Edelweiss LowDuration Fund - Retail Plan Growth Return

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

Edelweiss LowDuration Fund - Retail Plan Growth Fund Overview

Min. investment

SIP ₹500 & Lump. ₹10000

AUM (Fund size)

₹36 Cr

Lock In Period

N/A

Expense Ratio

1

Exit Load

Nil

Benchmark

NIFTY Low Duration Debt Index

Edelweiss LowDuration Fund - Retail Plan Growth Calculate Returns

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Growth Review

DurationFund Return(%)Category Average(%)Category Best(%)
1M0.230.04259.36
6M2.322.47280.40
1Y-3.815.44309.28
3Y-0.6613.4746.82

Portfolio Analysis

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

Edelweiss LowDuration Fund - Retail Plan 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 1. 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
Edelweiss LowDuration Fund - Retail Plan Growth035 CR1
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 FundEdelweiss LowDuration Fund - Retail Plan Growth-3.8058-1.9787
This FundFranklin India Low DurationFund Growth37.141246.82

Edelweiss LowDuration Fund - Retail Plan Growth FAQs

Edelweiss LowDuration Fund - Retail Plan 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 - Retail Plan Growth is 1. This expense ratio is calculated by dividing the fund's operating expenses by its net assets.

Edelweiss LowDuration Fund - Retail Plan Growth’s fund performance is as follows:
  • 1 Month : 0.23%
  • 6 Months : 2.32%
  • 1 Year : -3.81%
  • 3 Years : -0.66%
Returns of Edelweiss LowDuration Fund - Retail Plan Growth are updated daily based on NAV of ₹ 1804.3771 as on Feb 12,2021. Since inception, the return has been -1.98%.

You can invest in Edelweiss LowDuration Fund - Retail Plan 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 - Retail Plan Growth is ₹36 crore. It changes based on market performance, inflows, and outflows.

You can track your investment in Edelweiss LowDuration Fund - Retail Plan Growth through our website, our Choice FinX mobile app, regular statements, and email updates. Our customer support team is available for queries.