Should I invest in Edelweiss CRISIL PSU Plus SDL 50:50 Oct 2025 Index Fund?

We don't give personal investment advice. Edelweiss CRISIL PSU Plus SDL 50:50 Oct 2025 Index Fund - Regular Plan - IDCW Payout is suitable for an investor whose:understands what asset class this scheme actually invests in (check the factsheet)matches that asset class's volatility profile to their goal horizonCross-check the numbers above against alternatives before deciding.

Edelweiss

Edelweiss CRISIL PSU Plus SDL 50:50 Oct 2025 Index Fund - Regular Plan - IDCW Payout

Latest NAV

₹12.3030

As of

31 Oct 2025

882 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	+0.04%	+0.09%	-0.05	131 / 246	Q3
1W	+0.13%	-1.14%	+1.27	61 / 246	Q1
2W	+0.23%	+0.01%	+0.22	98 / 246	Q2
1M	+0.46%	-0.58%	+1.04	38 / 246	Q1
3M	+1.36%	+0.04%	+1.32	84 / 241	Q2
6M	+2.92%	-2.34%	+5.26	15 / 235	Q1
YTD	+5.46%	-2.52%	+7.98	7 / 238	Q1
1Y	+6.58%	+0.63%	+5.95	19 / 220	Q1
2Y	+7.08%	+2.75%	+4.32	33 / 149	Q1
3Y	+7.03%	+9.27%	-2.24	49 / 113	Q2
4Y	—	—	—	—	—
5Y	—	—	—	—	—
7Y	—	—	—	—	—
10Y	—	—	—	—	—
Inception	+5.84%	+5.47%	+0.38	149 / 246	Q3

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
2025 YTD	+5.46%	+4.47%	+0.99	118 / 185
2024	+7.36%	+12.46%	-5.10	105 / 122
2023	+6.82%	+19.34%	-12.52	67 / 86
2022	—	—	—	—

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

+6.81%

33 windows

min 2.5% · max 7.6%

100% positive

Limited basis — fund is young, so this average may be skewed by which 1Y windows happen to be available.

3-Year rolling

+6.66%

9 windows

min 5.7% · max 7.1%

100% positive

Limited basis — fund is young, so this average may be skewed by which 3Y windows happen to be available.

5-Year rolling

—

Insufficient history

7-Year rolling

—

Insufficient history

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

0.53%

3-year · annualised

Sharpe ratio

0.57

vs risk-free 6.5%

Sortino ratio

—

Downside-only deviation

Max drawdown

-0.12%

Feb 2023 → Feb 2023

% positive months

100.0%

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 Index Fund

Scheme	Fund house	NAV	As of
HDFC NIFTY Reality Index Fund - Regular Plan	HDFC	₹8.4629	3 Jun 2026
Nippon India BSE Sensex Next 30 Index Fund -Regular Plan- IDCW Payout	Nippon India	₹10.8060	3 Jun 2026
SBI BSE PSU BANK INDEX FUND- Regular Plan- Income Distribution Cum Capital Withdrawal Option (IDCW)	SBI	₹13.1293	3 Jun 2026
Invesco India Nifty G-sec Jul 2027 Index Fund - Regular Plan - IDCW Payout	Invesco	₹1,251.2288	3 Jun 2026
BANDHAN CRISIL IBX 90:10 SDL PLUS GILT - NOV 2026 INDEX FUND - REGULAR IDCW	Bandhan	₹10.3390	3 Jun 2026
Aditya Birla Sun Life BSE 500 Momentum 50 Index Fund-Regular IDCW Payout	Aditya Birla Sun Life	₹10.1737	3 Jun 2026
Motilal Oswal BSE Enhanced Value Index Fund-Regular plan	Motilal Oswal	₹27.6342	3 Jun 2026
Mirae Asset CRISIL IBX Gilt Index - April 2033 Index Fund - Regular Plan - IDCW	Mirae Asset	₹12.9906	3 Jun 2026
Kotak BSE Housing Index Fund - Regular Plan - IDCW Option	Kotak	₹12.2530	3 Jun 2026
Edelweiss BSE Internet Economy Index Fund - Regular Plan - IDCW	Edelweiss	₹10.1572	3 Jun 2026

Recent NAVs

Date	NAV
31 Oct 2025	₹12.3030
30 Oct 2025	₹12.2975
29 Oct 2025	₹12.2958
28 Oct 2025	₹12.2941
27 Oct 2025	₹12.2924
24 Oct 2025	₹12.2872
23 Oct 2025	₹12.2855
20 Oct 2025	₹12.2802
17 Oct 2025	₹12.2748
16 Oct 2025	₹12.2732

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 31 Oct 2025, the NAV of Edelweiss CRISIL PSU Plus SDL 50:50 Oct 2025 Index Fund - Regular Plan - IDCW Payout is ₹12.3030. It's a Index Fund from Edelweiss, run as a Regular plan IDCW (dividend) option. NAVs update once per business day from the AMFI feed.

