- Mutual Funds
- Edelweiss Mutual Funds
- Edelweiss Low Duration Fund (Growth)
Formerly Edelweiss Low Duration Sup Inst Gr
Edelweiss Low Duration Fund (Growth)
₹ 2008.1552
NAV (Feb 11)
Investment Calculator
Investment Duration5 years
0
Total Investment0
Wealth Gained0
Total Corpus Created (₹)
With CAGR of 11.25 % in 5 yearsHistorical 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
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 (17y 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
Returns Calculator Comparison
of
for
with step up of
| Asset | Returns | Total Corpus | Gains | CAGR |
|---|---|---|---|---|
| Edelweiss Low Duration Fund (Growth) | 7,73,713 | 41,101 | 2.3% | |
| 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
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 | |
|---|---|---|---|
5.6% | 5.2% | ||
5.8% | 7.3% | ||
- | 5.6% | ||
5.8% | 7.3% | ||
5.6% | 5.2% |
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 16 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 4/17/2024 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)?
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.