Should I invest in Edelweiss Nifty Enhancer Fund-Plan B?

We don't give personal investment advice. Edelweiss Nifty Enhancer Fund-Plan B- Dividend Option is suitable for an investor whose:horizon is 3-5 years — too short for pure equity, too long for pure debtwants a single fund that automatically rebalances between equity and debtis comfortable trading some upside for lower volatility vs a pure equity fundCross-check the numbers above against alternatives before deciding. Worst 5-year drawdown: 12.6%. 5-year CAGR: 12.61%.

Edelweiss

Edelweiss Nifty Enhancer Fund-Plan B- Dividend Option

Latest NAV

₹63.6600

As of

12 Jun 2026

4,179 NAV records on file

NAV history & peer comparison

All NAVs split-adjusted and normalised to 100 at the start of the selected period, so funds with very different absolute NAV scales can be compared on one axis.

Period

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Returns matrix

Fund return alongside the category average and peer rank for every standard window. Returns under one year are absolute; one year and longer are compound annualised (CAGR).

Window	Fund	Category avg	+/− vs avg	Rank	Quartile
1D	-0.32%	-0.22%	-0.10	8 / 10	Q4
1W	-1.13%	-0.87%	-0.27	9 / 10	Q4
2W	-2.61%	-2.34%	-0.27	5 / 10	Q2
1M	-0.27%	-0.87%	+0.60	4 / 10	Q2
3M	+1.37%	-0.37%	+1.75	3 / 10	Q2
6M	-3.08%	-4.97%	+1.90	4 / 10	Q2
YTD	-4.42%	-5.54%	+1.12	4 / 10	Q2
1Y	-1.83%	-4.61%	+2.78	3 / 10	Q2
2Y	+4.37%	+1.61%	+2.76	3 / 10	Q2
3Y	+12.99%	+8.91%	+4.08	2 / 10	Q1
4Y	+14.72%	+11.58%	+3.14	2 / 9	Q1
5Y	+12.61%	+9.28%	+3.32	2 / 7	Q2
7Y	+13.48%	+10.29%	+3.19	2 / 7	Q2
10Y	+12.32%	+9.56%	+2.75	2 / 7	Q2
Inception	+11.63%	+8.81%	+2.82	1 / 10	Q1

Quartile legend: Q1 top 25% Q2 25-50% Q3 50-75% Q4 bottom 25%

Calendar-year returns

Full-year performance vs category average. Current year is partial (year-to-date).

Year	Fund	Category avg	+/− vs avg	Rank
2026 YTD	-4.42%	-6.37%	+1.95	3 / 9
2025	+5.49%	+4.25%	+1.24	5 / 9
2024	+20.09%	+16.22%	+3.86	3 / 9
2023	+25.07%	+19.93%	+5.14	2 / 9
2022	+5.43%	+3.88%	+1.55	4 / 8
2021	+26.76%	+24.49%	+2.27	2 / 7
2020	+12.54%	+9.22%	+3.32	4 / 7
2019	+10.10%	+5.77%	+4.32	3 / 8
2018	+0.65%	-5.93%	+6.58	3 / 8
2017	+24.90%	+24.12%	+0.78	4 / 8
2016	-0.10%	-1.43%	+1.33	2 / 6

Rolling returns

Removes start-date bias by averaging CAGR over every overlapping N-year window in the fund's history. Higher average plus tight min/max plus high "% positive" = consistent.

1-Year rolling

+12.76%

195 windows

min -20.4% · max 49.4%

84% positive

3-Year rolling

+12.19%

171 windows

min -3.0% · max 24.3%

97% positive

5-Year rolling

+12.36%

146 windows

min 2.0% · max 23.7%

100% positive

7-Year rolling

+11.63%

122 windows

min 7.7% · max 15.4%

100% positive

SIP returns — historical "what if"

If you had invested every month in this fund over the chosen period, this is what your investment would be worth today.

Period

Total invested

₹ —

Today's value

₹ —

XIRR

Annualised

Wealth multiplier

Period	Total invested	Today's value	XIRR	Wealth multiplier

XIRR is the annualised internal rate of return on the SIP cash flow — invariant to the monthly amount. "Today's value" and "Total invested" scale linearly with the slider. Past performance does not guarantee future returns. Excludes exit load and taxes.

Risk profile

Risk-adjusted return and volatility, computed from monthly NAV returns over the trailing 3-year and 5-year windows.

Std deviation

9.14%

3-year · annualised

Sharpe ratio

0.68

vs risk-free 6.5%

Sortino ratio

1.26

Downside-only deviation

Max drawdown

-12.60%

Sep 2024 → Feb 2025

% positive months

69.4%

Share of monthly returns > 0 over the 3-year window

Sharpe / Sortino use a risk-free rate of 6.5% (1-year T-bill proxy). Higher Sharpe = more return per unit of total risk; higher Sortino = more return per unit of downside risk.

