Edelweiss Mutual Fund: equity and index funds
24 schemes in 10 categories; 12 of 38 rated plans are in the top two tiers of their category. Data as of 5 Nov 2026.
Index Fund (22 plans)
| Fund | Rating | Expense ratio | Tracking difference, 1Y | Tracking error, 1Y | 1Y return | AUM |
|---|---|---|---|---|---|---|
| Edelweiss Nifty Next 50 Index FundEdelweiss Mutual Fund | A+ | 0.24% | -0.09% | 0.15% | 3.1% | ₹294 cr |
| Edelweiss Nifty 50 Index FundEdelweiss Mutual Fund | A | 0.14% | 0.02% | 0.10% | -3.1% | ₹293 cr |
| Edelweiss Nifty Smallcap 250 Index FundEdelweiss Mutual Fund | A | 0.42% | -0.23% | 0.21% | 1.6% | ₹272 cr |
| Edelweiss Nifty Smallcap 250 Index FundEdelweiss Mutual Fund | A | 1.03% | -0.90% | 0.21% | 1.0% | ₹272 cr |
| Edelweiss Nifty Midcap150 Momentum 50 Index FundEdelweiss Mutual Fund | B | 0.74% | -0.51% | 0.25% | -0.1% | ₹1,762 cr |
| Edelweiss Nifty Midcap150 Momentum 50 Index FundEdelweiss Mutual Fund | B | 1.34% | -1.14% | 0.25% | -0.8% | ₹1,762 cr |
| Edelweiss Nifty Next 50 Index FundEdelweiss Mutual Fund | B | 0.92% | -0.78% | 0.15% | 2.5% | ₹294 cr |
| Edelweiss BSE Internet Economy Index FundEdelweiss Mutual Fund | B | 0.58% | 0.32% | 0.01% | 3.3% | ₹38 cr |
| Edelweiss BSE Internet Economy Index FundEdelweiss Mutual Fund | B | 1.15% | -0.32% | 0.01% | 2.7% | ₹38 cr |
| Edelweiss MSCI India Domestic & World Healthcare 45 Index FundEdelweiss Mutual Fund | B | 0.56% | 0.33% | 0.01% | 23.0% | ₹195 cr |
| Edelweiss MSCI India Domestic & World Healthcare 45 Index FundEdelweiss Mutual Fund | B | 1.10% | -0.33% | 0.01% | 22.4% | ₹195 cr |
| Edelweiss Nifty500 Multicap Momentum Quality 50 Index FundEdelweiss Mutual Fund | B | 0.68% | -0.57% | 0.20% | -5.5% | ₹608 cr |
| Edelweiss Nifty500 Multicap Momentum Quality 50 Index FundEdelweiss Mutual Fund | B | 1.34% | -1.21% | 0.20% | -6.1% | ₹608 cr |
| Edelweiss Nifty 50 Index FundEdelweiss Mutual Fund | B | 0.54% | -0.35% | 0.10% | -3.5% | ₹293 cr |
| Edelweiss Nifty 100 Quality 30 Index FundEdelweiss Mutual Fund | B | 0.57% | -0.36% | 0.13% | 0.8% | ₹121 cr |
| Edelweiss Nifty Alpha Low Volatility 30 Index FundEdelweiss Mutual Fund | B | 0.54% | -0.65% | 0.17% | -2.4% | ₹92 cr |
| Edelweiss Nifty 100 Quality 30 Index FundEdelweiss Mutual Fund | B | 1.19% | -0.99% | 0.14% | 0.1% | ₹121 cr |
| Edelweiss NIFTY Large Midcap 250 Index FundEdelweiss Mutual Fund | B | 0.36% | -0.35% | 0.06% | -0.6% | ₹345 cr |
| Edelweiss Nifty Alpha Low Volatility 30 Index FundEdelweiss Mutual Fund | C | 1.27% | -1.31% | 0.17% | -3.0% | ₹92 cr |
| Edelweiss NIFTY Large Midcap 250 Index FundEdelweiss Mutual Fund | C | 1.07% | -1.02% | 0.07% | -1.3% | ₹345 cr |
| Edelweiss Nifty REITs & Realty Index FundEdelweiss Mutual Fund | – | 1.31% | –% | –% | – | ₹63 cr |
| Edelweiss Nifty REITs & Realty Index FundEdelweiss Mutual Fund | – | 2.02% | –% | –% | – | ₹63 cr |
Sectoral/Thematic (10 plans)
| Fund | Rating | 1Y return | 3Y return | 3Y vs index | Expense ratio | AUM |
|---|---|---|---|---|---|---|
| Edelweiss Recently Listed IPO FundThematic: Other Themes · 8.7 yrs | B | 22.0% | 18.4% | +6.4% | 1.45% | ₹1,181 cr |
| Edelweiss Recently Listed IPO FundThematic: Other Themes · 8.7 yrs | B | 20.4% | 16.9% | +4.9% | 2.69% | ₹1,181 cr |
| Edelweiss Business Cycle FundThematic: Business Cycle · 2.3 yrs | – | 2.8% | – | – | 1.22% | ₹1,432 cr |
| Edelweiss Business Cycle FundThematic: Business Cycle · 2.3 yrs | – | 1.3% | – | – | 2.68% | ₹1,432 cr |
| Edelweiss Consumption FundThematic: Consumption · 1.7 yrs | – | -2.3% | – | – | 0.98% | ₹489 cr |
