Edelweiss Nifty Next 50 Index Gr
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1–7 yearsInvestment Horizon
HNI,MATarget Segments
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Performance and Risk Analysis
Historical returns, volatility patterns, and how this fund has performed relative to its benchmark.
Risk Profile
Standard Deviation22.7%
Sharpe Ratio-0.01
Strategy Details
A closer look at the investment thesis, portfolio construction, and current holdings.
Portfolio Holdings Overview
SectoralAllocation
Geographic Allocation
Domestic100%
Top Stock Holdings
CompanySectorAllocation
Divi's Laboratories LtdServices4.84%
TVS Motor Co LtdConsumers3.95%
Hindustan Aeronautics Ltd Ordinary SharesCapital Goods3.63%
Tata Motors LtdConsumers3.61%
Adani Power LtdUtilities3.48%
Samvardhana Motherson International LtdConsumers2.95%
Torrent Pharmaceuticals LtdServices2.89%
Cholamandalam Investment and Finance Co LtdFinancial Services2.88%
Vedanta Aluminium Metal LtdCapital Goods2.87%
Cummins India LtdCapital Goods2.63%
Fund House Management
The asset management company’s track record, AUM scale, and fund manager credentials.
Fund Manager Track Record
BJ
Bhavesh Jain
Mr. Bhavesh Jain has experience of 19 years. Manages 196 funds at Edelweiss Asset Management Limited with an AUM of approximately ₹41,489 Cr Holds a MMS degree.
19 years
Combined Team Experience
₹ 41,489 Cr
Assets Under Management
Firm Overview
Total AUM₹1,80,658.3 Cr
Operational & Regulatory Details
What it costs to invest, transaction mechanics, and regulatory disclosures you should know.
Costs and Fees
Total Expense Ratio (TER)0.91%
Regulatory & Tax Information
INF754K01QH3
ISINDailyDealing Frequency
LTCG | >1Year 12.5%% on gain above 1.25 Lakh
STCG | <1Year 20%%
Tax Implications (India)