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

We don't give personal investment advice. Edelweiss Nifty Enhancer Fund- Plan B-Growth 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: 12.62%.

Edelweiss

Edelweiss Nifty Enhancer Fund- Plan B-Growth Option

Latest NAV

₹62.4700

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

Add another fund to compare

No matches.

Compares up to 8 funds. Click any line in the legend above to hide/show it.

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	-0.31%	-0.22%	-0.09	7 / 10	Q3
1W	-1.12%	-0.87%	-0.25	7 / 10	Q3
2W	-2.61%	-2.34%	-0.27	6 / 10	Q3
1M	-0.26%	-0.87%	+0.61	3 / 10	Q2
3M	+1.38%	-0.37%	+1.76	2 / 10	Q1
6M	-3.06%	-4.97%	+1.92	2 / 10	Q1
YTD	-4.41%	-5.54%	+1.13	3 / 10	Q2
1Y	-1.82%	-4.61%	+2.79	1 / 10	Q1
2Y	+4.37%	+1.61%	+2.77	1 / 10	Q1
3Y	+13.00%	+8.91%	+4.09	1 / 10	Q1
4Y	+14.73%	+11.58%	+3.15	1 / 9	Q1
5Y	+12.62%	+9.28%	+3.33	1 / 7	Q1
7Y	+13.48%	+10.29%	+3.20	1 / 7	Q1
10Y	+12.32%	+9.56%	+2.76	1 / 7	Q1
Inception	+11.50%	+8.81%	+2.69	2 / 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	-4.41%	-6.37%	+1.96	2 / 9
2025	+5.51%	+4.25%	+1.26	3 / 9
2024	+20.09%	+16.22%	+3.87	2 / 9
2023	+25.09%	+19.93%	+5.15	1 / 9
2022	+5.45%	+3.88%	+1.58	3 / 8
2021	+26.74%	+24.49%	+2.26	4 / 7
2020	+12.56%	+9.22%	+3.34	2 / 7
2019	+10.13%	+5.77%	+4.35	1 / 8
2018	+0.67%	-5.93%	+6.60	1 / 8
2017	+24.91%	+24.12%	+0.79	3 / 8
2016	-0.10%	-1.43%	+1.32	4 / 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

+12.63%

195 windows

min -20.8% · max 49.4%

84% positive

3-Year rolling

+12.13%

171 windows

min -3.6% · max 24.2%

97% positive

5-Year rolling

+12.32%

146 windows

min 2.0% · max 23.7%

100% positive

7-Year rolling

+11.59%

122 windows

min 7.4% · 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

-12.61%

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	₹62.4700
11 Jun 2026	₹61.5500
10 Jun 2026	₹61.7400
9 Jun 2026	₹62.0700
8 Jun 2026	₹61.6500
5 Jun 2026	₹62.2000
4 Jun 2026	₹62.2500
3 Jun 2026	₹62.1800
2 Jun 2026	₹62.1700
1 Jun 2026	₹62.0500

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-Growth Option is ₹62.4700. 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-Growth 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-Growth 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-Growth Option has delivered a absolute return of -1.82% — +2.79 pp ahead of the Aggressive Hybrid Fund category average of -4.61%. The fund ranks #1 of 10 in its category — the top (Q1) quartile.

Over the trailing 3-year window, Edelweiss Nifty Enhancer Fund- Plan B-Growth Option has delivered a CAGR of 13.00% — +4.09 pp ahead of the Aggressive Hybrid Fund category average of 8.91%. The fund ranks #1 of 10 in its category — the top (Q1) quartile.

Over the trailing 5-year window, Edelweiss Nifty Enhancer Fund- Plan B-Growth Option has delivered a CAGR of 12.62% — +3.33 pp ahead of the Aggressive Hybrid Fund category average of 9.28%. The fund ranks #1 of 7 in its category — the top (Q1) quartile.

₹1 lakh invested in Edelweiss Nifty Enhancer Fund- Plan B-Growth Option exactly 10 years ago would be worth approximately ₹319,574 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-Growth Option over the last 5 years — total invested ₹600,000 — would be worth ₹782,176 today. That's an XIRR (money-weighted annualised return) of 10.54%.

A ₹10,000 monthly SIP for 10 years in Edelweiss Nifty Enhancer Fund- Plan B-Growth Option = ₹1,200,000 invested. It would currently be worth ₹2,327,472 (multiplier 1.94×). XIRR: 12.71%. 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-Growth Option ranks #1 out of 7 funds in the Aggressive Hybrid Fund category — that places it in the top quartile (Q1) — strong outperformance. The category average return over the same window is 9.28%; this fund delivered 12.62%.

The worst peak-to-trough decline Edelweiss Nifty Enhancer Fund- Plan B-Growth Option has experienced over the last 5-year window is 12.61% — 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-Growth Option averaged 12.32% (best 23.70%, worst 2.04%). 100% of rolling windows ended positive. The 5-year Sharpe ratio is 0.61 — reasonable risk-adjusted performance.

In calendar year 2025, Edelweiss Nifty Enhancer Fund- Plan B-Growth Option returned 5.51% — beating the Aggressive Hybrid Fund category average of 4.25% by 1.26 pp. It ranked #3 of 9 in its category that year.

Edelweiss Nifty Enhancer Fund- Plan B-Growth 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-Growth 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: 12.62%.

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