MonitorDirect · GrowthWatch before adding
Edelweiss Nifty500 Multicap Momentum Quality 50 Index Fund
- NAV
- 8.4965
- 28 Oct 2026
- 1Y
- -8.9%
- Trailing CAGR
- AUM
- ₹602.24 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 28 Oct 2026
Stance
Watch before adding
Recent evidence is mixed. Compare peers before increasing exposure.
In three lines
Fits if · Long-term category-relative performance remains stronger than the most recent rolling 1-year windows, which have deteriorated across multiple periods.
Fits if · Recent return trails the category median by 3 percentage points or more, with a weak rolling win rate.
Prefer peers if · Prefer BANDHAN NIFTY 100 INDEX FUND if you want a same-category peer with stronger evidence.
Buy checklist
History depth
Fail
2.0 years - thin for judging consistency.
Engine status
Watch
Recent evidence is mixed. Compare peers before increasing exposure.
Expense ratio
Pass
0.71% TER (Direct). Lower cost compounds on long SIPs.
Drawdown vs peers
Pass
Peak-to-trough -27.7%. 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
Pass
Top 10 holdings ≈ 46.2% of the portfolio.
Browse category
Same-category peers are preloaded into compare when available.
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 28%. 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
Monitor is recent mixed evidence - keep the SIP unless the buying brief says prefer peers, then swap with intent.
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-8.9%
- 3Yn/a
- 5Yn/a
- 10Yn/a
- SI-7.8%
SIP XIRR
Equal monthly instalments to latest NAV
- 1Y-10.1%
- 3Yn/a
- 5Yn/a
- 10Yn/a
- Since inception
- -7.8%
- Calendar-day CAGR
- Excess 1Y
- -4.6%
- 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
- -27.7%
- Worst peak-to-trough
- Current
- -20.0%
- Below last peak
- Current spell
- 681 days
- Days below latest peak
- Time below peak
- +98%
- NAV observations
Drawdown
Path not in current snapshots
n/a
- Average recovery
- 11 days
- 2 recovered episodes
- Longest recovery
- 19 days
- Trough to prior peak
16 Dec 2024 – open
Trough 7 Apr 2025 · not recovered
-27.7%
6 Nov 2024 – 2 Dec 2024
Trough 13 Nov 2024 · recovered in 19 days
-6.0%
11 Dec 2024 – 16 Dec 2024
Trough 13 Dec 2024 · recovered in 3 days
-0.9%
Dimensions
0–100 reads of named metrics. The mean is unweighted and only uses dimensions with data.
Returns
3
Vs category
21
Consistency
13
Risk-adjusted
0
Drawdown
31
Mean
13
Decision
Quantitative engine reasons behind the buying stance. An explanation can only restate what is already here.
Monitor
Buying stance
Watch before adding
Recent evidence is mixed. Compare peers before increasing exposure.
Why this status
- Long-term category-relative performance remains stronger than the most recent rolling 1-year windows, which have deteriorated across multiple periods.
- Recent return trails the category median by 3 percentage points or more, with a weak rolling win rate.
- Risk-adjusted return (Sharpe) is negative over the available daily history.
Supporting reads
No supporting reads in the current evidence set.
Portfolio
30 Sept 2026 · 52 holdings · top 10 are 46.2%.
- Top 5
- 25.4%
- Top 10
- 46.2%
- Largest holding
- 5.6%
- Effective holdings
- 31.0
Multi Commodity Exchange Of India Ltd
Financial
5.6%
Coal India Ltd
Materials
5.1%
Eicher Motors Ltd
Consumer Discretionary
5.0%
Bharat Electronics Ltd
Industrials
4.9%
CG Power & Industrial Solutions Ltd
Industrials
4.8%
What changed
PERFORMANCE
Recent rolling excess versus the category median has deteriorated.
27 Oct 2026
PERFORMANCE
Recent rolling excess versus the category median has deteriorated.
26 Oct 2026
PERFORMANCE
Recent rolling excess versus the category median has deteriorated.
23 Oct 2026
PERFORMANCE
Recent rolling excess versus the category median has deteriorated.
16 Oct 2026
PERFORMANCE
Recent rolling excess versus the category median has deteriorated.
24 Sept 2026
PERFORMANCE
Recent rolling excess versus the category median has deteriorated.
23 Sept 2026
PERFORMANCE
Recent rolling excess versus the category median has deteriorated.
22 Sept 2026
PERFORMANCE
Recent rolling excess versus the category median has deteriorated.
21 Sept 2026
PERFORMANCE
Recent rolling excess versus the category median has deteriorated.
18 Sept 2026
Worth investigating
Same-category peers with enough history to inspect beside this fund - including tradeoffs.
BANDHAN NIFTY 100 INDEX FUND
Bandhan Mutual Fund
- 1Y
- -10.1%
- 3Y
- +8.5%
- Vol
- 13.5%
- Max DD
- -17.3%
- Sharpe
- 0.24
- 3Y win
- +50%
- Lower volatility
- Shallower drawdown
- Higher win rate vs category
- Lower TER
- Higher trailing returns
Edelweiss CRISIL IBX AAA Financial Services Bond - Jan 2028 Index Fund
Edelweiss Mutual Fund
- 1Y
- +5.4%
- 3Y
- n/a
- Vol
- 0.9%
- Max DD
- -0.5%
- Sharpe
- 1.37
- 3Y win
- n/a
- Lower volatility
- Shallower drawdown
- Higher win rate vs category
- Lower TER
- Higher trailing returns
ICICI Prudential Nifty Midcap 150 Index Fund
ICICI Prudential Mutual Fund
- 1Y
- -4.2%
- 3Y
- +13.4%
- Vol
- 16.7%
- Max DD
- -21.1%
- Sharpe
- 0.52
- 3Y win
- +100%
- Lower volatility
- Shallower drawdown
- Higher win rate vs category
- Lower TER
- Higher trailing returns
Kotak CRISIL-IBX Financial Services 3-6 Months Debt Index Fund
Kotak Mahindra Mutual Fund
- 1Y
- +6.5%
- 3Y
- n/a
- Vol
- 0.4%
- Max DD
- -0.2%
- Sharpe
- 2.31
- 3Y win
- n/a
- Lower volatility
- Shallower drawdown
- Higher win rate vs category
- Lower TER
- Higher trailing returns
Kotak Nifty Next 50 Index Fund
Kotak Mahindra Mutual Fund
- 1Y
- -2.2%
- 3Y
- +16.0%
- Vol
- 17.5%
- Max DD
- -26.3%
- Sharpe
- 0.49
- 3Y win
- +100%
- Lower volatility
- Shallower drawdown
- Higher win rate vs category
- Lower TER
- Higher trailing returns