Mirae, Edelweiss Funds Report NAV, Returns
Mirae, Edelweiss Funds Report NAV, Returns
Anonymous
Key Points
1
The Mirae Asset CRISIL-IBX Financial Services 9-12 Months Debt Index Fund is managed by Pranavi Kulkarni and is classified as an index fund.
2
The Edelweiss BSE Internet Economy Index Fund is managed jointly by Bhavesh Jain, Bharat Lahoti and Manasi Jalgaonkar.
3
The Mirae Asset Nifty200 Momentum 30 Plus 8-13yr G-Sec 75:25 Index Fund is classified as an equity fund and is managed by Ekta Gala and Pranavi Kulkarni.
4
Univest’s premium advisory plan includes everything in its basic plan—such as a personalised fund basket, portfolio health check and quarterly rebalancing guidance—plus one-to-one expert calls, deeper portfolio reviews, personalised reports and priority support.
5
The source pages caution that securities-market investments are subject to market risks and advise investors to review related documents and conduct their own analysis rather than blindly following tips circulated through social media, SMS, WhatsApp or blogs.
Three new direct-plan index funds are attracting investors with low costs and steady returns. Univest shows that Mirae Asset's CRISIL-IBX Financial Services fund, launched in June 2025, reached a NAV of ₹10.79 by September 2026 and delivered 6.30% annual returns. Edelweiss BSE Internet Economy Index Fund followed closely with a NAV of ₹11.81 and 6.01% one-year returns from its May 2025 launch.
Mirae Asset Funds Target Debt and Equity Investors
Mirae Asset launched two index funds targeting different investor needs. The CRISIL-IBX Financial Services fund focuses on short-term debt securities and charges just 0.10% in annual fees. Univest reports the fund accepts a minimum SIP of ₹99. The newer Nifty200 Momentum 30 Plus G-Sec fund launched in July 2026 splits between equities and government bonds at a 75:25 ratio and charges 0% fees.
The G-Sec fund had a NAV of ₹10.09 as of September 18, 2026. Since it launched recently, it has no one-year performance data yet. Both funds are managed by experienced portfolio managers: Pranavi Kulkarni oversees the debt fund, while Ekta Gala and Pranavi Kulkarni co-manage the G-Sec fund.
Edelweiss Internet Economy Fund Captures Tech Growth
Edelweiss BSE Internet Economy Index Fund taps India's digital economy boom. Univest shows the fund reached ₹11.81 NAV by September 2026 with strong 6.01% one-year returns. The fund tracks companies in e-commerce, online payments, digital services and tech infrastructure. Three managers—Bhavesh Jain, Bharat Lahoti and Manasi Jalgaonkar—oversee the portfolio.
Low Fees and Minimum Investment Make Index Funds Accessible
Both Mirae Asset funds accept ₹99 minimum SIPs (systematic investment plans), removing barriers for small retail investors. The CRISIL-IBX debt fund charges 0.10% annually while the G-Sec fund charges 0%—far below traditional mutual fund fees of 1-2%. Univest notes these direct-plan structures cut out middlemen and pass savings to investors.
Advisory Services Help Investors Choose the Right Fund
Univest promotes personalized advisory services tailored to investor goals and risk profiles. The premium advisory plan includes a personalized fund basket, quarterly rebalancing guidance, deeper portfolio reviews and priority support. The platform emphasizes doing your own research rather than following social media tips or unvetted advice.
Univest warns that securities market investments carry market risks. Investors should review fund documents carefully and understand their own financial situation before investing. Index funds offer simplicity and low costs, but performance depends on underlying market conditions and fund tracking accuracy.
Sentiment
Mostly PositiveNEGATIVENEUTRALPOSITIVE
Publishers
31
Articles
7
Reach
38
Topics
A
AnonymousAuthor
