Edelweiss BSE Capital Markets & Insurance ETF - Mutual Fund Analysis | Complete Fund Review with Performance, Portfolio, and Risk Analysis
Comprehensive analysis of Edelweiss BSE Capital Markets & Insurance ETF (45369) providing detailed insights into fund performance, portfolio holdings, risk metrics, expense ratios, and investment recommendations.
Edelweiss BSE Capital Markets & Insurance ETF
Edelweiss Asset Mgt Ltd
The investment objective of the scheme is to generate returns that are in line with the performance of the BSE Capital Markets & Insurance Total Return Index, subject to tracking errors. There is no assurance or guarantee that the investment objective of the Scheme will be achieved.
Fund Health Radar
A comprehensive at-a-glance view of key mutual fund health indicatorsHover or click any card to view detailed metrics
Performance
Strong Returns
Risk
High Risk
Expenses
Low Expense Ratio
Portfolio Mix
Equity Focused
Management
New Team
Quality Score
Average Quality
Edelweiss BSE Capital Markets & Insurance ETF - NAV History (1Y)
Showing 1Y NAV history
Performance across different time periods
Neutral Entry Point
Fund shows mixed signals. Consider your investment timeline and risk tolerance.
Review detailed analysis and consider dollar-cost averaging through SIPs.
Neutral Entry Point
Fund shows mixed signals. Consider your investment timeline and risk tolerance.
Review detailed analysis and consider dollar-cost averaging through SIPs.
Key Factors Analysis
1-Year Returns
Recent performance momentum
Alpha Generation
Outperformance vs benchmark
Equity Exposure
Market exposure level
Cost Efficiency
Fund management costs
Long-term Track Record
Historical performance consistency
Risk Assessment
Risk-adjusted returns
Management Stability
Fund manager experience
Fund Size
Assets under management
Investment Timing Insights
See how your money can grow and compare with popular investment options
Your Investment
Compare With Popular Options
Disclaimer: Returns are illustrative and based on assumed rates. Mutual fund investments are subject to market risk. Please read scheme documents carefully.
Risk Metrics (3 Years)
Risk Level
| Company | Sector | % Assets |
|---|---|---|
| HDFC Asset Management Company Ltd | Finance | 11.12% |
| SBI Life Insurance Company Ltd | Insurance | 10.32% |
| HDFC Life Insurance Company Ltd | Insurance | 9.98% |
| ICICI Lombard General Insurance Company Ltd | Insurance | 9.29% |
| Max Financial Services Ltd | Miscellaneous | 7.99% |
| Multi Commodity Exchange of India Ltd | Financial Services | 7.94% |
| ICICI Prudential Life Insurance Company Ltd | Insurance | 4.87% |
| 360 ONE WAM Ltd | Finance | 4.20% |
| Computer Age Management Services Ltd | Financial Services | 3.64% |
| Life Insurance Corporation of India | Insurance | 3.44% |
Sector Breakdown
Compare against ETFs Fund category average
Performance Summary
This comparison shows how the fund performs relative to the ETFs Fund category average. Positive values indicate outperformance, while negative values show underperformance.
Compare with similar funds in ETFs Fund category
Edelweiss BSE Capital Markets & Insurance ETF vs Category Average
Similar Funds Comparison
| Fund Name | NAV | 1M | 3M | 6M |
|---|---|---|---|---|
| LIC MF Gold ETF | ₹11382.40 | 7.94% | 8.37% | 24.06% |
| Invesco India Gold ETF | ₹11019.37 | 7.87% | 8.53% | 23.73% |
| Invesco India Nifty 50 ETF | ₹2907.27 | 0.74% | 1.25% | 12.60% |
| Quantum Nifty 50 ETF | ₹2790.05 | 0.74% | 1.25% | 12.61% |
| BHARAT Bond ETF - April 2030 | ₹1550.74 | -0.17% | 0.41% | 5.09% |
| BHARAT Bond ETF - April 2031 | ₹1387.37 | -0.45% | -0.10% | 4.92% |
| BHARAT Bond ETF - April 2032 | ₹1304.29 | -0.54% | -0.45% | 4.67% |
| BHARAT Bond ETF - April 2033 | ₹1265.03 | -0.52% | -0.64% | 4.83% |
| DSP BSE Liquid Rate ETF | ₹1095.37 | 0.43% | 1.27% | 2.72% |
| Shriram Nifty 1D Rate Liquid ETF | ₹1075.02 | 0.42% | 1.25% | 2.66% |
Category Average Returns
Bhavesh Jain
A seasoned investment professional with over 1 years of experience in equity research and fund management. Known for consistent performance and a disciplined investment approach focused on quality growth stocks.