Insufficient historyDirect · Growth
Edelweiss Nifty LargeMidcap250 Plus 8-13yr G-Sec 70:30 Index Fund
- NAV
- 10.5588
- 15 Sept 2026
- 1Y
- n/a
- Trailing CAGR
- AUM
- ₹53.99 Cr
- 31 Aug 2026
- Volatility
- Medium
- 8.9% annualized
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
- 1Yn/a
- 3Yn/a
- 5Yn/a
- 10Yn/a
- SI+6.5%
SIP XIRR
Equal monthly instalments to latest NAV
- 1Yn/a
- 3Yn/a
- 5Yn/a
- 10Yn/a
- Since inception
- +6.5%
- Calendar-day CAGR
- Excess 1Y
- n/a
- Category median, same plan and option
- 3Y win rate
- n/a
- Windows beating the median
- 3Y percentile
- n/a
- Vs comparable share classes
- 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
- SIP 3Y XIRR
- n/a
- Simulated monthly SIP
Drawdown
Peak to trough from a running NAV high. Move across the path to read a date.
Drawdown
Path not in current snapshots
n/a
- Average recovery
- 9 days
- 7 recovered episodes
- Longest recovery
- 23 days
- Trough to prior peak
- Current spell
- 36 days
- Days below latest peak
- Time below peak
- +83%
- NAV observations
10 Aug 2026 – open
Trough 15 Sept 2026 · not recovered
-4.1%
7 May 2026 – 17 Jun 2026
Trough 11 Jun 2026 · recovered in 6 days
-3.1%
6 Jul 2026 – 31 Jul 2026
Trough 8 Jul 2026 · recovered in 23 days
-1.6%
21 Apr 2026 – 6 May 2026
Trough 24 Apr 2026 · recovered in 12 days
-1.4%
Dimensions
0–100 reads of named metrics. The mean is unweighted and only uses dimensions with data.
Returns
n/a
Vs category
n/a
Consistency
n/a
Risk-adjusted
33
Drawdown
90
Mean
n/a
Portfolio
31 Aug 2026 · 253 holdings · top 10 are 42.4%.
- Top 5
- 36.0%
- Top 10
- 42.4%
- Largest holding
- 28.2%
- Effective holdings
- 11.9
GOVERNMENT OF INDIA 37426 GOI 11MY36 6.94 FV RS 100
Entities
28.2%
HDFC Bank Ltd
Financial
2.8%
ICICI Bank Ltd
Financial
2.6%
Reliance Industries Ltd
Energy & Utilities
2.2%
Others CBLO
Unspecified
1.8%
Decision
Quantitative read of the live evidence. An explanation can only restate what is already here.
As of 15 Sept 2026
Insufficient history
Engine status
Insufficient history
History still thin for a status read
Why this status
No status reasons yet. History is still thin.
Supporting reads
No supporting reads in the current evidence set.
Worth investigating
Same-category peers with enough history to inspect beside this fund.
Aditya Birla Sun Life Crisil IBX Gilt Apr 2028 Index Fund
Aditya Birla Sun Life Mutual Fund
- 1Y
- +5.1%
- 3Y
- +7.0%
- Vol
- 1.1%
- Max DD
- -0.7%
- Sharpe
- 1.65
- 3Y win
- 0%
- Lower volatility
- Shallower drawdown
Aditya Birla Sun Life Nifty SDL Apr 2027 Index Fund
Aditya Birla Sun Life Mutual Fund
- 1Y
- +5.9%
- 3Y
- +7.3%
- Vol
- 1.4%
- Max DD
- -3.5%
- Sharpe
- 0.87
- 3Y win
- 0%
- Lower volatility
- Shallower drawdown
Axis CRISIL IBX 50:50 Gilt Plus SDL June 2028 Index Fund
Axis Mutual Fund
- 1Y
- +5.7%
- 3Y
- +7.4%
- Vol
- 1.2%
- Max DD
- -0.8%
- Sharpe
- 1.85
- 3Y win
- 0%
- Lower volatility
- Shallower drawdown
BANDHAN CRISIL IBX GILT APRIL 2026 INDEX FUND
Bandhan Mutual Fund
- 1Y
- +5.8%
- 3Y
- +6.8%
- Vol
- 0.8%
- Max DD
- -0.4%
- Sharpe
- 2.46
- 3Y win
- 0%
- Lower volatility
- Shallower drawdown
DSP Nifty SDL Plus G-Sec Sep 2027 50:50 Index Fund
DSP Mutual Fund
- 1Y
- +5.9%
- 3Y
- +7.4%
- Vol
- 0.9%
- Max DD
- -0.3%
- Sharpe
- 2.47
- 3Y win
- +1%
- Lower volatility
- Shallower drawdown