Should I invest in Edelweiss Diversified Growth Equity (E.D.G.E) Fund -Plan B?

We don't give personal investment advice. Edelweiss Diversified Growth Equity (E.D.G.E) Fund -Plan B - Dividend option is suitable for an investor whose:time horizon is **5+ years** — equity funds can drop 30-50% in bad years; horizons under 5 years materially raise the risk of selling at a lossrisk tolerance accepts seeing the portfolio fall sharply without panic-sellinggoal isn't capital preservation in the short termCross-check the numbers above against alternatives before deciding. Worst 5-year drawdown: 18.1%. 5-year CAGR: 10.21%.

Edelweiss

Edelweiss Diversified Growth Equity (E.D.G.E) Fund -Plan B - Dividend option

Latest NAV

₹81.8100

As of

12 Jun 2026

4,204 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	+1.94%	+2.03%	-0.09	29 / 35	Q4
1W	+0.73%	+0.99%	-0.26	30 / 35	Q4
2W	-0.21%	+0.10%	-0.31	27 / 35	Q4
1M	+1.16%	+1.21%	-0.04	22 / 35	Q3
3M	+2.49%	+2.91%	-0.42	25 / 35	Q3
6M	-7.38%	-8.35%	+0.97	17 / 35	Q2
YTD	-7.87%	-8.52%	+0.65	17 / 35	Q2
1Y	-3.71%	-4.95%	+1.24	20 / 35	Q3
2Y	+0.45%	-0.71%	+1.16	17 / 35	Q2
3Y	+10.07%	+8.21%	+1.86	17 / 35	Q2
4Y	+13.34%	+10.79%	+2.56	13 / 34	Q2
5Y	+10.21%	+7.85%	+2.36	12 / 34	Q2
7Y	+12.04%	+9.20%	+2.83	9 / 34	Q2
10Y	+12.32%	+8.81%	+3.51	6 / 34	Q1
Inception	+13.17%	+8.28%	+4.89	2 / 35	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	-7.87%	-8.95%	+1.08	16 / 34
2025	+6.67%	+5.20%	+1.47	14 / 34
2024	+14.68%	+12.60%	+2.08	14 / 34
2023	+25.06%	+21.38%	+3.67	8 / 34
2022	+3.48%	+0.25%	+3.23	7 / 34
2021	+23.04%	+23.62%	-0.58	19 / 34
2020	+17.01%	+11.04%	+5.97	7 / 34
2019	+11.24%	+7.65%	+3.59	14 / 35
2018	+2.26%	-3.82%	+6.08	2 / 35
2017	+32.82%	+24.19%	+8.62	3 / 35
2016	+0.08%	+0.01%	+0.07	16 / 33

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

+14.08%

196 windows

min -17.9% · max 57.6%

83% positive

3-Year rolling

+13.65%

172 windows

min -0.2% · max 26.5%

99% positive

5-Year rolling

+13.76%

148 windows

min 1.7% · max 23.9%

100% positive

7-Year rolling

+13.07%

123 windows

min 8.1% · max 16.5%

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

11.56%

3-year · annualised

Sharpe ratio

0.34

vs risk-free 6.5%

Sortino ratio

0.55

Downside-only deviation

Max drawdown

-17.62%

Sep 2024 → Feb 2025

% positive months

63.9%

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 Large Cap Fund

Scheme	Fund house	NAV	As of
HDFC Top 200 Fund - Dividend Option	HDFC	₹49.9890	12 Jun 2026
SBI BLUE CHIP FUND-DIVIDEND	SBI	₹52.1253	12 Jun 2026
Franklin India Bluechip Fund-Dividend	Franklin Templeton	₹40.9693	12 Jun 2026
Mirae Asset India Opportunities Fund - Dividend Plan	Mirae Asset	₹27.7350	12 Jun 2026
Kotak Large Cap Fund - Growth	Kotak	₹549.0430	12 Jun 2026
Edelweiss Diversified Growth Equity (E.D.G.E) Fund -Plan A - Growth option	Edelweiss	₹80.3600	12 Jun 2026
HSBC Equity Fund - Dividend	HSBC	₹40.4617	12 Jun 2026
UTI - Master Share-Growth Option	UTI	₹256.1365	12 Jun 2026
PGIM India Large Cap Fund - Growth	PGIM India	₹321.0500	12 Jun 2026
Birla Sun Life Frontline Equity Fund-Plan A (Divivdend)	Birla Sun Life	₹37.1000	12 Jun 2026

Recent NAVs

Date	NAV
12 Jun 2026	₹81.8100
11 Jun 2026	₹80.2500
10 Jun 2026	₹80.4700
9 Jun 2026	₹80.7700
8 Jun 2026	₹80.2800
5 Jun 2026	₹81.2200
4 Jun 2026	₹81.2600
3 Jun 2026	₹81.2300
2 Jun 2026	₹81.3000
1 Jun 2026	₹81.1200

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 Diversified Growth Equity (E.D.G.E) Fund -Plan B - Dividend option is ₹81.8100. It's a Large Cap Fund from Edelweiss, run as a Unknown plan Growth option. NAVs update once per business day from the AMFI feed.

