Edelweiss Nifty LargeMidcap 250 ETF
Returns
Risk
This fund has Very High risk.
As per SEBI's Riskometer.
Portfolio of Edelweiss Nifty LargeMidcap 250 ETF
Asset Allocation
Split between different types of investments
Market Cap Weightage
Split between categories of Equity investments
Peer Comparison
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Fund name
|
Rating |
Our Opinion |
Risk
|
Return (%) |
|
Expense Ratio (%)
|
|---|---|---|---|---|---|---|
|
Edelweiss Nifty LargeMidcap 250 ETF
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Very High
|
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1.06 |
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|
Very High
|
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0.20 |
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|
Very High
|
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0.51 |
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|
Very High
|
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0.31 |
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|
Very High
|
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0.45 |
Other details of Edelweiss Nifty LargeMidcap 250 ETF
Assets
₹134 Cr
Exit Load (Days)
--
Min. Investment (₹)
5,000
Min. Withdrawal (₹)
--
Min. SIP Investment (₹)
--
Min. No of Cheques
--
About Edelweiss Nifty LargeMidcap 250 ETF
Edelweiss Nifty LargeMidcap 250 ETF is a equity mutual fund scheme of Edelweiss Mutual Fund. Launched on September 04, 2025, it is currently managed by Bhavesh Jain and Manasi Jalgaonkar. The fund has an expense ratio of 1.06% with an overall AUM (Assets Under Management) of ₹134 Cr.
Edelweiss Nifty LargeMidcap 250 ETF is mandated to invest at least 35 per cent of its assets each in large-cap and mid-cap stocks. Being passively managed, it replicates the portfolio of its chosen benchmark index. The fund allows minimum lumpsum investment of ₹5,000 and minimum SIP of ₹--.
Investment Strategy
The schemes seeks to generate passive investment in equity and equity related securities replacing the composition of the Nifty LargeMidcap 250 Index, subject to tracking errors.
Suitability
Large & MidCap funds are suitable for investors:
- Seeking exposure in large and mid-cap stocks for high returns
- Aiming for long-term wealth creation
- With a 5+ year investment horizon
- Who are at ease with the market's ups and downs
Note:
- Invest only through SIP
- Being passively managed, the fund replicates the portfolio of its chosen benchmark index
Capital Gains Taxation
- If the mutual fund units are sold after 1 year from the date of investment, gains upto Rs 1.25 lakh in a financial year are exempt from tax. Gains over Rs 1.25 lakh are taxed at the rate of 12.5%.
- If the mutual fund units are sold within 1 year from the date of investment, entire amount of gain is taxed at the rate of 20%.
- No tax is to be paid as long as you continue to hold the units.
Disclaimer: The tax information has been prepared on a best-effort basis using information available in the public domain and other sources that Value Research considers reliable. This is not meant as tax advice, and we advise you to consult your tax advisor before making any decision. Value Research takes no responsibility and assumes no liability for any loss or damage arising from any investment or redemption decision based on this information.
Dividend Taxation
- Dividends are added to the income of the investors and taxed according to their respective tax slabs. Further, if an investor's dividend income exceeds Rs. 10,000 in a financial year, the fund house also deducts a TDS of 10% before distributing the dividend.
Latest news on Edelweiss Nifty LargeMidcap 250 ETF
FAQ for Edelweiss Nifty LargeMidcap 250 ETF
How to Invest in Edelweiss Nifty LargeMidcap 250 ETF?
To invest in Edelweiss Nifty LargeMidcap 250 ETF you need a demat account and a trading account with a stockbroker, as Exchange Traded Funds (ETFs) are bought and sold on the stock exchange just like shares. You can purchase Edelweiss Nifty LargeMidcap 250 ETF directly through your broker’s platform.
What is the current NAV of Edelweiss Nifty LargeMidcap 250 ETF Today?
The latest declared NAV of Edelweiss Nifty LargeMidcap 250 ETF, is ₹16.4520 as of 28-May-2026.
What are the top holdings of Edelweiss Nifty LargeMidcap 250 ETF?
| Company | Percentage of Portfolio |
|---|---|
|
4.30
|
|
|
3.51
|
|
|
3.28
|
|
|
2.11
|
|
|
1.94
|
What is the return of Edelweiss Nifty LargeMidcap 250 ETF in the last 5 years?
Over the past five years, Edelweiss Nifty LargeMidcap 250 ETF has delivered an annualised return of --% as of 28-May-2026.
What is the minimum investment required in Edelweiss Nifty LargeMidcap 250 ETF?
The minimum investment required to start investing in Edelweiss Nifty LargeMidcap 250 ETF is ₹5,000 for the lump sum option and ₹-- for the SIP (Systematic Investment Plan) option.
