Showing Funds Performance since Sep 07, 2020

| Duration | Fund Return(%) | Category Average(%) | Category Best(%) |
|---|---|---|---|
| 1M | -0.49 | -0.24 | 0.85 |
| 6M | 0.00 | 1.50 | 3.59 |
| 1Y | 0.00 | 5.10 | 7.51 |
| 3Y | 0.00 | 14.64 | 23.66 |
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 1.44. 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 |
|---|---|---|---|
| ICICI Prudential CRISIL-IBX AAA Bond Financial ServicesIndex-Dec2026Fund Growth | 0 | 16.62 CR | 0.27 |
| HDFC CRISIL-IBX Financial Services 9-12 Months Debt Index Fund Growth | 0 | 799.73 CR | 0.32 |
| Edelweiss Nifty LargeMidcap 250 Plus 8-13 yr G-Sec 70-30 Index Fund Growth | 0 | 42.46 CR | 1.44 |
| Kotak Nifty SDL Apr 2027 Top 12 Equal Weight Index Fund Growth | 0 | 6742.37 CR | 0.35 |
| Mirae Asset Nifty SDL Jun 2027 Index Fund Growth | 0 | 477.36 CR | 0.39 |
| Fund Name | 1Y | 3Y |
|---|---|---|
| This FundICICI Prudential CRISIL-IBX AAA Bond Financial ServicesIndex-Dec2026Fund Growth | 0 | 0 |
| This FundHDFC CRISIL-IBX Financial Services 9-12 Months Debt Index Fund Growth | 0 | 0 |
| This FundEdelweiss Nifty LargeMidcap 250 Plus 8-13 yr G-Sec 70-30 Index Fund Growth | 0 | 0 |
| This FundKotak Nifty SDL Apr 2027 Top 12 Equal Weight Index Fund Growth | 5.78 | 23.0617 |
| This FundMirae Asset Nifty SDL Jun 2027 Index Fund Growth | 5.5803 | 23.0723 |