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ఉత్తమ Edelweiss SIP మ్యూచువల్ ఫండ్‌లు 2022

Updated on January 24, 2026 , 4564 views

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.

Edelweiss

Edelweiss SIP ఫండ్స్‌లో ఎందుకు పెట్టుబడి పెట్టాలి?

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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ఈక్విటీల కోసం ఎడెల్వీస్ మ్యూచువల్ ఫండ్ ద్వారా ఉత్తమ SIP ఫండ్‌లు

FundNAVNet Assets (Cr)Min SIP Investment3 MO (%)6 MO (%)1 YR (%)3 YR (%)5 YR (%)2024 (%)
Edelweiss Mid Cap Fund Growth ₹99.408
↓ -1.43
₹13,650 500 -3.4-2.65.624.622.93.8
Edelweiss Multi Cap Fund  Growth ₹38.423
↓ -0.41
₹3,127 1,000 -2.10.47.518.116.95.4
Edelweiss Large and Mid Cap Fund  Growth ₹86.283
↓ -1.14
₹4,517 1,000 -2.1-1.25.617.516.84.1
Edelweiss Emerging Markets Opportunities Equity Off-shore Fund Growth ₹23.1255
↑ 0.07
₹169 1,000 14.930.450.917.34.441.1
Edelweiss Long Term Equity Fund Growth ₹111.32
↓ -1.35
₹451 500 -20.47.51614.66.7
Edelweiss Large Cap Fund Growth ₹83.88
↓ -0.79
₹1,456 100 -2.9-0.26.314.113.27.2
Edelweiss ASEAN Equity Off-shore Fund Growth ₹34.334
↑ 0.37
₹135 1,000 10.313.821.910.78.517.6
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

CommentaryEdelweiss Mid Cap FundEdelweiss Multi Cap Fund Edelweiss Large and Mid Cap Fund Edelweiss Emerging Markets Opportunities Equity Off-shore FundEdelweiss Long Term Equity FundEdelweiss Large Cap FundEdelweiss ASEAN Equity Off-shore Fund
Point 1Highest 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 2Oldest 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 3Rating: 3★ (upper mid).Not Rated.Top rated.Rating: 3★ (upper mid).Rating: 2★ (lower mid).Rating: 2★ (bottom quartile).Rating: 3★ (lower mid).
Point 4Risk profile: High.Risk profile: High.Risk profile: Moderately High.Risk profile: High.Risk profile: Moderately High.Risk profile: Moderately High.Risk profile: High.
Point 55Y 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 63Y 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 71Y 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 8Alpha: -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 9Sharpe: -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 10Information 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

  • Highest AUM (₹13,650 Cr).
  • Oldest track record among peers (18 yrs).
  • Rating: 3★ (upper mid).
  • Risk profile: High.
  • 5Y return: 22.88% (top quartile).
  • 3Y return: 24.61% (top quartile).
  • 1Y return: 5.61% (bottom quartile).
  • Alpha: -1.98 (lower mid).
  • Sharpe: -0.02 (bottom quartile).
  • Information ratio: 0.40 (upper mid).

Edelweiss Multi Cap Fund 

  • Upper mid AUM (₹3,127 Cr).
  • Established history (10+ yrs).
  • Not Rated.
  • Risk profile: High.
  • 5Y return: 16.87% (upper mid).
  • 3Y return: 18.06% (upper mid).
  • 1Y return: 7.54% (upper mid).
  • Alpha: -2.22 (lower mid).
  • Sharpe: 0.03 (lower mid).
  • Information ratio: 0.91 (top quartile).

Edelweiss Large and Mid Cap Fund 

  • Upper mid AUM (₹4,517 Cr).
  • Established history (18+ yrs).
  • Top rated.
  • Risk profile: Moderately High.
  • 5Y return: 16.78% (upper mid).
  • 3Y return: 17.45% (upper mid).
  • 1Y return: 5.61% (bottom quartile).
  • Alpha: -3.83 (bottom quartile).
  • Sharpe: -0.04 (bottom quartile).
  • Information ratio: -0.16 (bottom quartile).

