Edelweiss Nifty Alpha Low Volatility 30 Index Fund Direct growth

Equity • Index • Direct growth

CAGRInfo Icon

₹1,000 invested for 5 years

Fund Info

Equity

Index

Direct growth

Launched On
21 May 2024
0.4 years ago
Lock-in Period
No lock-in
NAV
as of 08 Oct 2024
₹11.33
+1.1287% (0.20)
AUM
₹81 Cr
Expense ratio
0.3%
Benchmark
Nifty Alpha Low-Volatility 30
Fund Plan
Open demat account

Get access to more insightful information

By signing up to Upstox today

Tax info and exit loadInfo Icon

Taxes

Units held less than 1Y

20%

Units held more than 1Y

12.5%

Exit Load

If units sold before 15D

0.1%

If units sold after 15D

0%

Distribution

Asset split
Equity100.62%

What's in this fund?

Sectors
Holdings
Consumer Cyclical

Consumer Cyclical

21.71%
Healthcare

Healthcare

17.89%
Consumer Defensive

Consumer Defensive

17.69%
Financial Services

Financial Services

12.67%
Industrials

Industrials

8.92%

Fund House

Edelweiss

Edelweiss

Inc: 14 Jun 2007 • Total AUM: ₹1,10,972 Cr • Rank #14
Edelweiss Mutual Fund, started in 2009, has Edelweiss as its sponsor. The fund house is headed by Radhika Gupta as the CEO. As of 31 March 2024, it has an AUM of ₹1,61,815 Cr.

Fund Managers

Bhavesh Jain

Experience: 11.17 yrs • Total AUM: 3,62,812 Cr

Risk

Category risk
Very high
As provided by the fund house document, this risk is specific to this fund category (Equity). To know the risk of this fund particularly, check 'Risk vs Category'.

Other top rated funds

Top rated

ICICI Prudential Nifty Next 50 Index

Equity • Index • Direct Growth
3Y CAGR
20.42%
Expense ratio
0.31%
Tracking error
Below Average
Fund size
High
Top rated

UTI Nifty Next 50 Index Fund

Equity • Index • Direct Growth
3Y CAGR
20.42%
Expense ratio
0.37%
Tracking error
Below Average
Fund size
High
Top rated

SBI Nifty Index Fund

Equity • Index • Direct Growth
3Y CAGR
12.87%
Expense ratio
0.2%
Tracking error
Low
Fund size
High
Top rated

UTI Nifty 50 Index Fund

Equity • Index • Direct Growth
3Y CAGR
12.87%
Expense ratio
0.18%
Tracking error
Low
Fund size
High
Top rated

ICICI Prudential Nifty 50 Index Fund

Equity • Index • Direct Growth
3Y CAGR
12.84%
Expense ratio
0.17%
Tracking error
Low
Fund size
High
1 / 5
Disclaimer: Top rated funds do not constitute any advice. Research data is powered by Morningstar. Please read the offer documents carefully before investing. Upstox shall not accept any liability arising out of your investments.