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Edelweiss MSCI India Domestic & World Healthcare 45 Index Fund Direct Plan - Growth

Edelweiss Mutual Fund · Index & ETF · mandate: passive replication of the stated index · tracks: MSCI Domestic & World Healthcare 45 Direct
AUM (all plans)
175 cr
Tracks (from name)
MSCI Domestic & World Healthcare 45 Direct
CAGR (full)
16.5%
Sharpe (full)
0.81
Sharpe (bull ≤Sep-24)
2.63
Sharpe (sideways Oct-24→)
0.40
Max drawdown
-12.5%
Months of data
69
Percentile ranks this fund within its peer pool; the leaderboard Score is the weighted average of its fiscal-year percentiles (equity: active-return-rank blended with IR-rank).

Equity curve

2020202120222023202420252026100169238Fund (NAV=100)Risk-free 6%/yrCategory median (Index Funds)

Drawdown

2020202120222023202420252026-13-60Drawdown %

Fiscal-year record

FYReturnvs categorySharpemonths
FY2214.8%-4.5%0.6212
FY23-5.1%-7.4%-0.9212
FY2447.1%22.0%2.6312
FY2511.4%1.8%0.4412
FY268.1%12.3%0.2112
FY27*18.3%6.9%6.325
Active/Fund returns are TOTALS over the months covered — never annualized (FY27* is year-to-date; a * row covers only part of the year). %ile is the fund's percentile within its peer pool for that year.

Monthly returns (%)

JanFebMarAprMayJunJulAugSepOctNovDecYear
2020+5.6+5.6
2021-3.3-1.1+3.1+7.5+2.0+4.7+2.2+2.3-3.2-1.4+1.8+3.2+18.8
2022-7.6-1.6+4.7-1.2-4.3-2.9+5.2-1.2+0.6+5.1+1.6-2.4-4.8
2023-2.7-4.4+2.0+4.5+1.4+7.3+5.4+0.6+0.9-4.6+9.3+3.7+25.1
2024+6.7+3.4+1.2-1.0-0.2+5.4+6.3+6.1+0.6-2.4-2.0+2.7+29.6
2025-3.7-3.0+2.8+1.0-2.1+3.5+2.2-1.4-0.2+3.5+4.9-1.7+5.5
2026-2.3+5.5-4.5+2.5+3.7+5.8+3.7+1.5+16.4

Quarterly average AUM & estimated net flows

202020212022202320242025202667128189AUM (quarter avg), ₹cr
-2068
Quarterly net flow estimate: AUM_q − AUM_(q−1)·(1+quarter return). AUM shown is the quarter AVERAGE (AMFI central disclosure). Positive = net inflows, ₹cr.
Source: AMFI's official all-scheme NAV history (portal report; official NAV history, net of TER by construction). Monthly returns are month-end NAV chains; stale prints (>7 days before month-end) drop out rather than carry. Benchmark series are the median of plain-vanilla direct-plan index funds tracking each index (TRI minus ~10-25bp/yr tracking drag — verified against true-TRI chains). Direct plans, growth option only. Sharpe uses rf 6%, arithmetic monthly convention. Independence: all figures are computed from mandatory public disclosures with a fixed methodology applied identically to every fund — no fund can pay for inclusion, exclusion, placement, or altered presentation, and any material commercial relationship will be disclosed on the affected pages. Nothing here is investment advice; past performance does not predict future returns. Generated 2026-08-25 05:37Z · data through Aug 2026 · leaderboard · PMS leaderboard
Feedback, inputs, or bug reports are appreciated — @vivekrmr on X · LinkedIn.