Edelweiss Diversified Growth Equity (E.D.G.E) Fund -Plan B - Dividend option has NAV history starting from 21 May 2009, a track record of about 17 years. 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 Diversified Growth Equity (E.D.G.E) Fund -Plan B - Dividend option is managed by Edelweiss. It's classified by AMFI under the 'Large Cap Fund' SEBI category, which determines its peer set and tax treatment.

Over the trailing 1-year window, Edelweiss Diversified Growth Equity (E.D.G.E) Fund -Plan B - Dividend option has delivered a absolute return of -3.71% — +1.24 pp ahead of the Large Cap Fund category average of -4.95%. The fund ranks #20 of 35 in its category — the third (Q3) quartile.

Over the trailing 3-year window, Edelweiss Diversified Growth Equity (E.D.G.E) Fund -Plan B - Dividend option has delivered a CAGR of 10.07% — +1.86 pp ahead of the Large Cap Fund category average of 8.21%. The fund ranks #17 of 35 in its category — the second (Q2) quartile.

Over the trailing 5-year window, Edelweiss Diversified Growth Equity (E.D.G.E) Fund -Plan B - Dividend option has delivered a CAGR of 10.21% — +2.36 pp ahead of the Large Cap Fund category average of 7.85%. The fund ranks #12 of 34 in its category — the second (Q2) quartile.

₹1 lakh invested in Edelweiss Diversified Growth Equity (E.D.G.E) Fund -Plan B - Dividend option exactly 10 years ago would be worth approximately ₹319,571 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 ₹232,693.

A ₹10,000 monthly SIP in Edelweiss Diversified Growth Equity (E.D.G.E) Fund -Plan B - Dividend option over the last 5 years — total invested ₹600,000 — would be worth ₹735,587 today. That's an XIRR (money-weighted annualised return) of 8.08%.

A ₹10,000 monthly SIP for 10 years in Edelweiss Diversified Growth Equity (E.D.G.E) Fund -Plan B - Dividend option = ₹1,200,000 invested. It would currently be worth ₹2,198,702 (multiplier 1.83×). XIRR: 11.64%. Long-horizon SIP results matter more than point-to-point returns because they smooth out entry timing.

On a 5-year basis, Edelweiss Diversified Growth Equity (E.D.G.E) Fund -Plan B - Dividend option ranks #12 out of 34 funds in the Large Cap Fund category — that places it in the second quartile (Q2) — above the median. The category average return over the same window is 7.85%; this fund delivered 10.21%.

The worst peak-to-trough decline Edelweiss Diversified Growth Equity (E.D.G.E) Fund -Plan B - Dividend option has experienced over the last 5-year window is 18.07% — its NAV fell from a high on 18 Oct 2021 to a low on 20 Jun 2022. 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 Diversified Growth Equity (E.D.G.E) Fund -Plan B - Dividend option averaged 13.76% (best 23.89%, worst 1.71%). 100% of rolling windows ended positive. The 5-year Sharpe ratio is 0.32 — weak risk-adjusted performance.

In calendar year 2025, Edelweiss Diversified Growth Equity (E.D.G.E) Fund -Plan B - Dividend option returned 6.67% — beating the Large Cap Fund category average of 5.20% by 1.47 pp. It ranked #14 of 34 in its category that year.

Edelweiss Diversified Growth Equity (E.D.G.E) Fund -Plan B - Dividend option is classified as an Equity fund (at least 65% equity exposure). Tax rules (post Budget 2024): if you hold 12 months or more, gains are Long-Term and taxed at 12.5% on the amount exceeding ₹1.25 lakh per financial year. Held for under 12 months, gains are Short-Term and taxed at 20%. The ₹1.25 L exemption is per PAN per FY across all equity LTCG.

We don't give personal investment advice. Edelweiss Diversified Growth Equity (E.D.G.E) Fund -Plan B - Dividend option is suitable for an investor whose:

time horizon is **5+ years** — equity funds can drop 30-50% in bad years; horizons under 5 years materially raise the risk of selling at a loss
risk tolerance accepts seeing the portfolio fall sharply without panic-selling
goal isn't capital preservation in the short term

Cross-check the numbers above against alternatives before deciding. Worst 5-year drawdown: 18.1%. 5-year CAGR: 10.21%.

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