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Edelweiss Mutual Fund funds

Fundwise SIP and SWP returns


Rolling SIP returns
Fund Any 1Y SIPAny 3Y SIPAny 5Y SIP
Edelweiss Technology Fund5.03%0%0%
Edelweiss Crisil PSU Plus Sdl 5050 Oct 2025 Index Fund7.28%7.29%0%
Edelweiss Nifty Midcap150 Momentum 50 Index Fund29.86%0%0%
Edelweiss Nifty Largemidcap 250 ETF0%0%0%
Edelweiss Small Cap Fund28.11%30.69%32.5%
Edelweiss Overnight Fund5.74%5.88%5.84%
Edelweiss Gold ETF37.11%0%0%
Bharat Bond ETF April 20328.58%8.83%0%
Edelweiss Us Technology Equity Fund Of Fund28.49%22.34%20.22%
Edelweiss Mid Cap Fund15.68%28.38%27.18%
Edelweiss Banking And PSU Debt Fund7.24%7.52%6.78%
Edelweiss Recently Listed Ipo Fund13.93%18.66%15.24%
Edelweiss Nifty Smallcap 250 Index Fund27.52%0%0%
Edelweiss Business Cycle Fund0.3%0%0%
Edelweiss Multi Asset Allocation Fund8.36%0%0%
Bharat Bond FOF April 20307.17%6.76%7.18%
Bharat Bond ETF April 20307.36%6.85%7.27%
Edelweiss Nifty 100 Quality 30 Index Fund13.89%13.79%12.6%
Edelweiss Emerging Markets Opportunities Equity Offshore Fund7.84%5.88%1.89%
Edelweiss Nifty PSU Bond Plus Sdl Apr 2027 5050 Index Fund7.72%7.98%7.5%
Bharat Bond FOF April 2025 Pan6.81%6.03%6.23%
Edelweiss Crisil Ibx Aaa Financial Services Jan 2028 Index Fund0%0%0%
Edelweiss Balanced Advantage Fund11.02%11.25%12.69%
Edelweiss Bse Capital Markets Insurance ETF0%0%0%
Edelweiss Crisil Ibx 5050 Gilt Plus Sdl Sep 2028 Index Fund8.39%0%0%
Bharat Bond ETF April 20317.56%7.68%7.46%
Edelweiss Crisil Ibx Aaa Bond Nbfc Hfc Jun 2027 Index Fund0%0%0%
Edelweiss Flexi Cap Fund13.28%20.61%19.84%
Edelweiss Aggressive Hybrid Fund13.81%15.4%15.64%
Edelweiss Arbitrage Fund6.89%6.81%6.57%
Edelweiss Nifty Large Midcap 250 Index Fund18.39%17.63%0%
Bharat Bond FOF April 20317.42%7.51%7.38%
Edelweiss Nifty500 Multicap Momentum Quality 50 ETF0%0%0%
Edelweiss Large Cap Fund15.89%15.32%15.74%
Edelweiss Nifty 1d Rate Liquid ETF0%0%0%
Bharat Bond ETF April 20339.14%0%0%
Edelweiss Greater China Equity Off Shore Fund10.31%5.61%2.35%
Edelweiss Crisil Ibx 5050 Gilt Plus Sdl Short Duration Index Fund8.23%0%0%
Edelweiss Money Market Fund7.07%6.79%6.26%
Bharat Bond ETF FOF April 20338.98%0%0%
Bharat Bond ETF FOF April 20328.24%8.67%0%
Edelweiss Income Plus Arbitrage Active Fund Of Funds0%0%0%
Edelweiss Crisil Ibx 5050 Gilt Plus Sdl April 2037 Index Fund9.65%8.37%0%
Bharat Bond ETF April 20257.07%6.19%6.32%
Edelweiss Bse Internet Economy Index Fund0%0%0%
Edelweiss Silver ETF23.48%0%0%
Edelweiss Gold And Silver ETF FOF24.66%40.19%0%
Edelweiss Nifty Bank ETF12.17%0%0%
Edelweiss ELSS Tax Saver Fund15.13%15.63%16.4%
Edelweiss Consumption Fund0%0%0%
Edelweiss Nifty PSU Bond Plus Sdl Apr 2026 5050 Index Fund7.28%7.04%7.08%
Edelweiss Equity Savings Fund9.98%11.5%11.54%
Edelweiss Us Value Equity Offshore Fund11.81%13.37%13.96%
Edelweiss Multi Cap Fund4.97%0%0%
Edelweiss Nifty500 Multicap Momentum Quality 50 Index Fund0%0%0%
Edelweiss Large Mid Cap Fund14.26%21.32%21.44%
Edelweiss Multi Asset Omni Fund Of Fund0%0%0%
Edelweiss Low Duration Fund0%0%0%
Edelweiss Focused Fund24.11%17.14%0%
Edelweiss Liquid Fund6.79%5.57%5.26%
Edelweiss Nifty Alpha Low Volatility 30 Index Fund-3.25%0%0%
Edelweiss Nifty Next 50 Index Fund25.62%0%0%
Edelweiss Msci India Domestic World Healthcare 45 Index Fund8.35%19.73%16.75%
Edelweiss Nifty 50 Index Fund13.19%13.56%12.56%
Edelweiss Crisil Ibx 5050 Gilt Plus Sdl June 2027 Index Fund8.04%8.05%0%
Edelweiss Asean Equity Off Shore Fund7.15%7.47%7.06%
Edelweiss Europe Dynamic Equity Offshore Fund13.47%12.75%12.92%
Edelweiss Government Securities Fund7.56%8.28%7.3%

