Should I invest in Edelweiss Nifty Enhancer Fund- Plan B?

We don't give personal investment advice. Edelweiss Nifty Enhancer Fund- Plan B-Growth Option is suitable for an investor whose:horizon is 3-5 years — too short for pure equity, too long for pure debtwants a single fund that automatically rebalances between equity and debtis comfortable trading some upside for lower volatility vs a pure equity fundCross-check the numbers above against alternatives before deciding. Worst 5-year drawdown: 12.6%. 5-year CAGR: 12.95%.

Edelweiss

Edelweiss Nifty Enhancer Fund- Plan B-Growth Option

Latest NAV

₹63.9600

As of

17 Jul 2026

4,203 NAV records on file

NAV history & peer comparison

All NAVs split-adjusted and normalised to 100 at the start of the selected period, so funds with very different absolute NAV scales can be compared on one axis.

Period

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Returns matrix

Fund return alongside the category average and peer rank for every standard window. Returns under one year are absolute; one year and longer are compound annualised (CAGR).

Window	Fund	Category avg	+/− vs avg	Rank	Quartile
1D	+0.19%	+0.25%	-0.06	10 / 12	Q4
1W	-0.09%	+0.03%	-0.13	8 / 12	Q3
2W	+0.05%	+0.12%	-0.08	6 / 12	Q2
1M	+1.01%	+0.45%	+0.56	5 / 10	Q2
3M	+1.93%	+0.82%	+1.11	2 / 10	Q1
6M	+0.90%	-0.67%	+1.57	3 / 10	Q2
YTD	-0.67%	-2.03%	+1.36	4 / 10	Q2
1Y	+1.22%	-1.60%	+2.81	3 / 10	Q2
2Y	+3.21%	+1.13%	+2.08	1 / 10	Q1
3Y	+12.69%	+8.82%	+3.87	1 / 10	Q1
4Y	+15.10%	+11.90%	+3.20	1 / 9	Q1
5Y	+12.95%	+9.75%	+3.20	1 / 7	Q1
7Y	+14.41%	+11.30%	+3.10	1 / 7	Q1
10Y	+12.41%	+9.53%	+2.88	1 / 7	Q1
Inception	+11.68%	+7.96%	+3.72	2 / 12	Q1

Quartile legend: Q1 top 25% Q2 25-50% Q3 50-75% Q4 bottom 25%

Calendar-year returns

Full-year performance vs category average. Current year is partial (year-to-date).

Year	Fund	Category avg	+/− vs avg	Rank
2026 YTD	-0.67%	-2.48%	+1.81	3 / 9
2025	+5.51%	+4.25%	+1.26	3 / 9
2024	+20.09%	+16.22%	+3.87	2 / 9
2023	+25.09%	+19.93%	+5.15	1 / 9
2022	+5.45%	+3.88%	+1.58	3 / 8
2021	+26.74%	+24.49%	+2.26	4 / 7
2020	+12.56%	+9.22%	+3.34	2 / 7
2019	+10.13%	+5.77%	+4.35	1 / 8
2018	+0.67%	-5.93%	+6.60	1 / 8
2017	+24.91%	+24.12%	+0.79	3 / 8
2016	-0.10%	-1.43%	+1.32	4 / 6

Rolling returns

Removes start-date bias by averaging CAGR over every overlapping N-year window in the fund's history. Higher average plus tight min/max plus high "% positive" = consistent.

1-Year rolling

+12.51%

196 windows

min -24.5% · max 51.4%

84% positive

3-Year rolling

+12.19%

172 windows

min -3.8% · max 25.2%

95% positive

5-Year rolling

+12.33%

148 windows

min 2.3% · max 23.7%

100% positive

7-Year rolling

+11.62%

123 windows

min 7.3% · max 15.9%

100% positive

SIP returns — historical "what if"

If you had invested every month in this fund over the chosen period, this is what your investment would be worth today.

Period

Total invested

₹ —

Today's value

₹ —

XIRR

Annualised

Wealth multiplier

Period	Total invested	Today's value	XIRR	Wealth multiplier

XIRR is the annualised internal rate of return on the SIP cash flow — invariant to the monthly amount. "Today's value" and "Total invested" scale linearly with the slider. Past performance does not guarantee future returns. Excludes exit load and taxes.

Risk profile

Risk-adjusted return and volatility, computed from monthly NAV returns over the trailing 3-year and 5-year windows.

Std deviation

9.45%

3-year · annualised

Sharpe ratio

0.63

vs risk-free 6.5%

Sortino ratio

1.12

Downside-only deviation

Max drawdown

-12.61%

Sep 2024 → Feb 2025

% positive months

66.7%

Share of monthly returns > 0 over the 3-year window

Sharpe / Sortino use a risk-free rate of 6.5% (1-year T-bill proxy). Higher Sharpe = more return per unit of total risk; higher Sortino = more return per unit of downside risk.

