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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.
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.
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.
We use a proprietary system to rate mutual funds and based on that make a recommendation or rate the fund as top ranked.
We use a proprietary system to rate mutual funds and based on that make a recommendation or rate the fund as top ranked.
What Scripbox recommendations mean?
Recommended
Scripbox algorithm recommends 2-4 funds for investment for an investment asset class such as large cap, diversified, liquid etc. When you invest for an objective, the algorithm suggests the appropriate asset class and funds.
Top Ranked
Not Recommended
Track Record
We look at consistent and long historical performance for our analysis.
Relative Size
We look at the size of the fund with respect to other funds in the category. Larger funds are preferred.
Category View
We check if the sub-category of the fund is recommended by us.
Consistency Of Performance
Consistency of performance over various tenures is analysed for a relative performance stack.
Track Record
We look at consistent and long historical performance for our analysis.
Relative Size
We look at the size of the fund with respect to other funds in the category. Larger funds are preferred.
Impact of Interest Rates
We check the relative interest rate risk of the sub-category of the fund. Lower the better.
Credit Quality Of Fund’s Portfolio
We check the relative interest rate risk of the sub-category of the fund. Lower the better.
Equity Funds
Debt Funds
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Invest online & transfer
Invest via netbanking, UPI or through an SIP (eNACH mandate).
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The Scripbox Promise
Scripbox has helped over 2500 people become millionaires in the last 7 years
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Annual reviews & rebalances
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About Edelweiss Low Duration Fund Retail (G)
About Edelweiss Low Duration Fund Retail (G)
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
Edelweiss Low Duration Fund Retail (G) 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. However, there is no assurance that the objective of the scheme will be realized.
Edelweiss Low Duration Fund Retail (G) NAV,AUM,Risk
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.
Edelweiss Low Duration Fund Retail (G) Holdings
The fund’s highest allocation is towards debt and has invested 69.1% in this asset class.
Edelweiss Low Duration Fund Retail (G) SIP
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.
Edelweiss Low Duration Fund Retail (G) Investment volatility and Horizon
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) Review
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.
