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: 12.80%.

Edelweiss

Edelweiss Nifty Enhancer Fund-Plan B- Dividend Option

Latest NAV

₹64.7700

As of

17 Jul 2026

4,203 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	+0.20%	+0.25%	-0.05	9 / 12	Q3
1W	-0.09%	+0.03%	-0.13	6 / 12	Q2
2W	+0.05%	+0.12%	-0.08	8 / 12	Q3
1M	+0.37%	+0.45%	-0.08	8 / 10	Q4
3M	+1.28%	+0.82%	+0.47	6 / 10	Q3
6M	+0.26%	-0.67%	+0.94	6 / 10	Q3
YTD	-1.30%	-2.03%	+0.74	6 / 10	Q3
1Y	+0.57%	-1.60%	+2.17	4 / 10	Q2
2Y	+2.88%	+1.13%	+1.75	4 / 10	Q2
3Y	+12.44%	+8.82%	+3.62	3 / 10	Q2
4Y	+14.91%	+11.90%	+3.01	3 / 9	Q2
5Y	+12.80%	+9.75%	+3.05	3 / 7	Q2
7Y	+14.30%	+11.30%	+3.00	3 / 7	Q2
10Y	+12.34%	+9.53%	+2.80	3 / 7	Q2
Inception	+11.77%	+7.96%	+3.80	1 / 12	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	-1.30%	-2.48%	+1.18	5 / 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

+12.63%

196 windows

min -24.0% · max 51.4%

84% positive

3-Year rolling

+12.25%

172 windows

min -3.2% · max 25.2%

97% positive

5-Year rolling

+12.37%

148 windows

min 2.3% · max 23.7%

100% positive

7-Year rolling

+11.66%

123 windows

min 7.4% · max 15.9%

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

9.47%

3-year · annualised

Sharpe ratio

0.61

vs risk-free 6.5%

Sortino ratio

1.08

Downside-only deviation

Max drawdown

-12.60%

Sep 2024 → Feb 2025

% positive months

66.7%

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	₹15.2580	17 Jul 2026
Nippon India Aggressive Hybrid Fund - Growth Plan	Nippon India	₹107.0611	17 Jul 2026
Edelweiss Nifty Enhancer Fund- Plan A-Growth Option	Edelweiss	₹64.6400	17 Jul 2026
Baroda BNP Paribas Aggressive Hybrid Fund- REGULAT PLAN -GROWTH OPTION	Baroda BNP Paribas	₹28.0480	17 Jul 2026
PGIM India Aggressive Hybrid Equity Fund - Growth Option	PGIM India	₹129.8300	17 Jul 2026
Sundaram Aggressive Hybrid Fund (Formerly Known as Principal Hybrid Equity Fund)-Growth	Sundaram	₹159.5201	17 Jul 2026
WhiteOak Capital Aggressive Hybrid Fund Direct Plan Growth		₹10.3010	17 Jul 2026

Recent NAVs

Date	NAV
17 Jul 2026	₹64.7700
16 Jul 2026	₹64.6400
15 Jul 2026	₹64.7300
14 Jul 2026	₹64.5200
13 Jul 2026	₹64.7600
10 Jul 2026	₹64.8300
9 Jul 2026	₹64.3200
8 Jul 2026	₹63.9600
7 Jul 2026	₹64.7700
6 Jul 2026	₹64.9900

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 17 Jul 2026, the NAV of Edelweiss Nifty Enhancer Fund-Plan B- Dividend Option is ₹64.7700. 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 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 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 0.57% — +2.17 pp ahead of the Aggressive Hybrid Fund category average of -1.60%. The fund ranks #4 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 12.44% — +3.62 pp ahead of the Aggressive Hybrid Fund category average of 8.82%. The fund ranks #3 of 10 in its category — the second (Q2) quartile.

Over the trailing 5-year window, Edelweiss Nifty Enhancer Fund-Plan B- Dividend Option has delivered a CAGR of 12.80% — +3.05 pp ahead of the Aggressive Hybrid Fund category average of 9.75%. The fund ranks #3 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 ₹320,009 today — a multiplier of 3.20×, based on the 10-year CAGR of 12.34%. The category average over the same window would have grown ₹1 lakh to ₹248,543.

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 ₹797,078 today. That's an XIRR (money-weighted annualised return) of 11.30%.

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 ₹2,378,063 (multiplier 1.98×). XIRR: 13.11%. 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 #3 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 9.75%; this fund delivered 12.80%.

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 12.37% (best 23.70%, worst 2.33%). 100% of rolling windows ended positive. The 5-year Sharpe ratio is 0.59 — 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: 12.80%.

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