Edelweiss Mutual Fund

Edelweiss BSE Capital Markets & Insurance ETF-Growth

Equity: Sectoral-Other - Growth (Open ended)
SEBI Riskometer: Very HighCategory: Equity: Sectoral-OtherBenchmark: BSE Capital Markets & Insurance Total Return IndexCheck Portfolio Overlap →
₹23.64-0.48%
21 Sept 2026

Tracking Difference

Annualised return gap between Edelweiss BSE Capital Markets & Insurance ETF-Growth and its benchmark index over 1Y, 3Y, 5Y and 10Y periods, compared to the average of all funds tracking the same benchmark.
Name1 Y3 Y5 Y10 Y
Fund-0.36%---
Avg. of funds with same benchmark-0.36%---

Rolling Returns Analysis

Rolling annualized returns of Edelweiss BSE Capital Markets & Insurance ETF-Growth across 1Y, 3Y and 5Y windows — average, best, worst returns and percentage of positive return periods.
Metric1 Yr Rolling Returns3 Yr Rolling Returns5 Yr Rolling Returns7 Yr Rolling Returns
Analysis period02 Jan, 2026 - 21 Sep, 2026---
Average returns13.78%---
Standard deviation10.65%---
Best returns35.23%
1 year ending on 23 Feb, 2026
---
Worst returns-0.91%
1 year ending on 08 Jul, 2026
---
Period with positive return97.19%---
Period with return > 5%65.17%---
Period with return > 10%54.49%---
Period with return > 15%47.19%---
Beat % Category99.44%---
Beat % Benchmark100.00%---

Trailing Returns

Point-to-point returns of Edelweiss BSE Capital Markets & Insurance ETF-Growth vs category average for YTD, 1M, 6M, 1Y, 3Y, 5Y and 10Y periods — with category rank and total funds count.
-5%
0%
5%
10%
-2.6%
5.0%
-9.6%
YTD
-3.2%
-3.0%
-3.4%
1 M
5.7%
14.2%
2.1%
6 M
1.3%
7.0%
-8.3%
1 Y
8.5%
7.1%
3 Y
10.9%
7.2%
5 Y
12.2%
11.7%
10 Y
Fund
Equity: Sectoral-Other
BSE Capital Markets & Insurance Total Return Index
NameYTD1 M6 M1 Y3 Y5 Y10 YSince Inception
Fund-2.60%-3.21%5.70%1.33%---7.32%
Equity: Sectoral-Other5.02%-3.02%14.21%7.03%8.53%10.88%12.23%-
BSE Capital Markets & Insurance Total Return Index-9.55%-3.42%2.13%-8.35%7.10%7.18%11.65%-
Rank in category1220176----
Funds in category18292013221-

Period Returns

Calendar-year, quarterly and monthly return history of Edelweiss BSE Capital Markets & Insurance ETF-Growth. Toggle between bar chart and table view to analyse periodic performance trends.

Historical Performance

Track NAV movement and cumulative returns of Edelweiss BSE Capital Markets & Insurance ETF-Growth across 1M, 6M, 1Y, 3Y, 5Y and since-inception periods. Compare SIP and lumpsum growth over time.

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Frequently Asked Questions

What are the 1-year returns of Edelweiss BSE Capital Markets & Insurance ETF-Growth?
Edelweiss BSE Capital Markets & Insurance ETF-Growth has delivered a 1-year return of 1.33% as of 20 Sep 2026. During the same period, its benchmark BSE Capital Markets & Insurance Total Return Index returned -8.35%. The fund has outperformed its benchmark over this period.
What are the 3-year returns of Edelweiss BSE Capital Markets & Insurance ETF-Growth?
The 3-year CAGR for Edelweiss BSE Capital Markets & Insurance ETF-Growth is shown in the Trailing Returns section above.
What are the 5-year returns of Edelweiss BSE Capital Markets & Insurance ETF-Growth?
The 5-year CAGR for Edelweiss BSE Capital Markets & Insurance ETF-Growth is shown in the Trailing Returns section above.
What are the returns of Edelweiss BSE Capital Markets & Insurance ETF-Growth since inception?
Since its launch on 7 Jan 2025, Edelweiss BSE Capital Markets & Insurance ETF-Growth has delivered a CAGR of 7.32%. Since-inception returns reflect the fund's full history and give the most complete picture of long-term performance.
How has Edelweiss BSE Capital Markets & Insurance ETF-Growth performed vs its category over the long term?
Category rank for Edelweiss BSE Capital Markets & Insurance ETF-Growth on a 3-year and 5-year basis is shown in the Trailing Returns section above.
What is the Sharpe ratio of Edelweiss BSE Capital Markets & Insurance ETF-Growth?
The Sharpe ratio of Edelweiss BSE Capital Markets & Insurance ETF-Growth is shown in the Alpha, Beta & Sharpe section above.
What is the alpha of Edelweiss BSE Capital Markets & Insurance ETF-Growth?
The alpha of Edelweiss BSE Capital Markets & Insurance ETF-Growth is shown in the Alpha, Beta & Sharpe section above.
What is the beta of Edelweiss BSE Capital Markets & Insurance ETF-Growth?
The beta of Edelweiss BSE Capital Markets & Insurance ETF-Growth is shown in the Alpha, Beta & Sharpe section above.
What are the rolling returns of Edelweiss BSE Capital Markets & Insurance ETF-Growth?
The average 1-year and 3-year rolling returns of Edelweiss BSE Capital Markets & Insurance ETF-Growth is 13.78% and - respectively. Rolling returns show the fund's annualized return across every possible 1-year and 3-year investment window, making them a far more reliable measure of consistency than point-to-point returns, which depend heavily on the start and end date chosen.