{"id":254484,"date":"2026-09-18T08:38:26","date_gmt":"2026-09-18T03:08:26","guid":{"rendered":"https:\/\/univest.in\/blogs-2\/edelweiss-nifty-next-50-index-fund-direct-growth-review-2026\/"},"modified":"2026-09-18T08:38:26","modified_gmt":"2026-09-18T03:08:26","slug":"edelweiss-nifty-next-50-index-fund-direct-growth-review-2026","status":"publish","type":"post","link":"https:\/\/univest.in\/blogs-2\/edelweiss-nifty-next-50-index-fund-direct-growth-review-2026\/","title":{"rendered":"Edelweiss Nifty Next 50 Index Fund Direct Growth Review 2026: NAV, Returns, Portfolio &#038; Should You Invest?"},"content":{"rendered":"<p><a href=\"https:\/\/univest.in\/mutual-funds\/edelweiss-nifty-next-50-index-fund-g-direct-plan\">Edelweiss Nifty Next 50 Index Fund Direct Growth Plan<\/a> has a NAV of \u20b916.6291 as of 17 Sep 2026 and an AUM of \u20b9302 Cr. Its 1-year, 3-year and 5-year returns are 2.65%, 15.72% and 0% respectively, and the scheme sits in the High Risk bucket. Our view is that the fund has shown a better medium-term trend than its shorter-term numbers suggest, but the recent wobble and the narrow, top-heavy portfolio mean the ride can still be uneven.<\/p>\n<p>The fund is more suited to investors who want index-style exposure to the Nifty Next 50 universe and can tolerate volatility. The combination of a low expense ratio, direct growth structure and a portfolio concentrated in a handful of large positions may appeal to long-horizon investors who can live with periods when returns trail both the broader market and stronger thematic peers.<\/p>\n<div id=\"ez-toc-container\" class=\"ez-toc-v2_0_65 counter-hierarchy ez-toc-counter ez-toc-grey ez-toc-container-direction\">\n<div class=\"ez-toc-title-container\">\n<p class=\"ez-toc-title \" >Table of Contents<\/p>\n<span class=\"ez-toc-title-toggle\"><a href=\"#\" class=\"ez-toc-pull-right ez-toc-btn ez-toc-btn-xs ez-toc-btn-default ez-toc-toggle\" aria-label=\"Toggle Table of Content\"><span class=\"ez-toc-js-icon-con\"><span class=\"\"><span class=\"eztoc-hide\" style=\"display:none;\">Toggle<\/span><span class=\"ez-toc-icon-toggle-span\"><svg style=\"fill: #999;color:#999\" xmlns=\"http:\/\/www.w3.org\/2000\/svg\" class=\"list-377408\" width=\"20px\" height=\"20px\" viewBox=\"0 0 24 24\" fill=\"none\"><path d=\"M6 6H4v2h2V6zm14 0H8v2h12V6zM4 11h2v2H4v-2zm16 0H8v2h12v-2zM4 16h2v2H4v-2zm16 0H8v2h12v-2z\" fill=\"currentColor\"><\/path><\/svg><svg style=\"fill: #999;color:#999\" class=\"arrow-unsorted-368013\" xmlns=\"http:\/\/www.w3.org\/2000\/svg\" width=\"10px\" height=\"10px\" viewBox=\"0 0 24 24\" version=\"1.2\" baseProfile=\"tiny\"><path d=\"M18.2 9.3l-6.2-6.3-6.2 6.3c-.2.2-.3.4-.3.7s.1.5.3.7c.2.2.4.3.7.3h11c.3 0 .5-.1.7-.3.2-.2.3-.5.3-.7s-.1-.5-.3-.7zM5.8 14.7l6.2 6.3 6.2-6.3c.2-.2.3-.5.3-.7s-.1-.5-.3-.7c-.2-.2-.4-.3-.7-.3h-11c-.3 0-.5.1-.7.3-.2.2-.3.5-.3.7s.1.5.3.7z\"\/><\/svg><\/span><\/span><\/span><\/a><\/span><\/div>\n<nav><ul class='ez-toc-list ez-toc-list-level-1 ' ><li class='ez-toc-page-1 ez-toc-heading-level-2'><a class=\"ez-toc-link ez-toc-heading-1\" href=\"https:\/\/univest.in\/blogs-2\/edelweiss-nifty-next-50-index-fund-direct-growth-review-2026\/#Quick_facts\" title=\"Quick facts\">Quick facts<\/a><\/li><li class='ez-toc-page-1 ez-toc-heading-level-2'><a class=\"ez-toc-link ez-toc-heading-2\" href=\"https:\/\/univest.in\/blogs-2\/edelweiss-nifty-next-50-index-fund-direct-growth-review-2026\/#Performance\" title=\"Performance\">Performance<\/a><\/li><li class='ez-toc-page-1 ez-toc-heading-level-2'><a class=\"ez-toc-link ez-toc-heading-3\" href=\"https:\/\/univest.in\/blogs-2\/edelweiss-nifty-next-50-index-fund-direct-growth-review-2026\/#Should_you_BUY_or_HOLD_Edelweiss_Nifty_Next_50_Index\" title=\"Should you BUY or HOLD Edelweiss Nifty Next 50 Index?