Edelweiss BSE Capital Markets & Insurance ETF vs Groww Nifty Capital Markets ETF
Direct Plan where a fund has one, Growth option · Data as on 30-10-2026
Edelweiss BSE Capital Markets & Insurance ETF is an ETF fund and Groww Nifty Capital Markets ETF is an ETF fund. Edelweiss BSE Capital Markets & Insurance ETF charges 0.57% a year and Groww Nifty Capital Markets ETF 0.53%. Their portfolios overlap 49.9%: they hold 15 of the same securities.
Edelweiss BSE Capital Markets & Insurance ETF
ETF
- Expense ratio
- 0.57%
- NAV
- ₹22.01
Which is better, Edelweiss BSE Capital Markets & Insurance ETF or Groww Nifty Capital Markets ETF? Key differences
It depends on what you want from the fund. These are the differences in numbers, from the data on this page.
- Groww Nifty Capital Markets ETF costs less: 0.53% a year against 0.57%.
- Edelweiss BSE Capital Markets & Insurance ETF fell less in its worst fall since 03-12-2025: −13.7% against −14.1%.
- Groww Nifty Capital Markets ETF is the larger fund: ₹50 Cr against ₹14 Cr.
- Their portfolios overlap 49.9%: 15 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 | Edelweiss BSE Capital Markets & Insurance ETF | Groww Nifty Capital Markets ETF |
|---|---|---|
| Fund house | Edelweiss Mutual Fund | Groww Mutual Fund |
| Category | ETF | ETF |
| AUM | ₹14 Cr (30-09-2026) | ₹50 Cr (30-09-2026) |
| NAV | ₹22.01 | ₹10.84 |
| Expense ratio (Direct) | Not available | Not available |
| Expense ratio (Regular) | Not available | Not available |
| Riskometer | Very High | Very High |
| Benchmark | BSE Capital Markets & Insurance TRI | Nifty Capital Markets Index (TRI) |
| Launch date | 30-12-2024 | 02-12-2025 |
| Minimum investment | ₹25,00,00,000 | Not available |
| Lock in | None | None |
| Fund managers | Bhavesh Jain, Manasi Jalgaonkar | Aakash Chauhan, Nikhil Satam, Shashi Kumar |
| Exit load | Nil | Nil |
Edelweiss BSE Capital Markets & Insurance ETF vs Groww Nifty Capital Markets 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 |
|---|---|---|---|---|---|---|---|
| Edelweiss BSE Capital Markets & Insurance ETF | −2.92% | −6.76% | −6.85% | −7.30% | -- | -- | -- |
| Groww Nifty Capital Markets ETF | +0.86% | −1.78% | −1.72% | -- | -- | -- | -- |
Edelweiss BSE Capital Markets & Insurance ETF vs Groww Nifty Capital Markets ETF: Year-wise Returns
| Year | Edelweiss BSE Capital Markets & InsuranceEdelweiss BSE Capital Markets & Insurance ETF | Groww Nifty Capital MarketsGroww Nifty Capital Markets ETF |
|---|---|---|
| 2026to date | −8.98% | +10.60% |
| 2025 | +15.96% | -- |
Edelweiss BSE Capital Markets & Insurance ETF vs Groww Nifty Capital Markets ETF: Rolling Returns
Every holding period of both funds, against BSE CAPITAL MARKETS & INSURANCE TRI, the benchmark of Edelweiss BSE Capital Markets & Insurance ETF
Edelweiss BSE Capital Markets & Insurance ETF vs Groww Nifty Capital Markets ETF: Risk and Drawdowns
How much each fund swings, and the worst fall over the same days
Risk and return
| Measure | Edelweiss BSE Capital Markets & Insurance ETF | Groww Nifty Capital Markets ETF |
|---|---|---|
| Return (CAGR) | +3.00% | +11.59% |
| Standard deviation | 18.89% | 25.36% |
| Sharpe ratio | -0.13 | 0.25 |
| Sortino ratio | -0.19 | 0.38 |
| Maximum drawdown | −17.6% (04-03-2025) | −14.1% (31-03-2026) |
| Beta | 1.00 | 1.00 |
| Alpha | −0.25% | −0.40% |
From daily NAVs, 31-12-2024 to 30-10-2026. Standard deviation: how much the daily value swings, scaled to a year. Sharpe: return above the risk-free rate (NSE's overnight rate index) per unit of swing. Sortino: the same, counting only the falls. Beta and alpha compare each fund with its own benchmark's TRI.
Drawdowns
How far below its previous high each one was on every day: the falls an investor had to sit through. 0% means it was at a new high.
Edelweiss BSE Capital Markets & Insurance ETF
Groww Nifty Capital Markets ETF
BSE CAPITAL MARKETS & INSURANCE TRI
| Fund | Worst fall | High before it | Bottom | Back at the high | Time to climb back | Below its high today |
|---|---|---|---|---|---|---|
| Edelweiss BSE Capital Markets & Insurance ETF | −13.7% | 23-02-2026 | 31-03-2026 | 17-04-2026 | 17 days | −11.9% |
| Groww Nifty Capital Markets ETF | −14.1% | 10-02-2026 | 31-03-2026 | 10-04-2026 | 10 days | −9.3% |
| BSE CAPITAL MARKETS & INSURANCE TRI | −13.7% | 23-02-2026 | 30-03-2026 | 17-04-2026 | 18 days | −11.8% |
From daily values since 03-12-2025, the first day every fund has.
