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  • Edelweiss Short Term Fund (RIDCW-15D)

Formerly Edelweiss S/T Inc Fr DR

Edelweiss Mutual Funds

Edelweiss Short Term Fund (RIDCW-15D)

DebtShort Term

10.0181

NAV (Jun 30)

2.8%
3 Year CAGR
Scripbox Opinion

Not Reviewed yet

Our analysis of this fundLearn how we rate funds ->

Track Record

11 Years.

Relative Size

9 Cr.

Impact of Interest Rate Changes

.

Credit Quality Of Fund's Portfolio

.

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Short Term Money

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
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    No Lock-in
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    Expert Investing Only, Car, Down Payment

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Historical NAV

10.0181

NAV (Jun 30)

Fund Returns

Last 1Y
8%
Last 3Y
2.8%
Last 5Y
0.9%
Last 10Y
4%
Since Inception
4.1%
6 Month CAGR
3%
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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 short 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 realised.

Low

Low to Moderate

Moderate

Moderately High

High

Very High

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Low to Moderate Risk

Expense Ratio
0.79
Launched (11y ago)
Mar 25, 2010
AUM in Crores
8.433
ISIN
INF843K01401
Lock-in
No Lock-in
Benchmark
Nifty Short Duration Debt TR INR
SIP Minimum
0
Lumpsum Min.
5000
Fund Managers
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Fund Manager

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Returns Calculator Comparison

of

for

with step up of

InstrumentReturnsTotal CorpusGainsAnnualised %
Mutual Fund70%₹ 9,65,796 ₹ 2,33,18411.25%
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.

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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
  • Expert Investing Only, Car, Down Payment
    Expert Investing Only, Car, Down Payment
  • One click investing  tracking
    One click investing tracking
comparison

Comparison with Debt Funds

Fund NameScripbox OpinionFund SizeTrack Record

Kotak Savings Fund (G)

recommended-badge

₹ 12,698 cr

5

recommended-badge

₹ 28,554 cr

5

recommended-badge

₹ 11,007 cr

5

recommended-badge

₹ 21,654 cr

5

recommended-badge

₹ 28,496 cr

5

amc-icon

About the AMC

Edelweiss Asset Management Limited

Edelweiss Asset Management Limited manages assets worth 38,071 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.

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

    21.2%

    13.7%

    top-ranked-badge

    5%

    7%

    top-ranked-badge

    29.1%

    12.8%

    top-ranked-badge

    20.4%

    14.9%

    top-ranked-badge

    8.4%

    5.3%

    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

    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

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    Create an Account

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    3,600+

    AUM

    2,500+

    Cities

    2012

    Established

    About Edelweiss Short Term Fund (RIDCW-15D)

    About Edelweiss Short Term Fund (RIDCW-15D)

    Edelweiss Short Term Fund (RIDCW-15D) is a Short Term Debt fund and has delivered an annualised return of 4.1% over a period of 11 years. The fund was previously known as Edelweiss S/T Inc Fr DR . The fund is managed by Edelweiss Asset Management Limited. The fund manager’s name is null

    Edelweiss Short Term Fund (RIDCW-15D) Investment Objective

    The investment objective of the Scheme is to generate returns commensurate with risks of investing in a short 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 realised. . However, there is no assurance that the objective of the scheme will be realized.

    Edelweiss Short Term Fund (RIDCW-15D) NAV,AUM,Risk

    The Edelweiss Short Term Fund (RIDCW-15D) fund was launched on Mar 25, 2010. The NAV (Net Asset Value) of this Short Term Debt fund as of 2020-06-30 is ₹10.02. The total AUM (Asset Under Management) of the fund as of 14/10/2021 is ₹8.433. The category risk of the Edelweiss Short Term Fund (RIDCW-15D) fund is Low to Moderate Risk. The fund charges 0.79 % as expense ratio.

    Edelweiss Short Term Fund (RIDCW-15D) Holdings

    The fund’s highest allocation is towards Debt and has invested 69.2% in this asset class. The top three holdings of the fund are

    Edelweiss Short Term Fund (RIDCW-15D) 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 Short Term Fund (RIDCW-15D) 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 Short Duration Debt TR INR.

    Edelweiss Short Term Fund (RIDCW-15D) Review

    Edelweiss Short Term Fund (RIDCW-15D) 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 Short Term Fund (RIDCW-15D) 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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