\">Should you BUY or HOLD Edelweiss Nifty Next 50 Index?<\/a><\/li><li class='ez-toc-page-1 ez-toc-heading-level-2'><a class=\"ez-toc-link ez-toc-heading-4\" href=\"https:\/\/univest.in\/blogs-2\/edelweiss-nifty-next-50-index-fund-direct-growth-review-2026\/#Peer_comparison\" title=\"Peer comparison\">Peer comparison<\/a><\/li><li class='ez-toc-page-1 ez-toc-heading-level-2'><a class=\"ez-toc-link ez-toc-heading-5\" href=\"https:\/\/univest.in\/blogs-2\/edelweiss-nifty-next-50-index-fund-direct-growth-review-2026\/#Portfolio_where_your_money_goes\" title=\"Portfolio: where your money goes\">Portfolio: where your money goes<\/a><\/li><li class='ez-toc-page-1 ez-toc-heading-level-2'><a class=\"ez-toc-link ez-toc-heading-6\" href=\"https:\/\/univest.in\/blogs-2\/edelweiss-nifty-next-50-index-fund-direct-growth-review-2026\/#Who_should_invest\" title=\"Who should invest\">Who should invest<\/a><\/li><li class='ez-toc-page-1 ez-toc-heading-level-2'><a class=\"ez-toc-link ez-toc-heading-7\" href=\"https:\/\/univest.in\/blogs-2\/edelweiss-nifty-next-50-index-fund-direct-growth-review-2026\/#Tax_and_exit_load\" title=\"Tax and exit load\">Tax and exit load<\/a><\/li><li class='ez-toc-page-1 ez-toc-heading-level-2'><a class=\"ez-toc-link ez-toc-heading-8\" href=\"https:\/\/univest.in\/blogs-2\/edelweiss-nifty-next-50-index-fund-direct-growth-review-2026\/#Frequently_asked_questions\" title=\"Frequently asked questions\">Frequently asked questions<\/a><\/li><li class='ez-toc-page-1 ez-toc-heading-level-2'><a class=\"ez-toc-link ez-toc-heading-9\" href=\"https:\/\/univest.in\/blogs-2\/edelweiss-nifty-next-50-index-fund-direct-growth-review-2026\/#Bottom_line\" title=\"Bottom line\">Bottom line<\/a><\/li><li class='ez-toc-page-1 ez-toc-heading-level-2'><a class=\"ez-toc-link ez-toc-heading-10\" href=\"https:\/\/univest.in\/blogs-2\/edelweiss-nifty-next-50-index-fund-direct-growth-review-2026\/#Explore_mutual_funds_with_Univest\" title=\"Explore mutual funds with Univest\">Explore mutual funds with Univest<\/a><\/li><li class='ez-toc-page-1 ez-toc-heading-level-2'><a class=\"ez-toc-link ez-toc-heading-11\" href=\"https:\/\/univest.in\/blogs-2\/edelweiss-nifty-next-50-index-fund-direct-growth-review-2026\/#RIA_disclosure\" title=\"RIA disclosure\">RIA disclosure<\/a><\/li><\/ul><\/nav><\/div>\n<h2 style=\"font-weight:700\"><span class=\"ez-toc-section\" id=\"Quick_facts\"><\/span>Quick facts<span class=\"ez-toc-section-end\"><\/span><\/h2>\n<table>\n<thead>\n<tr>\n<th>Particular<\/th>\n<th>Details<\/th>\n<\/tr>\n<\/thead>\n<tbody>\n<tr>\n<td>NAV<\/td>\n<td>\u20b916.6291 as of 17 Sep 2026<\/td>\n<\/tr>\n<tr>\n<td>AUM<\/td>\n<td>\u20b9302 Cr<\/td>\n<\/tr>\n<tr>\n<td>Expense Ratio<\/td>\n<td>0.08%<\/td>\n<\/tr>\n<tr>\n<td>Launch Date<\/td>\n<td>30 Nov 2022<\/td>\n<\/tr>\n<tr>\n<td>Min SIP<\/td>\n<td>\u20b9100<\/td>\n<\/tr>\n<tr>\n<td>Risk Category<\/td>\n<td>High Risk<\/td>\n<\/tr>\n<tr>\n<td>Benchmark<\/td>\n<td>Nifty 50<\/td>\n<\/tr>\n<tr>\n<td>Fund Category<\/td>\n<td>Index Funds<\/td>\n<\/tr>\n<tr>\n<td>Exit Load<\/td>\n<td>No exit load<\/td>\n<\/tr>\n<tr>\n<td>Fund Managers<\/td>\n<td>Bhavesh Jain, Manasi Jalgaonkar<\/td>\n<\/tr>\n<\/tbody>\n<\/table>\n<p>The fund is managed by Bhavesh Jain and Manasi Jalgaonkar.