DSP BSE Insurance ETF vs Edelweiss BSE Capital Markets & Insurance ETF
Direct Plan where a fund has one, Growth option · Data as on 30-10-2026
DSP BSE Insurance ETF is an ETF fund and Edelweiss BSE Capital Markets & Insurance ETF is an ETF fund. DSP BSE Insurance ETF charges 45.44% a year and Edelweiss BSE Capital Markets & Insurance ETF 0.57%. Their portfolios overlap 48.4%: they hold 10 of the same securities.
Edelweiss BSE Capital Markets & Insurance ETF
ETF
- Expense ratio
- 0.57%
- NAV
- ₹22.01
Which is better, DSP BSE Insurance ETF or Edelweiss BSE Capital Markets & Insurance ETF? Key differences
It depends on what you want from the fund. These are the differences in numbers, from the data on this page.
- Edelweiss BSE Capital Markets & Insurance ETF costs less: 0.57% a year against 45.44%.
- DSP BSE Insurance ETF fell less in its worst fall since 30-09-2026: −5.3% against −5.9%.
- DSP BSE Insurance ETF holds more in large companies: 56.4% of the fund in large caps against 42.4%.
- Edelweiss BSE Capital Markets & Insurance ETF is the larger fund: ₹14 Cr against ₹10 Cr.
- Their portfolios overlap 48.4%: 10 of the same holdings.
Past returns do not promise future returns. This page is information, not investment advice.
Key facts
From each fund's scheme summary document and AMFI
| Fact | DSP BSE Insurance ETF | Edelweiss BSE Capital Markets & Insurance ETF |
|---|---|---|
| Fund house | DSP Mutual Fund | Edelweiss Mutual Fund |
| Category | ETF | ETF |
| AUM | ₹10 Cr (30-09-2026) | ₹14 Cr (30-09-2026) |
| NAV | ₹13.99 | ₹22.01 |
| Expense ratio (Direct) | Not available | Not available |
| Expense ratio (Regular) | Not available | Not available |
| Riskometer | Very High | Very High |
| Benchmark | BSE Insurance Index (TRI) | BSE Capital Markets & Insurance TRI |
| Launch date | 30-09-2026 | 30-12-2024 |
| Minimum investment | ₹5,000 | ₹25,00,00,000 |
| Lock in | None | None |
| Fund managers | Anil Ghelani, Diipesh Shah, Neha Rathi | Bhavesh Jain, Manasi Jalgaonkar |
| Exit load | Nil | Nil |
DSP BSE Insurance ETF vs Edelweiss BSE Capital Markets & Insurance ETF: Returns Comparison
Returns as on 30-10-2026. Up to one year they are absolute returns. Longer periods are a rate per year.
| Fund | 1M | 3M | 6M | 1Y | 3Y | 5Y | 10Y |
|---|---|---|---|---|---|---|---|
| DSP BSE Insurance ETF | −3.35% | -- | -- | -- | -- | -- | -- |
| Edelweiss BSE Capital Markets & Insurance ETF | −2.92% | −6.76% | −6.85% | −7.30% | -- | -- | -- |
DSP BSE Insurance ETF vs Edelweiss BSE Capital Markets & Insurance ETF: Year-wise Returns
| Year | DSP BSEDSP BSE Insurance ETF | Edelweiss BSE Capital Markets &Edelweiss BSE Capital Markets & Insurance ETF |
|---|---|---|
| 2026to date | -- | −8.98% |
| 2025 | -- | +15.96% |
DSP BSE Insurance ETF vs Edelweiss BSE Capital Markets & Insurance ETF: Rolling Returns
Every holding period of both funds, against BSE Insurance TRI, the benchmark of DSP BSE Insurance ETF
DSP BSE Insurance ETF vs Edelweiss BSE Capital Markets & Insurance ETF: Portfolio Overlap
From each fund's latest monthly portfolio: DSP BSE Insurance ETF, September 2026; Edelweiss BSE Capital Markets & Insurance ETF, September 2026
Holdings in common
- Overlap
- 48.4%
- Held by both
- 10
- Only in DSP BSE Insurance ETF
- 3
- Only in Edelweiss BSE Capital Markets & Insurance ETF
- 16
| Security | % of DSP BSE Insurance ETF | % of Edelweiss BSE Capital Markets & Insurance ETF |
|---|---|---|
| SBI Life Insurance Co Limited | 23.09% | 10.33% |
| HDFC Life Insurance Co Limited | 16.72% | 8.80% |
| Life Insurance Corporation Of India | 16.58% | 8.73% |
| ICICI Lombard General Insurance Co Limited | 11.72% | 6.17% |
| Max Financial Services Limited | 10.93% | 5.75% |
| ICICI Prudential Life Insurance Co Limited | 5.25% | 2.76% |
| General Insurance Corporation Of India | 4.05% | 2.13% |
| Star Health And Allied Insurance Co Limited | 3.80% | 2.00% |
| Go Digit General Insurance Limited | 1.96% | 1.03% |
| The New India Assurance Co Limited | 1.25% | 0.66% |
Overlap: for each holding both funds own, the smaller of its two weights, added up. 48.4% means 48.4% of each fund's money sits in positions the other also holds. Matched by ISIN. Cash and hedged positions are left out.
