Edelweiss Nifty Next 50 Index Fund
Edelweiss Nifty Next 50 Index Fund is a index funds etfs fund of Edelweiss Mutual Fund with ₹299 cr under management. It is ahead of its benchmark (Nifty Next 50 TRI) in 0 of 2 periods. Its direct plan charges 0.25% a year. Bhavesh Jain has managed it for 3.9 years.
Has Edelweiss Nifty Next 50 Index Fund beaten its benchmark?
Ahead of its benchmark, Nifty Next 50 TRI, in 0 of 2 periods in AMFI's figures; +1.34% over the last year against +1.43%.
Period returns
Direct Plan, growth · 3y and longer a year| Period | Fund | Nifty 500 TRI | Ahead |
|---|---|---|---|
| 1 month | −4.12% | −3.60% | — |
| 3 months | −3.91% | −5.03% | — |
| 6 months | +1.21% | −1.83% | — |
| 1 year | +2.02% | −4.06% | +6.08 pts |
| 3 years | +15.74% | +9.27% | +6.47 pts |
| 5 years | — | +8.00% | — |
| 10 years | — | +12.69% | — |
| Since start from 2 Dec 2022 | +12.98% | — | — |
Official figures
AMFI performance feed, 13 Oct 2026| Period | Direct | Regular | Benchmark | Ahead | Rank |
|---|---|---|---|---|---|
| 1y | +1.34% | +0.67% | +1.43% | −0.09 | 🔒 |
| 3y | +15.66% | +14.84% | +15.98% | −0.32 | 🔒 |
| 5y | — | — | — | — | — |
| 10y | — | — | — | — | — |
Value of 100, month-end
Dec 2022 to 14 Oct 2026₹100 put in at the start of Dec 2022 would be ₹167 on 14 Oct 2026, against ₹148 in the Nifty 500 TRI.
What does Edelweiss Nifty Next 50 Index Fund cost?
0.25% a year on the direct plan, 0.93% on the regular plan; 89 of 285 funds in its category charge less.
Who manages Edelweiss Nifty Next 50 Index Fund?
Bhavesh Jain, since 30 Nov 2022; Manasi Jalgaonkar, since 1 Apr 2026.
What does Edelweiss Nifty Next 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 Next 50 Index Fund?
Bhavesh Jain (Primary) since 30 Nov 2022; Manasi Jalgaonkar (Assistant Fund Manager) since 1 Apr 2026.
What is the expense ratio of Edelweiss Nifty Next 50 Index Fund?
0.25% a year on the direct plan and 0.93% on the regular plan (expense report, Oct 2026).
How has Edelweiss Nifty Next 50 Index Fund done?
Its direct plan returned +15.66% a year over 3 years against +15.98% for its benchmark, Nifty Next 50 TRI, as of 13 Oct 2026.
See Edelweiss Nifty Next 50 Index Fund beside your own funds in Valarth