<\/p>\n<p class=\"mf-source-date\"><small>Source data date: as of 17 Sep 2026<\/small><\/p>\n<h2 style=\"font-weight:700\"><span class=\"ez-toc-section\" id=\"Performance\"><\/span>Performance<span class=\"ez-toc-section-end\"><\/span><\/h2>\n<table>\n<thead>\n<tr>\n<th>Period<\/th>\n<th>Fund return<\/th>\n<th>Benchmark return<\/th>\n<\/tr>\n<\/thead>\n<tbody>\n<tr>\n<td>1M<\/td>\n<td>-4.23%<\/td>\n<td>-3.66%<\/td>\n<\/tr>\n<tr>\n<td>3M<\/td>\n<td>-1.61%<\/td>\n<td>-3.71%<\/td>\n<\/tr>\n<tr>\n<td>1Y<\/td>\n<td>2.65%<\/td>\n<td>-7.13%<\/td>\n<\/tr>\n<tr>\n<td>3Y<\/td>\n<td>15.72%<\/td>\n<td>5.82%<\/td>\n<\/tr>\n<tr>\n<td>5Y<\/td>\n<td>Data not available<\/td>\n<td>Data not available<\/td>\n<\/tr>\n<\/tbody>\n<\/table>\n<p>Recent performance has been mixed. The fund was weaker over the latest month, but it recovered on a three-month view and stayed positive over one year while the benchmark remained negative. That tells us the fund has not moved in a straight line, even though the one-year result is clearly better than the benchmark\u2019s.<\/p>\n<p>The three-year picture is stronger. The fund\u2019s 15.72% return points to a healthier compounding trend over a full market cycle than the benchmark\u2019s 5.82%, which suggests the portfolio has captured the Nifty Next 50 opportunity set more effectively over time than the benchmark line reflected in this comparison.<\/p>\n<p>The short-term chart also shows periods of weakness followed by recovery, which is typical of a concentrated index strategy tied to mid-to-large emerging names. In our view, the recent softness does not erase the longer trend, but it does show that the path can be choppy and that short holding periods may not reflect the fund\u2019s fuller return pattern.<\/p>\n<p>For investors, the key point is that the fund has outpaced the benchmark on 1-year and 3-year figures, while the latest month and quarter were softer. That mix matters because it signals a fund that can participate well when the segment is in favour, but can still lag in weaker stretches.<\/p>\n<p class=\"mf-source-date\"><small>Source data date: as of 17 Sep 2026<\/small><\/p>\n<section class=\"univest-mf-premium-cta\" style=\"margin:28px 0;padding:24px;border-radius:10px;border:1px solid #d8e3f0;background:#f7faff\">\n<h2 style=\"font-weight:700\"><span class=\"ez-toc-section\" id=\"Should_you_BUY_or_HOLD_Edelweiss_Nifty_Next_50_Index\"><\/span>Should you BUY or HOLD Edelweiss Nifty Next 50 Index?<span class=\"ez-toc-section-end\"><\/span><\/h2>\n<p>A fund&#8217;s past returns alone don&#8217;t tell you whether you should buy it today or continue holding it.<\/p>\n<p>The right decision depends on factors such as your current allocation, purchase price, risk profile, investment horizon and the role this fund plays in your overall portfolio.<\/p>\n<p><strong>Already holding Edelweiss Nifty Next 50 Index? Thinking of investing now?