Edelweiss Nifty 50 Index Fund
Edelweiss Nifty 50 Index Fund is a index funds etfs fund of Edelweiss Mutual Fund with ₹292 cr under management. It is ahead of its benchmark (Nifty 50 TRI) in 1 of 3 periods. Its direct plan charges 0.14% a year. Bhavesh Jain has managed it for 5.0 years.
Has Edelweiss Nifty 50 Index Fund beaten its benchmark?
Ahead of its benchmark, Nifty 50 TRI, in 1 of 3 periods in AMFI's figures; −8.92% over the last year against −8.95%.
Period returns
Direct Plan, growth · 3y and longer a year| Period | Fund | Nifty 500 TRI | Ahead |
|---|---|---|---|
| 1 month | −3.21% | −3.60% | — |
| 3 months | −5.73% | −5.03% | — |
| 6 months | −5.79% | −1.83% | — |
| 1 year | −9.01% | −4.06% | −4.95 pts |
| 3 years | +5.68% | +9.27% | −3.59 pts |
| 5 years | +5.26% | +8.00% | −2.74 pts |
| 10 years | — | +12.69% | — |
| Since start from 7 Oct 2021 | +5.89% | — | — |
Official figures
AMFI performance feed, 13 Oct 2026| Period | Direct | Regular | Benchmark | Ahead | Rank |
|---|---|---|---|---|---|
| 1y | −8.92% | −9.27% | −8.95% | +0.03 | 🔒 |
| 3y | +5.82% | +5.36% | +6.01% | −0.19 | 🔒 |
| 5y | +5.57% | +5.10% | +5.82% | −0.25 | 🔒 |
| 10y | — | — | — | — | — |
Value of 100, month-end
Oct 2021 to 14 Oct 2026₹100 put in at the start of Oct 2021 would be ₹134 on 14 Oct 2026, against ₹153 in the Nifty 500 TRI.
What does Edelweiss Nifty 50 Index Fund cost?
0.14% a year on the direct plan, 0.54% on the regular plan; 14 of 285 funds in its category charge less.
Who manages Edelweiss Nifty 50 Index Fund?
Bhavesh Jain, since 7 Oct 2021; Bharat Lahoti, since 7 Oct 2021; Manasi Jalgaonkar, since 1 Apr 2026.
What does Edelweiss Nifty 50 Index Fund hold?
Not read yet: the fund house's monthly portfolio file is not covered so far.
Questions people ask
Who manages Edelweiss Nifty 50 Index Fund?
Bhavesh Jain (Co-Manage) since 7 Oct 2021; Bharat Lahoti (Co-Manage) since 7 Oct 2021; Manasi Jalgaonkar (Assistant Fund Manager) since 1 Apr 2026.
What is the expense ratio of Edelweiss Nifty 50 Index Fund?
0.14% a year on the direct plan and 0.54% on the regular plan (expense report, Oct 2026).
How has Edelweiss Nifty 50 Index Fund done?
Its direct plan returned +5.82% a year over 3 years against +6.01% for its benchmark, Nifty 50 TRI, as of 13 Oct 2026.
See Edelweiss Nifty 50 Index Fund beside your own funds in Valarth
