Showing Funds Performance since Sep 07, 2020

| Duration | Fund Return(%) | Category Average(%) | Category Best(%) |
|---|---|---|---|
| 1M | 0.77 | 0.10 | 1.51 |
| 6M | 0.00 | 2.62 | 3.92 |
| 1Y | 0.00 | 4.63 | 7.51 |
| 3Y | 0.00 | 13.93 | 25.47 |
Edelweiss Nifty LargeMidcap 250 Plus 8-13 yr G-Sec 70-30 Index Fund Growth managed by Edelweiss Mutual Fund,is a Debt - Gilt / Govt.scheme with Assets Under Management of ₹50 Crore. The fund benchmarks its performance against the Nifty LargeMidcap250 Plus 8-13 yr G-Sec 70:30 while maintaining an expense ratio of 1.69. Under the expert guidance of Bhavesh Jain ,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.
Mr. Bhavesh Jain has done his Masters in Management Studies (Finance) from the Mumbai University and has a total work experience of over five years in the equity market segment. Prior to being appointed as an Assistant Fund Manager - Equity, he was designated as a Dealer of all the Equity Schemes of the Fund for over two years. He was also associated with Edelweiss Securities Limited as SGX Nifty Arbitrage Trader.
| Fund Name | Ratings | AUM | Expense Ratio |
|---|---|---|---|
| SBI CRISIL-IBX Financial Services 3-6 Months Debt Index Fund Growth | 0 | 555 CR | 0.25 |
| Aditya Birla Sun Life CRISIL IBX Gilt June 2027 Index Fund Growth | 0 | 12 CR | 0.61 |
| Edelweiss Nifty LargeMidcap 250 Plus 8-13 yr G-Sec 70-30 Index Fund Growth | 0 | 49 CR | 1.69 |
| HDFC Nifty G-Sec July 2031 Index Fund Growth | 0 | 633 CR | 0.33 |
| Invesco India Nifty G-sec Sep 2032 Index Fund Growth | 0 | 49 CR | 0.28 |
| Fund Name | 1Y | 3Y |
|---|---|---|
| This FundSBI CRISIL-IBX Financial Services 3-6 Months Debt Index Fund Growth | 0 | 0 |
| This FundAditya Birla Sun Life CRISIL IBX Gilt June 2027 Index Fund Growth | 5.1767 | 0 |
| This FundEdelweiss Nifty LargeMidcap 250 Plus 8-13 yr G-Sec 70-30 Index Fund Growth | 0 | 0 |
| This FundHDFC Nifty G-Sec July 2031 Index Fund Growth | 4.7398 | 24.8856 |
| This FundInvesco India Nifty G-sec Sep 2032 Index Fund Growth | 4.5807 | 24.9072 |