<\/strong><\/p>\n<p><a href=\"https:\/\/univest.in\/mutual-funds\" style=\"font-weight:700;text-decoration:none\">Get your portfolio analysed for FREE by SEBI-registered Investment Adviser (RIA) through Univest MF Premium<\/a><\/p>\n<\/section>\n<h2 style=\"font-weight:700\"><span class=\"ez-toc-section\" id=\"Peer_comparison\"><\/span>Peer comparison<span class=\"ez-toc-section-end\"><\/span><\/h2>\n<table>\n<thead>\n<tr>\n<th>Fund<\/th>\n<th>1Y return<\/th>\n<th>3Y return<\/th>\n<th>5Y return<\/th>\n<\/tr>\n<\/thead>\n<tbody>\n<tr>\n<td><a href=\"https:\/\/univest.in\/mutual-funds\/edelweiss-nifty-next-50-index-fund-g-direct-plan\">Edelweiss Nifty Next 50 Index Fund Direct Growth Plan<\/a><\/td>\n<td>2.65%<\/td>\n<td>15.72%<\/td>\n<td>Data not available<\/td>\n<\/tr>\n<tr>\n<td><a href=\"https:\/\/univest.in\/mutual-funds\/icici-pru-nasdaq-100-index-fund-g-direct-plan\">ICICI Pru NASDAQ 100 Index Fund Direct Growth Plan<\/a><\/td>\n<td>29.31%<\/td>\n<td>30.01%<\/td>\n<td>Data not available<\/td>\n<\/tr>\n<tr>\n<td><a href=\"https:\/\/univest.in\/mutual-funds\/tata-nifty-capital-markets-index-fund-g-direct-plan\">Tata Nifty Capital Markets Index Fund Direct Growth Plan<\/a><\/td>\n<td>21.45%<\/td>\n<td>Data not available<\/td>\n<td>Data not available<\/td>\n<\/tr>\n<tr>\n<td><a href=\"https:\/\/univest.in\/mutual-funds\/motilal-oswal-nifty-capital-market-index-fund-g-direct-plan\">Motilal Oswal Nifty Capital Market Index Fund Direct Growth Plan<\/a><\/td>\n<td>21.13%<\/td>\n<td>Data not available<\/td>\n<td>Data not available<\/td>\n<\/tr>\n<tr>\n<td><a href=\"https:\/\/univest.in\/mutual-funds\/motilal-oswal-nifty-midsmall-financial-services-index-fund-g-direct-plan\">Motilal Oswal Nifty MidSmall Financial Services Index Fund Direct Growth Plan<\/a><\/td>\n<td>20.68%<\/td>\n<td>Data not available<\/td>\n<td>Data not available<\/td>\n<\/tr>\n<tr>\n<td><a href=\"https:\/\/univest.in\/mutual-funds\/icici-pru-nifty-pharma-index-fund-g-direct-plan\">ICICI Pru Nifty Pharma Index Fund Direct Growth Plan<\/a><\/td>\n<td>17.57%<\/td>\n<td>18.84%<\/td>\n<td>Data not available<\/td>\n<\/tr>\n<\/tbody>\n<\/table>\n<p>This assessment is prepared by Uniapps Investment Adviser Pvt. Ltd. under SEBI Registered Investment Adviser registration INA000017639.<\/p>\n<p>The fund\u2019s 1-year return is well below the peer set that is visible here, while its 3-year number is also lower than the stronger long-duration comparators. That leaves the fund looking more moderate on recent return data even though its three-year trend is ahead of the benchmark used in the performance section.<\/p>\n<p>The longer-duration comparison is more nuanced. The fund\u2019s 3-year return is solid in absolute terms, but the available peer figures show several strategies with much stronger one-year and, where available, three-year outcomes. So the peer set tells a different story from the benchmark comparison: the fund looks better versus the benchmark than it does against the visible peer universe.<\/p>\n<p>For us, that split is important. It suggests the fund has done enough to stay relevant as an index exposure, but its recent return profile has not matched the stronger peer outcomes on display. The better medium-term trend helps, yet the short-term gap remains visible.