Return
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Showing Funds Performance since Sep 07, 2020
Fund Overview
Min. investment
SIP ₹1000 & Lump. ₹5000
AUM (Fund size)
₹8 Cr
Lock In Period
N/A
Expense Ratio
0.79
Benchmark
NIFTY Short Duration Debt Index
Exit Load
10% of the units allotted shall be redeemed without any exit load, on or before completion of 12 months from the date of allotment of units.Any redemption in excess of such limit shall be subject to the following exit load:If redeemed or switched out on or before completion of 12 months from the date of allotment of units: 0.5%If redeemed or switched out after completion of 12 months from the date of allotment of units: NilRedemption of units would be done in the First in First out Basis (FIFO).
Summary
Latest details for Edelweiss Short Term Fund Growth include a ₹16.666 NAV as of Jul 01,2020 and returns since inception of 10.92%. Minimum investments start at SIP ₹1000. The Edelweiss Short Term Fund Growth AUM is ₹8 Cr, with a lock-in of N/A years, expense ratio of 0.79%, and benchmark NIFTY Short Duration Debt Index. Exit load is - 10% of the units allotted shall be redeemed without any exit load, on or before completion of 12 months from the date of allotment of units.Any redemption in excess of such limit shall be subject to the following exit load:If redeemed or switched out on or before completion of 12 months from the date of allotment of units: 0.5%If redeemed or switched out after completion of 12 months from the date of allotment of units: NilRedemption of units would be done in the First in First out Basis (FIFO).. In the growth review for 1M Month/Year, the fund recorded -1.88% returns, against a category average of 0.58% and a category best of 192.10%.
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Growth Review
| Duration | Fund Return(%) | Category Average(%) | Category Best(%) |
|---|---|---|---|
| 1M | -1.88 | 0.58 | 192.10 |
| 6M | 2.94 | 3.00 | 192.10 |
| 1Y | 7.91 | 8.06 | 192.10 |
| 3Y | 3.51 | 18.31 | 219.54 |
Portfolio Analysis
- Equity:
- Debt: 100.00%
- Others
As on: 2020-06-30
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About Fund
Edelweiss Short Term Fund Growth managed by Edelweiss Mutual Fund,is a Short Duration Fundsscheme with Assets Under Management of ₹8 Crore. The fund benchmarks its performance against the NIFTY Short Duration Debt Index while maintaining an expense ratio of 0.79. 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.
Peer Comparison
| Fund Name | Ratings | AUM | Expense Ratio |
|---|---|---|---|
| This FundJM Short Term Fund Growth | 0 | 29.87 CR | 0.6 |
| This FundEdelweiss Short Term Fund Growth | 0 | 7.75 CR | 0.79 |
| This FundHDFC Short Term Debt Fund - Growth | 4 | 17289.31 CR | 0.7 |
| This FundFranklin India Short Term Income Plan Growth | 0 | 36.54 CR | 1.53 |
| Fund Name | 1Y | 3Y |
|---|---|---|
| This FundJM Short Term Fund Growth | 4.1786 | 10.5752 |
| This FundEdelweiss Short Term Fund Growth | 7.909 | 10.9166 |
| This FundHDFC Short Term Debt Fund - Growth | 7.5524 | 25.1235 |
| This FundFranklin India Short Term Income Plan Growth | 192.0971 | 219.539 |
FAQs
Edelweiss Short Term 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 Short Term Fund Growth is 0.79. This expense ratio is calculated by dividing the fund's operating expenses by its net assets.
Edelweiss Short Term Fund Growth’s fund performance is as follows:
- 1 Month : -1.88%
- 6 Months : 2.94%
- 1 Year : 7.91%
- 3 Years : 3.51%
You can invest in Edelweiss Short Term 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 Short Term Fund Growth is ₹8 crore. It changes based on market performance, inflows, and outflows.
You can track your investment in Edelweiss Short Term Fund Growth through our website, our Choice FinX mobile app, regular statements, and email updates. Our customer support team is available for queries.
Min Inv Amount: ₹500