Edelweiss Nifty 50 Index Fund Regular Growth

Edelweiss Nifty 50 Index Fund Regular Growth is an equity fund. This fund was started on 8 October, 2021. The fund is managed by Bhavesh Jain, Bharat Lahoti. The fund could potentially beat inflation in the long-run.

1. Edelweiss Nifty 50 Index Fund Regular Growth has ₹162 Cr worth of assets under management (AUM) as on Apr 2025 and is less than category average.
2. The fund has an expense ratio 0.5.
   

Edelweiss Nifty 50 Index Fund Regular Growth has given a CAGR return of 10.00% since inception. Over the last 1 and 3 years the fund has given a CAGR return of 9.15% and 15.97% respectively.

Edelweiss Nifty 50 Index Fund Regular Growth has allocated its funds majorly in Cash Equivalent, Financial Services, Tech, Energy, Consumer Cyclical, Consumer Defensive, Basic Materials, Industrial, Communication, Health, Utilities. Its top holdings are HDFC Bank Ltd, ICICI Bank Ltd, Reliance Industries Ltd, Infosys Ltd, Bharti Airtel Ltd

As it is a index funds mutual fund the taxation is as follows:
For short term (less than a year) capital gains will be taxed at 20%
For long term (more than 1 year) capital gains will be taxed at 12.5% without indexation benefit
Dividends will always be taxed at slab rate. Long term gains upto Rs 1 lakh are exempt capital gains tax.

The investment objective of the scheme is to provide returns before expenses that closely correspond to the total returns of the Nifty 50 subject to tracking errors. However, there is no assurance that the investment objective of the Scheme will be realized and the Scheme does not assure or guarantee any returns.

Minimum investment for lump sum payment is INR 100.00 and for SIP is INR 100.00. Edelweiss Nifty 50 Index Fund Regular Growth has no lock in period.