Mutual Fund · Equity Scheme - Sectoral/ Thematic · As of 18 Oct 2026, 6:56 pm
Middle-of-the-road. Nothing alarming, nothing exceptional in the numbers available here. A peer comparison within the same category will tell you more than this snapshot alone.
DalalBaazaar Score
52/ 100
Moderate
Weighted across five categories. Every point is explained below.
✗ Only 2.6 years of history — too short to judge through a full cycle
Investment Checklist
3 / 4 checks passed
✓ Positive 3-year track record
✗ Decent risk-adjusted return (Sharpe ≥ 0.5)
✓ Volatility isn't extreme (< 25% annualized)
✓ Historical worst drawdown contained (better than -30%)
NAV history
Key Metrics
Latest NAV
₹13.25
As of
16 Oct 2026
Fund History Available
2.6 yrs
1Y Return (CAGR)
7.3%
Moderate
3Y Return (CAGR)
11.2%
Annualized Volatility
14.9%
Moderate
Sharpe Ratio (est.)
0.35
Weak risk-adj. return
Max Drawdown
-26.2%
Severe historical drop
Category
Equity Scheme - Sectoral/ Thematic
Fund House
Edelweiss Mutual Fund
SIP / Lumpsum Calculator
Total Invested
₹6,00,000
Estimated Maturity Value
₹7,95,759
Estimated Gain
₹1,95,759
Risk Flags
Estimated Sharpe ratio (0.35) is on the low side — returns aren't compensating well for volatility taken over the trailing year.
This fund has seen a peak-to-trough drawdown of -26.2% in its available history — make sure you can stomach that kind of swing.
Watch Items
Check the AMC's factsheet for portfolio holdings, expense ratio and exit load before investing.
