Formerly Edelweiss U/ST Retl Gr
₹ 1804.3771
NAV (Feb 12)
Neutral
However, Scripbox does not recommend investing in low duration mutual funds.
Track Record
13 Years. The Fund has Sufficient history for analysis and the track record is good.
Relative Size
36 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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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.
Low
Low to Moderate
Moderate
Moderately High
High
Very High
Low to Moderate Risk
1 %
Expense Ratio
Sep 16, 2008
Launched (13y ago)
₹ 36
AUM in Crores
INF754K01FV7
ISIN
No Lock-in
Lock-in
NIFTY Low Duration Debt Index TR INR
Benchmark
₹ 0
SIP Minimum
₹ 5,000
Lumpsum Min.
Returns Calculator Comparison
of
for
with step up of
Instrument | Returns | Total Corpus | Gains | Annualised % |
---|---|---|---|---|
Mutual Fund | ₹ 965,796 | ₹ 233,184 | 11.25% | |
EPF | ₹ 900,761 | ₹ 168,149 | 8.50% | |
Property | ₹ 867,662 | ₹ 135,050 | 7.00% | |
PPF | ₹ 869,819 | ₹ 137,207 | 7.10% | |
Bank FD | ₹ 846,471 | ₹ 113,859 | 6.00% | |
Gold | ₹ 846,471 | ₹ 113,859 | 6.00% | |
Savings Bank | ₹ 825,950 | ₹ 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.
Invest in a scientifically curated set of debt mutual funds which are best aligned towards achieving any short term objectives you may have.
Comparison with Debt Funds
Ultra Short
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Ultra Short
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Low Duration
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Top Ranked
19 Years
Age
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Liquid
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About the AMC
Edelweiss Asset Management Limited
Edelweiss Asset Management Limited manages assets worth 20,194 crores and was set up on 23 August 2007. It's current offering of mutual fund schemes includes 28 equity,92 debt and 24 hybrid funds.
Diversified
Top Ranked
₹ 609 Cr
Fund Size
9.3%
3Y returns
Large Cap
Top Ranked
₹ 218 Cr
Fund Size
11.3%
3Y returns
Diversified
Top Ranked
₹ 603 Cr
Fund Size
11.7%
3Y returns
International - Others
Top Ranked
₹ 1,033 Cr
Fund Size
23.9%
3Y returns
Large Cap
Top Ranked
₹ 218 Cr
Fund Size
11.2%
3Y returns
Invest in a scientifically curated set of debt mutual funds which are best aligned towards achieving any short term objectives you may have.
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Edelweiss Low Duration Fund Retail (G) is a low duration debt fund and has delivered an annualised return of 4.9% over a period of 13 years .The fund was previously known as Edelweiss U/ST Retl Gr.The fund is managed by Edelweiss Asset Management Limited.The fund managers are Gautam Kaul, Rahul Dedhia
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. However, there is no assurance that the objective of the scheme will be realized.
The Edelweiss Low Duration Fund Retail (G) fund was launched on Sep 16, 2008. The NAV (Net Asset Value) of this low duration debt as of 2021-02-12 is ₹ 1804.3771. The total AUM (Asset Under Management) of the fund as of 2021-02-27 is ₹ 35.592. The category risk of the Edelweiss Low Duration Fund Retail (G) fund is Low to Moderate Risk. The fund charges 1.0 % as expense ratio.
The fund’s highest allocation is towards debt and has invested 69.1% in this asset class.
The minimum SIP (Systematic Investment Plan) amount for this 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.
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 NIFTY Low Duration Debt Index TR INR.
Edelweiss Low Duration Fund Retail (G) has a score of 2 on a scale of 5. The fund scores 4 out of 5 based on historical performance. As compared to the other funds in its category, Edelweiss Low Duration Fund Retail (G) 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.