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 - Regular 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 - Regular Plan Payout

Latest NAV

₹16.2941

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%	+0.09%	+0.19	77 / 246	Q2
1W	-1.93%	-1.14%	-0.78	186 / 246	Q4
2W	-0.22%	+0.01%	-0.23	193 / 246	Q4
1M	-0.72%	-0.58%	-0.14	171 / 246	Q3
3M	-0.33%	+0.04%	-0.37	157 / 241	Q3
6M	-4.26%	-2.34%	-1.91	160 / 235	Q3
YTD	-4.51%	-2.52%	-1.99	166 / 238	Q3
1Y	+0.66%	+0.63%	+0.03	128 / 220	Q3
2Y	+3.04%	+2.75%	+0.29	79 / 149	Q3
3Y	+15.09%	+9.27%	+5.82	24 / 113	Q1
4Y	+15.13%	+10.80%	+4.33	11 / 45	Q1
5Y	—	—	—	—	—
7Y	—	—	—	—	—
10Y	—	—	—	—	—
Inception	+11.73%	+5.47%	+6.26	39 / 246	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	-4.51%	-2.50%	-2.01	165 / 236
2025	+6.72%	+4.47%	+2.24	103 / 185
2024	+17.18%	+12.46%	+4.72	34 / 122
2023	+30.83%	+19.34%	+11.48	19 / 86
2022	+3.36%	+1.97%	+1.38	10 / 25
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

+16.81%

43 windows

min -3.4% · max 44.6%

91% positive

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

3-Year rolling

+17.08%

19 windows

min 12.4% · max 22.1%

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

14.40%

3-year · annualised

Sharpe ratio

0.60

vs risk-free 6.5%

Sortino ratio

0.93

Downside-only deviation

Max drawdown

-19.08%

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 NIFTY Reality Index Fund - Regular Plan	HDFC	₹8.4629	3 Jun 2026
Nippon India BSE Sensex Next 30 Index Fund -Regular Plan- IDCW Payout	Nippon India	₹10.8060	3 Jun 2026
SBI BSE PSU BANK INDEX FUND- Regular Plan- Income Distribution Cum Capital Withdrawal Option (IDCW)	SBI	₹13.1293	3 Jun 2026
Invesco India Nifty G-sec Jul 2027 Index Fund - Regular Plan - IDCW Payout	Invesco	₹1,251.2288	3 Jun 2026
BANDHAN CRISIL IBX 90:10 SDL PLUS GILT - NOV 2026 INDEX FUND - REGULAR IDCW	Bandhan	₹10.3390	3 Jun 2026
Aditya Birla Sun Life BSE 500 Momentum 50 Index Fund-Regular IDCW Payout	Aditya Birla Sun Life	₹10.1737	3 Jun 2026
Motilal Oswal BSE Enhanced Value Index Fund-Regular plan	Motilal Oswal	₹27.6342	3 Jun 2026
Mirae Asset CRISIL IBX Gilt Index - April 2033 Index Fund - Regular Plan - IDCW	Mirae Asset	₹12.9906	3 Jun 2026
Kotak BSE Housing Index Fund - Regular Plan - IDCW Option	Kotak	₹12.2530	3 Jun 2026
Edelweiss BSE Internet Economy Index Fund - Regular Plan - IDCW	Edelweiss	₹10.1572	3 Jun 2026

Recent NAVs

Date	NAV
3 Jun 2026	₹16.2941
2 Jun 2026	₹16.3521
1 Jun 2026	₹16.3056
29 May 2026	₹16.4917
27 May 2026	₹16.7266
26 May 2026	₹16.6734
25 May 2026	₹16.6650
22 May 2026	₹16.4847
21 May 2026	₹16.4486
20 May 2026	₹16.4387

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 - Regular Plan Payout is ₹16.2941. It's a Index Fund from Edelweiss, run as a Regular plan IDCW (dividend) option. NAVs update once per business day from the AMFI feed.

Edelweiss NIFTY Large Midcap 250 Index Fund - Regular 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 - Regular 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 - Regular Plan Payout has delivered a absolute return of 0.66% — +0.03 pp ahead of the Index Fund category average of 0.63%. The fund ranks #128 of 220 in its category — the third (Q3) quartile.

Over the trailing 3-year window, Edelweiss NIFTY Large Midcap 250 Index Fund - Regular Plan Payout has delivered a CAGR of 15.09% — +5.82 pp ahead of the Index Fund category average of 9.27%. The fund ranks #24 of 113 in its category — the top (Q1) quartile.

Edelweiss NIFTY Large Midcap 250 Index Fund - Regular 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 - Regular Plan Payout exactly 3 years ago would be worth approximately ₹152,464 today — a multiplier of 1.52×, based on the 3-year CAGR of 15.09%. The category average over the same window would have grown ₹1 lakh to ₹130,469.

A ₹10,000 monthly SIP in Edelweiss NIFTY Large Midcap 250 Index Fund - Regular Plan Payout over the last 3 years — total invested ₹360,000 — would be worth ₹399,576 today. That's an XIRR (money-weighted annualised return) of 6.88%.

Edelweiss NIFTY Large Midcap 250 Index Fund - Regular 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 ₹399,576 — XIRR 6.88%.

On a 3-year basis, Edelweiss NIFTY Large Midcap 250 Index Fund - Regular Plan Payout ranks #24 out of 113 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 9.27%; this fund delivered 15.09%.

The worst peak-to-trough decline Edelweiss NIFTY Large Midcap 250 Index Fund - Regular Plan Payout has experienced over the last 3-year window is 19.08% — 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 - Regular Plan Payout averaged 17.08% (best 22.11%, worst 12.36%). 100% of rolling windows ended positive. The 3-year Sharpe ratio is 0.60 — reasonable risk-adjusted performance.

In calendar year 2025, Edelweiss NIFTY Large Midcap 250 Index Fund - Regular Plan Payout returned 6.72% — beating the Index Fund category average of 4.47% by 2.24 pp. It ranked #103 of 185 in its category that year.

Edelweiss NIFTY Large Midcap 250 Index Fund - Regular 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 - Regular 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.