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  • Edelweiss Corporate Bond Fund of Income Dis cum Cptl Wdrl Opt (PIDCW-A)

Formerly Edelweiss Corporate Bonds Rg An DP

Edelweiss Corporate Bond Fund of Income Dis cum Cptl Wdrl Opt (PIDCW-A)

Edelweiss Corporate Bond Fund of Income Dis cum Cptl Wdrl Opt (PIDCW-A)

DebtCorporate Bond

13.4078

NAV (May 19)

0.4%
3 Year CAGR
Scripbox Opinion

Neutral

Click here for top ranked funds in corporate bond mutual funds.

However, Scripbox does not recommend investing in corporate bond mutual funds.

Corporate Bond Funds are mandated to invest a minimum of 80% of total assets in Corporate Bonds of the highest ratings.The category is one of the largest categories within the Debt Segment(9 % of total debt funds assets).We assess the credit quality of funds in this category as relatively poor.We do not recommend funds in this category since we believe that the potential incremental return is not justified by the higher credit risk and higher interest rate risk.

Scripbox does not recommend investing in the dividend option of a fund because dividends are taxable at a higher rate than withdrawals.

Our analysis of this fundLearn how we rate funds ->

Track Record

7 Years. The fund has Relatively moderate history for analysis. We recommend funds with longer history.

Relative Size

5 Cr. Negligible within the category

Impact of Interest Rate Changes

Low Interest Rate Risk. The impact on fund value is quite low when interest rates change

Credit Quality Of Fund's Portfolio

Moderate Credit Risk. The fund has a moderate credit quality compared to other debt funds

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    Historical growth rate of 6.5% per annum
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    Recommended Duration 1 - 5 years
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    No Lock-in
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    Expert Investing Only, Car, Down Payment

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Scheme Information

Investment Objective

The investment objective of the Scheme is to generate returns commensurate with risks of investing in a portfolio comprising of AA+ and above rated Corporate Bonds across the maturity spectrum. However,there can be no assurance that the investment objectives of the Scheme will be realized.

Low

Low to Moderate

Moderate

Moderately High

High

Very High

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Low to Moderate Risk

Expense Ratio
2.33 %
Launched (7y ago)
Sep 19, 2014
AUM in Crores
₹ 5
ISIN
INF843K01KB0
Lock-in
No Lock-in
Benchmark
IISL NIFTY Corporate Bond Index TR INR
SIP Minimum
₹ 1,000
Lumpsum Min.
₹ 5,000
Fund Managers
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Dhawal Dalal

Fund Manager

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Gautam Kaul

Fund Manager

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Returns Calculator Comparison

of

for

with step up of

InstrumentReturnsTotal CorpusGainsAnnualised %
Mutual Fund70%₹ 965,796 ₹ 233,18411.25%
EPF70% ₹ 900,761 ₹ 168,1498.50%
Property70% ₹ 867,662 ₹ 135,0507.00%
PPF70% ₹ 869,819 ₹ 137,2077.10%
Bank FD70% ₹ 846,471 ₹ 113,8596.00%
Gold70% ₹ 846,471 ₹ 113,8596.00%
Savings Bank70% ₹ 825,950 ₹ 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.

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Short Term Money

Invest in a scientifically curated set of debt mutual funds which are best aligned towards achieving any short term objectives you may have.

  • Inflation beating returns
    Inflation beating returns
  • Expert Investing Only, Car, Down Payment
    Expert Investing Only, Car, Down Payment
  • One click investing  tracking
    One click investing tracking
comparison

Comparison with Debt Funds

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Aditya Birla Sun Life Liquid (G)

Aditya Birla Sun Life Liquid (G)

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Age

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Track Record

SBI Magnum Ultra Short Duration Fund (G)

SBI Magnum Ultra Short Duration Fund (G)

Ultra Short

Recommended

Top Ranked

22 Years

Age

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Track Record

Nippon India Liquid Fund (G)

Nippon India Liquid Fund (G)

Liquid

Recommended

Top Ranked

18 Years

Age

5

Track Record

ICICI Prudential Savings Fund (G)

ICICI Prudential Savings Fund (G)

Low Duration

Recommended

Top Ranked

19 Years

Age

5

Track Record

amc-icon

About the AMC

Edelweiss Asset Management Limited

Edelweiss Asset Management Limited manages assets worth 30,589 crores and was set up on 23 August 2007. It's current offering of mutual fund schemes includes 29 equity,92 debt and 24 hybrid funds.

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  • tel-amc-about
    022-40933400
  • mail-amc-about
    emfhelp@edelweissfin.com
  • Edelweiss Liquid Fund Retail (G)

    Edelweiss Liquid Fund Retail (G)

    Liquid

    Top Ranked

    ₹ 1,064 Cr

    Fund Size

    5.30%

    3 Year CAGR

    3 Y CAGR

    Edelweiss Flexi Cap Fund (G)

    Edelweiss Flexi Cap Fund (G)

    Diversified

    Top Ranked

    ₹ 760 Cr

    Fund Size

    15.40%

    5 Year CAGR

    5 Y CAGR

    Edelweiss Mid Cap Fund (G)

    Edelweiss Mid Cap Fund (G)

    Mid Cap

    Top Ranked

    ₹ 1,486 Cr

    Fund Size

    18.00%

    5 Year CAGR

    5 Y CAGR

    Edelweiss Large Cap Fund C (G)

    Edelweiss Large Cap Fund C (G)

    Large Cap

    Top Ranked

    ₹ 257 Cr

    Fund Size

    13.70%

    5 Year CAGR

    5 Y CAGR

    Edelweiss Money Market Fund Institutional (G)

    Edelweiss Money Market Fund Institutional (G)

    Money Market

    Top Ranked

    ₹ 315 Cr

    Fund Size

    8.50%

    3 Year CAGR

    3 Y CAGR

    growth

    Short Term Money

    Invest in a scientifically curated set of debt mutual funds which are best aligned towards achieving any short term objectives you may have.