<\/p>\n<p class=\"mf-source-date\"><small>Source data date: as of 17 Sep 2026<\/small><\/p>\n<div class=\"univest-peer-login-cta\" style=\"margin:20px 0;padding:16px 18px;border:1px solid #d8e3f0;border-radius:8px;background:#f7faff\">\n<p style=\"margin:0\"><strong>Want to know more?<\/strong> <a href=\"https:\/\/univest.in\/user\/log-in\" style=\"font-weight:700;text-decoration:none\">Log in to Univest<\/a> for more mutual fund insights.<\/p>\n<\/div>\n<h2 style=\"font-weight:700\"><span class=\"ez-toc-section\" id=\"Portfolio_where_your_money_goes\"><\/span>Portfolio: where your money goes<span class=\"ez-toc-section-end\"><\/span><\/h2>\n<table>\n<thead>\n<tr>\n<th>Holding<\/th>\n<th>Sector<\/th>\n<th>Weight<\/th>\n<\/tr>\n<\/thead>\n<tbody>\n<tr>\n<td>Divi&#8217;S Laboratories Ltd.<\/td>\n<td>Healthcare<\/td>\n<td>4.74%<\/td>\n<\/tr>\n<tr>\n<td>TVS Motor Company Ltd.<\/td>\n<td>Automobile &#038; Ancillaries<\/td>\n<td>4.02%<\/td>\n<\/tr>\n<tr>\n<td>Tata Motors Ltd.<\/td>\n<td>Domestic Equities<\/td>\n<td>3.88%<\/td>\n<\/tr>\n<tr>\n<td>Hindustan Aeronautics Ltd.<\/td>\n<td>Capital Goods<\/td>\n<td>3.59%<\/td>\n<\/tr>\n<tr>\n<td>Adani Power Ltd.<\/td>\n<td>Power<\/td>\n<td>3.24%<\/td>\n<\/tr>\n<tr>\n<td>Cholamandalam Investment &#038; Finance Company Ltd.<\/td>\n<td>Finance<\/td>\n<td>3.17%<\/td>\n<\/tr>\n<tr>\n<td>Samvardhana Motherson International Ltd.<\/td>\n<td>Automobile &#038; Ancillaries<\/td>\n<td>2.97%<\/td>\n<\/tr>\n<tr>\n<td>Torrent Pharmaceuticals Ltd.<\/td>\n<td>Healthcare<\/td>\n<td>2.93%<\/td>\n<\/tr>\n<tr>\n<td>Cummins India Ltd.<\/td>\n<td>Automobile &#038; Ancillaries<\/td>\n<td>2.72%<\/td>\n<\/tr>\n<tr>\n<td>Bharat Petroleum Corporation Ltd.<\/td>\n<td>Crude Oil<\/td>\n<td>2.59%<\/td>\n<\/tr>\n<\/tbody>\n<\/table>\n<p>The top 10 holdings account for approximately 33.85% of the portfolio.<\/p>\n<p>To see all holdings, visit the <a href=\"https:\/\/univest.in\/mutual-funds\/edelweiss-nifty-next-50-index-fund-g-direct-plan\">Edelweiss Nifty Next 50 Index Fund Direct Growth Plan<\/a> page<\/p>\n<p>The largest holding, Divi&#39;S Laboratories Ltd., is 4.74% of the portfolio, so no single name dominates the fund by itself. Even so, the first few positions are all in the 3% to 5% range, which means they can still shape returns meaningfully when those companies move sharply.<\/p>\n<p>The weight gap from the largest holding to the tenth is not extreme, but it is noticeable. That suggests the fund is spread across a reasonably broad basket at the top, while still keeping a clear tilt toward a handful of larger positions that may influence near-term performance.<\/p>\n<p>With 50 total holdings and 33.85% in the top 10, the portfolio appears somewhat concentrated at the top and then likely more diversified through the remaining positions. Our view is that this balance may reduce single-stock dependence, but it does not remove the impact of a relatively active top layer.<\/p>\n<p class=\"mf-source-date\"><small>Source data date: as of 17 Sep 2026<\/small><\/p>\n<h2 style=\"font-weight:700\"><span class=\"ez-toc-section\" id=\"Who_should_invest\"><\/span>Who should invest<span class=\"ez-toc-section-end\"><\/span><\/h2>\n<p>This fund fits investors who are comfortable with High Risk exposure and can stay invested long enough for the Nifty Next 50 segment to play out. The 3-year return is clearly stronger than the 1-year result, and both are better than the benchmark in the performance section, so the fund makes more sense for people who can tolerate uneven shorter-term moves.