity-related securities of the 100 largest corporate by market capitalisation listed in India.
However, there is no assurance that the investment objective of the Scheme will be realized and the Scheme does not assure or guarantee any returns. Research Highlights for Edelweiss Large Cap Fund Below is the key information for Edelweiss Large Cap Fund Returns up to 1 year are on The primary investment objective of the Scheme is to provide long term capital growth by investing predominantly in JPMorgan Funds – JF ASEAN Equity Fund, an equity fund which invests primarily in companies of countries which are members of the Association of South East Asian Nations (ASEAN). However, there can be no assurance that the investment objective of the Scheme will be realized. Research Highlights for Edelweiss ASEAN Equity Off-shore Fund Below is the key information for Edelweiss ASEAN Equity Off-shore Fund Returns up to 1 year are on 1. Edelweiss Mid Cap Fund
Edelweiss Mid Cap Fund
Growth Launch Date 26 Dec 07 NAV (23 Jan 26) ₹99.408 ↓ -1.43 (-1.42 %) Net Assets (Cr) ₹13,650 on 31 Dec 25 Category Equity - Mid Cap AMC Edelweiss Asset Management Limited Rating ☆☆☆ Risk High Expense Ratio 1.75 Sharpe Ratio -0.02 Information Ratio 0.4 Alpha Ratio -1.98 Min Investment 5,000 Min SIP Investment 500 Exit Load 0-12 Months (1%),12 Months and above(NIL) Growth of 10,000 investment over the years.
Date Value Returns for Edelweiss Mid Cap Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 23 Jan 26 Duration Returns 1 Month -5.2% 3 Month -3.4% 6 Month -2.6% 1 Year 5.6% 3 Year 24.6% 5 Year 22.9% 10 Year 15 Year Since launch 13.5% Historical performance (Yearly) on absolute basis
Year Returns 2024 3.8% 2023 38.9% 2022 38.4% 2021 2.4% 2020 50.3% 2019 26.4% 2018 5.2% 2017 -15.7% 2016 52.3% 2015 2.5% Fund Manager information for Edelweiss Mid Cap Fund
Name Since Tenure Data below for Edelweiss Mid Cap Fund as on 31 Dec 25
Equity Sector Allocation
Sector Value Asset Allocation
Asset Class Value Top Securities Holdings / Portfolio
Name Holding Value Quantity 2. Edelweiss Multi Cap Fund
Edelweiss Multi Cap Fund
Growth Launch Date 3 Feb 15 NAV (23 Jan 26) ₹38.423 ↓ -0.41 (-1.05 %) Net Assets (Cr) ₹3,127 on 31 Dec 25 Category Equity - Multi Cap AMC Edelweiss Asset Management Limited Rating Risk High Expense Ratio 1.98 Sharpe Ratio 0.03 Information Ratio 0.91 Alpha Ratio -2.22 Min Investment 5,000 Min SIP Investment 1,000 Exit Load 0-12 Months (1%),12 Months and above(NIL) Growth of 10,000 investment over the years.
Date Value Returns for Edelweiss Multi Cap Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 23 Jan 26 Duration Returns 1 Month -3.5% 3 Month -2.1% 6 Month 0.4% 1 Year 7.5% 3 Year 18.1% 5 Year 16.9% 10 Year 15 Year Since launch 13.1% Historical performance (Yearly) on absolute basis
Year Returns 2024 5.4% 2023 25.4% 2022 29.3% 2021 0.7% 2020 34.7% 2019 14.4% 2018 8.4% 2017 -4.9% 2016 47.4% 2015 0.4% Fund Manager information for Edelweiss Multi Cap Fund
Name Since Tenure Data below for Edelweiss Multi Cap Fund as on 31 Dec 25
Equity Sector Allocation
Sector Value Asset Allocation
Asset Class Value Top Securities Holdings / Portfolio
Name Holding Value Quantity 3. Edelweiss Large and Mid Cap Fund
Edelweiss Large and Mid Cap Fund
Growth Launch Date 14 Jun 07 NAV (23 Jan 26) ₹86.283 ↓ -1.14 (-1.31 %) Net Assets (Cr) ₹4,517 on 31 Dec 25 Category Equity - Large & Mid Cap AMC Edelweiss Asset Management Limited Rating ☆☆☆☆ Risk Moderately High Expense Ratio 1.88 Sharpe Ratio -0.04 Information Ratio -0.16 Alpha Ratio -3.83 Min Investment 5,000 Min SIP Investment 1,000 Exit Load 0-12 Months (1%),12 Months and above(NIL) Growth of 10,000 investment over the years.
