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

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

DebtTarget Maturity

10.9547

NAV (May 29)

7.4%
Till Date CAGR
Scripbox Opinion
Not Reviewed yet
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Fund Size

Internal View on Credit Quality

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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

10.9547

NAV (May 29)

Fund Returns

Last 1Y
6.5%
Last 3Y
NA
Last 5Y
NA
Last 10Y
NA
Since Inception
7.4%
6 Month CAGR
3.9%

Scheme Information

Investment Objective

The investment objective of the scheme is 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. However,there is no assurance that the investment objective of the Scheme will be realized,and the Scheme does not assure or guarantee any returns.

Expense Ratio
0.63
Launched (1y ago)
Feb 15, 2023
AUM in Crores
145.151
ISIN
INF754K01RG3
Lock-in
No Lock-in
Benchmark
CRISIL IBX 50:50 Gilt Plus SDL Shrt Dur
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
7.39
Fund Managers

Rahul Dedhia

Fund Manager

Dhawal Dalal

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 (Growth)70%8,56,981 1,24,3696.5%
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 2024-05-29

Top Debt Holdings

7.06% govt stock 2028

22%
22%

07.59 gj sdl 2027

20.8%
20.8%

07.59 ka sdl 2027

17.3%
17.3%

7.38% govt stock 2027

15.6%
15.6%

6.89% govt stock 2025

13.8%
13.8%
See all holdings

Comparison with Debt Funds

Fund NameFund SizeRolling Returns
Bandhan CRISIL IBX Gilt April 2028 Index fund (G)
Bandhan CRISIL IBX Gilt April 2028 Index fund (G)

₹ 4,984 cr

₹ 10,779 cr

₹ 49,300 cr

₹ 14,459 cr

₹ 14,796 cr

amc-img

About the AMC

Edelweiss Asset Management Limited

Edelweiss Asset Management Limited manages assets worth 95,243 crores and was set up on 23 August 2007. It's current offering of mutual fund schemes includes 57 equity,129 debt and 18 hybrid funds.amc-img
phone-img022-40933400
Fund NameScripbox Opinion
Till Date CAGR

5.6%

5.3%

5.8%

7.3%

-

5.7%

5.8%

7.3%

5.6%

5.3%

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 Target Maturity Debt fund and has delivered an annualised return of 7.4% 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 Short Duration Index Fund (G) as of 5/29/2024 is ₹10.95 with the total AUM as of 5/30/2024 is ₹145.151. 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 Feb 15, 2023. The category risk of the fund is Moderate Risk.

The minimum SIP amount for Edelweiss CRISIL IBX 50 50 Gilt Plus SDL Short Duration Index Fund (G) 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 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 Shrt Dur.

Edelweiss CRISIL IBX 50 50 Gilt Plus SDL Short Duration Index Fund (G) is rated as a 0 fund in Debt and delivered 6.5% 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)?

Edelweiss CRISIL IBX 50 50 Gilt Plus SDL Short Duration Index Fund (G) is a Target Maturity 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 ₹0. 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, Edelweiss CRISIL IBX 50 50 Gilt Plus SDL Short Duration Index Fund (G) is a Not Reviewed Yet fund. You can investEdelweiss CRISIL IBX 50 50 Gilt Plus SDL Short Duration Index Fund (G) 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 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.