Edelweiss CRISIL PSU Plus SDL 50:50 Oct 2025 Index Fund - Regular Plan - IDCW Payout has NAV history starting from 11 Mar 2022, a track record of about 4 years 2 months. It's a relatively new scheme. With under 5 years of NAVs, peer comparison is the best yardstick — point-to-point returns can be skewed by entry timing.

Edelweiss CRISIL PSU Plus SDL 50:50 Oct 2025 Index Fund - Regular Plan - IDCW Payout is managed by Edelweiss. It's classified by AMFI under the 'Index Fund' SEBI category, which determines its peer set and tax treatment.

Over the trailing 1-year window, Edelweiss CRISIL PSU Plus SDL 50:50 Oct 2025 Index Fund - Regular Plan - IDCW Payout has delivered a absolute return of 6.58% — +5.95 pp ahead of the Index Fund category average of 0.63%. The fund ranks #19 of 220 in its category — the top (Q1) quartile.

Over the trailing 3-year window, Edelweiss CRISIL PSU Plus SDL 50:50 Oct 2025 Index Fund - Regular Plan - IDCW Payout has delivered a CAGR of 7.03% — -2.24 pp behind the Index Fund category average of 9.27%. The fund ranks #49 of 113 in its category — the second (Q2) quartile.

Edelweiss CRISIL PSU Plus SDL 50:50 Oct 2025 Index Fund - Regular Plan - IDCW Payout doesn't have a complete 5-year window yet (we need at least 5 year of NAVs). Check the shorter-window returns above.

₹1 lakh invested in Edelweiss CRISIL PSU Plus SDL 50:50 Oct 2025 Index Fund - Regular Plan - IDCW Payout exactly 3 years ago would be worth approximately ₹122,598 today — a multiplier of 1.23×, based on the 3-year CAGR of 7.03%. The category average over the same window would have grown ₹1 lakh to ₹130,469.

A ₹10,000 monthly SIP in Edelweiss CRISIL PSU Plus SDL 50:50 Oct 2025 Index Fund - Regular Plan - IDCW Payout over the last 3 years — total invested ₹360,000 — would be worth ₹399,572 today. That's an XIRR (money-weighted annualised return) of 6.87%.

Edelweiss CRISIL PSU Plus SDL 50:50 Oct 2025 Index Fund - Regular Plan - IDCW Payout doesn't yet have 10 years of NAVs. Over the longest available window (3-year SIP), ₹10,000/month would have grown to ₹399,572 — XIRR 6.87%.

On a 3-year basis, Edelweiss CRISIL PSU Plus SDL 50:50 Oct 2025 Index Fund - Regular Plan - IDCW Payout ranks #49 out of 113 funds in the Index Fund category — that places it in the second quartile (Q2) — above the median. The category average return over the same window is 9.27%; this fund delivered 7.03%.

The worst peak-to-trough decline Edelweiss CRISIL PSU Plus SDL 50:50 Oct 2025 Index Fund - Regular Plan - IDCW Payout has experienced over the last 3-year window is 0.12% — its NAV fell from a high on 07 Feb 2023 to a low on 27 Feb 2023. Drawdown is a useful gauge of how much short-term pain you'd have endured to capture the long-term return.

Across all 3-year rolling windows, Edelweiss CRISIL PSU Plus SDL 50:50 Oct 2025 Index Fund - Regular Plan - IDCW Payout averaged 6.66% (best 7.06%, worst 5.67%). 100% of rolling windows ended positive. The 3-year Sharpe ratio is 0.57 — reasonable risk-adjusted performance.

In calendar year 2024, Edelweiss CRISIL PSU Plus SDL 50:50 Oct 2025 Index Fund - Regular Plan - IDCW Payout returned 7.36% — lagging the Index Fund category average of 12.46% by 5.10 pp. It ranked #105 of 122 in its category that year.

Edelweiss CRISIL PSU Plus SDL 50:50 Oct 2025 Index Fund - Regular Plan - IDCW Payout doesn't fit cleanly into the standard Equity/Debt buckets in our taxonomy. Tax treatment depends on actual asset allocation as disclosed by the AMC — check the factsheet or AMFI's classification table.

We don't give personal investment advice. Edelweiss CRISIL PSU Plus SDL 50:50 Oct 2025 Index Fund - Regular Plan - IDCW Payout is suitable for an investor whose:

understands what asset class this scheme actually invests in (check the factsheet)
matches that asset class's volatility profile to their goal horizon

Cross-check the numbers above against alternatives before deciding.

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