Simple. Easy.

Create your own multi-cap combo

  • Small Cap

    Edelweiss Nifty Smallcap 250 Index Fund

  • Mid Cap

    Edelweiss Nifty Midcap150 Momentum 50 Index fund

  • Large Cap

    Edelweiss Nifty Next 50 Index Fund

Why should you invest?

Easy to create your own multi-cap portfolio through three Index Funds

  • Small cap universe via Edelweiss Nifty Smallcap 250 Index Fund
  • Mid cap via Edelweiss Nifty Midcap150 Momentum 50 Index Fund
  • Large cap via Edelweiss Nifty Next 50 Index Fund

Requires much less time to track and review

Consistent investing rule and diversified portfolio

Index Funds offers market linked returns at low cost

Combo allocation

  Combo 1 Combo 2 Combo 3 Nifty 500 Active Flexi-cap
Funds (Average)
Nifty Small cap 250 - TRI 20.0% 33.3% 40.0% Allocation
Nifty Midcap 150
Momentum 50 TRI
20.0% 33.3% 40.0%
Nifty Next 50 TRI 60.0% 33.3% 20.0%
Performance
1 Year 3.1% 3.8% 4.1% 3.0% 0.8%
3 Year 20.7% 24.8% 26.9% 17.6% 15.4%
5 Year 10.0% 11.2% 11.8% 11.8% 10.7%
10 Year 17.5% 18.7% 19.3% 14.1% 14.8%
15 Year 11.6% 12.4% 12.7% 8.8% 10.4%

Source: ACE MF, Data as on 31st Oct 2022, Past performance may or may not sustained in future. Index returns are net of 0.50% expense.

Illustration for allocation across Index.Combo returns are of indices.

Who should invest?

You are a beginner to equity investing

You want to create simple low-cost multi-cap portfolio

You are confused between so many schemes available

You do not have the time to review and track performance of each scheme

In the news

FAQs

A new fund offer (NFO) is the first-time subscription offer for a new scheme launched by the asset management company (AMC).

It is a passively managed equity index fund that replicates NIFTY Next 50 index companies in the same proportion as they are in the index. The index contains 50 large cap companies from NIFTY 100 that are selected after excluding the constituents of NIFTY 50. The index is re-balanced on semi-annual basis.

It is a passively managed equity index fund that will invest in NIFTY Mid Cap 150 Momentum 50 companies in the same proportion as they are in the index. The index selects top 50 mid cap companies using momentum factor i.e. companies which are doing well in terms of their price performance. The index identifies such companies by calculating momentum scores based on the stock’s last 6 and 12 months’ price performance adjusted for volatility. The index is re-constituted on semi-annual basis.

It is a passively managed equity index fund that will invest in NIFTY Small Cap 250 index companies in the same proportion as they are in the index. 250 companies representing the companies ranked 251- 500 from the NIFTY 500 index are selected. The index is re-balanced on semi-annual basis. The cut-off date is January 31 and July 31 of each year.

Any resident (including NRIs) individual and non-individual can invest in the NFO. Click here to invest. .

You can invest in this fund via online mode - through www.invest.edelweissmf.com or through the eInvest mobile app and also through the offline mode by filling the Application Form. Contact your Mutual Fund Distributor to understand more.

The minimum investment amount for the fund will be Rs.5000/- and in multiples of Re. 1/- thereafter.

For online investments, net banking and UPI payment are two preferred modes. For offline, please submit cheque along with the application form. We also have NEFT/RTGS option for which you will find the bank account details in the application form.

There is no lock-in period. You can sell your units like you buy/sell anytime online through Edelweiss AMC website.

Edelweiss Nifty Next 50 Index Fund and Edelweiss Nifty Small Cap 250 Index Fund are managed by our fund manager Bharat Lahoti. View profile here.

Edelweiss Nifty Mid Cap 150 Momentum 50 Index Fund is managed by our fund manager Bhavesh Jain and Bharat Lahoti. View profile here.

Passive index funds are the funds which track or follow the underlying index and try to generate returns in line with the index. It doesn't involve active buying and selling and hence the fund management fees for these funds is very low. They are simple, low cost and easy to track for beginners.

Equity passive funds are the index funds which follow underlying index and invest in the components of the underlying index in the same proportion. Whereas in equity active funds, the fund manager does his own research and is actively buying and selling stocks as per his/her experience, knowledge and fundamental research. In passive equity fund, there is no active buying and hence the management fees is low as compared to the active funds. Even though passive investments offer lower potential returns, it also has a lower risk. Active funds dabble in a variety of assets, which could be risky if the investment premise doesn’t work.

You should stay invested in these funds for at least 5 years to reap the returns.

Before choosing the index fund one must consider 2 critical things.
  1. Expense ratio: The lower the expense ratio better is to invest in the fund. Since index funds are passively managed without active involvement of fund manager, their expense ratios is lower as compared to actively managed funds. You can compare expense ratio of the index funds and an active fund which are following the same underlying index and consider going for the one with lower expense ratio.
  2. Tracking error: Index fund aims to replicate the performance of the underlying index and the difference in the performance of index and fund is called as tracking error. You can choose the index fund with low tracking error in this case.

Riskometer & Disclaimer

Edelweiss Nifty Next 50 Index Fund

(An Open-ended Equity Scheme replicating Nifty Next 50 Index)

This product is suitable for investors who are seeking*:

  • Long Term Capital appreciation
  • Passive Investment in equity and equity related securities replicating the composition of Nifty Next 50 Index, subject to tracking errors

*Investors should consult their financial advisers if in doubt about whether the product is suitable for them.

Risk-o-meter of the Scheme#

Invest in Edelweiss Focused Equity Fund

Risk-o-meter of the Benchmark (Nifty Next 50 Index)

Invest in Edelweiss Focused Equity Fund

Investors understand that their principal will be at very high risk

Edelweiss Nifty Small Cap 250 Index Fund

(An Open-ended Equity Scheme replicating Nifty Small Cap 250 Index)

This product is suitable for investors who are seeking*:

  • Long Term Capital appreciation
  • Passive Investment in equity and equity related securities replicating the composition of Nifty Small Cap 250 Index , subject to tracking errors

*Investors should consult their financial advisers if in doubt about whether the product is suitable for them.

Risk-o-meter of the Scheme#

Invest in Edelweiss Focused Equity Fund

Risk-o-meter of the Benchmark (Nifty Small Cap 250 Index)

Invest in Edelweiss Focused Equity Fund

Investors understand that their principal will be at very high risk

Edelweiss Nifty Mid Cap 150 Momentum 50 Index Fund

(An Open-ended Equity Scheme replicating Nifty Mid Cap 150 Momentum 50 Index)

This product is suitable for investors who are seeking*:

  • Long Term Capital appreciation
  • Passive Investment in equity and equity related securities replicating the composition of Nifty Mid Cap 150 Momentum 50 Index , subject to tracking errors

*Investors should consult their financial advisers if in doubt about whether the product is suitable for them.

Risk-o-meter of the Scheme#

Invest in Edelweiss Focused Equity Fund

Risk-o-meter of the Benchmark (Nifty Mid Cap 150 Momentum 50 Index)

Invest in Edelweiss Focused Equity Fund

Investors understand that their principal will be at very high risk

MUTUAL FUND INVESTMENTS ARE SUBJECT TO MARKET RISKS, READ ALL SCHEME RELATED DOCUMENTS CAREFULLY.