<\/p>\n<p>The trade-off is straightforward: you get low-cost index exposure and a portfolio built around emerging large names, but recent returns can swing around and may not always track the broader market smoothly. Investors with a multi-year horizon and patience for volatility are the natural fit here.<\/p>\n<h2 style=\"font-weight:700\"><span class=\"ez-toc-section\" id=\"Tax_and_exit_load\"><\/span>Tax and exit load<span class=\"ez-toc-section-end\"><\/span><\/h2>\n<table>\n<thead>\n<tr>\n<th>Holding period<\/th>\n<th>Tax rate<\/th>\n<th>Description<\/th>\n<\/tr>\n<\/thead>\n<tbody>\n<tr>\n<td>Units held less than 1 year<\/td>\n<td>20%<\/td>\n<td>Short-term capital gains tax<\/td>\n<\/tr>\n<tr>\n<td>Units held more than 1 year<\/td>\n<td>12.5%<\/td>\n<td>Long-term capital gains tax<\/td>\n<\/tr>\n<\/tbody>\n<\/table>\n<p><strong>Exit load:<\/strong> No exit load.<\/p>\n<p class=\"mf-source-date\"><small>Source data date: as of 17 Sep 2026<\/small><\/p>\n<h2 style=\"font-weight:700\"><span class=\"ez-toc-section\" id=\"Frequently_asked_questions\"><\/span>Frequently asked questions<span class=\"ez-toc-section-end\"><\/span><\/h2>\n<p><strong>What is the current NAV of Edelweiss Nifty Next 50 Index Fund Direct Growth Plan?<\/strong><br \/>Its NAV is \u20b916.6291 as of 17 Sep 2026.<\/p>\n<p><strong>What are the fund\u2019s 1-year, 3-year and 5-year returns?<\/strong><br \/>The fund\u2019s returns are 2.65% for 1 year, 15.72% for 3 years and 0% for 5 years. The 5-year figure should be read as unavailable because the scheme does not have a full 5-year return history yet.<\/p>\n<p><strong>How has the fund performed versus its benchmark?<\/strong><br \/>It has done better than the benchmark on the 1-year and 3-year figures shown here. The benchmark is weaker over the same periods, which means the fund has held up better in the comparison used in this review.<\/p>\n<p><strong>How does it compare with the peer funds listed here?<\/strong><br \/>Its 1-year return is lower than the visible peer funds in this comparison, and its 3-year return is also below the stronger peer numbers where those are available. The peer set therefore looks more forceful on recent return data.<\/p>\n<p><strong>What is the minimum SIP amount?<\/strong><br \/>The minimum SIP amount is \u20b9100.<\/p>\n<p><strong>Who manages the fund and what is the exit load?<\/strong><br \/>The fund is managed by Bhavesh Jain and Manasi Jalgaonkar. There is no exit load.<\/p>\n<h2 style=\"font-weight:700\"><span class=\"ez-toc-section\" id=\"Bottom_line\"><\/span>Bottom line<span class=\"ez-toc-section-end\"><\/span><\/h2>\n<p>Edelweiss Nifty Next 50 Index Fund Direct Growth Plan shows a clear gap between recent softness and a better longer-term trend. Its 1-year number is modest, but the 3-year return is stronger and compares favourably with the benchmark in this review. Against the visible peer set, however, the fund looks less forceful on return data. The portfolio\u2019s top end is moderately concentrated across a small group of holdings, which can help capture upside but also keeps volatility meaningful for high-risk investors with a longer horizon.