| Edelweiss Consumption FundThematic: Consumption · 1.7 yrs | – | -3.9% | – | – | 2.60% | ₹489 cr |
| Edelweiss Financial Services FundThematic: Banking & Financials · 0.7 yrs | – | – | – | – | 1.00% | ₹282 cr |
| Edelweiss Financial Services FundThematic: Banking & Financials · 0.7 yrs | – | – | – | – | 2.59% | ₹282 cr |
| Edelweiss Technology FundThematic: Technology · 2.7 yrs | – | 6.7% | – | – | 0.84% | ₹777 cr |
| Edelweiss Technology FundThematic: Technology · 2.7 yrs | – | 5.0% | – | – | 2.42% | ₹777 cr |
ELSS (2 plans)
| Fund | Rating | 1Y return | 3Y return | 3Y vs index | Expense ratio | AUM |
|---|---|---|---|---|---|---|
| Edelweiss ELSS Tax Saver FundELSS · 13.8 yrs | A | 2.6% | 14.8% | +2.8% | 0.92% | ₹452 cr |
| Edelweiss ELSS Tax Saver FundELSS · 17.8 yrs | B | 1.0% | 12.9% | +0.9% | 2.55% | ₹452 cr |
Flexi Cap (2 plans)
| Fund | Rating | 1Y return | 3Y return | 3Y vs index | Expense ratio | AUM |
|---|---|---|---|---|---|---|
| Edelweiss Flexi Cap FundFlexi Cap · 9.9 yrs | A | 0.6% | 15.8% | +3.8% | 0.76% | ₹3,616 cr |
| Edelweiss Flexi Cap FundFlexi Cap · 9.9 yrs | A | -0.8% | 14.1% | +2.1% | 2.15% | ₹3,616 cr |
Focused (2 plans)
| Fund | Rating | 1Y return | 3Y return | 3Y vs index | Expense ratio | AUM |
|---|---|---|---|---|---|---|
| Edelweiss Focused FundFocused · 4.3 yrs | B | -0.4% | 13.9% | +1.9% | 0.86% | ₹1,029 cr |
| Edelweiss Focused FundFocused · 4.3 yrs | B | -1.9% | 12.1% | +0.1% | 2.34% | ₹1,029 cr |
Large & Mid Cap (2 plans)
| Fund | Rating | 1Y return | 3Y return | 3Y vs index | Expense ratio | AUM |
|---|---|---|---|---|---|---|
| Edelweiss Large & Mid Cap FundLarge & Mid Cap · 9.9 yrs | A | 2.8% | 15.0% | +1.7% | 0.69% | ₹4,806 cr |
| Edelweiss Large & Mid Cap FundLarge & Mid Cap · 9.9 yrs | B | 1.4% | 13.4% | +0.1% | 2.04% | ₹4,806 cr |
Large Cap (2 plans)
| Fund | Rating | 1Y return | 3Y return | 3Y vs index | Expense ratio | AUM |
|---|---|---|---|---|---|---|
| Edelweiss Large Cap FundLarge Cap · 13.8 yrs | A | 0.4% | 11.9% | +0.9% | 0.94% | ₹1,426 cr |
| Edelweiss Large Cap FundLarge Cap · 17.5 yrs | B | -1.1% | 10.3% | -0.8% | 2.37% | ₹1,426 cr |
Mid Cap (2 plans)
| Fund | Rating | 1Y return | 3Y return | 3Y vs index | Expense ratio | AUM |
|---|---|---|---|---|---|---|
| Edelweiss Mid Cap FundMid Cap · 9.9 yrs | A+ | 3.1% | 20.2% | +5.0% | 0.70% | ₹19,084 cr |
| Edelweiss Mid Cap FundMid Cap · 9.9 yrs | A | 1.9% | 18.7% | +3.4% | 1.88% | ₹19,084 cr |
Multi Cap (2 plans)
| Fund | Rating | 1Y return | 3Y return | 3Y vs index | Expense ratio | AUM |
|---|---|---|---|---|---|---|
| Edelweiss Multi Cap FundMulti Cap · 3.0 yrs | B | 3.2% | 16.6% | +3.7% | 0.68% | ₹3,444 cr |
| Edelweiss Multi Cap FundMulti Cap · 3.0 yrs | B | 1.7% | 14.8% | +1.9% | 2.08% | ₹3,444 cr |
Small Cap (2 plans)
| Fund | Rating | 1Y return | 3Y return | 3Y vs index | Expense ratio | AUM |
|---|---|---|---|---|---|---|
| Edelweiss Small Cap FundSmall Cap · 7.7 yrs | A | 4.2% | 14.1% | +0.8% | 0.63% | ₹6,986 cr |
| Edelweiss Small Cap FundSmall Cap · 7.7 yrs | B | 2.8% | 12.5% | -0.8% | 1.95% | ₹6,986 cr |
Common questions
How many equity funds does Edelweiss Mutual Fund have?
24 equity and index schemes (48 plans, Regular and Direct) across 10 categories, as of 5 Nov 2026.
How do Edelweiss Mutual Fund funds rate?
12 of 38 rated plans are in the A+ or A tier, meaning the top 30% of their category on track record. Ratings compare each plan only with peers in the same category and plan type.
Ratings describe past track records and are not a recommendation. Read the scheme documents before investing.