Date Value Returns for Edelweiss Large and Mid Cap Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 23 Jan 26 Duration Returns 1 Month -4.4% 3 Month -2.1% 6 Month -1.2% 1 Year 5.6% 3 Year 17.5% 5 Year 16.8% 10 Year 15 Year Since launch 12.3% Historical performance (Yearly) on absolute basis
Year Returns 2024 4.1% 2023 24.5% 2022 29.7% 2021 1.3% 2020 37% 2019 17% 2018 11.1% 2017 -3.3% 2016 38.1% 2015 0.5% Fund Manager information for Edelweiss Large and Mid Cap Fund
Name Since Tenure Data below for Edelweiss Large and Mid Cap Fund as on 31 Dec 25
Equity Sector Allocation
Sector Value Asset Allocation
Asset Class Value Top Securities Holdings / Portfolio
Name Holding Value Quantity 4. Edelweiss Emerging Markets Opportunities Equity Off-shore Fund
Edelweiss Emerging Markets Opportunities Equity Off-shore Fund
Growth Launch Date 7 Jul 14 NAV (23 Jan 26) ₹23.1255 ↑ 0.07 (0.29 %) Net Assets (Cr) ₹169 on 31 Dec 25 Category Equity - Global AMC Edelweiss Asset Management Limited Rating ☆☆☆ Risk High Expense Ratio 1.04 Sharpe Ratio 2.63 Information Ratio -0.95 Alpha Ratio -0.64 Min Investment 5,000 Min SIP Investment 1,000 Exit Load 0-1 Years (1%),1 Years and above(NIL) Growth of 10,000 investment over the years.
Date Value Returns for Edelweiss Emerging Markets Opportunities Equity Off-shore Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 23 Jan 26 Duration Returns 1 Month 11% 3 Month 14.9% 6 Month 30.4% 1 Year 50.9% 3 Year 17.3% 5 Year 4.4% 10 Year 15 Year Since launch 7.5% Historical performance (Yearly) on absolute basis
Year Returns 2024 41.1% 2023 5.9% 2022 5.5% 2021 -16.8% 2020 -5.9% 2019 21.7% 2018 25.1% 2017 -7.2% 2016 30% 2015 9.8% Fund Manager information for Edelweiss Emerging Markets Opportunities Equity Off-shore Fund
Name Since Tenure Data below for Edelweiss Emerging Markets Opportunities Equity Off-shore Fund as on 31 Dec 25
Equity Sector Allocation
Sector Value Asset Allocation
Asset Class Value Top Securities Holdings / Portfolio
Name Holding Value Quantity 5. Edelweiss Long Term Equity Fund
Edelweiss Long Term Equity Fund
Growth Launch Date 30 Dec 08 NAV (23 Jan 26) ₹111.32 ↓ -1.35 (-1.20 %) Net Assets (Cr) ₹451 on 31 Dec 25 Category Equity - ELSS AMC Edelweiss Asset Management Limited Rating ☆☆ Risk Moderately High Expense Ratio 2.34 Sharpe Ratio 0.11 Information Ratio 0.28 Alpha Ratio -1 Min Investment 500 Min SIP Investment 500 Exit Load NIL Growth of 10,000 investment over the years.
Date Value Returns for Edelweiss Long Term Equity Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 23 Jan 26 Duration Returns 1 Month -4.1% 3 Month -2% 6 Month 0.4% 1 Year 7.5% 3 Year 16% 5 Year 14.6% 10 Year 15 Year Since launch 15.2% Historical performance (Yearly) on absolute basis
Year Returns 2024 6.7% 2023 20% 2022 26.8% 2021 -0.1% 2020 30.4% 2019 13.7% 2018 9.2% 2017 -9.1% 2016 37.7% 2015 -1.1% Fund Manager information for Edelweiss Long Term Equity Fund
Name Since Tenure Data below for Edelweiss Long Term Equity Fund as on 31 Dec 25
Equity Sector Allocation
Sector Value Asset Allocation
Asset Class Value Top Securities Holdings / Portfolio
Name Holding Value Quantity 6. Edelweiss Large Cap Fund
Edelweiss Large Cap Fund
Growth Launch Date 20 May 09 NAV (23 Jan 26) ₹83.88 ↓ -0.79 (-0.93 %) Net Assets (Cr) ₹1,456 on 31 Dec 25 Category Equity - Large Cap AMC Edelweiss Asset Management Limited Rating ☆☆ Risk Moderately High Expense Ratio 2.19 Sharpe Ratio 0.14 Information Ratio 0.4 Alpha Ratio -2.83 Min Investment 1,000 Min SIP Investment 100 Exit Load 0-365 Days (1%),365 Days and above(NIL) Growth of 10,000 investment over the years.
