August 26, 2025
RA Jainee
Edelweiss Nifty LargeMidcap 250 ETF details, Fund Portfolio, Fund Returns, Peer Comparison, Mutual Fund Guidance @sahifund.com
| NFO opens on | 29 August 2025 |
| NFO Closes on | 02 September 2025 |
| Min. Investment | Rs. 5000 |
| Plans | Growth |
| Sahifund Verdict | May suit investors with a high risk appetite and a 5+ year investment horizon who are comfortable with thematic equity exposure. |
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 Nifty LargeMidcap 250 ETF Open Date, Close Date?
NFO opens on August 29, 2025
NFO will close on September 02, 2025
Investment Strategy for this NFO?
The schemes seeks to generate passive investment in equity and equity related securities replacing the composition of the Nifty LargeMidcap 250 Index, subject to tracking errors.
Basic Details
| Fund House | Edelweiss Mutual Fund |
| Issue Open | 29 August 2025 |
| Issue Close | 02 September 2025 |
| Type | Open-ended |
| Category | Equity: Large & MidCap |
| Min. Investment(Rs) | 5,000 |
| Plans | Growth |
| Lock-in Period | NA |
| Exit Load | 0 |
| Riskometer | Very High |
| Benchmark | NIFTY Large Midcap 250 TRI |
About Benchmark Index for this NFO?
The Nifty LargeMidcap 250 reflects the performance of a portfolio of 100 large cap and 150 mid cap companies listed on NSE, represented through the Nifty 100 and the Nifty Midcap 150 index respectively. The aggregate weight of large cap stocks and mid cap stocks is 50% each and are reset on a quarterly basis.
The index can be used for a variety of purposes such as benchmarking, creation of index funds, ETFs and structured products
Index Variant: Nifty LargeMidcap 250 Total Returns Index.
Portfolio Characteristics
| Methodology | Periodic Capped Free Float |
| No. of Constituents | 250 |
| Launch Date | November 30, 2017 |
| Base Date | April 01, 2005 |
| Base Value | 1000 |
| Calculation Frequency | Real-Time |
| Index Rebalancing | Semi-Annually |
Fund Managers of Edelweiss Nifty LargeMidcap 250 ETF
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 Nifty LargeMidcap 250 ETF @ sahifund.com by Paresh Gordhandas, C.A. & Research Analyst
[ A ] Benchmark Performance of NIFTY Large Midcap 250 TRI
Performance
| Index Returns (%)# | QTD | YTD | 1 Year | 5 Years | Since Inception |
| Price Return | -2.83 | 2.42 | -2.25 | 23.62 | 14.63 |
| Total Return | -2.69 | 3.03 | -1.40 | 24.78 | 16.09 |
| Statistics ## | 1 Year | 5 Years | Since Inception |
| Std. Deviation * | 15.61 | 15.23 | 20.26 |
| Beta (NIFTY 50) | 1.05 | 0.97 | 0.91 |
| Correlation (NIFTY 50) | 0.90 | 0.92 | 0.95 |
Fundamentals
| P/E | P/B | Dividend Yield |
| 26.55 | 4.04 | 1.1 |
Top constituents by weightage
| Company’s Name | Weight(%) |
| HDFC Bank Ltd. | 5.67 |
| ICICI Bank Ltd. | 3.89 |
| Reliance Industries Ltd. | 3.47 |
| Infosys Ltd. | 2.00 |
| Bharti Airtel Ltd. | 1.92 |
| Larsen & Toubro Ltd. | 1.57 |
| ITC Ltd. | 1.41 |
| BSE Ltd. | 1.39 |
| Max Healthcare Institute Ltd. | 1.31 |
| Tata Consultancy Services Ltd. | 1.14 |
Note on Benchmark Performance:
X
[ B ] Performance Review of the Fund Managers of this NFO
Past Performance of Bhavesh Jain
| Fund | Edelweiss Nifty 50 Index Fund | It’s Benchmark | Edelweiss Balanced Advantage Fund | It’s Benchmark |
| 1 Year | 1.67 | 0.68 | 1.74 | 1.22 |
| 3 Year | 13.42 | 14.87 | 13.38 | 13.04 |
| 5 Year | — | — | 15.14 | 14.98 |
| 7 Year | — | — | 12.70 | 11.42 |
| 10 Year | — | — | 11.94 | 11.55 |
As on 26-8-2025
Note on Fund Managers’ performance
X
[ C ] Our NFO Review
What Is the Nifty LargeMidcap 250 Index?
This hybrid index equally weights 100 large-cap (Nifty 100) and 150 mid-cap (Nifty Midcap 150) stocks—balancing stability with growth potential—rather than overweighting large-cap names as free-float indices typically do.
It equally blends large- and mid-cap stocks, delivering growth without excessive volatility. However, it has a slightly lower performance compared to pure mid-cap indices.
Both the ETF and the index’s adoption are relatively recent and hence have a short track record.
Looking at the past performance of the Fund Manager, Mr. Bhavesh Jain, Mr. Bhavesh Jain holds over 16 years of experience in the financial sector, having begun his career at Edelweiss Securities handling SGX Nifty arbitrage before moving to Edelweiss AMC.
He manages several prominent funds, including Edelweiss Arbitrage Fund (AUM Rs.5,200 Cr) and Edelweiss Balanced Advantage Fund (AUM Rs.9,000 Cr).
In essence, Bhavesh Jain brings a diverse and well-rounded fund management track record.
If you’re looking for an equity fund that offers a **middle-of-the-road profile—balancing return and risk—**the Edelweiss Nifty LargeMidcap 250 ETF appears quite compelling. It taps into mid-cap growth without fully exposing you to small-cap volatility, while bringing stability from large-cap.
Disclaimer: Mutual fund investments are subject to market risks. Read all scheme related documents carefully
Is it good to invest in Edelweiss Nifty LargeMidcap 250 ETF NFO?
>> Post your MF questions @ sahifund.com/ask-me/
>> NFO Guidance:
https://sahifund.com/category/nfos/
Quicklinks