Peers in Aggressive Hybrid Fund

Scheme	Fund house	NAV	As of
HDFC Premier Multi-Cap Fund-Dividend	HDFC	₹15.2580	17 Jul 2026
Nippon India Aggressive Hybrid Fund - Growth Plan	Nippon India	₹107.0611	17 Jul 2026
Edelweiss Nifty Enhancer Fund- Plan A-Growth Option	Edelweiss	₹64.6400	17 Jul 2026
Baroda BNP Paribas Aggressive Hybrid Fund- REGULAT PLAN -GROWTH OPTION	Baroda BNP Paribas	₹28.0480	17 Jul 2026
PGIM India Aggressive Hybrid Equity Fund - Growth Option	PGIM India	₹129.8300	17 Jul 2026
Sundaram Aggressive Hybrid Fund (Formerly Known as Principal Hybrid Equity Fund)-Growth	Sundaram	₹159.5201	17 Jul 2026
WhiteOak Capital Aggressive Hybrid Fund Direct Plan Growth		₹10.3010	17 Jul 2026

Recent NAVs

Date	NAV
17 Jul 2026	₹63.9600
16 Jul 2026	₹63.8400
15 Jul 2026	₹63.9200
14 Jul 2026	₹63.7100
13 Jul 2026	₹63.9500
10 Jul 2026	₹64.0200
9 Jul 2026	₹63.5100
8 Jul 2026	₹63.1600
7 Jul 2026	₹63.9600
6 Jul 2026	₹64.1800

Frequently asked questions

These answers are generated from this fund's live metrics — NAV, returns, peer rank, drawdown, SIP backtest. Numbers refresh nightly after AMFI's NAV feed lands.

As of 17 Jul 2026, the NAV of Edelweiss Nifty Enhancer Fund- Plan B-Growth Option is ₹63.9600. It's a Aggressive Hybrid Fund from Edelweiss, run as a Unknown plan Growth option. NAVs update once per business day from the AMFI feed.

Edelweiss Nifty Enhancer Fund- Plan B-Growth Option has NAV history starting from 26 Jun 2009, a track record of about 17 years. Long-tenured funds like this have weathered multiple market cycles — the 2008 crash, 2013 taper tantrum, 2020 COVID drawdown — which makes their returns more credible than a 3-year track record alone.

Edelweiss Nifty Enhancer Fund- Plan B-Growth Option is managed by Edelweiss. It's classified by AMFI under the 'Aggressive Hybrid Fund' SEBI category, which determines its peer set and tax treatment.

Over the trailing 1-year window, Edelweiss Nifty Enhancer Fund- Plan B-Growth Option has delivered a absolute return of 1.22% — +2.81 pp ahead of the Aggressive Hybrid Fund category average of -1.60%. The fund ranks #3 of 10 in its category — the second (Q2) quartile.

Over the trailing 3-year window, Edelweiss Nifty Enhancer Fund- Plan B-Growth Option has delivered a CAGR of 12.69% — +3.87 pp ahead of the Aggressive Hybrid Fund category average of 8.82%. The fund ranks #1 of 10 in its category — the top (Q1) quartile.

Over the trailing 5-year window, Edelweiss Nifty Enhancer Fund- Plan B-Growth Option has delivered a CAGR of 12.95% — +3.2 pp ahead of the Aggressive Hybrid Fund category average of 9.75%. The fund ranks #1 of 7 in its category — the top (Q1) quartile.

₹1 lakh invested in Edelweiss Nifty Enhancer Fund- Plan B-Growth Option exactly 10 years ago would be worth approximately ₹322,055 today — a multiplier of 3.22×, based on the 10-year CAGR of 12.41%. The category average over the same window would have grown ₹1 lakh to ₹248,543.

A ₹10,000 monthly SIP in Edelweiss Nifty Enhancer Fund- Plan B-Growth Option over the last 5 years — total invested ₹600,000 — would be worth ₹802,209 today. That's an XIRR (money-weighted annualised return) of 11.56%.

A ₹10,000 monthly SIP for 10 years in Edelweiss Nifty Enhancer Fund- Plan B-Growth Option = ₹1,200,000 invested. It would currently be worth ₹2,393,576 (multiplier 1.99×). XIRR: 13.24%. Long-horizon SIP results matter more than point-to-point returns because they smooth out entry timing.

On a 5-year basis, Edelweiss Nifty Enhancer Fund- Plan B-Growth Option ranks #1 out of 7 funds in the Aggressive Hybrid Fund category — that places it in the top quartile (Q1) — strong outperformance. The category average return over the same window is 9.75%; this fund delivered 12.95%.

The worst peak-to-trough decline Edelweiss Nifty Enhancer Fund- Plan B-Growth Option has experienced over the last 5-year window is 12.61% — its NAV fell from a high on 27 Sep 2024 to a low on 28 Feb 2025. Drawdown is a useful gauge of how much short-term pain you'd have endured to capture the long-term return.

Across all 5-year rolling windows, Edelweiss Nifty Enhancer Fund- Plan B-Growth Option averaged 12.33% (best 23.70%, worst 2.32%). 100% of rolling windows ended positive. The 5-year Sharpe ratio is 0.61 — reasonable risk-adjusted performance.

In calendar year 2025, Edelweiss Nifty Enhancer Fund- Plan B-Growth Option returned 5.51% — beating the Aggressive Hybrid Fund category average of 4.25% by 1.26 pp. It ranked #3 of 9 in its category that year.

Edelweiss Nifty Enhancer Fund- Plan B-Growth Option is a Hybrid scheme. Tax treatment follows its actual equity allocation as disclosed by the AMC: at least 65% equity behaves like an equity fund (12.5% LTCG over 12 months, 20% STCG); 35-65% equity often gets an equity-style treatment with a 24-month threshold; under 35% equity is taxed at slab rate like a debt fund. Check the AMC's latest factsheet for the current classification.

We don't give personal investment advice. Edelweiss Nifty Enhancer Fund- Plan B-Growth Option is suitable for an investor whose:

horizon is 3-5 years — too short for pure equity, too long for pure debt
wants a single fund that automatically rebalances between equity and debt
is comfortable trading some upside for lower volatility vs a pure equity fund

Cross-check the numbers above against alternatives before deciding. Worst 5-year drawdown: 12.6%. 5-year CAGR: 12.95%.

Educational content only — not investment advice. Tax rules summarised above reflect Budget 2024; consult a qualified adviser before transacting.