Rolling SWP returns
Fund Any 1Y SWPAny 3Y SWPAny 5Y SWP
Edelweiss Technology Fund10.49%0%0%
Edelweiss Crisil PSU Plus Sdl 5050 Oct 2025 Index Fund7.32%6.88%0%
Edelweiss Nifty Midcap150 Momentum 50 Index Fund46.88%0%0%
Edelweiss Nifty Largemidcap 250 ETF0%0%0%
Edelweiss Small Cap Fund20.54%28.49%32.05%
Edelweiss Overnight Fund4.9%4.15%4.04%
Edelweiss Gold ETF29.51%0%0%
Bharat Bond ETF April 20329.08%7.74%0%
Edelweiss Us Technology Equity Fund Of Fund24.16%3.39%2.21%
Edelweiss Mid Cap Fund13.25%17.14%17.33%
Edelweiss Banking And PSU Debt Fund7.42%7.53%8.34%
Edelweiss Recently Listed Ipo Fund9.93%7.42%7.1%
Edelweiss Nifty Smallcap 250 Index Fund39.91%0%0%
Edelweiss Business Cycle Fund-22.56%0%0%
Edelweiss Multi Asset Allocation Fund8.39%0%0%
Bharat Bond FOF April 20307.59%5.47%5.63%
Bharat Bond ETF April 20307.68%5.45%5.65%
Edelweiss Nifty 100 Quality 30 Index Fund16.68%15.02%6.65%
Edelweiss Emerging Markets Opportunities Equity Offshore Fund5.84%6.6%7.75%
Edelweiss Nifty PSU Bond Plus Sdl Apr 2027 5050 Index Fund7.77%5.76%4.88%
Bharat Bond FOF April 2025 Pan6.56%4.16%4.56%
Edelweiss Crisil Ibx Aaa Financial Services Jan 2028 Index Fund0%0%0%
Edelweiss Balanced Advantage Fund9.83%11.92%11.57%
Edelweiss Bse Capital Markets Insurance ETF0%0%0%
Edelweiss Crisil Ibx 5050 Gilt Plus Sdl Sep 2028 Index Fund8.62%0%0%
Bharat Bond ETF April 20317.59%4.89%5.21%
Edelweiss Crisil Ibx Aaa Bond Nbfc Hfc Jun 2027 Index Fund0%0%0%
Edelweiss Flexi Cap Fund13.95%13.36%13.82%
Edelweiss Aggressive Hybrid Fund11.72%13.02%12.63%
Edelweiss Arbitrage Fund6.92%6.74%6.39%
Edelweiss Nifty Large Midcap 250 Index Fund18.44%18.9%0%
Bharat Bond FOF April 20317.33%4.87%5.17%
Edelweiss Nifty500 Multicap Momentum Quality 50 ETF0%0%0%
Edelweiss Large Cap Fund13.72%13.55%13.72%
Edelweiss Nifty 1d Rate Liquid ETF0%0%0%
Bharat Bond ETF April 20339.44%0%0%
Edelweiss Greater China Equity Off Shore Fund10.31%9.86%13.93%
Edelweiss Crisil Ibx 5050 Gilt Plus Sdl Short Duration Index Fund8.43%0%0%
Edelweiss Money Market Fund6.1%5.93%6.33%
Bharat Bond ETF FOF April 20339.32%0%0%
Bharat Bond ETF FOF April 20328.71%7.33%0%
Edelweiss Income Plus Arbitrage Active Fund Of Funds0%0%0%
Edelweiss Crisil Ibx 5050 Gilt Plus Sdl April 2037 Index Fund9.99%10.04%0%
Bharat Bond ETF April 20256.78%4.21%4.64%
Edelweiss Bse Internet Economy Index Fund0%0%0%
Edelweiss Silver ETF24.51%0%0%
Edelweiss Gold And Silver ETF FOF20.33%25.49%0%
Edelweiss Nifty Bank ETF3.17%0%0%
Edelweiss ELSS Tax Saver Fund14.27%12.98%13.09%
Edelweiss Consumption Fund0%0%0%
Edelweiss Nifty PSU Bond Plus Sdl Apr 2026 5050 Index Fund7.13%4.6%4.95%
Edelweiss Equity Savings Fund9.43%9.89%9.93%
Edelweiss Us Value Equity Offshore Fund10.74%10.0%11.15%
Edelweiss Multi Cap Fund28.75%0%0%
Edelweiss Nifty500 Multicap Momentum Quality 50 Index Fund0%0%0%
Edelweiss Large Mid Cap Fund13.01%14.65%15.3%
Edelweiss Multi Asset Omni Fund Of Fund0%0%0%
Edelweiss Low Duration Fund0%0%0%
Edelweiss Focused Fund28.93%21.08%0%
Edelweiss Liquid Fund0%0%0%
Edelweiss Nifty Alpha Low Volatility 30 Index Fund-15.07%0%0%
Edelweiss Nifty Next 50 Index Fund41.37%0%0%
Edelweiss Msci India Domestic World Healthcare 45 Index Fund13.38%10.07%9.64%
Edelweiss Nifty 50 Index Fund14.06%12.87%6.23%
Edelweiss Crisil Ibx 5050 Gilt Plus Sdl June 2027 Index Fund8.21%8.22%0%
Edelweiss Asean Equity Off Shore Fund6.36%3.72%4.48%
Edelweiss Europe Dynamic Equity Offshore Fund8.77%7.41%6.97%
Edelweiss Government Securities Fund7.03%7.61%8.17%

