FundLens
78
Index — Large CapStrong Buy

Edelweiss Nifty Next 50 Index

Edelweiss · Direct–Growth · rank #4 of 82 by Smart Score

Data updated

Trailing returns

vs Nifty 50 (index-fund proxy)
1 Year
4.5%
+11.9% vs index
3 Years
16.7%
+10.6% vs index
5 Years
Since launch
14.5%

Year-by-year performance

last entry = YTD
2023
+26.7%
2024
+28.0%
2025
+2.6%
2026
+4.5%

Why this score

Edelweiss Nifty Next 50 Index scores 78/100 — #4 of 82 Index — Large Cap fund (Strong Buy). It stands out for 3y return and sharpe ratio — beating 94% 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 return16.66% · 94th percentile in category
Sharpe ratio0.55 · 91st percentile in category
Alpha9.63 · 92nd percentile in category
Sortino ratio0.74 · 92nd percentile in category
Volatility18.38 · 18th percentile in category
Expense ratio0.23% · 80th percentile in category

Top holdings

top 5 = 19.5% of portfolio
1.Divi's Laboratories Ltd4.74%
2.TVS Motor Company Ltd4.02%
3.Tata Motors Ltd3.88%
4.Hindustan Aeronautics Ltd3.59%
5.Adani Power Ltd3.24%

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

Other Index — Large Cap funds