Edelweiss Nifty LargeMidcap250 Plus 8-13 Yr G-Sec 70:30 Index Fund - Direct Plan
Value Research Rating
Our Opinion
Riskometer
Very High
₹10.6627 0.08%
As on 26-May-2026
Returns
Risk
This fund has Very High risk.
As per SEBI's Riskometer.
Portfolio of Edelweiss Nifty LargeMidcap250 Plus 8-13 Yr G-Sec 70:30 Index Fund - Direct Plan
Asset Allocation
Split between different types of investments
Market Cap Weightage
Split between categories of Equity investments
Peer Comparison
|
Fund name
|
Rating |
Our Opinion |
Risk
|
Return (%) |
|
Expense Ratio (%)
|
|---|---|---|---|---|---|---|
|
Edelweiss Nifty LargeMidcap250 Plus 8-13 Yr G-Sec 70:30 Index Fund - Direct Plan
|
|
Very High
|
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0.76 |
||
|
|
Very High
|
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0.39 |
|||
 |
|
Very High
|
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0.96 |
||
 |
|
Very High
|
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0.95 |
||
|
|
Very High
|
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0.88 |
Other details of Edelweiss Nifty LargeMidcap250 Plus 8-13 Yr G-Sec 70:30 Index Fund - Direct Plan
Assets
₹42 Cr
Exit Load (Days)
--
Min. Investment (₹)
100
Min. Withdrawal (₹)
--
Min. SIP Investment (₹)
100
Min. No of Cheques
6
About Edelweiss Nifty LargeMidcap250 Plus 8-13 Yr G-Sec 70:30 Index Fund - Direct Plan
Edelweiss Nifty LargeMidcap250 Plus 8-13 Yr G-Sec 70:30 Index Fund - Direct Plan is a hybrid mutual fund scheme of Edelweiss Mutual Fund. Launched on April 07, 2026, it is currently managed by Dhawal Dalal, Bhavesh Jain, Bharat Lahoti and Hetul Raval. The fund has an expense ratio of 0.76% with an overall AUM (Assets Under Management) of ₹42 Cr.
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. The fund allows minimum lumpsum investment of ₹100 and minimum SIP of ₹100.
Investment Strategy
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.
Suitability
Aggressive Hybrid funds are suitable for investors:
- Looking to invest mostly in equity (~75%) with a small debt allocation (~25%) for moderately high returns
- Aiming for long-term wealth creation
- With a 5-8 year investment horizon
- Who are new/unfamiliar with 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.
FAQ for Edelweiss Nifty LargeMidcap250 Plus 8-13 Yr G-Sec 70:30 Index Fund - Direct Plan
How to Invest in Edelweiss Nifty LargeMidcap250 Plus 8-13 Yr G-Sec 70:30 Index Fund - Direct Plan?
Subscribers of Value Research Fund Advisor can conveniently invest in the low-cost direct plan of Edelweiss Nifty LargeMidcap250 Plus 8-13 Yr G-Sec 70:30 Index Fund - Direct Plan through the Value Research Fund Advisor website.
Alternatively, mutual funds can also be purchased directly from the respective fund house’s website. For example, Edelweiss Nifty LargeMidcap250 Plus 8-13 Yr G-Sec 70:30 Index Fund - Direct Plan can be bought from the Edelweiss Mutual Fund website. In such a case, if you are investing in multiple funds from different fund houses, you will need to transact separately on each fund house’s website.
The third option is to invest offline, by seeking assistance from a mutual fund distributor. Most banks also act as mutual fund distributors, and you can approach your bank for help in completing your investment.
What is the current NAV of Edelweiss Nifty LargeMidcap250 Plus 8-13 Yr G-Sec 70:30 Index Fund - Direct Plan Today?
The latest declared NAV of Edelweiss Nifty LargeMidcap250 Plus 8-13 Yr G-Sec 70:30 Index Fund - Direct Plan, is ₹10.6627 as of 27-May-2026.
What are the top holdings of Edelweiss Nifty LargeMidcap250 Plus 8-13 Yr G-Sec 70:30 Index Fund - Direct Plan?
| Company | Percentage of Portfolio |
|---|---|
|
GOI Sec 6.48 06/10/2035 |
29.48
|
What is the return of Edelweiss Nifty LargeMidcap250 Plus 8-13 Yr G-Sec 70:30 Index Fund - Direct Plan in the last 5 years?
Over the past five years, Edelweiss Nifty LargeMidcap250 Plus 8-13 Yr G-Sec 70:30 Index Fund - Direct Plan has delivered an annualised return of --% as of 27-May-2026.
What is the minimum investment required in Edelweiss Nifty LargeMidcap250 Plus 8-13 Yr G-Sec 70:30 Index Fund - Direct Plan?
The minimum investment required to start investing in Edelweiss Nifty LargeMidcap250 Plus 8-13 Yr G-Sec 70:30 Index Fund - Direct Plan is ₹100 for the lump sum option and ₹100 for the SIP (Systematic Investment Plan) option.
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