Low Duration funds provides relative safety of capital with growth at par with inflation and is suitable for investment objectives with duration of 1-5 years or longer.
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
Moderately Low
Moderate
Moderately High
High
Moderately Low risk
1.0%
Expense Ratio
16th Sep, 2008
Launched (12y ago)
₹
23
AUM in Crores
INF754K01FV7
ISIN
No Lock-in
Lock-in
NIFTY Low Duration Debt Index TR INR
Benchmark
₹
0
SIP Minimum
₹
5000
Lumpsum Min.
Fund Managers
Gautam Kaul
Fund Manager
Rahul Dedhia
Fund Manager
Returns Calculator Comparison
of
for
Instrument
Returns
Total Corpus
Gains
Annualised %
Mutual Fund
11.25%
EPF
Property
PPF
Bank FD
Gold
Savings Bank
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.
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.
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Scripbox algorithm classifies funds as "not recommended" when they perform poorly on a combination of criteria. These funds are usually the poorest performers within a category.
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
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About Edelweiss Low Duration Fund Retail (Growth)
About Edelweiss Low Duration Fund Retail (Growth)
Edelweiss Low Duration Fund Retail (Growth) is a Low Duration Debt fund and has delivered an annualised return of 4.91% over a period of 12 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 (Growth) 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 (Growth) NAV, AUM and Risk
The fund was launched on 2008-09-16. The NAV of the fund as of 2020-10-29 is ₹ 1786.54. The total AUM of the fund as of 2020-10-29 is ₹ 23 Cr. The category risk of the fund is Moderately Low risk
The fund charges 1.0 % as expense ratio.
Edelweiss Low Duration Fund Retail (Growth) Holdings
The fund’s highest allocation is towards debt and has invested 92.32% in this asset class.
The top three holdings of the fund are 182 dtb 07012021, 364 dtb 25032021 and shriram transport finance company limited.
Edelweiss Low Duration Fund Retail (Growth) 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 (Growth) 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.