Edelweiss Emerging Markets Opportunities Equity Off-shore Fund

  • Bottom quartile AUM (₹169 Cr).
  • Established history (11+ yrs).
  • Rating: 3★ (upper mid).
  • Risk profile: High.
  • 5Y return: 4.37% (bottom quartile).
  • 3Y return: 17.28% (lower mid).
  • 1Y return: 50.85% (top quartile).
  • Alpha: -0.64 (upper mid).
  • Sharpe: 2.63 (top quartile).
  • Information ratio: -0.95 (bottom quartile).

Edelweiss Long Term Equity Fund

  • Lower mid AUM (₹451 Cr).
  • Established history (17+ yrs).
  • Rating: 2★ (lower mid).
  • Risk profile: Moderately High.
  • 5Y return: 14.58% (lower mid).
  • 3Y return: 15.96% (lower mid).
  • 1Y return: 7.50% (lower mid).
  • Alpha: -1.00 (upper mid).
  • Sharpe: 0.11 (lower mid).
  • Information ratio: 0.28 (lower mid).

Edelweiss Large Cap Fund

  • Lower mid AUM (₹1,456 Cr).
  • Established history (16+ yrs).
  • Rating: 2★ (bottom quartile).
  • Risk profile: Moderately High.
  • 5Y return: 13.25% (lower mid).
  • 3Y return: 14.05% (bottom quartile).
  • 1Y return: 6.28% (lower mid).
  • Alpha: -2.83 (bottom quartile).
  • Sharpe: 0.14 (upper mid).
  • Information ratio: 0.40 (upper mid).

Edelweiss ASEAN Equity Off-shore Fund

  • Bottom quartile AUM (₹135 Cr).
  • Established history (14+ yrs).
  • Rating: 3★ (lower mid).
  • Risk profile: High.
  • 5Y return: 8.45% (bottom quartile).
  • 3Y return: 10.69% (bottom quartile).
  • 1Y return: 21.89% (upper mid).
  • Alpha: 0.00 (top quartile).
  • Sharpe: 1.33 (upper mid).
  • Information ratio: 0.00 (lower mid).

1. Edelweiss Mid Cap 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.

Research Highlights for Edelweiss Mid Cap Fund

  • Highest AUM (₹13,650 Cr).
  • Oldest track record among peers (18 yrs).
  • Rating: 3★ (upper mid).
  • Risk profile: High.
  • 5Y return: 22.88% (top quartile).
  • 3Y return: 24.61% (top quartile).
  • 1Y return: 5.61% (bottom quartile).
  • Alpha: -1.98 (lower mid).
  • Sharpe: -0.02 (bottom quartile).
  • Information ratio: 0.40 (upper mid).

Below is the key information for 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.

DateValue

Edelweiss Mid Cap Fund SIP Returns

   
My Monthly Investment:
Investment Tenure:
Years
Expected Annual Returns:
%
Total investment amount is ₹300,000
expected amount after 5 Years is ₹530,691.
Net Profit of ₹230,691
Invest Now

Returns for Edelweiss Mid Cap Fund

Returns up to 1 year are on absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 23 Jan 26

DurationReturns
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
YearReturns
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
NameSinceTenure

Data below for Edelweiss Mid Cap Fund as on 31 Dec 25

Equity Sector Allocation
SectorValue
Asset Allocation
Asset ClassValue
Top Securities Holdings / Portfolio
NameHoldingValueQuantity

2. Edelweiss Multi Cap Fund 

(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 

  • Upper mid AUM (₹3,127 Cr).
  • Established history (10+ yrs).
  • Not Rated.
  • Risk profile: High.
  • 5Y return: 16.87% (upper mid).
  • 3Y return: 18.06% (upper mid).
  • 1Y return: 7.54% (upper mid).
  • Alpha: -2.22 (lower mid).
  • Sharpe: 0.03 (lower mid).
  • Information ratio: 0.91 (top quartile).