Peers in Aggressive Hybrid Fund

Scheme	Fund house	NAV	As of
HDFC Premier Multi-Cap Fund-Dividend	HDFC	₹15.0170	12 Jun 2026
Nippon India Aggressive Hybrid Fund - Growth Plan	Nippon India	₹103.6839	12 Jun 2026
Edelweiss Nifty Enhancer Fund- Plan A-Growth Option	Edelweiss	₹63.1300	12 Jun 2026
Baroda BNP Paribas Aggressive Hybrid Fund- REGULAT PLAN -GROWTH OPTION	Baroda BNP Paribas	₹27.3654	12 Jun 2026
PGIM India Aggressive Hybrid Equity Fund - Growth Option	PGIM India	₹124.4400	11 Jun 2026
Sundaram Aggressive Hybrid Fund (Formerly Known as Principal Hybrid Equity Fund)-Growth	Sundaram	₹155.1478	12 Jun 2026

Recent NAVs

Date	NAV
12 Jun 2026	₹63.6600
11 Jun 2026	₹62.7200
10 Jun 2026	₹62.9200
9 Jun 2026	₹63.2500
8 Jun 2026	₹62.8200
5 Jun 2026	₹63.3900
4 Jun 2026	₹63.4400
3 Jun 2026	₹63.3700
2 Jun 2026	₹63.3600
1 Jun 2026	₹63.2300

Frequently asked questions

These answers are generated from this fund's live metrics — NAV, returns, peer rank, drawdown, SIP backtest. Numbers refresh nightly after AMFI's NAV feed lands.

As of 12 Jun 2026, the NAV of Edelweiss Nifty Enhancer Fund-Plan B- Dividend Option is ₹63.6600. It's a Aggressive Hybrid Fund from Edelweiss, run as a Unknown plan Growth option. NAVs update once per business day from the AMFI feed.

Edelweiss Nifty Enhancer Fund-Plan B- Dividend Option has NAV history starting from 26 Jun 2009, a track record of about 16 years 11 months. Long-tenured funds like this have weathered multiple market cycles — the 2008 crash, 2013 taper tantrum, 2020 COVID drawdown — which makes their returns more credible than a 3-year track record alone.

Edelweiss Nifty Enhancer Fund-Plan B- Dividend Option is managed by Edelweiss. It's classified by AMFI under the 'Aggressive Hybrid Fund' SEBI category, which determines its peer set and tax treatment.

Over the trailing 1-year window, Edelweiss Nifty Enhancer Fund-Plan B- Dividend Option has delivered a absolute return of -1.83% — +2.78 pp ahead of the Aggressive Hybrid Fund category average of -4.61%. The fund ranks #3 of 10 in its category — the second (Q2) quartile.

Over the trailing 3-year window, Edelweiss Nifty Enhancer Fund-Plan B- Dividend Option has delivered a CAGR of 12.99% — +4.08 pp ahead of the Aggressive Hybrid Fund category average of 8.91%. The fund ranks #2 of 10 in its category — the top (Q1) quartile.

Over the trailing 5-year window, Edelweiss Nifty Enhancer Fund-Plan B- Dividend Option has delivered a CAGR of 12.61% — +3.32 pp ahead of the Aggressive Hybrid Fund category average of 9.28%. The fund ranks #2 of 7 in its category — the second (Q2) quartile.

₹1 lakh invested in Edelweiss Nifty Enhancer Fund-Plan B- Dividend Option exactly 10 years ago would be worth approximately ₹319,511 today — a multiplier of 3.20×, based on the 10-year CAGR of 12.32%. The category average over the same window would have grown ₹1 lakh to ₹249,266.

A ₹10,000 monthly SIP in Edelweiss Nifty Enhancer Fund-Plan B- Dividend Option over the last 5 years — total invested ₹600,000 — would be worth ₹782,035 today. That's an XIRR (money-weighted annualised return) of 10.53%.

A ₹10,000 monthly SIP for 10 years in Edelweiss Nifty Enhancer Fund-Plan B- Dividend Option = ₹1,200,000 invested. It would currently be worth ₹2,326,818 (multiplier 1.94×). XIRR: 12.70%. Long-horizon SIP results matter more than point-to-point returns because they smooth out entry timing.

On a 5-year basis, Edelweiss Nifty Enhancer Fund-Plan B- Dividend Option ranks #2 out of 7 funds in the Aggressive Hybrid Fund category — that places it in the second quartile (Q2) — above the median. The category average return over the same window is 9.28%; this fund delivered 12.61%.

The worst peak-to-trough decline Edelweiss Nifty Enhancer Fund-Plan B- Dividend Option has experienced over the last 5-year window is 12.60% — its NAV fell from a high on 27 Sep 2024 to a low on 28 Feb 2025. Drawdown is a useful gauge of how much short-term pain you'd have endured to capture the long-term return.

Across all 5-year rolling windows, Edelweiss Nifty Enhancer Fund-Plan B- Dividend Option averaged 12.36% (best 23.69%, worst 2.04%). 100% of rolling windows ended positive. The 5-year Sharpe ratio is 0.60 — reasonable risk-adjusted performance.

In calendar year 2025, Edelweiss Nifty Enhancer Fund-Plan B- Dividend Option returned 5.49% — beating the Aggressive Hybrid Fund category average of 4.25% by 1.24 pp. It ranked #5 of 9 in its category that year.

Edelweiss Nifty Enhancer Fund-Plan B- Dividend Option is a Hybrid scheme. Tax treatment follows its actual equity allocation as disclosed by the AMC: at least 65% equity behaves like an equity fund (12.5% LTCG over 12 months, 20% STCG); 35-65% equity often gets an equity-style treatment with a 24-month threshold; under 35% equity is taxed at slab rate like a debt fund. Check the AMC's latest factsheet for the current classification.

We don't give personal investment advice. Edelweiss Nifty Enhancer Fund-Plan B- Dividend Option is suitable for an investor whose:

horizon is 3-5 years — too short for pure equity, too long for pure debt
wants a single fund that automatically rebalances between equity and debt
is comfortable trading some upside for lower volatility vs a pure equity fund

Cross-check the numbers above against alternatives before deciding. Worst 5-year drawdown: 12.6%. 5-year CAGR: 12.61%.

Educational content only — not investment advice. Tax rules summarised above reflect Budget 2024; consult a qualified adviser before transacting.