Date Value Returns for Edelweiss Large Cap Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 23 Jan 26 Duration Returns 1 Month -3.6% 3 Month -2.9% 6 Month -0.2% 1 Year 6.3% 3 Year 14.1% 5 Year 13.2% 10 Year 15 Year Since launch 13.6% Historical performance (Yearly) on absolute basis
Year Returns 2024 7.2% 2023 14.6% 2022 25.7% 2021 3.4% 2020 23.4% 2019 17.3% 2018 11.5% 2017 1.7% 2016 33.8% 2015 0.4% Fund Manager information for Edelweiss Large Cap Fund
Name Since Tenure Data below for Edelweiss Large Cap Fund as on 31 Dec 25
Equity Sector Allocation
Sector Value Asset Allocation
Asset Class Value Top Securities Holdings / Portfolio
Name Holding Value Quantity 7. Edelweiss ASEAN Equity Off-shore Fund
Edelweiss ASEAN Equity Off-shore Fund
Growth Launch Date 1 Jul 11 NAV (23 Jan 26) ₹34.334 ↑ 0.37 (1.10 %) Net Assets (Cr) ₹135 on 31 Dec 25 Category Equity - Global AMC Edelweiss Asset Management Limited Rating ☆☆☆ Risk High Expense Ratio 1.42 Sharpe Ratio 1.33 Information Ratio 0 Alpha Ratio 0 Min Investment 5,000 Min SIP Investment 1,000 Exit Load 0-12 Months (1%),12 Months and above(NIL) Growth of 10,000 investment over the years.
Date Value Returns for Edelweiss ASEAN Equity Off-shore Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 23 Jan 26 Duration Returns 1 Month 5.6% 3 Month 10.3% 6 Month 13.8% 1 Year 21.9% 3 Year 10.7% 5 Year 8.5% 10 Year 15 Year Since launch 8.8% Historical performance (Yearly) on absolute basis
Year Returns 2024 17.6% 2023 14.5% 2022 -1.4% 2021 4.8% 2020 6.3% 2019 2.3% 2018 12% 2017 -2.1% 2016 21.9% 2015 9.6% Fund Manager information for Edelweiss ASEAN Equity Off-shore Fund
Name Since Tenure Data below for Edelweiss ASEAN Equity Off-shore Fund as on 31 Dec 25
Equity Sector Allocation
Sector Value Asset Allocation
Asset Class Value Top Securities Holdings / Portfolio
Name Holding Value Quantity
మీది ఎలాగో తెలుసుకోవాలనుకుంటున్నారుSIP పెట్టుబడి మీరు నిర్దిష్ట కాలానికి నెలవారీ కొంత మొత్తాన్ని పెట్టుబడి పెడితే పెరుగుతుందా? మేము మీకు ఒక ఉదాహరణతో వివరిస్తాము.
SIP కాలిక్యులేటర్లు సాధారణంగా SIP పెట్టుబడి మొత్తం (లక్ష్యం) పెట్టుబడి పెట్టాలని కోరుకునే ఇన్పుట్లను తీసుకుంటాయి, ఎన్ని సంవత్సరాల పెట్టుబడి అవసరం, ఊహించినవిద్రవ్యోల్బణం రేట్లు (దీనిని పరిగణనలోకి తీసుకోవాలి!) మరియు ఆశించిన రాబడి. అందువల్ల, ఒక లక్ష్యాన్ని సాధించడానికి అవసరమైన SIP రాబడిని లెక్కించవచ్చు!
మీరు INR 10 పెట్టుబడి పెడితే, అనుకుందాం.000 10 సంవత్సరాల పాటు, మీ SIP పెట్టుబడి ఎలా పెరుగుతుందో చూడండి-
నెలవారీ పెట్టుబడి: INR 10,000
పెట్టుబడి కాలం: 10 సంవత్సరాల
పెట్టుబడి పెట్టబడిన మొత్తం: INR 12,00,000
దీర్ఘకాలిక వృద్ధి రేటు (సుమారుగా): 15%
అంచనా ప్రకారం రాబడులుసిప్ కాలిక్యులేటర్: INR 27,86,573
నికర లాభం: INR 15,86,573 (సంపూర్ణ రాబడి= 132.2%)
మీరు 10 సంవత్సరాల పాటు నెలవారీ INR 10,000 పెట్టుబడి పెడితే (మొత్తం INR) అని పై లెక్కలు చూపిస్తున్నాయి12,00,000) మీరు సంపాదిస్తారుINR 27,86,573, అంటే మీరు చేసే నికర లాభంINR 15,86,573. ఇది గొప్పది కాదా!
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Research Highlights for Edelweiss Mid Cap Fund