SIP and SWP returns with step-up


Rolling SIP returns with 10% step-up
Fund Any 1Y SIPAny 3Y Step-up SIPAny 5Y Step-up SIP
Edelweiss Technology Fund5.03%0%0%
Edelweiss Crisil PSU Plus Sdl 5050 Oct 2025 Index Fund7.28%7.29%0%
Edelweiss Nifty Midcap150 Momentum 50 Index Fund29.86%0%0%
Edelweiss Nifty Largemidcap 250 ETF0%0%0%
Edelweiss Small Cap Fund28.11%30.68%32.88%
Edelweiss Overnight Fund5.74%5.93%5.84%
Edelweiss Gold ETF37.11%0%0%
Bharat Bond ETF April 20328.58%8.83%0%
Edelweiss Us Technology Equity Fund Of Fund28.49%23.02%21.3%
Edelweiss Mid Cap Fund15.68%28.59%25.92%
Edelweiss Banking And PSU Debt Fund7.24%7.54%6.81%
Edelweiss Recently Listed Ipo Fund13.93%18.42%0%
Edelweiss Nifty Smallcap 250 Index Fund27.52%0%0%
Edelweiss Business Cycle Fund0.3%0%0%
Edelweiss Multi Asset Allocation Fund8.36%0%0%
Bharat Bond FOF April 20307.17%6.82%7.7%
Bharat Bond ETF April 20307.36%6.91%7.78%
Edelweiss Nifty 100 Quality 30 Index Fund13.89%13.51%0%
Edelweiss Emerging Markets Opportunities Equity Offshore Fund7.84%6.09%1.77%
Edelweiss Nifty PSU Bond Plus Sdl Apr 2027 5050 Index Fund7.72%7.99%0%
Bharat Bond FOF April 2025 Pan6.81%6.09%0%
Edelweiss Crisil Ibx Aaa Financial Services Jan 2028 Index Fund0%0%0%
Edelweiss Balanced Advantage Fund11.02%11.33%13.43%
Edelweiss Bse Capital Markets Insurance ETF0%0%0%
Edelweiss Crisil Ibx 5050 Gilt Plus Sdl Sep 2028 Index Fund8.39%0%0%
Bharat Bond ETF April 20317.56%7.72%7.8%
Edelweiss Crisil Ibx Aaa Bond Nbfc Hfc Jun 2027 Index Fund0%0%0%
Edelweiss Flexi Cap Fund13.28%20.58%19.24%
Edelweiss Aggressive Hybrid Fund13.81%15.21%15.93%
Edelweiss Arbitrage Fund6.89%6.81%6.24%
Edelweiss Nifty Large Midcap 250 Index Fund18.39%17.34%0%
Bharat Bond FOF April 20317.42%7.57%7.72%
Edelweiss Nifty500 Multicap Momentum Quality 50 ETF0%0%0%
Edelweiss Large Cap Fund15.89%15.28%16.02%
Edelweiss Nifty 1d Rate Liquid ETF0%0%0%
Bharat Bond ETF April 20339.14%0%0%
Edelweiss Greater China Equity Off Shore Fund10.31%6.11%1.35%
Edelweiss Crisil Ibx 5050 Gilt Plus Sdl Short Duration Index Fund8.23%0%0%
Edelweiss Money Market Fund7.07%6.79%6.04%
Bharat Bond ETF FOF April 20338.98%0%0%
Bharat Bond ETF FOF April 20328.24%8.67%0%
Edelweiss Income Plus Arbitrage Active Fund Of Funds0%0%0%
Edelweiss Crisil Ibx 5050 Gilt Plus Sdl April 2037 Index Fund9.65%8.33%0%
Bharat Bond ETF April 20257.07%6.25%0%
Edelweiss Bse Internet Economy Index Fund0%0%0%
Edelweiss Silver ETF23.48%0%0%
Edelweiss Gold And Silver ETF FOF24.66%40.94%0%
Edelweiss Nifty Bank ETF12.17%0%0%
Edelweiss ELSS Tax Saver Fund15.13%15.55%15.8%
Edelweiss Consumption Fund0%0%0%
Edelweiss Nifty PSU Bond Plus Sdl Apr 2026 5050 Index Fund7.28%7.06%0%
Edelweiss Equity Savings Fund9.98%11.54%11.27%
Edelweiss Us Value Equity Offshore Fund11.81%13.45%13.62%
Edelweiss Multi Cap Fund4.97%0%0%
Edelweiss Nifty500 Multicap Momentum Quality 50 Index Fund0%0%0%
Edelweiss Large Mid Cap Fund14.26%21.32%20.14%
Edelweiss Multi Asset Omni Fund Of Fund0%0%0%
Edelweiss Low Duration Fund0%0%0%
Edelweiss Focused Fund24.11%16.81%0%
Edelweiss Liquid Fund6.79%5.58%5.75%
Edelweiss Nifty Alpha Low Volatility 30 Index Fund-3.25%0%0%
Edelweiss Nifty Next 50 Index Fund25.62%0%0%
Edelweiss Msci India Domestic World Healthcare 45 Index Fund8.35%19.8%0%
Edelweiss Nifty 50 Index Fund13.19%13.42%0%
Edelweiss Crisil Ibx 5050 Gilt Plus Sdl June 2027 Index Fund8.04%8.06%0%
Edelweiss Asean Equity Off Shore Fund7.15%7.49%6.36%
Edelweiss Europe Dynamic Equity Offshore Fund13.47%12.83%11.98%
Edelweiss Government Securities Fund7.56%8.3%7.25%