Edelweiss BSE Capital Markets & Insurance ETF vs Groww Nifty Capital Markets ETF: Portfolio Overlap
From each fund's latest monthly portfolio: Edelweiss BSE Capital Markets & Insurance ETF, September 2026; Groww Nifty Capital Markets ETF, September 2026
Holdings in common
- Overlap
- 49.9%
- Held by both
- 15
- Only in Edelweiss BSE Capital Markets & Insurance ETF
- 11
- Only in Groww Nifty Capital Markets ETF
- 2
| Security | % of Edelweiss BSE Capital Markets & Insurance ETF | % of Groww Nifty Capital Markets ETF |
|---|---|---|
| Multi Commodity Exchange Of India Ltd. | 10.19% | 18.86% |
| HDFC Asset Management Company Ltd. | 7.33% | 10.43% |
| 360 One Wam Ltd. | 4.24% | 6.06% |
| Billionbrains Garage Ventures Ltd. | 4.22% | 5.90% |
| Anand Rathi Wealth Ltd. | 3.07% | 4.34% |
| Nippon Life India Asset Management Ltd. | 3.05% | 4.33% |
| ICICI Prudential Asset Mgmt Co Ltd. | 2.97% | 4.11% |
| Computer Age Management Services Ltd. | 2.58% | 3.62% |
| Motilal Oswal Financial Services Ltd. | 2.48% | 3.53% |
| Angel One Ltd. | 2.40% | 4.00% |
| Nuvama Wealth Management Ltd. | 2.21% | 2.98% |
| KFIN Technologies Ltd. | 1.78% | 2.52% |
| Indian Energy Exchange Ltd. | 1.36% | 1.90% |
| Aditya Birla Sun Life AMC Ltd. | 1.14% | 1.63% |
| UTI Asset Management Company Ltd. | 0.94% | 0.83% |
Overlap: for each holding both funds own, the smaller of its two weights, added up. 49.9% means 49.9% 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 Edelweiss BSE Capital Markets & Insurance ETF
| Security | % of fund |
|---|---|
| SBI Life Insurance Company Ltd. | 10.33% |
| HDFC Life Insurance Company Ltd. | 8.80% |
| Life Insurance Corporation of India | 8.73% |
| ICICI Lombard General Insurance Co. Ltd. | 6.17% |
| Max Financial Services Ltd. | 5.75% |
Largest holdings only in Groww Nifty Capital Markets ETF
| Security | % of fund |
|---|---|
| BSE Ltd | 19.99% |
| Central Depository Services (India) Ltd. | 5.04% |
Asset and sector split
Share of each fund, from its latest monthly portfolio
Asset allocation
| Asset | Edelweiss BSE Capital Markets & Insurance ETF | Groww Nifty Capital Markets ETF |
|---|---|---|
| Equity | 99.9% | 100.1% |
| Debt | 0.0% | 0.0% |
| Cash and others | 0.1% | -0.1% |
Market cap of stocks
| Market cap | Edelweiss BSE Capital Markets & Insurance ETF | Groww Nifty Capital Markets ETF |
|---|---|---|
| Large Cap | 42.4% | 40.4% |
| Mid Cap | 36.8% | 32.8% |
| Small Cap | 20.8% | 26.9% |
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 | Edelweiss BSE Capital Markets & Insurance ETF | Groww Nifty Capital Markets ETF |
|---|---|---|
| Capital Markets | 51.6% | 100.1% |
| Insurance | 48.4% | 0.0% |
The six largest sectors of each fund's stocks, % of the fund.
Edelweiss BSE Capital Markets & Insurance ETF vs Groww Nifty Capital Markets ETF: Expense Ratio
What each plan charges a year, from AMFI's expense ratio file
| Charge | Edelweiss BSE Capital Markets & Insurance ETF | Groww Nifty Capital Markets ETF |
|---|---|---|
| Base expense ratio (Direct) | 0.00% | 0.40% |
| Base expense ratio (Regular) | 0.23% | 0.00% |
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.
Edelweiss BSE Capital Markets & Insurance ETF vs Groww Nifty Capital Markets ETF: Frequently Asked Questions
What is the difference between Edelweiss BSE Capital Markets & Insurance ETF and Groww Nifty Capital Markets ETF?
Edelweiss BSE Capital Markets & Insurance ETF is an ETF fund, Groww Nifty Capital Markets ETF is an ETF fund, run by Edelweiss Mutual Fund and Groww Mutual Fund. Their portfolios overlap 49.9%. Edelweiss BSE Capital Markets & Insurance ETF charges 0.57% a year and Groww Nifty Capital Markets ETF 0.53%.
Which has the lower expense ratio, Edelweiss BSE Capital Markets & Insurance ETF or Groww Nifty Capital Markets ETF?
Groww Nifty Capital Markets ETF charges less: 0.53% a year against 0.57%. These are the total expense ratios reported to AMFI.
How much do Edelweiss BSE Capital Markets & Insurance ETF and Groww Nifty Capital Markets ETF overlap?
49.9%. They hold 15 of the same securities, the largest shared ones being MCX, HDFCAMC, 360ONE. From each fund's latest monthly portfolio.
Which is riskier, Edelweiss BSE Capital Markets & Insurance ETF or Groww Nifty Capital Markets ETF?
On SEBI's riskometer, Edelweiss BSE Capital Markets & Insurance ETF is rated Very High and Groww Nifty Capital Markets ETF Very High. Over their common history, the standard deviation of daily returns was 18.89% and 25.36% a year.
Can I invest in both Edelweiss BSE Capital Markets & Insurance ETF and Groww Nifty Capital Markets ETF?
Yes. 49.9% of each fund's money sits in the same holdings, so a large part of the two investments would move together.
Who manages Edelweiss BSE Capital Markets & Insurance ETF and Groww Nifty Capital Markets ETF?
Edelweiss BSE Capital Markets & Insurance ETF: Bhavesh Jain, Manasi Jalgaonkar. Groww Nifty Capital Markets ETF: Aakash Chauhan, Nikhil Satam, Shashi Kumar.
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.