Edelweiss BSE Capital Markets & Insurance ETF Growth
Equity
Thematic
Very High Risk
1M
6M
1Y
All
Expense ratio
A fee payable to a mutual fund house for managing your mutual fund investments. It is the total percentage of a company’s fund assets used for administrative, management, advertising, and other expenses.
Average of the yearly returns of a mutual fund over a given period.
Absolute returns
The total return of a mutual fund over a given period.
Returns and rankings
Annualised returns
Absolute returns
Name
3M
6M
1Y
All
Fund returns
+6.3%
+1.7%
+14.6%
+16.6%
Category average (Equity Thematic)
--
--
+1.7%
--
Rank (Equity Thematic)
15
19
11
--
Understand terms
Expense ratio
A fee payable to a mutual fund house for managing your mutual fund investments. It is the total percentage of a company's fund assets used for administrative, management, advertising, and other expenses.
Tax
A percentage of your capital gains payable to the government upon exiting your mutual fund investments. Taxation is categorized as long-term capital gains (LTCG) and short-term capital gains (STCG) depending on your holding period and the type of fund.
Exit load
A fee payable to a mutual fund house for exiting a fund (fully or partially) before the completion of a specified period from the date of investment.
Stamp duty
A form of tax payable for the purchase or sale of an asset or security.
Exit Load
10 Dec 2024
NA
Exit load, stamp duty and tax
Exit load
Nil
Stamp duty on investment: 0.005% (from July 1st, 2020)
from July 1st 2020
Tax implication
Returns are taxed at 20%, if you redeem before one year. After 1 year, you are required to pay LTCG tax of 12.5% on returns of Rs 1.25 lakh+ in a financial year.
Check past data
Fund management
BJ
Bhavesh Jain
Dec 2024 - Present
View details
Education
Mr. Jain is a MMS (Finance) from Mumbai University.
Experience
Prior to joining Edelweiss Mutual Fund he was previously associated with Edelweiss Securities Limited as SGX Nifty Arbitrage Trader.
About Edelweiss BSE Capital Markets & Insurance ETF Growth
Edelweiss BSE Capital Markets & Insurance ETF Growth is a Equity Mutual Fund Scheme launched by Edelweiss Mutual Fund. This scheme was made available to investors on 30 Apr 2008. Bhavesh Jain is the Current Fund Manager of Edelweiss BSE Capital Markets & Insurance ETF Growth fund. The fund currently has an Asset Under Management(AUM) of ₹1,66,386 Cr and the Latest NAV as of 09 Jan 2026 is ₹23.82.
The Edelweiss BSE Capital Markets & Insurance ETF Growth is rated Very High risk.
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Investment Objective
The scheme seeks to generate returns that are in line with the performance of the BSE Capital Markets & Insurance Total Return Index, subject to tracking errors.
Fund benchmarkBSE Capital Markets & Insurance Total Return Index