Largest holdings only in DSP BSE Insurance ETF
| Security | % of fund |
|---|---|
| Canara HSBC Life Insurance Co Limited | 1.63% |
| Niva Bupa Health Insurance Co Limited | 1.42% |
| Medi Assist Healthcare Services Limited | 0.65% |
Largest holdings only in Edelweiss BSE Capital Markets & Insurance ETF
| Security | % of fund |
|---|---|
| Multi Commodity Exchange Of India Ltd. | 10.19% |
| HDFC Asset Management Company Ltd. | 7.33% |
| 360 One Wam Ltd. | 4.24% |
| Billionbrains Garage Ventures Ltd. | 4.22% |
| Anand Rathi Wealth Ltd. | 3.07% |
Asset and sector split
Share of each fund, from its latest monthly portfolio
Asset allocation
| Asset | DSP BSE Insurance ETF | Edelweiss BSE Capital Markets & Insurance ETF |
|---|---|---|
| Equity | 99.0% | 99.9% |
| Debt | 0.0% | 0.0% |
| Cash and others | 1.0% | 0.1% |
Market cap of stocks
| Market cap | DSP BSE Insurance ETF | Edelweiss BSE Capital Markets & Insurance ETF |
|---|---|---|
| Large Cap | 56.4% | 42.4% |
| Mid Cap | 31.9% | 36.8% |
| Small Cap | 10.7% | 20.8% |
Share of the whole fund. Groups follow AMFI's latest list: Large Cap is the 100 largest companies, Mid Cap the next 150, Small Cap the rest.
Largest sectors
| Sector | DSP BSE Insurance ETF | Edelweiss BSE Capital Markets & Insurance ETF |
|---|---|---|
| Insurance | 99.0% | 48.4% |
| Capital Markets | 0.0% | 51.6% |
The six largest sectors of each fund's stocks, % of the fund.
DSP BSE Insurance ETF vs Edelweiss BSE Capital Markets & Insurance ETF: Expense Ratio
What each plan charges a year, from AMFI's expense ratio file
| Charge | DSP BSE Insurance ETF | Edelweiss BSE Capital Markets & Insurance ETF |
|---|---|---|
| Base expense ratio (Direct) | 0.25% | 0.00% |
| Base expense ratio (Regular) | 0.00% | 0.23% |
The expense ratio comes out of the fund's assets every day, so every return on this page is already after it. Base expense ratio: the fund house's own fee. The total adds brokerage, transaction costs, and levies with GST.
DSP BSE Insurance ETF vs Edelweiss BSE Capital Markets & Insurance ETF: Frequently Asked Questions
What is the difference between DSP BSE Insurance ETF and Edelweiss BSE Capital Markets & Insurance ETF?
DSP BSE Insurance ETF is an ETF fund, Edelweiss BSE Capital Markets & Insurance ETF is an ETF fund, run by DSP Mutual Fund and Edelweiss Mutual Fund. Their portfolios overlap 48.4%. DSP BSE Insurance ETF charges 45.44% a year and Edelweiss BSE Capital Markets & Insurance ETF 0.57%.
Which has the lower expense ratio, DSP BSE Insurance ETF or Edelweiss BSE Capital Markets & Insurance ETF?
Edelweiss BSE Capital Markets & Insurance ETF charges less: 0.57% a year against 45.44%. These are the total expense ratios reported to AMFI.
How much do DSP BSE Insurance ETF and Edelweiss BSE Capital Markets & Insurance ETF overlap?
48.4%. They hold 10 of the same securities, the largest shared ones being SBILIFE, HDFCLIFE, LICI. From each fund's latest monthly portfolio.
Which is riskier, DSP BSE Insurance ETF or Edelweiss BSE Capital Markets & Insurance ETF?
On SEBI's riskometer, DSP BSE Insurance ETF is rated Very High and Edelweiss BSE Capital Markets & Insurance ETF Very High.
Can I invest in both DSP BSE Insurance ETF and Edelweiss BSE Capital Markets & Insurance ETF?
Yes. 48.4% of each fund's money sits in the same holdings, so a large part of the two investments would move together.
Who manages DSP BSE Insurance ETF and Edelweiss BSE Capital Markets & Insurance ETF?
DSP BSE Insurance ETF: Anil Ghelani, Diipesh Shah, Neha Rathi. Edelweiss BSE Capital Markets & Insurance ETF: Bhavesh Jain, Manasi Jalgaonkar.
Sources: NAV and expense ratio from AMFI. Holdings from each fund house's monthly portfolio statement. Fund facts from each scheme summary document.
This page is information, not investment advice. Mutual fund investments are subject to market risks; read all scheme related documents carefully. Past returns do not promise future returns. Figures come from AMFI, NSE, BSE and each fund house's own documents.