Edelweiss LowDuration Fund Growth Return

  • 1M
  • 3M
  • 6M
  • 1Y
  • 3Y
  • 5Y
This Fund:
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Showing Funds Performance since Sep 07, 2020

Edelweiss LowDuration Fund Growth Fund Overview

Min. investment

SIP ₹500 & Lump. ₹5000

AUM (Fund size)

₹36 Cr

Lock In Period

N/A

Expense Ratio

0.96

Exit Load

Nil

Benchmark

NIFTY Low Duration Debt Index

Edelweiss LowDuration Fund Growth Calculate Returns

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Growth Review

DurationFund Return(%)Category Average(%)Category Best(%)
1M0.234.09259.36
6M2.326.94280.40
1Y-3.818.44309.28
3Y-0.747.3946.82

Portfolio Analysis

  • Equity:
  • Debt: 100.00%
  • Others
As on: 2021-01-31
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About Fund Edelweiss LowDuration Fund Growth

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 0.96. 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.

Fund Managers

Gautam Kaul

Mr. Gautam is a Commerce Graduate and holds MBA in finance. He has over 9 years of experience in debt markets including 5 years in the mutual fund industry. His last assignment was as Dealer and Fund Manager-Fixed Income at Religare Mutual Fund. Prior to that, he was with Sahara Mutual Fund & Mata Securities Pvt. Ltd.

Peer Comparison

Fund NameRatingsAUMExpense Ratio
PGIM India Low Duration Fund - Institutional Plan Growth078 CR1.62
Edelweiss LowDuration Fund Growth035 CR0.96
Franklin India Low DurationFund Growth051 CR0.72
Fund Name1Y3Y
This FundPGIM India Low Duration Fund - Institutional Plan Growth3.2881-4.7215
This FundEdelweiss LowDuration Fund Growth-3.8057-2.194
This FundFranklin India Low DurationFund Growth37.141246.82

Edelweiss LowDuration Fund Growth 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 0.96. 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%
Returns of Edelweiss LowDuration Fund Growth are updated daily based on NAV of ₹ 2008.1785 as on Feb 12,2021. Since inception, the return has been -2.19%.

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.