Review of Edelweiss BSE Capital Markets & Insurance ETF NFO
December 6, 2024
mayank
Review of Edelweiss BSE Capital Markets & Insurance ETF NFO @ sahifund.com by Paresh Gordhandas, C.A., Research Analyst.
[ A ] Benchmark Performance of BSE Capital Markets & Insurance TRI
Performance
| INDEX LEVEL | RETURNS | ANNUALIZED RETURNS | ||||||
| 1 MO | 3 MOS | YTD | 1 YR | 3 YRS | 5 YRS | 10 YRS | ||
| TOTAL RETURNS | 2258.63 | -3.33% | -3.59% | 28.40% | 30.41% | 13.35% | 14.07% | — |
| PRICE RETURNS | 2096.53 | -3.39% | -3.76% | 27.30% | 29.29% | 12.18% | 12.92% | — |
Tickers
| TICKER | REUTERS | |
| Price Return | CAPINS | .CAPINS |
| Total Return | CAPINST | .CAPINST |
Note on Benchmark Performance:
[ 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 | 19.37 | 23.60 | 18.72 | 18.69 |
| 3 Year | 13.68 | 15.82 | 12.09 | 13.22 |
| 5 Year | — | — | 15.42 | 15.36 |
| 7 Year | — | — | 12.57 | 13.77 |
| 10 Year | — | — | 10.90 | 11.75 |
As on 06-12-2024
Note on Fund Managers’ performance