Should I invest in Edelweiss Nifty Next 50 Index Fund?

We don't give personal investment advice. Edelweiss Nifty Next 50 Index Fund - Regular Plan - IDCW 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 Next 50 Index Fund - Regular Plan - IDCW

Latest NAV

₹15.8654

As of

3 Jun 2026

861 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	+0.27%	+0.09%	+0.18	89 / 246	Q2
1W	-1.18%	-1.14%	-0.03	126 / 246	Q3
2W	+1.62%	+0.01%	+1.62	21 / 246	Q1
1M	-0.28%	-0.58%	+0.30	151 / 246	Q3
3M	+2.13%	+0.04%	+2.09	61 / 241	Q2
6M	+1.30%	-2.34%	+3.64	90 / 235	Q2
YTD	+0.61%	-2.52%	+3.13	109 / 238	Q2
1Y	+4.73%	+0.63%	+4.10	70 / 220	Q2
2Y	-0.47%	+2.75%	-3.23	114 / 149	Q4
3Y	+17.99%	+9.27%	+8.72	18 / 113	Q1
4Y	—	—	—	—	—
5Y	—	—	—	—	—
7Y	—	—	—	—	—
10Y	—	—	—	—	—
Inception	+13.96%	+5.47%	+8.49	32 / 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	+0.61%	-2.50%	+3.11	108 / 236
2025	+1.49%	+4.47%	-2.98	136 / 185
2024	+26.90%	+12.46%	+14.44	7 / 122
2023	+25.74%	+19.34%	+6.40	29 / 86
2022	—	—	—	—

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

+22.57%

31 windows

min -11.2% · max 66.9%

68% positive

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

3-Year rolling

+18.55%

7 windows

min 15.7% · max 20.2%

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

18.08%

3-year · annualised

Sharpe ratio

0.65

vs risk-free 6.5%

Sortino ratio

1.04

Downside-only deviation

Max drawdown

-26.65%

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 Index Fund

Scheme	Fund house	NAV	As of
SBI Nifty Midcap 150 Index Fund - Regular Plan - Income Distribution cum Capital Withdrawal Option (IDCW)	SBI	₹18.9803	3 Jun 2026
BANDHAN Nifty Smallcap 250 Index Fund - Regular Plan - IDCW	Bandhan	₹12.0794	3 Jun 2026
Aditya Birla Sun Life Nifty Midcap 150 Index Fund - Regular - Payout of IDCW	Aditya Birla Sun Life	₹24.3184	3 Jun 2026
Motilal Oswal Nifty Midcap 150 Index Fund - Regular Plan	Motilal Oswal	₹38.3242	3 Jun 2026
KOTAK NIFTY MIDCAP 150 INDEX FUND-REGULAR PLAN-IDCW PAYOUT AND REINVESTMENT	Kotak	₹11.3420	3 Jun 2026
Edelweiss Nifty Smallcap 250 Index Fund - Regular Plan - IDCW	Edelweiss	₹17.2194	2 Jun 2026
DSP Nifty Midcap 150 Index Fund - Regular - IDCW	DSP	₹10.1040	3 Jun 2026
HSBC NIFTY NEXT 50 INDEX FUND - Regular IDCW	HSBC	₹29.7337	3 Jun 2026
Axis Nifty Midcap 50 Index Fund - Regular Plan - IDCW Option	Axis	₹20.2500	3 Jun 2026
Bajaj Finserv Nifty Next 50 Index Fund - Regular - IDCW	Bajaj Finserv	₹11.0327	3 Jun 2026

Recent NAVs

Date	NAV
3 Jun 2026	₹15.8654
2 Jun 2026	₹15.9245
1 Jun 2026	₹15.8811
29 May 2026	₹16.1431
27 May 2026	₹16.3427
26 May 2026	₹16.1139
25 May 2026	₹16.0850
22 May 2026	₹15.8486
21 May 2026	₹15.7861
20 May 2026	₹15.7536

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 Next 50 Index Fund - Regular Plan - IDCW is ₹15.8654. 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 Next 50 Index Fund - Regular Plan - IDCW has NAV history starting from 02 Dec 2022, a track record of about 3 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 Next 50 Index Fund - Regular Plan - IDCW 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 Next 50 Index Fund - Regular Plan - IDCW has delivered a absolute return of 4.73% — +4.1 pp ahead of the Index Fund category average of 0.63%. The fund ranks #70 of 220 in its category — the second (Q2) quartile.

Over the trailing 3-year window, Edelweiss Nifty Next 50 Index Fund - Regular Plan - IDCW has delivered a CAGR of 17.99% — +8.72 pp ahead of the Index Fund category average of 9.27%. The fund ranks #18 of 113 in its category — the top (Q1) quartile.

Edelweiss Nifty Next 50 Index Fund - Regular Plan - IDCW 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 Next 50 Index Fund - Regular Plan - IDCW exactly 3 years ago would be worth approximately ₹164,277 today — a multiplier of 1.64×, based on the 3-year CAGR of 17.99%. The category average over the same window would have grown ₹1 lakh to ₹130,469.

A ₹10,000 monthly SIP in Edelweiss Nifty Next 50 Index Fund - Regular Plan - IDCW over the last 3 years — total invested ₹360,000 — would be worth ₹414,770 today. That's an XIRR (money-weighted annualised return) of 9.41%.

Edelweiss Nifty Next 50 Index Fund - Regular Plan - IDCW doesn't yet have 10 years of NAVs. Over the longest available window (3-year SIP), ₹10,000/month would have grown to ₹414,770 — XIRR 9.41%.

On a 3-year basis, Edelweiss Nifty Next 50 Index Fund - Regular Plan - IDCW ranks #18 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 17.99%.

The worst peak-to-trough decline Edelweiss Nifty Next 50 Index Fund - Regular Plan - IDCW has experienced over the last 3-year window is 26.65% — 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 3-year rolling windows, Edelweiss Nifty Next 50 Index Fund - Regular Plan - IDCW averaged 18.55% (best 20.24%, worst 15.71%). 100% of rolling windows ended positive. The 3-year Sharpe ratio is 0.65 — reasonable risk-adjusted performance.

In calendar year 2025, Edelweiss Nifty Next 50 Index Fund - Regular Plan - IDCW returned 1.49% — lagging the Index Fund category average of 4.47% by 2.98 pp. It ranked #136 of 185 in its category that year.

Edelweiss Nifty Next 50 Index Fund - Regular Plan - IDCW 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 Next 50 Index Fund - Regular Plan - IDCW 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.