Edelweiss Nifty LargeMidcap250 Plus 8 13 Yr G Sec 70:30 Index Fund Growth

Edelweiss Nifty LargeMidcap250 Plus 8 13 Yr G Sec 70:30 Index Fund Growth

All
NAV: 13 Apr '26
₹10.33
Min. for SIP
₹100
Fund size (AUM)
--
Expense ratio
--
Rating
--

Minimum investments

Min. for 1st investment
₹100
Min. for 2nd investment
₹100
Min. for SIP
₹100

Returns and rankings

Annualised returns
Absolute returns
Name1M3M6MAll
Fund returns------+3.9%
Category average (Hybrid Aggressive Hybrid)--------
Rank (Hybrid Aggressive Hybrid)--------

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.

Compare similar funds

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ICICI Prudential Equity & Debt Fund Growth
+8.72%+17.59%46,700.42
JM Aggressive Hybrid Fund Growth
JM Aggressive Hybrid Fund Growth
+0.93%+16.18%651.98
Edelweiss Aggressive Hybrid Fund Growth
Edelweiss Aggressive Hybrid Fund Growth
+6.86%+15.03%3,308.91
UTI Aggressive Hybrid Fund Plan Growth
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HDFC Balanced Fund Growth
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Compare

Fund management

BJ
Bhavesh Jain
Mar 2026 - 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.
Also manages these schemes

BL
Bharat Lahoti
Mar 2026 - Present
View details

Education
Mr. Lahoti is a B.E. (Electronics & Communication) from Mumbai University and MMS (Finance) from N L Dalmia Institute of Management Studies
Experience
Prior to joining Edelweiss Asset Management Limited as a Fund Manager - Equity and a Key Person , he was associated with D.E. Shaw India Software Pvt. Ltd. as a Senior Manager - Fundamental Research and has an overall work experience of 9 years in the research function of organizations in the financial services sector.
Also manages these schemes

About Edelweiss Nifty LargeMidcap250 Plus 8 13 Yr G Sec 70:30 Index Fund Growth

Edelweiss Nifty LargeMidcap250 Plus 8 13 Yr G Sec 70:30 Index Fund Growth is a Hybrid Mutual Fund Scheme launched by Edelweiss Mutual Fund. This scheme was made available to investors on 30 Apr 2008. Dhawal Dalal is the Current Fund Manager of Edelweiss Nifty LargeMidcap250 Plus 8 13 Yr G Sec 70:30 Index Fund Growth fund. The fund currently has an Asset Under Management(AUM) of ₹1,61,329 Cr and the Latest NAV as of 13 Apr 2026 is ₹10.33. The Edelweiss Nifty LargeMidcap250 Plus 8 13 Yr G Sec 70:30 Index Fund Growth is rated Very High risk. Minimum SIP Investment is set to ₹100. Minimum Lumpsum Investment is ₹100. ;

Investment Objective

The Scheems seeks to generate passive investment in equity and equity related securities & debt securities replicating the composition of Nifty LargeMidcap250 Plus 8-13 yr G-Sec 70:30 Index, subject to tracking errors.
Fund benchmarkNifty LargeMidcap250 Plus 8-13 yr G-Sec 70:30 Index

Fund house

Rank (total assets)#15 in India
Total AUM₹1,61,328.57 Cr
Date of Incorporation30 Apr 2008
Phone+91 22 4093 3400
E-mail--
Launch Date30 Apr 2008
AddressEdelweiss HouseOff C.S.T. Road,Kalina Mumbai 400098
Custodian--
Registrar & Transfer AgentKFin Tech
AddressKarvy House, No. 46, 8-2-609/K, Avenue 4, Street No.1 Banjara Hills,