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  • Edelweiss Money Market Fund Institutional (Growth)

Formerly Edelweiss Dynamic Bond Instl Gr

Edelweiss Mutual Funds

Edelweiss Money Market Fund Institutional (Growth)

DebtMoney Market

22.6555

NAV (Jun 21)

4.9%
3 Year CAGR
Scripbox Opinion
Not Recommended
Click here for top ranked funds in money market mutual funds.

Money market 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.

Money Market Funds invest in money market instruments with maturity upto 1 year.

This category accounts for close to 5% of the total Debt fund assets.

Funds in this category have a credit quality and return similar to Liquid Funds however they tend to have higher variations when interest rates change.We do not recommend funds in this category since we believe that the potential incremental return is not justified by the higher interest rate risk.

Our analysis of this fundLearn how we rate funds ->

Fund Size

Poor

The performance of the fund on a Fund Size metric has been Poor

Rolling Returns

Poor

The performance of the fund on a Rolling Returns metric has been Poor

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Investment Calculator

Investment Duration5 years

0

Total Investment

0

Wealth Gained

0

Total Corpus Created (₹)

With CAGR of 11.25 % in 5 years

Historical NAV

NAV ()

Fund Returns

Last 1Y
NA
Last 3Y
NA
Last 5Y
NA
Last 10Y
NA
Since Inception
NA
6 Month CAGR
NA

Scheme Information

Investment Objective

The investment objective of the scheme is to generate returns commensurate with the risk of investing in money market instruments having maturity upto 1 year. However,there is no assurance that the investment objective of the Scheme will be realized and the Scheme does not assure or guarantee any returns.

Expense Ratio
0.93
Launched (16y ago)
Jun 27, 2008
AUM in Crores
459.176
ISIN
INF843K01377
Lock-in
No Lock-in
Benchmark
Nifty Money Market TR INR
SIP Minimum
0
Lumpsum Min.
5000
Standard Deviation (3yr)
0.6
Standard Deviation (5yr)
1.3
Beta (3yr)
0
Beta (5yr)
0
Sharpe Ratio (3yr)
-2.068
Sharpe Ratio (5yr)
0.222
YTM
7.48
Fund Managers

Pranavi Kulkarni

Fund Manager

Dhawal Dalal

Fund Manager

Important Links

Scheme Information Document

Statement of Additional Information

Portfolio Disclosure

Returns Calculator Comparison

of

for

with step up of

AssetReturnsTotal CorpusGainsCAGR
Edelweiss Money Market Fund Institutional (Growth)70%8,32,037 99,4255.3%
EPF70% 9,00,761 1,68,1498.50%
Property70% 8,67,662 1,35,0507.00%
PPF70% 8,69,819 1,37,2077.10%
Bank FD70% 8,46,471 1,13,8596.00%
Gold70% 8,46,471 1,13,8596.00%
Savings Bank70% 8,25,950 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.

Asset allocation and Holdings

Last updated on 2024-06-21

Top Debt Holdings

clearing corporation of india ltd.

11.7%
11.7%

08.07 gj sdl 2025

5.5%
5.5%

national housing bank

5.4%
5.4%

national bank for agriculture and rural development

5.2%
5.2%

lic housing finance ltd.

5.2%
5.2%
See all holdings

Comparison with Debt Funds

Fund NameFund SizeRolling Returns
Aditya Birla Sun Life Nifty SDL Plus PSU Bond Sep 26 60 40 fund (G)
Aditya Birla Sun Life Nifty SDL Plus PSU Bond Sep 26 60 40 fund (G)

₹ 10,612 cr

₹ 5,017 cr

₹ 47,907 cr

₹ 14,537 cr

₹ 15,157 cr

amc-img

About the AMC

Edelweiss Asset Management Limited

Edelweiss Asset Management Limited manages assets worth 98,443 crores and was set up on 23 August 2007. It's current offering of mutual fund schemes includes 57 equity,129 debt and 18 hybrid funds.amc-img
phone-img022-40933400
Fund NameScripbox Opinion
Till Date CAGR

5.7%

5.4%

-

5.7%

5.9%

7.3%

5.9%

7.3%

5.7%

5.4%

Edelweiss Money Market Fund Institutional (G) Review

Edelweiss Money Market Fund Institutional (G) is a Money Market Debt fund and has delivered an annualised return of 5.2% over a period of 15 years. The fund was previously known as Edelweiss Dynamic Bond Instl Gr. The fund is managed by Edelweiss Asset Management Limited. The fund managers are Dhawal Dalal, Pranavi Kulkarni.

Nav of Edelweiss Money Market Fund Institutional (G) as of 6/21/2024 is ₹22.66 with the total AUM as of 6/24/2024 is ₹459.176. With Scripbox you can compare and check the latest nav for all mutual funds in India. Edelweiss Money Market Fund Institutional (G) was launched on Jun 27, 2008. The category risk of the fund is Low to Moderate Risk.

The minimum SIP amount for Edelweiss Money Market Fund Institutional (G) 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. Check your estimated returns on mutual funds by using sip calculator.

Edelweiss Money Market Fund Institutional (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 Money Market TR INR.

Edelweiss Money Market Fund Institutional (G) is rated as a 1 fund in Debt and delivered 6.6% returns in the last 1 year. Scripbox provides a compare mutual funds research tool to view a detailed comparison with Edelweiss Money Market Fund Institutional (G).

Frequently Asked Questions

What is Edelweiss Money Market Fund Institutional (G)?

Edelweiss Money Market Fund Institutional (G) is a Money Market Debt scheme predominantly investing across Debt instruments with an investment objective to generate wealth over the long term.

How to invest in Edelweiss Money Market Fund Institutional (G)?

You can invest in Edelweiss Money Market Fund Institutional (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 Money Market Fund Institutional (G)?

The minimum sip amount for Edelweiss Money Market Fund Institutional (G) is ₹0. You can invest in multiples of ₹5000.

Is Edelweiss Money Market Fund Institutional (G) good to invest in?

As per Scripbox experts, Edelweiss Money Market Fund Institutional (G) is a Not Recommended fund. You can investEdelweiss Money Market Fund Institutional (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 Money Market Fund Institutional (G)?

The expense ratio of the Edelweiss Money Market Fund Institutional (G) is 0.93% for regular plan.