Should I invest in Edelweiss NIFTY Large Midcap 250 Index Fund Growth?

We don't give personal investment advice. Edelweiss NIFTY Large Midcap 250 Index Fund - Direct Plan Growth 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 NIFTY Large Midcap 250 Index Fund - Direct Plan Growth

Latest NAV

₹16.7840

As of

3 Jun 2026

1,108 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	+0.29%	+0.27%	+0.01	120 / 353	Q2
1W	-1.91%	-0.97%	-0.94	259 / 353	Q3
2W	-0.19%	+0.26%	-0.45	259 / 353	Q3
1M	-0.67%	-0.26%	-0.40	239 / 351	Q3
3M	-0.17%	+0.41%	-0.58	217 / 341	Q3
6M	-3.94%	-1.84%	-2.10	216 / 332	Q3
YTD	-4.25%	-2.06%	-2.18	226 / 333	Q3
1Y	+1.32%	+1.97%	-0.65	180 / 306	Q3
2Y	+3.69%	+4.21%	-0.51	116 / 205	Q3
3Y	+15.86%	+11.24%	+4.62	42 / 168	Q1
4Y	+15.88%	+12.60%	+3.29	23 / 77	Q2
5Y	—	—	—	—	—
7Y	—	—	—	—	—
10Y	—	—	—	—	—
Inception	+12.47%	+6.44%	+6.03	65 / 353	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	-4.25%	-2.11%	-2.14	224 / 331
2025	+7.40%	+6.05%	+1.35	149 / 260
2024	+17.93%	+14.12%	+3.81	55 / 180
2023	+31.73%	+21.09%	+10.64	25 / 130
2022	+4.04%	+1.94%	+2.10	25 / 51
2021	—	—	—	—

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

+17.58%

43 windows

min -2.8% · max 45.6%

93% positive

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

3-Year rolling

+17.85%

19 windows

min 13.1% · max 22.9%

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

14.41%

3-year · annualised

Sharpe ratio

0.65

vs risk-free 6.5%

Sortino ratio

1.01

Downside-only deviation

Max drawdown

-18.87%

Sep 2024 → Feb 2025

% positive months

77.8%

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 BSE 500 Index Fund - Growth Option - Direct Plan	HDFC	₹15.1208	3 Jun 2026
ICICI Prudential BSE Sensex Index Fund - Direct Plan - Cumulative Option	ICICI Prudential	₹24.7112	3 Jun 2026
Invesco India BSE Sensex Index Fund - Direct Plan - Growth	Invesco	₹9.7184	3 Jun 2026
Bandhan BSE Healthcare Index Fund Direct Plan - Growth	Bandhan	₹10.7220	3 Jun 2026
Aditya Birla Sun Life BSE 500 Momentum 50 Index Fund-Direct Growth	Aditya Birla Sun Life	₹10.2360	3 Jun 2026
Franklin India INDEX FUND- NSE NIFTY 50 INDEX FUND- Direct - Growth	Franklin India	₹199.2252	3 Jun 2026
Kotak BSE Housing Index Fund - Direct Plan - Growth Option	Kotak	₹12.4360	3 Jun 2026
Edelweiss BSE Internet Economy Index Fund - Direct Plan - Growth	Edelweiss	₹10.2299	3 Jun 2026
DSP BSE SENSEX Next 30 Index Fund - Direct - Growth	DSP	₹12.0470	3 Jun 2026
HSBC CRISIL IBX 50:50 Gilt Plus SDL Apr 2028 Index Fund - Direct - Growth	HSBC	₹13.0923	3 Jun 2026

Recent NAVs

Date	NAV
3 Jun 2026	₹16.7840
2 Jun 2026	₹16.8435
1 Jun 2026	₹16.7952
29 May 2026	₹16.9858
27 May 2026	₹17.2270
26 May 2026	₹17.1719
25 May 2026	₹17.1629
22 May 2026	₹16.9761
21 May 2026	₹16.9385
20 May 2026	₹16.9280

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 Large Midcap 250 Index Fund - Direct Plan Growth is ₹16.7840. It's a Index Fund from Edelweiss, run as a Direct plan Growth option. NAVs update once per business day from the AMFI feed.

Edelweiss NIFTY Large Midcap 250 Index Fund - Direct Plan Growth has NAV history starting from 03 Dec 2021, a track record of about 4 years 6 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 NIFTY Large Midcap 250 Index Fund - Direct Plan Growth 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 NIFTY Large Midcap 250 Index Fund - Direct Plan Growth has delivered a absolute return of 1.32% — -0.65 pp behind the Index Fund category average of 1.97%. The fund ranks #180 of 306 in its category — the third (Q3) quartile.

Over the trailing 3-year window, Edelweiss NIFTY Large Midcap 250 Index Fund - Direct Plan Growth has delivered a CAGR of 15.86% — +4.62 pp ahead of the Index Fund category average of 11.24%. The fund ranks #42 of 168 in its category — the top (Q1) quartile.

Edelweiss NIFTY Large Midcap 250 Index Fund - Direct Plan Growth 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 NIFTY Large Midcap 250 Index Fund - Direct Plan Growth exactly 3 years ago would be worth approximately ₹155,518 today — a multiplier of 1.56×, based on the 3-year CAGR of 15.86%. The category average over the same window would have grown ₹1 lakh to ₹137,648.

A ₹10,000 monthly SIP in Edelweiss NIFTY Large Midcap 250 Index Fund - Direct Plan Growth over the last 3 years — total invested ₹360,000 — would be worth ₹403,856 today. That's an XIRR (money-weighted annualised return) of 7.60%.

Edelweiss NIFTY Large Midcap 250 Index Fund - Direct Plan Growth doesn't yet have 10 years of NAVs. Over the longest available window (3-year SIP), ₹10,000/month would have grown to ₹403,856 — XIRR 7.60%.

On a 3-year basis, Edelweiss NIFTY Large Midcap 250 Index Fund - Direct Plan Growth ranks #42 out of 168 funds in the Index Fund category — that places it in the top quartile (Q1) — strong outperformance. The category average return over the same window is 11.24%; this fund delivered 15.86%.

The worst peak-to-trough decline Edelweiss NIFTY Large Midcap 250 Index Fund - Direct Plan Growth has experienced over the last 3-year window is 18.87% — its NAV fell from a high on 26 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 3-year rolling windows, Edelweiss NIFTY Large Midcap 250 Index Fund - Direct Plan Growth averaged 17.85% (best 22.92%, worst 13.10%). 100% of rolling windows ended positive. The 3-year Sharpe ratio is 0.65 — reasonable risk-adjusted performance.

In calendar year 2025, Edelweiss NIFTY Large Midcap 250 Index Fund - Direct Plan Growth returned 7.40% — beating the Index Fund category average of 6.05% by 1.35 pp. It ranked #149 of 260 in its category that year.

Edelweiss NIFTY Large Midcap 250 Index Fund - Direct Plan Growth 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 NIFTY Large Midcap 250 Index Fund - Direct Plan Growth 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.