Edelweiss MSCI India Domestic & World Healthcare 45 index Fund Regular Plan - Growth

Fund House: Edelweiss Mutual Fund

Category: Index Fund

Status: Open Ended Schemes

Launch Date: 26-10-2020

Minimum Investment: 100.0

Asset Class: Equity

Minimum Topup: 100.0

Benchmark: MSCI India Domestic & World Healthcare 45 Index

Total Assets: 170.77 As on (31-12-2025)

Expense Ratio: 1.06% As on (31-12-2025)

Turn over: 81.00% | Exit Load: Nil

NAV as on 16-01-2026

20.6949

-0.2224

CAGR Since Inception

15.01%

MSCI India Domestic & World Healthcare 45 Index 13.36%

PERFORMANCE

Scheme Performance  (%) 1-Year Ret (%) 3-Yrs Ret (%) 5-Yrs Ret (%) 10-Yrs Ret (%) Since Launch Ret (%)
Edelweiss MSCI India Domestic & World Healthcare 45 index Fund Regular Plan - Growth 8.53 18.71 12.98 - 15.01
MSCI ACWI TRI 28.41 21.9 14.47 14.32 13.36
Index Fund 7.6 13.62 14.1 13.6 8.42

Funds Manager

Co-Manage

RETURNS CALCULATORS for Edelweiss MSCI India Domestic & World Healthcare 45 index Fund Regular Plan - Growth

Growth of 10000 In SIP (Fund vs Benchmark)

Amount

Period

Start

End

Growth of 10000 In LUMPSUM (Fund vs Benchmark)

Amount

Start

PORTFOLIO ANALYSIS of Edelweiss MSCI India Domestic & World Healthcare 45 index Fund Regular Plan - Growth

Portfolio Holdings

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Sector Allocation

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PEER COMPARISION of Edelweiss MSCI India Domestic & World Healthcare 45 index Fund Regular Plan - Growth

Scheme Name Inception Date 1 Year Rtn (%) 2 Year Rtn (%) 3 Year Rtn (%) 5 Year Rtn (%) 10 Year Rtn (%)
Edelweiss MSCI India Domestic & World Healthcare 45 Index Reg Gr 26-10-2020 8.53 14.07 18.71 12.98 0.0
Motilal Oswal Nifty MidSmall Financial Services Index Fund Reg Gr 29-10-2024 35.13 0.0 0.0 0.0 0.0
ICICI Pru Nifty200 Value 30 Index Gr 17-10-2024 26.38 0.0 0.0 0.0 0.0
ICICI Prudential NASDAQ 100 Index Fund Gr 01-10-2021 26.05 28.2 34.34 0.0 0.0
Motilal Oswal BSE Enhanced Value Index Fund Reg 22-08-2022 25.33 18.59 31.43 0.0 0.0
Kotak Nifty Financial Services Ex-Bank Index Fund Reg Gr 14-08-2023 25.14 18.0 0.0 0.0 0.0
Motilal Oswal Nifty India Defence Index Fund Reg Gr 03-07-2024 24.55 0.0 0.0 0.0 0.0
ABSL Nifty India Defence Fund Reg Gr 30-08-2024 24.05 0.0 0.0 0.0 0.0
Motilal Oswal Nifty Capital Market Index Fund Reg Gr 16-12-2024 23.47 0.0 0.0 0.0 0.0
Tata Nifty Capital Markets Index Fund Reg Gr 24-10-2024 23.25 0.0 0.0 0.0 0.0

Asset Allocation (%)

Key Performance and Risk Statistics of Edelweiss MSCI India Domestic & World Healthcare 45 index Fund Regular Plan - Growth

Key Statistics Volatility Sharpe Ratio Alpha Beta Yield to Maturity Average Maturity
Edelweiss MSCI India Domestic & World Healthcare 45 index Fund Regular Plan - Growth 13.18 - - - - -
Index Fund - - - - - -