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  • Edelweiss Mutual Funds
  • Edelweiss Low Duration Fund (Growth)

Formerly Edelweiss Low Duration Sup Inst Gr

Edelweiss Mutual Funds

Edelweiss Low Duration Fund (Growth)

DebtLow Duration

2008.1552

NAV (Feb 11)

-0.7%
3 Year CAGR
Scripbox Opinion
Not Reviewed yet
Our analysis of this fundLearn how we rate funds ->

Fund Size

Rolling Returns

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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

2008.1552

NAV (Feb 11)

Fund Returns

Last 1Y

-3.8%

Last 3Y

-0.7%

Last 5Y

2.3%

Last 10Y

4.7%

Since Inception

5.3%

6 Month CAGR

2.3%

Scheme Information

Investment Objective

The investment objective of the Scheme is to generate returns commensurate with risks of investing in a low duration portfolio of money market instruments,debt securities,InvITs,REITS and other permissible securities. However,there can be no assurance that the investment objective of the scheme will be realized.

Expense Ratio

1

Launched (15y ago)

Sep 21, 2007

AUM in Crores

35.592

ISIN

INF754K01FQ7

Lock-in

No Lock-in

Benchmark

NIFTY Low Duration Debt Index TR INR

SIP Minimum

1000

Lumpsum Min.

5000

Standard Deviation (3yr)

8.2

Standard Deviation (5yr)

6.4

Beta (3yr)

0

Beta (5yr)

0

Sharpe Ratio (3yr)

0

Sharpe Ratio (5yr)

-0.525

YTM

4.04

Fund Managers

Fund Manager

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.

Asset allocation and Holdings

Last updated on 2021-02-11

Top Debt Holdings

See all holdings

Compare Edelweiss Low Duration Fund (Growth)

Fund NameFund SizeRolling Returns
ICICI Prudential Liquid Fund (G)
ICICI Prudential Liquid Fund (G)

₹ 46,469 cr

₹ 14,221 cr

₹ 18,664 cr

₹ 13,008 cr

₹ 46,469 cr

About the AMC

Edelweiss Asset Management Limited

Edelweiss Asset Management Limited manages assets worth 58,844 crores and was set up on 23 August 2007. It's current offering of mutual fund schemes includes 34 equity,103 debt and 18 hybrid funds.

amc-img

  • 022-40933400
  • emfhelp@edelweissfin.com
  • Fund NameScripbox Opinion
    Till Date CAGR

    15.1%

    10.5%

    21.4%

    12.3%

    5.7%

    10.1%

    4.1%

    5.8%

    9.2%

    4.6%

    Edelweiss Low Duration Fund (G) Review

    Edelweiss Low Duration Fund (G) is a Low Duration Debt fund and has delivered an annualised return of 5.3% over a period of 15 years. The fund was previously known as Edelweiss Low Duration Sup Inst Gr. The fund is managed by Edelweiss Asset Management Limited. The fund manager’s name is null.

    Nav of Edelweiss Low Duration Fund (G) as of 2/11/2021 is ₹2008.16 with the total AUM as of 12/4/2022 is ₹35.592. With Scripbox you can compare and check the latest nav for all mutual funds in India. Edelweiss Low Duration Fund (G) was launched on Sep 21, 2007. The category risk of the fund is Low to Moderate Risk.

    The minimum SIP amount for Edelweiss Low Duration 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 Low Duration 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 NIFTY Low Duration Debt Index TR INR.

    Edelweiss Low Duration Fund (G) is rated as a 0 fund in Debt and delivered -3.8% returns in the last 1 year. Scripbox provides a compare mutual funds research tool to view a detailed comparison with Edelweiss Low Duration Fund (G).

    Frequently Asked Questions

    What is Edelweiss Low Duration Fund (G)?

    Edelweiss Low Duration Fund (G) is a Low Duration Debt scheme predominantly investing across Debt stocks with an investment objective to generate wealth over the long term.

    How to invest in Edelweiss Low Duration Fund (G)?

    You can invest in Edelweiss Low Duration 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 Low Duration Fund (G)?

    The minimum sip amount for Edelweiss Low Duration Fund (G) is ₹1000. You can invest in multiples of ₹5000.

    Is Edelweiss Low Duration Fund (G) good to invest in?

    As per Scripbox experts, Edelweiss Low Duration Fund (G) is a Not Reviewed Yet fund. You can investEdelweiss Low Duration 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 Low Duration Fund (G)?

    The expense ratio of the Edelweiss Low Duration Fund (G) is 1% for regular plan.