• Mutual Funds
  • Edelweiss Mutual Fund
  • Edelweiss CRISIL IBX 50:50 Gilt Plus SDL Short Duration Index Fund (G)
Edelweiss Mutual Funds

Edelweiss CRISIL IBX 50:50 Gilt Plus SDL Short Duration Index Fund (G)

DebtShort Term

11.3406

NAV (Oct 15)

7.844%
Till Date CAGR
Scripbox Opinion
Not Reviewed yet
Our analysis of this fundLearn how we rate funds ->
Scripbox Recommended Debt Funds
Want the Debt funds that are right for your short term investment needs?Learn more

Investment Calculator

Investment Duration5 years

0

Total Investment

0

Wealth Gained

0

Total Corpus Created (₹)

With CAGR of 11.25 % in 5 years

Historical NAV

11.3406

NAV (Oct 15)

Fund Returns

Last 1Y
8.5%
Last 3Y
NA
Last 5Y
NA
Last 10Y
NA
Since Inception
7.8%
6 Month CAGR
4.6%

Scheme Information

Investment Objective

The scheme seeks to replicate CRISIL IBX 50:50 Gilt Plus SDL Short Duration Index by investing in a diversified portfolio of Indian Government Bonds and SDLs, subject to tracking errors.

Expense Ratio
0.63
Launched (0y ago)
0.63
AUM in Crores
153.8
ISIN
INF754K01RG3
Lock-in
-
Benchmark
CRISIL IBX 50:50 Gilt Plus SDL Short Duration Index
SIP Minimum
1000
Lumpsum Min.
5000
Standard Deviation (3yr)
-
Standard Deviation
-
Beta
-
Sharpe Ratio
-
YTM
-
Fund Managers

Dhawal Dalal

Fund Manager

Pranavi Kulkarni

Fund Manager

Rahul Dedhia

Fund Manager

Important Links

Scheme Information Document

Statement of Additional Information

Portfolio Disclosure

Returns Calculator Comparison

of

for

with step up of

AssetReturnsTotal CorpusGainsCAGR
Edelweiss CRISIL IBX 50:50 Gilt Plus SDL Short Duration Index Fund (G)70%9,00,196 1,67,5848.5%
EPF70% 9,00,761 1,68,1498.50%
Property70% 8,67,662 1,35,0507.00%
PPF70% 8,69,819 1,37,2077.10%
Bank FD70% 8,46,471 1,13,8596.00%
Gold70% 8,46,471 1,13,8596.00%
Savings Bank70% 8,25,950 93,3385.00%

Disclaimer: Products compared like fixed deposits may provide fixed guaranteed returns. Mutual Funds investments are subject to market risk, read all scheme related documents carefully before investing. Past performance is not an indicator of future returns.

Asset allocation and Holdings

Last updated on 2024-06-13

Top Debt Holdings

GOI

35.3%
35.34%

Gujarat State

20.2%
20.21%

Karnataka State

16.8%
16.83%

GOI

10.3%
10.29%

Gujarat State

3.5%
3.46%
See all holdings

Comparison with Debt Funds

Fund NameFund Size
edelweiss
BHARAT Bond ETF FOF - April 2032 (G)

₹ 4,523 cr

₹ 8,029 cr

₹ 10,307 cr

₹ 14,839 cr

₹ 4,610 cr

amc-img

About the AMC

Edelweiss Mutual Fund

Edelweiss Asset Management Company was established in August 2008. They manage a total AUM of Rs. 11,841 invested in over 84 schemes with over 11 distribution centres accross the Country. They offer various products in equity,debt and liquid categories.amc-img
phone-img+91 22 4093 3400
Fund NameScripbox Opinion
Till Date CAGR

-

6.6%

6.4%

5.9%

6.5%

7.6%

8.7%

16.6%

11.5%

11.3%

Edelweiss CRISIL IBX 50:50 Gilt Plus SDL Short Duration Index Fund (G) Review

Edelweiss CRISIL IBX 50:50 Gilt Plus SDL Short Duration Index Fund (G) is a Short Term Debt fund and has delivered an annualised return of 7.844% over a period of 1 years. The fund is managed by Edelweiss Mutual Fund. The fund managers are Dhawal Dalal, Pranavi Kulkarni, Rahul Dedhia.

Nav of Edelweiss CRISIL IBX 50:50 Gilt Plus SDL Short Duration Index Fund (G) as of 10/15/2024 is ₹11.34 with the total AUM as of 10/16/2024 is ₹153.7982. With Scripbox you can compare and check the latest nav for all mutual funds in India. Edelweiss CRISIL IBX 50:50 Gilt Plus SDL Short Duration Index Fund (G) was launched on 2023-02-15. The category risk of the fund is Above Average.

The minimum SIP amount for Edelweiss CRISIL IBX 50:50 Gilt Plus SDL Short Duration Index Fund (G) is ₹1000 and you can increase this in multiples of ₹100. In case you want to invest a lump sum, the minimum amount to be invested is ₹5000. Check your estimated returns on mutual funds by using sip calculator.

Edelweiss CRISIL IBX 50:50 Gilt Plus SDL Short Duration Index Fund (G) is suited for investors looking to invest for 1-4 years. The asset class is less volatile than equity and the fund is likely to provide stable but slow growth. The fund is benchmarked to CRISIL IBX 50:50 Gilt Plus SDL Short Duration Index.

It is rated as a null fund in Debt and delivered 8.475% returns in the last 1 year. Scripbox provides a compare mutual funds research tool to view a detailed comparison with Edelweiss CRISIL IBX 50:50 Gilt Plus SDL Short Duration Index Fund (G).

Frequently Asked Questions

What is Edelweiss CRISIL IBX 50:50 Gilt Plus SDL Short Duration Index Fund (G)?

It is a Short Term Debt scheme predominantly investing across Debt instruments with an investment objective to generate wealth over the long term.

How to invest in Edelweiss CRISIL IBX 50:50 Gilt Plus SDL Short Duration Index Fund (G)?

You can invest in Edelweiss CRISIL IBX 50:50 Gilt Plus SDL Short Duration Index Fund (G) through AMC, intermediaries, brokers or platforms like Scripbox. To learn step by step process visit how to invest in mutual funds?

What is the minimum sip amount of Edelweiss CRISIL IBX 50:50 Gilt Plus SDL Short Duration Index Fund (G)?

The minimum sip amount for Edelweiss CRISIL IBX 50:50 Gilt Plus SDL Short Duration Index Fund (G) is ₹1000. You can invest in multiples of ₹5000.

Is Edelweiss CRISIL IBX 50:50 Gilt Plus SDL Short Duration Index Fund (G) good to invest in?

As per Scripbox experts, it is a fund. You can invest in it if its investment objective and risk-o-meter matches your investment goals and risk preferences.

What is the expense ratio of the Edelweiss CRISIL IBX 50:50 Gilt Plus SDL Short Duration Index Fund (G)?

The expense ratio of the Edelweiss CRISIL IBX 50:50 Gilt Plus SDL Short Duration Index Fund (G) is 0.63% for regular plan.

What is the NAV of Edelweiss CRISIL IBX 50:50 Gilt Plus SDL Short Duration Index Fund (G)?

Today's Edelweiss CRISIL IBX 50:50 Gilt Plus SDL Short Duration Index Fund (G) NAV is ₹11.34.