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

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

Latest NAV

₹16.7841

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%	+0.14%	+0.15	106 / 296	Q2
1W	-1.91%	-1.13%	-0.79	226 / 296	Q4
2W	-0.20%	+0.01%	-0.21	216 / 296	Q3
1M	-0.67%	-0.63%	-0.03	194 / 296	Q3
3M	-0.17%	-0.19%	+0.03	177 / 291	Q3
6M	-3.94%	-2.63%	-1.32	180 / 285	Q3
YTD	-4.25%	-2.85%	-1.40	188 / 287	Q3
1Y	+1.32%	+0.85%	+0.47	140 / 269	Q3
2Y	+3.69%	+3.09%	+0.61	89 / 188	Q2
3Y	+15.86%	+10.07%	+5.79	32 / 149	Q1
4Y	+15.88%	+11.38%	+4.50	17 / 74	Q1
5Y	—	—	—	—	—
7Y	—	—	—	—	—
10Y	—	—	—	—	—
Inception	+12.47%	+6.44%	+6.03	48 / 294	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%	-2.86%	-1.38	184 / 282
2025	+7.40%	+5.41%	+1.99	123 / 226
2024	+17.93%	+13.06%	+4.87	44 / 159
2023	+31.73%	+21.46%	+10.27	27 / 121
2022	+4.04%	+2.02%	+2.02	23 / 55
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 Sensex Index Fund - Direct Plan	HDFC	₹707.9926	3 Jun 2026
Nippon India BSE Sensex Next 30 Index -Direct Plan - IDCW Payout	Nippon India	₹10.8401	3 Jun 2026
ICICI Prudential BSE Sensex Index Fund - Direct Plan - IDCW Option	ICICI Prudential	₹24.7110	3 Jun 2026
Invesco India Nifty G-sec Jul 2027 Index Fund - Direct Plan - IDCW Payout	Invesco	₹1,257.1392	3 Jun 2026
BANDHAN CRISIL IBX 90:10 SDL PLUS GILT - NOV 2026 INDEX FUND - DIRECT IDCW	Bandhan	₹10.4786	3 Jun 2026
Aditya Birla Sun Life BSE 500 Momentum 50 Index Fund-Direct IDCW Payout	Aditya Birla Sun Life	₹10.2370	3 Jun 2026
Motilal Oswal BSE Enhanced Value Index Fund-Direct plan	Motilal Oswal	₹28.3530	3 Jun 2026
Franklin India INDEX FUND- NSE Nifty 50 Index Fund - Direct - IDCW	Franklin India	₹173.5510	3 Jun 2026
Mirae Asset CRISIL IBX Gilt Index - April 2033 Index Fund - Direct Plan - IDCW	Mirae Asset	₹13.1220	3 Jun 2026
Kotak BSE Housing Index Fund - Direct Plan - IDCW Option	Kotak	₹12.4350	3 Jun 2026

Recent NAVs

Date	NAV
3 Jun 2026	₹16.7841
2 Jun 2026	₹16.8435
1 Jun 2026	₹16.7953
29 May 2026	₹16.9859
27 May 2026	₹17.2271
26 May 2026	₹17.1720
25 May 2026	₹17.1630
22 May 2026	₹16.9762
21 May 2026	₹16.9386
20 May 2026	₹16.9281

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 Payout is ₹16.7841. It's a Index Fund from Edelweiss, run as a Direct plan IDCW (dividend) option. NAVs update once per business day from the AMFI feed.

Edelweiss NIFTY Large Midcap 250 Index Fund - Direct Plan Payout 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 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 NIFTY Large Midcap 250 Index Fund - Direct Plan Payout has delivered a absolute return of 1.32% — +0.47 pp ahead of the Index Fund category average of 0.85%. The fund ranks #140 of 269 in its category — the third (Q3) quartile.

Over the trailing 3-year window, Edelweiss NIFTY Large Midcap 250 Index Fund - Direct Plan Payout has delivered a CAGR of 15.86% — +5.79 pp ahead of the Index Fund category average of 10.07%. The fund ranks #32 of 149 in its category — the top (Q1) quartile.

Edelweiss NIFTY Large Midcap 250 Index Fund - Direct Plan 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 NIFTY Large Midcap 250 Index Fund - Direct Plan Payout 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 ₹133,348.

A ₹10,000 monthly SIP in Edelweiss NIFTY Large Midcap 250 Index Fund - Direct Plan Payout 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 Payout 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 Payout ranks #32 out of 149 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 10.07%; this fund delivered 15.86%.

The worst peak-to-trough decline Edelweiss NIFTY Large Midcap 250 Index Fund - Direct Plan Payout 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 Payout 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 Payout returned 7.40% — beating the Index Fund category average of 5.41% by 1.99 pp. It ranked #123 of 226 in its category that year.

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