The Edelweiss BSE Capital Markets & Insurance ETF, managed by Edelweiss Asset Management Limited, is an open-ended scheme targeting returns aligned with the BSE Capital Markets & Insurance Total Return Index.

This sector-specific ETF employs a tracking approach aimed at mirroring the benchmark, with a minimal tracking error of 0.12%, ensuring effective replication of index performance.

The portfolio exhibits notable concentration, with top holdings primarily in the insurance sector, comprising 54.14%, while capital markets represent 45.76%, highlighting potential sector-specific risks.

In the past year, the fund delivered a commendable return of 10.5%, reflecting its performance against the backdrop of sector dynamics and market conditions, though longer-term CAGR data is unavailable.

With a fund size of ₹19.2 Cr and an expense ratio of 0.26%, this ETF offers a cost-efficient investment vehicle, managed by seasoned professional Bhavesh Jain since Dec 2024.