Sharpe ratio
0.42Return earned for the risk taken.
Moderate
Moderate risk-adjusted returns. The reward for risk has been average.
+8.44%1Y Absolute Return
+0.77%1D
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Past performance is not an indicator of future returns.
Returns calculator comparison
Compare an illustrative investment outcome across return assumptions.
| Asset | Projected corpus | Total invested | Gain | Annual return |
|---|---|---|---|---|
| Edelweiss BSE Internet Economy Index Fund - Direct Plan - GrowthFund 1Y annualised return · 5Y history unavailable | ₹8,99,406 | ₹7,32,612 | ₹1,66,794 | +8.44% |
| EPFIllustrative annual assumption | ₹8,95,132 | ₹7,32,612 | ₹1,62,520 | +8.25% |
| Residential propertyIllustrative annual assumption | ₹8,67,662 | ₹7,32,612 | ₹1,35,050 | +7.00% |
| PPFIllustrative annual assumption | ₹8,69,819 | ₹7,32,612 | ₹1,37,207 | +7.10% |
| Bank fixed depositIllustrative annual assumption | ₹8,56,981 | ₹7,32,612 | ₹1,24,369 | +6.50% |
| GoldIllustrative annual assumption | ₹8,67,662 | ₹7,32,612 | ₹1,35,050 | +7.00% |
| Savings accountIllustrative annual assumption | ₹7,86,827 | ₹7,32,612 | ₹54,215 | +3.00% |
Illustration only. Fund results use the available NAV-derived annualised return and can be negative. Reference rows are assumptions, not current quoted rates or guaranteed returns; property excludes transaction costs, taxes, and liquidity constraints. Mutual fund investments are subject to market risk.
Wealth multiple
₹1 became₹1.13
₹1 Lakh since launch₹1.13 Lakh
Fund age1.5 yrs
Fund information
Scheme code153497
ISININF754K01UX2
BenchmarkBSE Internet Economy TRI
CategoryOther Scheme - Index Funds
Expense ratio0.57%
Exit loadExit load of 0.10%, if redeemed within 30 days.
Minimum SIP₹100 SIP
Return comparison
59th / 1122 in category| Period | Fund | Benchmark | Category avg |
|---|---|---|---|
| 1M | +200.58% | — | — |
| 3M | +16.92% | — | — |
| 6M | +35.35% | — | — |
| 1Y | +8.44% | — | +1.74% |
| Since Launch | +13.03% | — | — |
Risk-adjusted performance
Every measure is expanded with a plain-language reading of the latest calculated value.
Sortino ratio
0.61Return earned while limiting downside risk.
Moderate
Moderate downside risk-adjusted performance.
Standard deviation
19.84%How much the fund’s returns fluctuate over time.
High volatility
Returns can swing significantly.
Beta
—How closely the fund moves with the market.
Unavailable
This measure needs sufficient fund and benchmark history to calculate.
Alpha
—Extra return generated above the benchmark.
Unavailable
This measure needs sufficient fund and benchmark history to calculate.
Treynor ratio
—Return earned for each unit of market risk taken.
Unavailable
This measure needs sufficient fund and benchmark history to calculate.
Calmar ratio
0.61How well the fund rewarded investors relative to its biggest decline.
Good
Good return relative to the drawdowns experienced.
Information ratio
—How consistently the fund outperformed its benchmark.
Unavailable
This measure needs sufficient fund and benchmark history to calculate.
Portfolio allocation
Latest disclosed portfolio mix
Asset allocation
Portfolio100%
Equity99.99%
Debt0.36%
Market cap allocation
Sector allocation
Equity exposure by sector
Top holdings
10 of 23 disclosed positions
| Holding | Sector | Instrument type | Weight |
|---|---|---|---|
| Zomato Ltd | Technology | Equity | 15.64% |
| Bharti Airtel Ltd | Technology | Equity | 14.77% |
| Multi Commodity Exchange Of India Ltd | Financial | Equity | 10.46% |
| PB Fintech Ltd | Financial | Equity | 8.83% |
| One 97 Communications Ltd | Industrials | Equity | 6.98% |
| FSN E-Commerce Ventures Ltd | Consumer Discretionary | Equity | 6.18% |
| Vodafone Idea Ltd | Technology | Equity | 5.67% |
| Info Edge (India) Ltd | Technology | Equity | 5.41% |
| Swiggy Ltd. | Technology | Equity | 4.87% |
| Tata Communications Ltd | Technology | Equity | 3.33% |
Fund management
BH
Bhavesh Jain
Since 2025 · Prior to joining Edelweiss Mutual Fund he was previously associated with Edelweiss Securities Limited as SGX Nifty Arbitrage Trader.
Mr. Jain is a MMS (Finance) from Mumbai University.
MA
Manasi Jalgaonkar
Since 2026 · Prior to joining the Edelweiss AMC, she was associated with ICICI AMC and Randstad.
PGDM, BMS
BH
Bharat Lahoti
Since 2025 · 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.
Mr. Lahoti is a B.E. (Electronics & Communication) from Mumbai University and MMS (Finance) from N L Dalmia Institute of Management Studies
Compare similar funds
No comparable category funds are available yet.
Summary
A very high-risk other scheme - index funds fund. Recovered from its worst fall in 4 months. Top 10 holdings make up 82% — a handful of stocks can swing returns sharply.
Strengths
- Recovered from its worst fall in 4 months.
- Ranks 59 of 1122 in its category over 1 year.
Weaknesses
- Top 10 holdings make up 82% — a handful of stocks can swing returns sharply.
Ideal investor
- Needs a 5+ years horizon to ride out its very high risk level.
- Good fit for SIPs — spreading purchases smooths out 19.8% volatility.
Risk drivers
- Top 10 holdings = 82% of the portfolio.