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- Edelweiss CRISIL IBX 50 50 Gilt Plus SDL April 2037 Index Transfer fund (PIDCW-A)
Edelweiss CRISIL IBX 50 50 Gilt Plus SDL April 2037 Index Transfer fund (PIDCW-A)
₹ 11.3596
NAV (Apr 16)
Investment Calculator
Investment Duration5 years
0
Total Investment0
Wealth Gained0
Total Corpus Created (₹)
With CAGR of 11.25 % in 5 yearsHistorical NAV
₹ 11.3596
NAV (Apr 16)
Fund Returns
Last 1Y | 8.1% |
Last 3Y | NA |
Last 5Y | NA |
Last 10Y | NA |
Since Inception | 8.8% |
6 Month CAGR | 5% |
Scheme Information
The investment objective of the scheme is to replicate CRISIL IBX 50:50 Gilt Plus SDL Index – April 2037 by investing in Indian Government Bonds and SDLs,maturing on or before April 29,2037,subject to tracking errors.
Expense Ratio | 0.45 |
Launched (2y ago) | Oct 11, 2022 |
AUM in Crores | 913.106 |
ISIN | |
Lock-in | No Lock-in |
Benchmark | CRISIL IBX 50:50 GiltPlus SDL April 2037 |
SIP Minimum | 0 |
Lumpsum Min. | 5000 |
Standard Deviation (3yr) | 0 |
Standard Deviation (5yr) | 0 |
Beta (3yr) | 0 |
Beta (5yr) | 0 |
Sharpe Ratio (3yr) | 0 |
Sharpe Ratio (5yr) | 0 |
YTM | 7.37 |
Fund Managers
Returns Calculator Comparison
of
for
with step up of
| Asset | Returns | Total Corpus | Gains | CAGR |
|---|---|---|---|---|
| Edelweiss CRISIL IBX 50 50 Gilt Plus SDL April 2037 Index Transfer fund (PIDCW-A) | 8,91,777 | 1,59,165 | 8.1% | |
| EPF | 9,00,761 | 1,68,149 | 8.50% | |
| Property | 8,67,662 | 1,35,050 | 7.00% | |
| PPF | 8,69,819 | 1,37,207 | 7.10% | |
| Bank FD | 8,46,471 | 1,13,859 | 6.00% | |
| Gold | 8,46,471 | 1,13,859 | 6.00% | |
| Savings Bank | 8,25,950 | 93,338 | 5.00% |
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
Top Debt Holdings
7.41% govt stock 2036
32.6%7.54% govt stock 2036
19.3%07.84 ts sdl 2036
13.6%08.03 ap sdl 2036
5.7%07.89 ts sgs 2036
5.7%Comparison with Debt Funds
| Fund Name | Fund Size | Rolling Returns |
|---|---|---|
₹ 4,923 cr | ||
₹ 10,293 cr | ||
₹ 35,428 cr | ||
₹ 13,848 cr | ||
₹ 13,895 cr |
About the AMC
Edelweiss Asset Management Limited
| Fund Name | Scripbox Opinion | Till Date CAGR | |
|---|---|---|---|
5.7% | 5.2% | ||
5.9% | 7.3% | ||
- | 5.6% | ||
5.9% | 7.3% | ||
5.7% | 5.2% |
Edelweiss CRISIL IBX 50 50 Gilt Plus SDL April 2037 Index Transfer fund (PIDCW-A) Review
Edelweiss CRISIL IBX 50 50 Gilt Plus SDL April 2037 Index Transfer fund (PIDCW-A) is a Target Maturity Debt fund and has delivered an annualised return of 8.8% over a period of 1 years. The fund is managed by Edelweiss Asset Management Limited. The fund managers are Dhawal Dalal, Rahul Dedhia.
Nav of Edelweiss CRISIL IBX 50 50 Gilt Plus SDL April 2037 Index Transfer fund (PIDCW-A) as of 4/16/2024 is ₹11.36 with the total AUM as of 4/18/2024 is ₹913.106. With Scripbox you can compare and check the latest nav for all mutual funds in India. Edelweiss CRISIL IBX 50 50 Gilt Plus SDL April 2037 Index Transfer fund (PIDCW-A) was launched on Oct 11, 2022. The category risk of the fund is Moderate Risk.
The minimum SIP amount for Edelweiss CRISIL IBX 50 50 Gilt Plus SDL April 2037 Index Transfer fund (PIDCW-A) is ₹0 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 April 2037 Index Transfer fund (PIDCW-A) 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 GiltPlus SDL April 2037.
Edelweiss CRISIL IBX 50 50 Gilt Plus SDL April 2037 Index Transfer fund (PIDCW-A) is rated as a 0 fund in Debt and delivered 8.1% 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 April 2037 Index Transfer fund (PIDCW-A).
Frequently Asked Questions
What is Edelweiss CRISIL IBX 50 50 Gilt Plus SDL April 2037 Index Transfer fund (PIDCW-A)?
How to invest in Edelweiss CRISIL IBX 50 50 Gilt Plus SDL April 2037 Index Transfer fund (PIDCW-A)?
You can invest in Edelweiss CRISIL IBX 50 50 Gilt Plus SDL April 2037 Index Transfer fund (PIDCW-A) 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 April 2037 Index Transfer fund (PIDCW-A)?
The minimum sip amount for Edelweiss CRISIL IBX 50 50 Gilt Plus SDL April 2037 Index Transfer fund (PIDCW-A) is ₹0. You can invest in multiples of ₹5000.
Is Edelweiss CRISIL IBX 50 50 Gilt Plus SDL April 2037 Index Transfer fund (PIDCW-A) good to invest in?
As per Scripbox experts, Edelweiss CRISIL IBX 50 50 Gilt Plus SDL April 2037 Index Transfer fund (PIDCW-A) is a Not Reviewed Yet fund. You can investEdelweiss CRISIL IBX 50 50 Gilt Plus SDL April 2037 Index Transfer fund (PIDCW-A) fund 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 April 2037 Index Transfer fund (PIDCW-A)?
The expense ratio of the Edelweiss CRISIL IBX 50 50 Gilt Plus SDL April 2037 Index Transfer fund (PIDCW-A) is 0.45% for regular plan.