<\/p>\n<p class=\"univest-posted-at\" style=\"font-size:14px;color:#666;margin:20px 0 8px\">Published on 18 September 2026 at 8:36 AM IST<\/p>\n<section class=\"univest-login-cta\" style=\"margin:28px 0;padding:24px;border-radius:10px;background:#eef5ff;border:1px solid #cddff7;text-align:center\">\n<h2 style=\"font-weight:700\"><span class=\"ez-toc-section\" id=\"Explore_mutual_funds_with_Univest\"><\/span>Explore mutual funds with Univest<span class=\"ez-toc-section-end\"><\/span><\/h2>\n<p>Review mutual fund data, compare performance and explore fund insights on Univest.<\/p>\n<p><a href=\"https:\/\/univest.in\/user\/log-in\" style=\"display:inline-block;padding:11px 20px;border-radius:6px;background:#1f4e79;color:#fff !important;text-decoration:none;font-weight:700\">Explore Univest<\/a><\/p>\n<\/section>\n<section class=\"univest-disclaimer\">\n<h2 style=\"font-weight:700\"><span class=\"ez-toc-section\" id=\"RIA_disclosure\"><\/span>RIA disclosure<span class=\"ez-toc-section-end\"><\/span><\/h2>\n<p>Mutual fund investments are subject to market risks. Read all scheme-related documents carefully before investing. This review is prepared by Uniapps Investment Adviser Pvt. Ltd. (earlier known as Uniapps Global Research Pvt. Ltd.) under SEBI Registered Investment Adviser registration INA000017639 for general informational purposes and is not personalized investment advice.<\/p>\n<\/section>\n<p><script type=\"application\/ld+json\">{\"@context\":\"https:\/\/schema.org\",\"@type\":\"InvestmentFund\",\"name\":\"Edelweiss Nifty Next 50 Index Fund Direct Growth Plan\",\"identifier\":\"edelweiss-nifty-next-50-index-fund-g-direct-plan\",\"category\":\"Index Funds\",\"dateCreated\":\"30 Nov 2022\",\"isAccessibleForFree\":true,\"additionalProperty\":[{\"@type\":\"PropertyValue\",\"name\":\"NAV\",\"value\":16.6291,\"valueReference\":\"as of 17 Sep 2026\"},{\"@type\":\"PropertyValue\",\"name\":\"AUM\",\"value\":\"302 Cr\"},{\"@type\":\"PropertyValue\",\"name\":\"Expense Ratio\",\"value\":\"0.08\"},{\"@type\":\"PropertyValue\",\"name\":\"Benchmark\",\"value\":\"Nifty 50\"},{\"@type\":\"PropertyValue\",\"name\":\"1Y Return\",\"value\":2.65},{\"@type\":\"PropertyValue\",\"name\":\"3Y Return\",\"value\":15.72},{\"@type\":\"PropertyValue\",\"name\":\"5Y Return\",\"value\":0},{\"@type\":\"PropertyValue\",\"name\":\"Fund Managers\",\"value\":\"Bhavesh Jain, Manasi Jalgaonkar\"}]}<\/script><script type=\"application\/ld+json\">{\"@context\":\"https:\/\/schema.org\",\"@type\":\"FAQPage\",\"mainEntity\":[{\"@type\":\"Question\",\"name\":\"What is the current NAV of Edelweiss Nifty Next 50 Index Fund Direct Growth Plan?\",\"acceptedAnswer\":{\"@type\":\"Answer\",\"text\":\"Its NAV is \u20b916.6291 as of 17 Sep 2026.\"}},{\"@type\":\"Question\",\"name\":\"What are the fund\u2019s 1-year, 3-year and 5-year returns?\",\"acceptedAnswer\":{\"@type\":\"Answer\",\"text\":\"The fund\u2019s returns are 2.65% for 1 year, 15.72% for 3 years and 0% for 5 years. The 5-year figure should be read as unavailable because the scheme does not have a full 5-year return history yet.\"}},{\"@type\":\"Question\",\"name\":\"How has the fund performed versus its benchmark?\",\"acceptedAnswer\":{\"@type\":\"Answer\",\"text\":\"It has done better than the benchmark on the 1-year and 3-year figures shown here. The benchmark is weaker over the same periods, which means the fund has held up better in the comparison used in this review.