Rolling SWP returns with 10% step-up
Fund Any 1Y SWPAny 3Y Step-up SWPAny 5Y Step-up SWP
Edelweiss Technology Fund10.49%0%0%
Edelweiss Crisil PSU Plus Sdl 5050 Oct 2025 Index Fund7.32%6.89%0%
Edelweiss Nifty Midcap150 Momentum 50 Index Fund46.88%0%0%
Edelweiss Nifty Largemidcap 250 ETF0%0%0%
Edelweiss Small Cap Fund20.54%29.16%34.81%
Edelweiss Overnight Fund4.9%4.18%4.19%
Edelweiss Gold ETF29.51%0%0%
Bharat Bond ETF April 20329.08%7.79%0%
Edelweiss Us Technology Equity Fund Of Fund24.16%4.2%15.15%
Edelweiss Mid Cap Fund13.25%17.45%17.2%
Edelweiss Banking And PSU Debt Fund7.42%7.56%8.65%
Edelweiss Recently Listed Ipo Fund9.93%7.79%0%
Edelweiss Nifty Smallcap 250 Index Fund39.91%0%0%
Edelweiss Business Cycle Fund-22.56%0%0%
Edelweiss Multi Asset Allocation Fund8.39%0%0%
Bharat Bond FOF April 20307.59%5.51%6.53%
Bharat Bond ETF April 20307.68%5.52%6.58%
Edelweiss Nifty 100 Quality 30 Index Fund16.68%15.28%0%
Edelweiss Emerging Markets Opportunities Equity Offshore Fund5.84%6.68%6.32%
Edelweiss Nifty PSU Bond Plus Sdl Apr 2027 5050 Index Fund7.77%5.83%0%
Bharat Bond FOF April 2025 Pan6.56%4.18%0%
Edelweiss Crisil Ibx Aaa Financial Services Jan 2028 Index Fund0%0%0%
Edelweiss Balanced Advantage Fund9.83%11.86%11.56%
Edelweiss Bse Capital Markets Insurance ETF0%0%0%
Edelweiss Crisil Ibx 5050 Gilt Plus Sdl Sep 2028 Index Fund8.62%0%0%
Bharat Bond ETF April 20317.59%4.93%5.76%
Edelweiss Crisil Ibx Aaa Bond Nbfc Hfc Jun 2027 Index Fund0%0%0%
Edelweiss Flexi Cap Fund13.95%13.85%14.24%
Edelweiss Aggressive Hybrid Fund11.72%13.15%11.04%
Edelweiss Arbitrage Fund6.92%6.74%6.31%
Edelweiss Nifty Large Midcap 250 Index Fund18.44%19.18%0%
Bharat Bond FOF April 20317.33%4.91%5.68%
Edelweiss Nifty500 Multicap Momentum Quality 50 ETF0%0%0%
Edelweiss Large Cap Fund13.72%13.75%13.58%
Edelweiss Nifty 1d Rate Liquid ETF0%0%0%
Bharat Bond ETF April 20339.44%0%0%
Edelweiss Greater China Equity Off Shore Fund10.31%10.2%13.59%
Edelweiss Crisil Ibx 5050 Gilt Plus Sdl Short Duration Index Fund8.43%0%0%
Edelweiss Money Market Fund6.1%5.96%7.13%
Bharat Bond ETF FOF April 20339.32%0%0%
Bharat Bond ETF FOF April 20328.71%7.38%0%
Edelweiss Income Plus Arbitrage Active Fund Of Funds0%0%0%
