3 Year return
5.82%Investment Details
Calculate Returns
Based on past performance of this fund
Risk Involved
Your principal will be at
Moderate Risk
Asset Under Management
₹271.35 Cr.
Expense Ratio
0.39% (inclusive of GST)
Exit Load
Nil
Tax Implications
Tax on gains as per your income tax bracket
Fund Holdings
Edelweiss Mutual Fund Managers
DD
Dhawal Dalal
Fund Manager since Aug 2017
Fund House Details
Edelweiss Mutual Fund Asset management company
Peer Comparison
Comparison with other similar funds
Funds
|
3 Y Returns
|
ARQ Rating
|
---|---|---|
UTI Banking and PSU Fund |
8.17% |
4 |
ICICI Prudential Banking and PSU Debt Fund |
6.46% |
5 |
Kotak Banking and PSU Debt |
6.24% |
5 |
Schemes by Edelweiss Mutual Fund
List of mutual fund schemes by AMC
Other . FoFs Domestic
Bharat Bond ETF FoF April 2032 Direct Growth
Other . FoFs Domestic
Bharat Bond ETF FoF April 2032 Direct Plan Dividend Payout
Other . FoFs Domestic
Bharat Bond ETF FoF April 2032 Direct Plan Dividend Reinvestment
Other . FoFs Domestic
Bharat Bond ETF FoF April 2033 Direct Plan Growth
Other . FoFs Domestic
Bharat Bond ETF FoF April 2033 Direct Plan IDCW Payout
About Edelweiss Banking and PSU Debt Fund Direct Plan Growth
The Edelweiss Banking and PSU Debt Fund Direct Plan Growth is a debt fund managed by Edelweiss Mutual Fund. It is a direct plan, which means that you will pay lower fees than if you invested in a regular plan. The fund has a growth option, which means that your investment returns are reinvested in the fund to grow your investment over time.
Investment Objectives of the Scheme
The investment objective of the Edelweiss Banking and PSU Debt Fund Direct Plan Growth is to generate income by investing in a portfolio of debt securities issued by banks and public sector undertakings (PSUs). The fund seeks to achieve its objective by investing in a diversified portfolio of debt securities and by actively managing its portfolio.
Key Features of The Fund
5-year return | 7.49% |
Expense Ratio | 0.39% |
Fund Manager | Dhawal Dalal |
Fund Size | ₹271.35 Cr |
Risk Profile | Moderate |
Is This Scheme Right for Me?
The Edelweiss Banking and PSU Debt Fund Direct Plan Growth is a good option for investors who are looking for an investment that generates income with moderate risk. The fund is suitable for investors who have a moderate risk tolerance and are looking for an investment that can help them meet their medium-term and long-term financial goals.
AMC Contact Details
Name | Edelweiss Mutual Fund |
Launch Date | 2009 |
Addresss | Edelweiss House, Off. C.S.T Road, Kalina, Mumbai - 400 098 |
Contact | 1800 425 0090 |
EMFHelp@edelweissmf.com | |
Website | https://www.edelweissmf.com/ |
Disclaimer: Mutual funds are subject to market risk. Read all scheme-related documents carefully to make informed-decision.
Planning Tool at You Fingertips Now – SIP Calculator
FAQs
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How do I invest in Edelweiss Banking and PSU Debt Fund?
- Make sure you are logged in to Angel One.
- Select the type of investment: SIP or one-time.
- In case of an SIP, select the amount and date and click ‘Start SIP’. In case of a one-time investment, enter just the amount.
- Proceed by clicking the pay button and choosing your mode of payment.
- Your portfolio will be updated with this investment in 3-5 working days.
How to start an SIP in Edelweiss Banking and PSU Debt Fund?
- Click on the ‘Invest’ button.
- Enter your desired SIP amount and the SIP date.
- You can uncheck the ‘Make first payment now’ box if you don’t want to make the payment right away.
- Choose your payment method between UPI and Net Banking.
- Make your payment.
- Your SIP is created.
How do I automate an SIP in Edelweiss Banking and PSU Debt Fund?
- Once you create an SIP, click on ‘Set up autopay’
- Select your desired verification method - debit card, net banking or Aadhar method credentials - and click on submit.
- Once you verify the OTP, your mandate request will be created.
How can I withdraw/redeem my investment in Edelweiss Banking and PSU Debt Fund?
- Go to the ‘Investments’ section and click on the mutual fund scheme you want to withdraw.
- Enter the amount you want to withdraw and tap the ‘Withdraw’ button.
- Verify the details on the ‘Confirm withdraw’ screen.
- Select the bank account in which you want to receive the funds.
- You will receive your funds within three working days of placing the order.
- You can track your order in the ‘Orders’ section.