Below is the key information for 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 Not Rated
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.

DateValue

Edelweiss Multi Cap Fund  SIP Returns

   
My Monthly Investment:
Investment Tenure:
Years
Expected Annual Returns:
%
Total investment amount is ₹300,000
expected amount after 5 Years is ₹458,689.
Net Profit of ₹158,689
Invest Now

Returns for Edelweiss Multi Cap Fund 

Returns up to 1 year are on absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 23 Jan 26

DurationReturns
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
YearReturns
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 
NameSinceTenure

Data below for Edelweiss Multi Cap Fund  as on 31 Dec 25

Equity Sector Allocation
SectorValue
Asset Allocation
Asset ClassValue
Top Securities Holdings / Portfolio
NameHoldingValueQuantity

3. Edelweiss Large and Mid Cap Fund 

(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 

  • Upper mid AUM (₹4,517 Cr).
  • Established history (18+ yrs).
  • Top rated.
  • Risk profile: Moderately High.
  • 5Y return: 16.78% (upper mid).
  • 3Y return: 17.45% (upper mid).
  • 1Y return: 5.61% (bottom quartile).
  • Alpha: -3.83 (bottom quartile).
  • Sharpe: -0.04 (bottom quartile).
  • Information ratio: -0.16 (bottom quartile).

Below is the key information for 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.

DateValue

Edelweiss Large and Mid Cap Fund  SIP Returns

   
My Monthly Investment:
Investment Tenure:
Years
Expected Annual Returns:
%
Total investment amount is ₹300,000
expected amount after 5 Years is ₹458,689.
Net Profit of ₹158,689
Invest Now

Returns for Edelweiss Large and Mid Cap Fund 

Returns up to 1 year are on absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 23 Jan 26

DurationReturns
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
YearReturns
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 
NameSinceTenure

Data below for Edelweiss Large and Mid Cap Fund  as on 31 Dec 25

Equity Sector Allocation
SectorValue
Asset Allocation
Asset ClassValue
Top Securities Holdings / Portfolio
NameHoldingValueQuantity

4. Edelweiss Emerging Markets Opportunities Equity Off-shore Fund

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

  • Bottom quartile AUM (₹169 Cr).
  • Established history (11+ yrs).
  • Rating: 3★ (upper mid).
  • Risk profile: High.
  • 5Y return: 4.37% (bottom quartile).
  • 3Y return: 17.28% (lower mid).
  • 1Y return: 50.85% (top quartile).
  • Alpha: -0.64 (upper mid).
  • Sharpe: 2.63 (top quartile).
  • Information ratio: -0.95 (bottom quartile).

Below is the key information for 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.

DateValue

Edelweiss Emerging Markets Opportunities Equity Off-shore Fund SIP Returns

   
My Monthly Investment:
Investment Tenure:
Years
Expected Annual Returns:
%
Total investment amount is ₹300,000
expected amount after 5 Years is ₹340,450.
Net Profit of ₹40,450
Invest Now

Returns for Edelweiss Emerging Markets Opportunities Equity Off-shore Fund

Returns up to 1 year are on absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 23 Jan 26

DurationReturns
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
YearReturns
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
NameSinceTenure

Data below for Edelweiss Emerging Markets Opportunities Equity Off-shore Fund as on 31 Dec 25

Equity Sector Allocation
SectorValue
Asset Allocation
Asset ClassValue
Top Securities Holdings / Portfolio
NameHoldingValueQuantity

5. Edelweiss Long Term Equity Fund

(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

  • Lower mid AUM (₹451 Cr).
  • Established history (17+ yrs).
  • Rating: 2★ (lower mid).
  • Risk profile: Moderately High.
  • 5Y return: 14.58% (lower mid).
  • 3Y return: 15.96% (lower mid).
  • 1Y return: 7.50% (lower mid).
  • Alpha: -1.00 (upper mid).
  • Sharpe: 0.11 (lower mid).
  • Information ratio: 0.28 (lower mid).

