HealthyDirect · GrowthFit for a long SIP
Edelweiss BSE Internet Economy Index Fund
- NAV
- 11.1232
- 29 Oct 2026
- 1Y
- -2.5%
- Trailing CAGR
- AUM
- ₹39.09 Cr
- 30 Sept 2026
- Volatility
- High
- 18.3% annualized
Buying brief
Should you add this fund?
Evidence on this desk, framed as a purchase checklist - not SEBI-registered advice.
As of 29 Oct 2026
Stance
Fit for a long SIP
Evidence supports keeping this on a shortlist for a multi-year equity SIP.
In three lines
Fits if · No material deterioration, cost shock, or persistent category underperformance in the current evidence set.
Buy checklist
History depth
Fail
1.5 years - thin for judging consistency.
Engine status
Pass
Evidence supports keeping this on a shortlist for a multi-year equity SIP.
Expense ratio
Pass
0.59% TER (Direct). Lower cost compounds on long SIPs.
Drawdown vs peers
Pass
Peak-to-trough -21.4%. Ask whether you can hold through a similar fall.
Vs category
n/a
Category relative read still thin.
Manager tenure
n/a
Manager not listed.
Exit load
n/a
No exit-load summary on file.
Tax / wrapper
Pass
Direct Growth, no ELSS lock flagged. Equity LTCG rules still apply after one year - not tax advice.
Portfolio concentration
Watch
Top 10 holdings ≈ 84.3% of the portfolio.
Evidence supports a shortlist - confirm with peers before you buy elsewhere.
Before you buy or SIP
Behaviour and wrappers - the usual India MF failure modes - not a buy instruction.
Drawdown rehearsal
This scheme’s worst fall on file is about 21%. Before you SIP, ask whether you would keep contributing through a similar drop - pausing on fear is the usual India MF failure mode.
SIP discipline
If you start a SIP here, diary a 90-day check and an annual review - don’t react to every NAV print.
NAV
Path not in current snapshots
n/a
Returns
Trailing CAGR and simulated monthly SIP XIRR from daily NAV. Category comparison uses the median of comparable share classes in the peer set.
Trailing CAGR
Point-to-point, calendar-day annualized
- 1Y-2.5%
- 3Yn/a
- 5Yn/a
- 10Yn/a
- SI+7.1%
SIP XIRR
Equal monthly instalments to latest NAV
- 1Y+8.8%
- 3Yn/a
- 5Yn/a
- 10Yn/a
- Since inception
- +7.1%
- Calendar-day CAGR
- Excess 1Y
- +0.7%
- Category median, same plan and option
- 3Y win rate
- n/a
- Windows beating the median
- 3Y percentile
- n/a
- Vs comparable share classes
- SIP 3Y XIRR
- n/a
- Simulated monthly SIP
- Worst rolling 3Y
- n/a
- 0 daily-ending windows
- Median rolling 3Y
- n/a
- Calendar-day CAGR
- Positive rolling 5Y
- n/a
- 0 daily-ending windows
Drawdown
Peak to trough from a running NAV high, with the path and recovery episodes.
- Max drawdown
- -21.4%
- Worst peak-to-trough
- Current
- -7.4%
- Below last peak
- Current spell
- 64 days
- Days below latest peak
- Time below peak
- +92%
- NAV observations
Drawdown
Path not in current snapshots
n/a
- Average recovery
- 20 days
- 10 recovered episodes
- Longest recovery
- 133 days
- Trough to prior peak
28 Oct 2025 – 11 Aug 2026
Trough 31 Mar 2026 · recovered in 133 days
-21.4%
26 Aug 2026 – open
Trough 23 Oct 2026 · not recovered
-11.9%
23 Jul 2025 – 20 Aug 2025
Trough 8 Aug 2025 · recovered in 12 days
-5.4%
18 Sept 2025 – 9 Oct 2025
Trough 30 Sept 2025 · recovered in 9 days
-5.0%
Dimensions
0–100 reads of named metrics. The mean is unweighted and only uses dimensions with data.
Returns
17
Vs category
55
Consistency
43
Risk-adjusted
32
Drawdown
47
Mean
39
Decision
Quantitative engine reasons behind the buying stance. An explanation can only restate what is already here.
Healthy
Buying stance
Fit for a long SIP
Evidence supports keeping this on a shortlist for a multi-year equity SIP.
Why this status
- No material deterioration, cost shock, or persistent category underperformance in the current evidence set.
Supporting reads
No supporting reads in the current evidence set.
Portfolio
30 Sept 2026 · 21 holdings · top 10 are 84.3%.
- Top 5
- 59.6%
- Top 10
- 84.3%
- Largest holding
- 16.3%
- Effective holdings
- 10.7
Zomato Ltd
Technology
16.3%
Bharti Airtel Ltd
Technology
15.7%
Multi Commodity Exchange Of India Ltd
Financial
11.5%
One 97 Communications Ltd
Industrials
9.8%
Info Edge (India) Ltd
Technology
6.4%
What changed
PERFORMANCE
Recent rolling excess versus the category median has deteriorated.
22 Oct 2026
PERFORMANCE
Recent rolling excess versus the category median has deteriorated.
21 Oct 2026
PERFORMANCE
Recent rolling excess versus the category median has deteriorated.
16 Oct 2026
DECISION
Status moved from MONITOR to HEALTHY.
16 Oct 2026
Worth investigating
Same-category peers with enough history to inspect beside this fund - including tradeoffs.
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- 3Y
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- 3Y
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- Max DD
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- n/a
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- 1Y
- -1.8%
- 3Y
- n/a
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- Max DD
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- n/a
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