Edelweiss Short Term Fund Growth Return

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Showing Funds Performance since Sep 07, 2020

Edelweiss Short Term Fund Growth Fund Overview

Min. investment

SIP ₹1000 & Lump. ₹5000

AUM (Fund size)

₹8 Cr

Lock In Period

N/A

Expense Ratio

0.79

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).

Benchmark

NIFTY Short Duration Debt Index

Edelweiss Short Term Fund Growth Calculate Returns

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Growth Review

DurationFund Return(%)Category Average(%)Category Best(%)
1M-1.880.78192.10
6M2.942.66192.10
1Y7.915.92192.10
3Y3.5115.87219.54

Portfolio Analysis

  • Equity:
  • Debt: 100.00%
  • Others
As on: 2020-06-30
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About Fund Edelweiss Short Term Fund Growth

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.

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
JM Short Term Fund Growth029 CR0.6
Edelweiss Short Term Fund Growth07 CR0.79
HDFC Short Term Debt Fund - Growth415,080 CR0.71
Franklin India Short Term Income Plan Growth036 CR1.53
Fund Name1Y3Y
This FundJM Short Term Fund Growth4.178610.5752
This FundEdelweiss Short Term Fund Growth7.90910.9166
This FundHDFC Short Term Debt Fund - Growth5.763424.0333
This FundFranklin India Short Term Income Plan Growth192.0971219.539

Edelweiss Short Term Fund Growth 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%
Returns of Edelweiss Short Term Fund Growth are updated daily based on NAV of ₹ 16.666 as on Jul 01,2020. Since inception, the return has been 10.92%.

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.