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Showing Funds Performance since Sep 07, 2020
Fund Overview
Min. investment
SIP ₹500 & Lump. ₹5000
AUM (Fund size)
₹36 Cr
Lock In Period
N/A
Expense Ratio
0.55
Benchmark
NIFTY Low Duration Debt Index
Exit Load
Nil
Summary
Latest details for Edelweiss LowDuration Fund Growth include a ₹2008.1785 NAV as of Feb 12,2021 and returns since inception of -2.19%. Minimum investments start at SIP ₹500. The Edelweiss LowDuration Fund Growth AUM is ₹36 Cr, with a lock-in of N/A years, expense ratio of 0.55%, and benchmark NIFTY Low Duration Debt Index. Exit load is - Nil. In the growth review for 1M Month/Year, the fund recorded 0.23% returns, against a category average of -1.66% and a category best of 259.36%.
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Growth Review
| Duration | Fund Return(%) | Category Average(%) | Category Best(%) |
|---|---|---|---|
| 1M | 0.23 | -1.66 | 259.36 |
| 6M | 2.32 | 1.49 | 280.40 |
| 1Y | -3.81 | 5.91 | 309.28 |
| 3Y | -0.74 | 12.92 | 46.82 |
Portfolio Analysis
- Equity:
- Debt: 100.00%
- Others
As on: 2021-01-31
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About Fund
Edelweiss LowDuration Fund Growth managed by Edelweiss Mutual Fund,is a Low Duration Fundsscheme with Assets Under Management of ₹36 Crore. The fund benchmarks its performance against the NIFTY Low Duration Debt Index while maintaining an expense ratio of 0.55. Under the expert guidance of Gautam Kaul ,the fund implements a disciplined investment approach aligned with its mandate. The scheme requires a minimum investment of ₹500 for SIP and ₹1,000 for lump sum investments, making it accessible to diverse investor profiles.
Peer Comparison
| Fund Name | Ratings | AUM | Expense Ratio |
|---|---|---|---|
| This FundPGIM India Low Duration Fund - Institutional Plan Growth | 4 | 78.76 CR | 1.62 |
| This FundEdelweiss LowDuration Fund Growth | 0 | 35.59 CR | 0.55 |
| This FundFranklin India Low DurationFund Growth | 0 | 51.1 CR | 0.74 |
| Fund Name | 1Y | 3Y |
|---|---|---|
| This FundPGIM India Low Duration Fund - Institutional Plan Growth | 3.2881 | -4.7215 |
| This FundEdelweiss LowDuration Fund Growth | -3.8057 | -2.194 |
| This FundFranklin India Low DurationFund Growth | 37.1412 | 46.82 |
FAQs
Edelweiss LowDuration Fund Growth's fund is managed by experienced SEBI-registered investment fund manager , who implements the fund's strategy through research-backed decisions while adhering to its stated objectives.
The expense ratio of Edelweiss LowDuration Fund Growth is 0.55. This expense ratio is calculated by dividing the fund's operating expenses by its net assets.
Edelweiss LowDuration Fund Growth’s fund performance is as follows:
- 1 Month : 0.23%
- 6 Months : 2.32%
- 1 Year : -3.81%
- 3 Years : -0.74%
You can invest in Edelweiss LowDuration Fund Growth through SIP with a minimum of ₹500 monthly or make a lump sum investment of a minimum ₹1,000. Additional purchase minimums vary by scheme.
The fund size (AUM) of Edelweiss LowDuration Fund Growth is ₹36 crore. It changes based on market performance, inflows, and outflows.
You can track your investment in Edelweiss LowDuration Fund Growth through our website, our Choice FinX mobile app, regular statements, and email updates. Our customer support team is available for queries.
Min Inv Amount: ₹500