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

We don't give personal investment advice. Edelweiss Nifty Enhancer Fund- Plan A-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: 12.95%.

Edelweiss

Edelweiss Nifty Enhancer Fund- Plan A-Growth Option

Latest NAV

₹62.8400

As of

3 Jun 2026

4,139 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	+0.19%	+11.67%	-11.48	8 / 11	Q3
1W	-1.49%	+10.37%	-11.86	8 / 11	Q3
2W	-0.29%	+11.13%	-11.42	7 / 11	Q3
1M	-1.12%	+9.95%	-11.07	3 / 11	Q2
3M	-0.85%	+9.16%	-10.01	4 / 11	Q2
6M	-3.10%	+7.07%	-10.17	3 / 11	Q2
YTD	-3.44%	+7.19%	-10.63	3 / 11	Q2
1Y	+0.51%	+8.97%	-8.46	4 / 11	Q2
2Y	+4.82%	+6.49%	-1.68	3 / 11	Q2
3Y	+13.72%	+11.47%	+2.25	4 / 11	Q2
4Y	+14.05%	+12.05%	+2.01	4 / 10	Q2
5Y	+12.95%	+10.70%	+2.25	4 / 8	Q2
7Y	+13.49%	+10.31%	+3.18	3 / 7	Q2
10Y	+12.31%	+9.59%	+2.72	3 / 7	Q2
Inception	+11.56%	+9.59%	+1.97	4 / 11	Q2

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	-3.44%	-5.46%	+2.02	1 / 9
2025	+5.50%	+16.45%	-10.95	5 / 10
2024	+20.10%	+14.60%	+5.50	1 / 10
2023	+24.91%	+17.94%	+6.97	3 / 10
2022	+5.33%	+3.45%	+1.88	5 / 9
2021	+26.75%	+21.43%	+5.33	3 / 8
2020	+12.54%	+8.07%	+4.47	3 / 8
2019	+10.12%	+5.77%	+4.34	2 / 8
2018	+0.66%	-5.93%	+6.59	2 / 8
2017	+24.88%	+24.12%	+0.77	5 / 8
2016	-0.10%	-1.43%	+1.32	3 / 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

+12.37%

193 windows

min -21.9% · max 55.2%

83% positive

3-Year rolling

+12.02%

169 windows

min -3.2% · max 24.3%

96% positive

5-Year rolling

+12.30%

144 windows

min 0.7% · max 22.2%

100% positive

7-Year rolling

+11.54%

120 windows

min 7.6% · max 15.3%

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

10.38%

3-year · annualised

Sharpe ratio

0.67

vs risk-free 6.5%

Sortino ratio

1.06

Downside-only deviation

Max drawdown

-12.60%

Sep 2024 → Feb 2025

% positive months

75.0%

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 Aggressive Hybrid Fund

Scheme	Fund house	NAV	As of
HDFC Premier Multi-Cap Fund-Dividend	HDFC	₹14.8230	3 Jun 2026
Nippon India Aggressive Hybrid Fund - Growth Plan	Nippon India	₹102.9520	3 Jun 2026
Edelweiss Nifty Enhancer Fund- Plan B-Growth Option	Edelweiss	₹62.1800	3 Jun 2026
Baroda BNP Paribas Aggressive Hybrid Fund- REGULAT PLAN -GROWTH OPTION	Baroda BNP Paribas	₹27.2786	3 Jun 2026
PGIM India Aggressive Hybrid Equity Fund - Growth Option	PGIM India	₹125.4000	2 Jun 2026
Sundaram Aggressive Hybrid Fund (Formerly Known as Principal Hybrid Equity Fund)-Growth	Sundaram	₹153.7561	3 Jun 2026

Recent NAVs

Date	NAV
3 Jun 2026	₹62.8400
2 Jun 2026	₹62.8300
1 Jun 2026	₹62.7100
29 May 2026	₹63.2300
27 May 2026	₹63.8700
26 May 2026	₹63.7800
25 May 2026	₹63.8500
22 May 2026	₹63.2500
21 May 2026	₹63.1700
20 May 2026	₹63.1700

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 03 Jun 2026, the NAV of Edelweiss Nifty Enhancer Fund- Plan A-Growth Option is ₹62.8400. 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 A-Growth Option has NAV history starting from 12 Aug 2009, a track record of about 16 years 9 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 A-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 A-Growth Option has delivered a absolute return of 0.51% — -8.46 pp behind the Aggressive Hybrid Fund category average of 8.97%. The fund ranks #4 of 11 in its category — the second (Q2) quartile.

Over the trailing 3-year window, Edelweiss Nifty Enhancer Fund- Plan A-Growth Option has delivered a CAGR of 13.72% — +2.25 pp ahead of the Aggressive Hybrid Fund category average of 11.47%. The fund ranks #4 of 11 in its category — the second (Q2) quartile.

Over the trailing 5-year window, Edelweiss Nifty Enhancer Fund- Plan A-Growth Option has delivered a CAGR of 12.95% — +2.25 pp ahead of the Aggressive Hybrid Fund category average of 10.70%. The fund ranks #4 of 8 in its category — the second (Q2) quartile.

₹1 lakh invested in Edelweiss Nifty Enhancer Fund- Plan A-Growth Option exactly 10 years ago would be worth approximately ₹319,258 today — a multiplier of 3.19×, based on the 10-year CAGR of 12.31%. The category average over the same window would have grown ₹1 lakh to ₹249,929.

A ₹10,000 monthly SIP in Edelweiss Nifty Enhancer Fund- Plan A-Growth Option over the last 5 years — total invested ₹600,000 — would be worth ₹792,050 today. That's an XIRR (money-weighted annualised return) of 11.04%.

A ₹10,000 monthly SIP for 10 years in Edelweiss Nifty Enhancer Fund- Plan A-Growth Option = ₹1,200,000 invested. It would currently be worth ₹2,351,943 (multiplier 1.96×). XIRR: 12.90%. 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 A-Growth Option ranks #4 out of 8 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 10.70%; this fund delivered 12.95%.

The worst peak-to-trough decline Edelweiss Nifty Enhancer Fund- Plan A-Growth 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 A-Growth Option averaged 12.30% (best 22.19%, worst 0.71%). 100% of rolling windows ended positive. The 5-year Sharpe ratio is 0.63 — reasonable risk-adjusted performance.

In calendar year 2025, Edelweiss Nifty Enhancer Fund- Plan A-Growth Option returned 5.50% — lagging the Aggressive Hybrid Fund category average of 16.45% by 10.95 pp. It ranked #5 of 10 in its category that year.

Edelweiss Nifty Enhancer Fund- Plan A-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 A-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: 12.95%.

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