Showing Funds Performance since Sep 07, 2020

| Duration | Fund Return(%) | Category Average(%) | Category Best(%) |
|---|---|---|---|
| 1M | -1.78 | -1.50 | 1.28 |
| 6M | 0.00 | 0.95 | 3.59 |
| 1Y | 0.00 | 3.24 | 7.51 |
| 3Y | 0.00 | 11.55 | 24.49 |
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 ₹42 Crore. The fund benchmarks its performance against the Nifty LargeMidcap250 Plus 8-13 yr G-Sec 70:30 while maintaining an expense ratio of 1.05. 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 |
|---|---|---|---|
| Mirae Asset CRISIL-IBX Financial Services 9-12 Months Debt Index Fund Growth | 0 | 127.4 CR | 0.28 |
| Aditya Birla Sun Life Crisil-IBX FinancialServices 9-12M DebtIndexFund Growth | 0 | 1455.53 CR | 0.35 |
| Edelweiss Nifty LargeMidcap 250 Plus 8-13 yr G-Sec 70-30 Index Fund Growth | 0 | 42.46 CR | 1.05 |
| Invesco India Nifty G-sec Sep 2032 Index Fund Growth | 0 | 52.8 CR | 0.29 |
| HDFC Nifty G-Sec July 2031 Index Fund Growth | 0 | 631.29 CR | 0.33 |
| Fund Name | 1Y | 3Y |
|---|---|---|
| This FundMirae Asset CRISIL-IBX Financial Services 9-12 Months Debt Index Fund Growth | 0 | 0 |
| This FundAditya Birla Sun Life Crisil-IBX FinancialServices 9-12M DebtIndexFund Growth | 5.6798 | 0 |
| This FundEdelweiss Nifty LargeMidcap 250 Plus 8-13 yr G-Sec 70-30 Index Fund Growth | 0 | 0 |
| This FundInvesco India Nifty G-sec Sep 2032 Index Fund Growth | 3.5153 | 23.8135 |
| This FundHDFC Nifty G-Sec July 2031 Index Fund Growth | 3.6104 | 23.8373 |