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    • Edelweiss Low Duration Fund Retail (RIDCW-W)

    Formerly Edelweiss U/ST Retl Wk DR

    Edelweiss Mutual Funds

    Edelweiss Low Duration Fund Retail (RIDCW-W)

    DebtLow Duration

    897.4003

    NAV (Feb 12)

    -1.6%
    3 Year CAGR
    Scripbox Opinion

    Not Reviewed yet

    Our analysis of this fundLearn how we rate funds ->

    Track Record

    13 Years.

    Relative Size

    36 Cr.

    Impact of Interest Rate Changes

    .

    Credit Quality Of Fund's Portfolio

    .

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    Short Term Money

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      Historical growth rate of 6.5% per annum
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      Recommended Duration 1 - 5 years
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      No Lock-in
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    Historical NAV

    897.4003

    NAV (Feb 12)

    Fund Returns

    Last 1Y
    -3.8%
    Last 3Y
    -1.6%
    Last 5Y
    1.4%
    Last 10Y
    3.3%
    Since Inception
    3.7%
    6 Month CAGR
    2.3%
    info-icon-blue

    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.

    Low

    Low to Moderate

    Moderate

    Moderately High

    High

    Very High

    risk-indicator-arrow.svg

    Low to Moderate Risk

    Expense Ratio
    0
    Launched (13y ago)
    Sep 16, 2008
    AUM in Crores
    35.592
    ISIN
    INF754K01FX3
    Lock-in
    No Lock-in
    Benchmark
    SIP Minimum
    0
    Lumpsum Min.
    5000
    Fund Managers
    user-avatar

    Fund Manager

    calculator

    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.

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    Short Term Money

    Invest in a scientifically curated set of debt mutual funds which are best aligned towards achieving any short term objectives you may have.

    • Inflation beating returns
      Inflation beating returns
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      Expert Investing Only, Car, Down Payment
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    comparison

    Comparison with Debt Funds

    Fund NameScripbox OpinionFund SizeTrack Record

    Kotak Savings Fund (G)

    recommended-badge

    ₹ 13,951 cr

    5

    recommended-badge

    ₹ 33,662 cr

    5

    recommended-badge

    ₹ 11,134 cr

    5

    recommended-badge

    ₹ 31,274 cr

    5

    recommended-badge

    ₹ 24,210 cr

    5

    amc-icon

    About the AMC

    Edelweiss Asset Management Limited

    Edelweiss Asset Management Limited manages assets worth 36,435 crores and was set up on 23 August 2007. It's current offering of mutual fund schemes includes 29 equity,92 debt and 24 hybrid funds.

    amc-img

  • tel-amc-about
    022-40933400
  • mail-amc-about
    emfhelp@edelweissfin.com
  • Fund NameScripbox Opinion
    Till Date CAGR
    top-ranked-badge

    5%

    7%

    top-ranked-badge

    22.9%

    12.4%

    top-ranked-badge

    17.7%

    13.4%

    top-ranked-badge

    8.6%

    5.3%

    top-ranked-badge

    17%

    14.9%

    growth

    Short Term Money

    Invest in a scientifically curated set of debt mutual funds which are best aligned towards achieving any short term objectives you may have.

    • graph-icon-gray
      Historical growth rate of 6.5% per annum
    • graph-icon-gray
      Recommended Duration 1 - 5 years
    • graph-icon-gray
      No Lock-in
    • graph-icon-gray
      Expert Investing Only, Car, Down Payment
    • graph-icon-gray
      One-click investing and tracking
    • graph-icon-gray
      Zero fees for all your investments
    Kotak Savings Fund (Growth)

    Kotak Savings Fund (Growth)

    Debt

    Ultra Short

    ICICI Prudential Savings Fund (Growth)

    ICICI Prudential Savings Fund (Growth)

    Debt

    Low Duration

    Tata Liquid Fund (Growth)

    Tata Liquid Fund (Growth)

    Debt

    Liquid

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    3,600+

    AUM

    2,500+

    Cities

    2012

    Established

    How does Scripbox rate funds?

    Proprietary 4-step system to rate mutual funds

    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?
    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.
    Track Record

    Track Record

    We look at consistent and long historical performance for our analysis.

    Fund Size

    Fund Size

    We look at the size of the fund with respect to other funds in the category. Larger funds are preferred.

    Sub-asset Class View

    Sub-asset Class View

    We check if the sub-category of the fund is recommended by us.

    Fund Performance

    Fund Performance

    Consistency of performance over various tenures is analysed for a relative performance stack.

    Track Record

    Track Record

    We look at consistent and long historical performance for our analysis.

    Fund Size

    Fund 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

    Impact of Interest Rates

    We check the relative interest rate risk of the sub-category of the fund. Lower the better.

    Credit Attractiveness

    Credit Attractiveness

    We check the credit quality of the underlying instruments present in the fund. Higher the better.

    Equity Funds

    Debt Funds

    About Edelweiss Low Duration Fund Retail (RIDCW-W)

    About Edelweiss Low Duration Fund Retail (RIDCW-W)

    Edelweiss Low Duration Fund Retail (RIDCW-W) is a Low Duration Debt fund and has delivered an annualised return of 3.7% over a period of 13 years. The fund was previously known as Edelweiss U/ST Retl Wk DR . The fund is managed by Edelweiss Asset Management Limited. The fund manager’s name is null

    Edelweiss Low Duration Fund Retail (RIDCW-W) 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 (RIDCW-W) NAV,AUM,Risk

    The Edelweiss Low Duration Fund Retail (RIDCW-W) fund was launched on Sep 16, 2008. The NAV (Net Asset Value) of this Low Duration Debt fund as of 2021-02-12 is ₹897.40. The total AUM (Asset Under Management) of the fund as of 24/09/2021 is ₹35.592. The category risk of the Edelweiss Low Duration Fund Retail (RIDCW-W) fund is Low to Moderate Risk. The fund charges null % as expense ratio.

    Edelweiss Low Duration Fund Retail (RIDCW-W) Holdings

    The fund’s highest allocation is towards Debt and has invested 69.1% in this asset class. The top three holdings of the fund are

    Edelweiss Low Duration Fund Retail (RIDCW-W) Sip

    The minimum SIP (Systematic Investment Plan) amount for this is ₹null 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 (RIDCW-W) 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 null.

    Edelweiss Low Duration Fund Retail (RIDCW-W) Review

    Edelweiss Low Duration Fund Retail (RIDCW-W) has a score of 0 on a scale of 5. The fund has a score of 0 out of 5 based on historical performance. As compared to the other funds in its category, Edelweiss Low Duration Fund Retail (RIDCW-W) has a score of 0out of 5 The credit risk of the fund is 0 out of 5 as compared to other debt funds.

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