Edelweiss Crisil Ibx 5050 Gilt Plus Sdl April 2037 Index Fund9.99%10.01%0%
Bharat Bond ETF April 20256.78%4.24%0%
Edelweiss Bse Internet Economy Index Fund0%0%0%
Edelweiss Silver ETF24.51%0%0%
Edelweiss Gold And Silver ETF FOF20.33%25.26%0%
Edelweiss Nifty Bank ETF3.17%0%0%
Edelweiss ELSS Tax Saver Fund14.27%13.24%12.35%
Edelweiss Consumption Fund0%0%0%
Edelweiss Nifty PSU Bond Plus Sdl Apr 2026 5050 Index Fund7.13%4.67%0%
Edelweiss Equity Savings Fund9.43%9.91%10.17%
Edelweiss Us Value Equity Offshore Fund10.74%10.1%12.06%
Edelweiss Multi Cap Fund28.75%0%0%
Edelweiss Nifty500 Multicap Momentum Quality 50 Index Fund0%0%0%
Edelweiss Large Mid Cap Fund13.01%15.03%16.2%
Edelweiss Multi Asset Omni Fund Of Fund0%0%0%
Edelweiss Low Duration Fund0%0%0%
Edelweiss Focused Fund28.93%21.3%0%
Edelweiss Liquid Fund0%0%5.3%
Edelweiss Nifty Alpha Low Volatility 30 Index Fund-15.07%0%0%
Edelweiss Nifty Next 50 Index Fund41.37%0%0%
Edelweiss Msci India Domestic World Healthcare 45 Index Fund13.38%10.42%0%
Edelweiss Nifty 50 Index Fund14.06%13.07%0%
Edelweiss Crisil Ibx 5050 Gilt Plus Sdl June 2027 Index Fund8.21%8.21%0%
Edelweiss Asean Equity Off Shore Fund6.36%3.77%4.71%
Edelweiss Europe Dynamic Equity Offshore Fund8.77%7.38%8.41%
Edelweiss Government Securities Fund7.03%7.68%8.51%

Note:N.A. in returns indicate that the fund does not have sufficient history.

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Disclaimer: Mutual fund investments are subject to market risks, read all scheme related documents carefully. The NAVs of the schemes may go up or down depending upon the factors and forces affecting the securities market including the fluctuations in the interest rates. The past performance of the mutual funds is not necessarily indicative of future performance of the schemes. The Mutual Fund is not guaranteeing or assuring any dividend under any of the schemes and the same is subject to the availability and adequacy of distributable surplus. Investors are requested to review the prospectus carefully and obtain expert professional advice with regard to specific legal, tax and financial implications of the investment/participation in the scheme.

Note: NAVs and returns updated on 02-Nov-2025.