    • graph-icon-gray
      Historical growth rate of 6.5% per annum
    • graph-icon-gray
      Recommended Duration 1 - 5 years
    • graph-icon-gray
      No Lock-in
    • graph-icon-gray
      Expert Investing Only, Car, Down Payment
    • graph-icon-gray
      One-click investing and tracking
    • graph-icon-gray
      Zero fees for all your investments
    Kotak Savings Fund (Growth)

    Kotak Savings Fund (Growth)

    Debt

    Ultra Short

    ICICI Prudential Savings Fund (Growth)

    ICICI Prudential Savings Fund (Growth)

    Debt

    Low Duration

    Tata Liquid Fund (Growth)

    Tata Liquid Fund (Growth)

    Debt

    Liquid

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    3,600+

    AUM

    2,500+

    Cities

    2012

    Established

    How does Scripbox rate funds?

    Proprietary 4-step system to rate mutual funds

    We use a proprietary system to rate mutual funds and based on that make a recommendation or rate the fund as top ranked.

    What Scripbox recommendations mean?
    Scripbox algorithm recommends 2-4 funds for investment for an investment asset class such as large cap, diversified, liquid etc. When you invest for an objective, the algorithm suggests the appropriate asset class and funds.
    Track Record

    Track Record

    We look at consistent and long historical performance for our analysis.

    Fund Size

    Fund Size

    We look at the size of the fund with respect to other funds in the category. Larger funds are preferred.

    Sub-asset Class View

    Sub-asset Class View

    We check if the sub-category of the fund is recommended by us.

    Fund Performance

    Fund Performance

    Consistency of performance over various tenures is analysed for a relative performance stack.

    Track Record

    Track Record

    We look at consistent and long historical performance for our analysis.

    Fund Size

    Fund Size

    We look at the size of the fund with respect to other funds in the category. Larger funds are preferred.

    Impact of Interest Rates

    Impact of Interest Rates

    We check the relative interest rate risk of the sub-category of the fund. Lower the better.

    Credit Attractiveness

    Credit Attractiveness

    We check the credit quality of the underlying instruments present in the fund. Higher the better.

    Equity Funds

    Debt Funds

    About Edelweiss Corporate Bond Fund of Income Dis cum Cptl Wdrl Opt (PIDCW-A)

    About Edelweiss Corporate Bond Fund of Income Dis cum Cptl Wdrl Opt (PIDCW-A)

    Edelweiss Corporate Bond Fund of Income Dis cum Cptl Wdrl Opt (PIDCW-A) is a corporate bond debt fund and has delivered an annualised return of 4.5% over a period of 7 years .The fund was previously known as Edelweiss Corporate Bonds Rg An DP.The fund is managed by Edelweiss Asset Management Limited.The fund managers are Dhawal Dalal, Gautam Kaul

    Edelweiss Corporate Bond Fund of Income Dis cum Cptl Wdrl Opt (PIDCW-A) Investment Objective

    The investment objective of the Scheme is to generate returns commensurate with risks of investing in a portfolio comprising of AA+ and above rated Corporate Bonds across the maturity spectrum. However,there can be no assurance that the investment objectives of the Scheme will be realized. However, there is no assurance that the objective of the scheme will be realized.

    Edelweiss Corporate Bond Fund of Income Dis cum Cptl Wdrl Opt (PIDCW-A) NAV,AUM,Risk

    The Edelweiss Corporate Bond Fund of Income Dis cum Cptl Wdrl Opt (PIDCW-A) fund was launched on Sep 19, 2014. The NAV (Net Asset Value) of this corporate bond debt as of 2021-05-19 is ₹ 13.4078. The total AUM (Asset Under Management) of the fund as of 2021-07-23 is ₹ 4.179. The category risk of the Edelweiss Corporate Bond Fund of Income Dis cum Cptl Wdrl Opt (PIDCW-A) fund is Low to Moderate Risk. The fund charges 2.33 % as expense ratio.

    Edelweiss Corporate Bond Fund of Income Dis cum Cptl Wdrl Opt (PIDCW-A) Holdings

    The fund’s highest allocation is towards others and has invested 54.6% in this asset class.

    Edelweiss Corporate Bond Fund of Income Dis cum Cptl Wdrl Opt (PIDCW-A) SIP

    The minimum SIP (Systematic Investment Plan) amount for this 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.

    Edelweiss Corporate Bond Fund of Income Dis cum Cptl Wdrl Opt (PIDCW-A) Investment volatility and Horizon

    This fund 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 IISL NIFTY Corporate Bond Index TR INR.

    Edelweiss Corporate Bond Fund of Income Dis cum Cptl Wdrl Opt (PIDCW-A) Review

    Edelweiss Corporate Bond Fund of Income Dis cum Cptl Wdrl Opt (PIDCW-A) has a score of 3 on a scale of 5. The fund scores 3 out of 5 based on historical performance. As compared to the other funds in its category, Edelweiss Corporate Bond Fund of Income Dis cum Cptl Wdrl Opt (PIDCW-A) has a score of 1 out of 5. The credit risk of the fund is 3 out of 5 as compared to other debt funds.

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