Edelweiss BSE Internet Economy Index Fund

Current Fund Size :

N.A.

₹10.58

NAV

5.13%

Overall Return

-2.16%

1-Day Change

0.35%

Expense Ratio

₹ 26 Cr

AUM (Fund Size)

5+ mos

Fund Age

Investment Policy

Benchmark

BSE Internet Economy TRI

Risk Level

High Risk

Min. Investment

SIP: ₹500 & Lumpsum: ₹1000

Exit Load

0.1%

Lock-in Period

Nil

Capital Gains Tax Rules (Equity)

STCG (Before 1 Year)

Returns taxed at 20% if you redeem before 1 year

LTCG (After 1 Year)

After 1 year, returns above ₹1.25 lakh in a financial year are taxed at 12.5%

Age of Fund

5 m since Apr 25, 2025

Current Value (Example)

N.A.

Returns Ratio

N/A

Holdings Lists

# Company Name Sector Instrument % of Assets
1 Eternal Ltd. Services Equity 18.19%
2 Bharti Airtel Ltd. Communication Equity 15.13%
3 PB Fintech Ltd. Services Equity 9.98%
4 Info Edge (India) Ltd. Services Equity 8.98%
5 One97 Communications Ltd. Services Equity 6.55%
6 Multi Commodity Exchange Of India Ltd. Services Equity 6.41%
7 FSN E-Commerce Ventures Ltd. Services Equity 5.39%
8 Indian Railway Catering & Tourism Corporation Ltd. Services Equity 3.58%
9 360 One Wam Ltd. Financial Equity 3.41%
10 Tata Communications Ltd. Communication Equity 3.08%
11 Computer Age Management Services Ltd. Services Equity 3.02%
12 Swiggy Ltd. Services Equity 2.96%
13 Bharti Hexacom Ltd. Communication Equity 2.26%
14 Motilal Oswal Financial Services Ltd. Financial Equity 2.19%
15 Angel One Ltd. Financial Equity 2.01%
16 KFin Technologies Ltd. Financial Equity 2.00%
17 Indian Energy Exchange Ltd. Services Equity 1.82%
18 Indiamart Intermesh Ltd. Services Equity 1.35%
19 Tejas Networks Ltd. Communication Equity 0.79%
20 BLS International Services Ltd. Services Equity 0.75%

Peer Comparison: Returns & Risk Ratios

# Fund Name Annualized Returns Risk Ratios Other Details
1 Year 3 Year 5 Year Std. Deviation Beta Sharpe Ratio Sortino Ratio AUM Fund Age Expense Ratio
1 Edelweiss BSE Internet Economy Index Fund N.A. N.A. N.A. N.A. N.A. N.A. N.A. 26 Cr 5 m 0.35%
2 ICICI Prudential BHARAT 22 FOF -8.87% 28.72% 34.72% 17.06 1.14 1.04 1.74 2,265 Cr 7 yrs 3 m 0.12%
3 Motilal Oswal Nifty Bank Index Fund 3.34% 13.75% 20.87% 13.12 0.99 0.41 0.89 607 Cr 6 yrs 1 m 0.26%
4 ICICI Prudential Nifty Auto Index Fund -1.55% 28.31% 16.13% N.A. N.A. N.A. N.A. 150 Cr 3 yrs 0.4%
5 Kotak Nifty Financial Services Ex-Bank Index Fund 4.91% 15.03% 8.77% N.A. N.A. N.A. N.A. 68 Cr 2 yrs 2 m 0.22%
6 Navi Nifty India Manufacturing Index Fund -5.13% 22.69% 12.48% 15.20 1.05 0.84 1.20 63 Cr 3 yrs 1 m 0.41%

Trailing Returns vs. Category Average

# Period Fund Return Category Average
1 1 Month -0.19% 0.95%
2 3 Months -2.7% -4.4%

Related Funds

# Fund Name AUM Return 1y Return 5y url
1 Edelweiss Mid Cap Fund 11,297 Cr -1.75% 30.16% View Detail
2 Edelweiss Small Cap Fund 4,921 Cr -5.68% 30.02% View Detail
3 Edelweiss Flexi Cap Fund 2,777 Cr -5.25% 23.6% View Detail
4 Edelweiss Large & Mid Cap Fund 4,042 Cr -4.93% 23.19% View Detail
5 Edelweiss Recently Listed IPO Fund 924 Cr -2.19% 21.21% View Detail
6 Edelweiss ELSS Tax Saver Fund 411 Cr -4.71% 21.09% View Detail

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