Below is the key information for 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.

DateValue

Edelweiss Long Term Equity Fund SIP Returns

   
My Monthly Investment:
Investment Tenure:
Years
Expected Annual Returns:
%
Total investment amount is ₹300,000
expected amount after 5 Years is ₹436,710.
Net Profit of ₹136,710
Invest Now

Returns for Edelweiss Long Term Equity Fund

Returns up to 1 year are on absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 23 Jan 26

DurationReturns
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
YearReturns
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
NameSinceTenure

Data below for Edelweiss Long Term Equity Fund as on 31 Dec 25

Equity Sector Allocation
SectorValue
Asset Allocation
Asset ClassValue
Top Securities Holdings / Portfolio
NameHoldingValueQuantity

6. Edelweiss Large Cap Fund

(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

  • Lower mid AUM (₹1,456 Cr).
  • Established history (16+ yrs).
  • Rating: 2★ (bottom quartile).
  • Risk profile: Moderately High.
  • 5Y return: 13.25% (lower mid).
  • 3Y return: 14.05% (bottom quartile).
  • 1Y return: 6.28% (lower mid).
  • Alpha: -2.83 (bottom quartile).
  • Sharpe: 0.14 (upper mid).
  • Information ratio: 0.40 (upper mid).

Below is the key information for 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.

DateValue

Edelweiss Large Cap Fund SIP Returns

   
My Monthly Investment:
Investment Tenure:
Years
Expected Annual Returns:
%
Total investment amount is ₹300,000
expected amount after 5 Years is ₹426,080.
Net Profit of ₹126,080
Invest Now

Returns for Edelweiss Large Cap Fund

Returns up to 1 year are on absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 23 Jan 26

DurationReturns
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
YearReturns
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
NameSinceTenure

Data below for Edelweiss Large Cap Fund as on 31 Dec 25

Equity Sector Allocation
SectorValue
Asset Allocation
Asset ClassValue
Top Securities Holdings / Portfolio
NameHoldingValueQuantity

7. Edelweiss ASEAN Equity Off-shore Fund

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

  • Bottom quartile AUM (₹135 Cr).
  • Established history (14+ yrs).
  • Rating: 3★ (lower mid).
  • Risk profile: High.
  • 5Y return: 8.45% (bottom quartile).
  • 3Y return: 10.69% (bottom quartile).
  • 1Y return: 21.89% (upper mid).
  • Alpha: 0.00 (top quartile).
  • Sharpe: 1.33 (upper mid).
  • Information ratio: 0.00 (lower mid).

Below is the key information for 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.

DateValue

Edelweiss ASEAN Equity Off-shore Fund SIP Returns

   
My Monthly Investment:
Investment Tenure:
Years
Expected Annual Returns:
%
Total investment amount is ₹300,000
expected amount after 5 Years is ₹376,357.
Net Profit of ₹76,357
Invest Now

Returns for Edelweiss ASEAN Equity Off-shore Fund

Returns up to 1 year are on absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 23 Jan 26

DurationReturns
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
YearReturns
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
NameSinceTenure

Data below for Edelweiss ASEAN Equity Off-shore Fund as on 31 Dec 25

Equity Sector Allocation
SectorValue
Asset Allocation
Asset ClassValue
Top Securities Holdings / Portfolio
NameHoldingValueQuantity

SIP పెట్టుబడి ఎలా పెరుగుతుంది?

మీది ఎలాగో తెలుసుకోవాలనుకుంటున్నారుSIP పెట్టుబడి మీరు నిర్దిష్ట కాలానికి నెలవారీ కొంత మొత్తాన్ని పెట్టుబడి పెడితే పెరుగుతుందా? మేము మీకు ఒక ఉదాహరణతో వివరిస్తాము.

SIP కాలిక్యులేటర్ లేదా SIP రిటర్న్ కాలిక్యులేటర్

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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