October 28, 2025
RA Jainee
Edelweiss BSE Sensex ETF-Growth
Edelweiss BSE Sensex ETF-Growth snapshot
| NFO opens on | 03 November 2025 |
| NFO Closes on | 17 November 2025 |
| Min. Investment | Rs. 5000 |
| Plans | Growth |
| Sahifund Verdict | “Low-cost, blue-chip ETF mirroring India’s growth story — ideal for long-term investors.” |
⏱️ Last Update: 14 November 2025, 10.00 AM
Table of Contents:
1. NFO Open date, Close date
2. NFO Investment Strategy
3. Basic Details NFO
4. Benchmark Index NFO
5. Fund Manager | Performance Review of Fund Manager
6. Should You Invest in this NFO?
7. Invest Online
What is the Edelweiss BSE Sensex ETF-Growth Open Date, Close Date?
NFO opens on November 03, 2025
NFO will close on November 15, 2025
Investment Strategy for this NFO?
The scheme seeks to generate returns that are in line with the performance of the BSE Sensex Total Return Index, subject to tracking errors.
Basic Details
| Fund House | Edelweiss Mutual Fund |
| Issue Open | 03 November 2025 |
| Issue Close | 17 November 2025 |
| Type | Open-ended |
| Category | Equity: Large Cap |
| Min. Investment(₹) | 5,000 |
| Plans | Growth |
| Lock-in Period | NA |
| Exit Load | 0 |
| Riskometer | Very High |
| Benchmark | BSE Sensex TRI |
About Benchmark Index for this NFO?
The BSE SENSEX is India’s most tracked bellwether index. It is designed to measure the performance of the 30 largest, most liquid and financially sound
companies across key sectors of the Indian economy that are listed at BSE Ltd. It was launched on 1st January 1986.
Methodology:
1. • The index is derived from the constituents of the BSE 100. The inclusion of DVRs in the index will result in more than 30 stocks in the index. However, the number of companies in the index remains fixed at 30.
2. • Stocks must have a listing history of at least six months at BSE and must have a derivative contract.
3. • The stock must have traded on every trading day at BSE during the six-month reference period.
For complete details please view the Methodology document at
https://www.bseindices.com/Downloads/BSE_Indices_Methodology.pdf
Quick Facts
| Launch Date | 1st January 1986 |
| First Vlaue Date | 3rd April 1979 |
| Base Value | 100 |
| Number of Constituents | 30 |
| Reconstitution Frequecy | Semiannually in June and December |
| Weighting Method | Float -adjusted market cap weighted |
| Index Universe | BSE 100 |
| Calculation Currencies | INR, USD |
Fund Managers of Edelweiss BSE Sensex ETF-Growth
1) Bhavesh Jain
Education: Mr. Jain is a MMS (Finance) from Mumbai University.
Experience: Prior to joining Edelweiss Mutual Fund he was previously associated with Edelweiss Securities Limited as SGX Nifty Arbitrage Trader.
AMC
Edelweiss Asset Management Ltd.
Address: Edelweiss House Off C.S.T. Road, Kalina Mumbai – 400098
Website: http://www.edelweissmf.com
Registrar & Transfer Agent
KFin Technologies Ltd.
Address: 303, Vamsee Estates, Opp. Big Bazaar, Ameerpet, Hyderabad – 500016
Website: https://mfs.kfintech.com/mfs/
Review for Edelweiss BSE Sensex ETF-Growth @ sahifund.com by Paresh Gordhandas, C.A. & Research Analyst
[ A ] Benchmark Performance of BSE Sensex TRI
Performance
| INDEX LEVEL | RETURNS | ANNUALIZED RETURNS | ||||||
| 1 MO | 3 MOS | YTD* | 1 YR | 3 YRS | 5 YRS | 10 YRS | ||
| TOTAL RETURNS | 125751.81 | 0.59% | -3.70% | 3.79% | -3.63% | 13.22% | 17.51% | 13.26% |
| PRICE RETURNS | 80267.62 | 0.57% | -3.99% | 2.72% | -4.78% | 11.81% | 16.09% | 11.87% |
Risk
| Index Level | Annualised Risk | ANNUALIZED RISK-ADJUSTED RETURNS | ||||||
| 1 YRS | 3 YRS | 5 YRS | 10 YRS | 1 YRS | 3 YRS | 5 YRS | 10 YRS | |
| Total Returns | 11.97% | 11.48% | 13.14% | 16.22% | -0.3 | 1.14 | 1.33 | 0.82 |
| Price Returns | 12.00% | 11.47% | 13.15% | 16.23% | -0.4 | 1.02 | 1.22 | 0.73 |
Fundamentals
| PE | PB | DIV. YIELD% |
| 22.2 | 4.28 | 1.2 |
Index Characteristics
| NUMBER OF CONSTITUENTS | – |
| CONSTITUENT MARKET CAP [INR CRORE] | |
| MEAN TOTAL MARKET CAP | 530407.22 |
| LARGEST TOTAL MARKET CAP | 1845558.67 |
| SMALLEST TOTAL MARKET CAP | 137068.56 |
| MEDIAN TOTAL MARKET CAP | 379257.56 |
| WEIGHT LARGEST CONSTITUENT [%] | 15.18 |
| WEIGHT TOP 10 CONSTITUENTS [%] | 64.85 |
Past Performance of Bhavesh Jain
| Fund | Edelweiss Arbitrage Fund | It’s Benchmark | Edelweiss Nifty 50 Index Fund | It’s Benchmark |
| 1 Year | 6.43 | 4.68 | 8.12 | 8.04 |
| 3 Year | 7.07 | 4.63 | 13.98 | 15.89 |
| 5 Year | 5.74 | 3.61 | — | — |
| 7 Year | 5.66 | 3.71 | — | — |
| 10 Year | 5.86 | 3.88 | — | — |
As on 28-10-2025
[B] Review of Fund Managers
Bhavesh Jain
-
Background: Mr. Jain is a MMS (Finance) from Mumbai University., Prior to joining Edelweiss Mutual Fund he was previously associated with Edelweiss Securities Limited as SGX Nifty Arbitrage Trader.
🧾 SahiFund NFO Verdict — Edelweiss BSE Sensex ETF (Growth)
The Edelweiss BSE Sensex ETF replicates India’s most trusted benchmark — the BSE Sensex TRI, which represents the 30 largest and most liquid companies across key sectors. The index has delivered steady 5-year CAGR of 17.5% and 10-year CAGR of 13.3%, underscoring long-term stability and resilience of India’s blue-chip stocks. While the 1-year return (-3.6%) shows temporary consolidation, the broader trend remains bullish, supported by robust earnings growth and economic momentum.
With moderate valuations (P/E 22.2) and strong fundamentals, the Sensex continues to benefit from leadership in BFSI, IT, and manufacturing. Given its high correlation with India’s growth story, this ETF offers a simple and low-cost way to participate in long-term wealth creation through top-quality companies.
Managed by Bhavesh Jain, who has a strong record in passive fund management and arbitrage strategies, this ETF is suitable for long-term investors (5+ years) seeking stable, market-linked returns with minimal tracking error.
Disclaimer: Mutual fund investments are subject to market risks. Read all scheme related documents carefully
Is it good to invest in Edelweiss BSE Sensex ETF-Growth NFO?
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