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Edelweiss MSCI India Domestic & World Healthcare 45 index Fund Regular Plan - Growth is an index scheme managed by Edelweiss Mutual Fund. Three-year compounded annual return is 19.40%, placing it in the 82nd percentile of Index peers. It has ranked in the top half of its category for 2 of the last 5 reported years. Risk-adjusted return (Sharpe ratio) is 0.00. The total expense ratio is 1.05% on assets of ₹172Cr. The fund is currently managed by Mr. Bhavesh Jain, appointed within the last year.
Lower is better.
This scheme classifies as Large-Blend on the 3x3 equity style box, with 93% of its portfolio classified as of 2026-05-29.
| Holding | Sector |
|---|
| Window | Min | P25 | Median |
|---|
Point-in-time CAGRs cherry-pick a single start date. The chart below shows the distribution of every possible rolling start over the fund's history, so you see the range of investor outcomes — not just one date's number.
Backtested SIP outcomes across both rolling-window scenarios and named historical stress events (COVID, Election uncertainty, Russia/Ukraine, etc.), plus per-manager alpha during their tenure on this scheme.
Same fund, monthly SIPs over rolling 1/3/5-year windows.
Mutual fund investments are subject to market risks. Read all scheme-related documents carefully. Past performance is not indicative of future results. MintByte is an AMFI-registered Mutual Fund Distributor (ARN-314872) and APMI member (APRN-01658). MintByte does not issue buy/sell recommendations on specific securities — the site is an educational data and analytics platform. Star ratings on this page reflect a 3-year category-quartile position computed in-house and are educational only.
Mutual fund schemes are subject to market risk. Read all scheme-related documents carefully before investing. Past performance is not indicative of future results. MintByte is an AMFI-registered mutual fund distributor (ARN-314872). MintByte does not issue buy/sell recommendations on specific securities — the site is an educational data and analytics platform. Not investment advice. Methodology · How we earn.
In-house derivations using 3-year daily NAV vs benchmark. See methodology.
| Weight |
|---|
| SUN PHARMACEUTICAL INDUSTRIES LTD. | Healthcare | 11.90% |
| APOLLO HOSPITALS ENTERPRISE LIMITED | Healthcare | 5.65% |
| MAX HEALTHCARE INSTITUTE LIMITED | Healthcare | 5.30% |
| CIPLA LIMITED | Healthcare | 5.08% |
| LUPIN LIMITED | Healthcare | 3.97% |
| TORRENT PHARMACEUTICALS LIMITED | Healthcare | 3.40% |
| FORTIS HEALTHCARE LIMITED. | Healthcare | 3.11% |
| LAURUS LABS LIMITED | Healthcare | 2.65% |
| GLENMARK PHARMACEUTICALS LIMITED | Healthcare | 2.56% |
| AUROBINDO PHARMA LIMITED | Healthcare | 2.49% |
| MANKIND PHARMA LIMITED | Healthcare | 1.91% |
| ALKEM LABORATORIES LIMITED | Healthcare | 1.77% |
| BIOCON LIMITED | Healthcare | 1.49% |
| IPCA LABORATORIES LIMITED | Healthcare | 1.46% |
| ZYDUS LIFESCIENCES LIMITED | Healthcare | 1.23% |
| JB Chemicals & Pharmaceuticals Limited | Healthcare | 1.21% |
| ASTER DM HEALTHCARE LIMITED | Healthcare | 1.12% |
| GLAND PHARMA LIMITED | Healthcare | 0.89% |
| NARAYANA HRUDAYALAYA LIMITED | Healthcare | 0.86% |
| AJANTA PHARMA LIMITED | Healthcare | 0.85% |
| GLAXOSMITHKLINE PHARMACEUTICALS LTD | Healthcare | 0.68% |
| GLOBAL HEALTH LIMITED | Healthcare | 0.62% |
| EMCURE PHARMACEUTICALS LIMITED | Healthcare | 0.33% |
| Sector | Holdings | Weight |
|---|---|---|
| Healthcare | 23 | 70.78% |
Active bets vs the average Index fund. Biggest deviations shown first.
Accent bar = fund's actual sector weight. Vertical black tick = category average for the same sector. Green overlay = overweight, dashed red = underweight. The biggest active bets show first.
How crowded into the same stocks is this fund vs the largest fund in its category?
Category leader = highest-AUM scheme in the same SEBI category. A high overlap-of-weight number means the fund is concentrated into the same names as the leader (crowded); a low one means it's genuinely differentiated.
| P75 |
|---|
| Max |
|---|
| Positive % |
|---|
| 5Y | 11.70% | 12.72% | 13.43% | 14.38% | 15.28% | 100.0% |
Each cell is one year. Q1 = top quartile within the AMFI category for that period. Cell label is the last two digits of the year.
Top-10 weight 46.1% means concentration is in line with most actively-managed Indian equity funds. Effective-N is the inverse Herfindahl index — a measure of "how many positions effectively drive the fund" after weighting. Category: Index.
Compounding maths on a notional ₹10 lakh lumpsum at 12% gross annual return. Green bar is what you'd have without the fee; red overlay is the fee drag. Fee is constant in this scenario — actual outcomes depend on real returns and any future TER changes.
Each row is a back-tested SIP — monthly contribution over the regime's duration, no fees adjustment beyond NAV-baked TER. XIRR is the annualised IRR of those cashflows; Abs return is the absolute cash-on-cash; Max DD is the deepest drawdown experienced mid-investment. Past performance is not indicative of future results.
Alpha is the annualised excess return vs benchmark over the manager's tenure on this scheme. Beat-benchmark = total return beat the index over the same window.
Does the fund get worse as it gets bigger? Each dot is one historical manager-tenure: AUM at tenure-end vs alpha delivered during that tenure.
Correlation is too weak to confirm or rule out capacity-driven alpha decay. Re-evaluate as more manager-tenure data accumulates.
Each dot is one manager-tenure: X = AUM at tenure end, Y = alpha during that tenure. Connecting line in chronological order. Pearson r measures the linear relationship between AUM and alpha across the historical record. n = 3 data points.