Edelweiss Nifty LargeMidcap250 Plus 8-13yr G-Sec 70:30 Index Fund - Regular Plan - Quaterly
NAV history
Scorecard
Not ratedHow this is computed
Each verdict is computed from this fund's own metrics against its sub-category — the number behind it is shown, not a black-box rating. Not rated — this fund has no full year of NAV history yet. A rating needs at least a 1-year return to rank its performance against peers.
Not enough Index Funds peers to rank yet
Volatility 9.2% vs 11.8% category avg
Expense ratio not available yet
Not enough history for a rolling 3Y view
Strengths & concerns
Generated from this fund's own numbers against its sub-category — each point names the figure behind it.
Strengths
- Less volatile than its Index Funds peers (9.2% vs 11.8%)
Concerns
No significant concerns identified.
Key Metrics
Scheme Info
DefinitionsPeriod returns (<1Y, absolute — not annualized)
DefinitionsAnnualized returns (≥1Y — CAGR)
DefinitionsAdvanced metrics — risk
Risk (trailing 3Y)
DefinitionsBenchmark ratios
Not shown for Index Funds — a debt, arbitrage or cash-like fund isn't measured against an equity index, so alpha/beta vs one would be noise rather than signal.
Fund vs category average (Index Funds)
| Period | Fund | Category avg. | Diff |
|---|---|---|---|
| 1M abs | +0.63% | +0.82% | -0.19% |
| 3M abs | +3.58% | +3.72% | -0.14% |
| 6M abs | — | +2.08% | — |
| 1Y CAGR | — | +3.21% | — |
| 3Y CAGR | — | +9.47% | — |
| 5Y CAGR | — | +9.12% | — |
Category average across peers in Index Funds (up to 270 funds with data), same plan and option, excluding this fund. Under-1-year figures are absolute; 1Y and beyond are annualised (CAGR).
Not sure what a figure means? The glossary explains every metric, and the methodology shows the formulas.
Backtest this fund
What a SIP or one-time investment would have grown to over this fund’s real NAV history.
4 monthly installments of ₹10,000 into Edelweiss Nifty LargeMidcap250 Plus 8-13yr G-Sec 70:30 Index Fund - Regular Plan - Quaterly, valued at the latest NAV. XIRR annualizes for each installment’s timing.
Taxation
Taxed as debtThis is a debt / non-equity fund. Since April 2023 there is no long-term or indexation benefit — every rupee of gain is added to your income and taxed at your income-tax slab rate, whatever the holding period.
Your income-tax slab — no LTCG or indexation benefit
Pick your slab to see the rate that applies to you.
Applies to capital gains on redemption. Excludes IDCW/dividend tax, STT, surcharge and cess, and pre-2018 equity grandfathering. For research only — consult a tax advisor before filing.
Edelweiss in the news
Headlines about the fund house, not this scheme in particular — highlights only; tap through to read the full story at the source.
Radhika Gupta, MD & CEO, Edelweiss Mutual Fund, News, Photos and Videos
India Today · 7d ago
Edelweiss MF to pause SIPs, STPs in 7 overseas schemes from Aug 12
CNBC TV18 · 11d ago
Edelweiss MF suspends existing SIP, STP subscriptions in seven overseas schemes from August 11
Moneycontrol.com · 11d ago
28 international funds stop existing SIPs amid overseas investment limits; Edelweiss' Radhika Gupta says ‘no choice’
livemint.com · 12d ago
Edelweiss Mutual Fund temporarily suspends SIPs and STPs in its 7 funds
The Economic Times · 13d ago
Edelweiss Nifty REITs & Realty Index Fund is open for subscription. Should you invest?
The Economic Times · 13d ago
Edelweiss Mutual Fund files offer document for Altiva Equity Long-Short Fund
Investment Guru · 14d ago
Temporary suspension of existing investments in global schemes of Edelweiss Mutual Fund
Value Research · 14d ago
Returns and risk are computed from NAV history and may differ slightly from other portals due to methodology (rolling vs point-to-point, dividend treatment). For research only — not investment advice.
About Index funds & ETFs
Index funds and ETFs simply track a benchmark such as the Nifty 50 rather than trying to beat it. They charge far lower fees than active funds, and their return is the index's return minus that small cost.
Frequently asked questions
What is the NAV of Edelweiss Nifty LargeMidcap250 Plus 8-13yr G-Sec 70:30 Index Fund - Regular Plan - Quaterly?
As of 20 Aug 2026, the NAV of Edelweiss Nifty LargeMidcap250 Plus 8-13yr G-Sec 70:30 Index Fund - Regular Plan - Quaterly is ₹10.91 per unit. NAV (net asset value) is the fund's per-unit price, published once each business day.
What returns has Edelweiss Nifty LargeMidcap250 Plus 8-13yr G-Sec 70:30 Index Fund - Regular Plan - Quaterly delivered?
Edelweiss Nifty LargeMidcap250 Plus 8-13yr G-Sec 70:30 Index Fund - Regular Plan - Quaterly has returned +6.17% per year since inception. Figures beyond one year are annualised (CAGR) and are computed from AMFI NAV history, so they may differ slightly from other portals.
How risky is Edelweiss Nifty LargeMidcap250 Plus 8-13yr G-Sec 70:30 Index Fund - Regular Plan - Quaterly?
It is rated moderate on SEBI's risk-o-meter, its trailing-3Y volatility (annualised) is 9.2% and its worst peak-to-trough fall in our sample was -3.1%. Higher volatility means the NAV swings more; the drawdown shows how far it has fallen from a peak historically.
How is Edelweiss Nifty LargeMidcap250 Plus 8-13yr G-Sec 70:30 Index Fund - Regular Plan - Quaterly taxed?
Edelweiss Nifty LargeMidcap250 Plus 8-13yr G-Sec 70:30 Index Fund - Regular Plan - Quaterly is a debt / non-equity fund. Since April 2023 there is no long-term or indexation benefit — capital gains are added to your income and taxed at your income-tax slab rate regardless of how long you held the units.