\"}},{\"@type\":\"Question\",\"name\":\"How does it compare with the peer funds listed here?\",\"acceptedAnswer\":{\"@type\":\"Answer\",\"text\":\"Its 1-year return is lower than the visible peer funds in this comparison, and its 3-year return is also below the stronger peer numbers where those are available. The peer set therefore looks more forceful on recent return data.\"}},{\"@type\":\"Question\",\"name\":\"What is the minimum SIP amount?\",\"acceptedAnswer\":{\"@type\":\"Answer\",\"text\":\"The minimum SIP amount is \u20b9100.\"}},{\"@type\":\"Question\",\"name\":\"Who manages the fund and what is the exit load?\",\"acceptedAnswer\":{\"@type\":\"Answer\",\"text\":\"The fund is managed by Bhavesh Jain and Manasi Jalgaonkar. There is no exit load.\"}}]}<\/script><script type=\"application\/ld+json\">{\"@context\":\"https:\/\/schema.org\",\"@type\":\"Organization\",\"name\":\"Uniapps Investment Adviser Pvt. Ltd.\",\"description\":\"SEBI Registered Investment Adviser INA000017639\"}<\/script><\/p>\n","protected":false},"excerpt":{"rendered":"<p>Edelweiss Nifty Next 50 Index Fund Direct Growth Plan is a high-risk index fund with \u20b916.6291 NAV, \u20b9302 Cr AUM and mixed short-term returns against a weaker benchmark.<\/p>\n","protected":false},"author":38,"featured_media":254483,"comment_status":"open","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[3841],"tags":[],"class_list":["post-254484","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-mutual-funds"],"metadata":{"rank_math_internal_links_processed":["1"],"_thumbnail_id":["254483"],"rank_math_title":["Edelweiss Nifty Next 50 Review 2026 | NAV, Returns"],"rank_math_description":["Edelweiss Nifty Next 50 Index Fund Direct Growth Plan has \u20b916.6291 NAV and 1Y return of 2.65% as of 17 Sep 2026."],"rank_math_focus_keyword":["Edelweiss Nifty Next 50 Index Fund Direct Growth Plan review"],"rank_math_robots":["a:2:{i:0;s:7:\"noindex\";i:1;s:8:\"nofollow\";}"]},"jetpack_sharing_enabled":true,"jetpack_featured_media_url":"https:\/\/univest.in\/blogs-2\/wp-content\/uploads\/2026\/09\/Edelweiss_Nifty_Next_50_Index_Fund_Direct_Growth_Review_2026_NAV_Returns_Portfolio_Should_You_Invest_neutral.png","_links":{"self":[{"href":"https:\/\/univest.in\/blogs-2\/wp-json\/wp\/v2\/posts\/254484","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/univest.in\/blogs-2\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/univest.in\/blogs-2\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/univest.in\/blogs-2\/wp-json\/wp\/v2\/users\/38"}],"replies":[{"embeddable":true,"href":"https:\/\/univest.in\/blogs-2\/wp-json\/wp\/v2\/comments?post=254484"}],"version-history":[{"count":0,"href":"https:\/\/univest.in\/blogs-2\/wp-json\/wp\/v2\/posts\/254484\/revisions"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/univest.in\/blogs-2\/wp-json\/wp\/v2\/media\/254483"}],"wp:attachment":[{"href":"https:\/\/univest.in\/blogs-2\/wp-json\/wp\/v2\/media?parent=254484"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/univest.in\/blogs-2\/wp-json\/wp\/v2\/categories?post=254484"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/univest.in\/blogs-2\/wp-json\/wp\/v2\/tags?post=254484"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}