3 Year return

0
Launched on January 2023 (1 year)

Investment Details

₹100

Minimum SIP Amount

₹100

Minimum one time investment

Fund has no lock-in period

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Risk Involved

Moderate Risk

Your principal will be at

Moderate Risk

Scheme Information

Asset Under Management

₹148.24 Cr.

Expense Ratio

0.2% (inclusive of GST)

Exit Load

Nil

Ratings

ARQ Rating
0

Ratings by other agencies

0
0
0

Tax Implications

There are no records found for Tax Implications.

Fund Holdings

Holdings

Edelweiss Mutual Fund Managers

DD

Dhawal Dalal

Fund Manager since Aug 2017

Fund House Details

Edelweiss Mutual Fund

Edelweiss Mutual Fund Asset management company

AUM ₹147,767.86 Cr.
No. of Schemes 153
Setup Date NA

Peer Comparison

Comparison with other similar funds

Schemes by Edelweiss Mutual Fund

List of mutual fund schemes by AMC

About Edelweiss Crisil IBX 50:50 Gilt Plus SDL Short Duration Index Fund Direct Plan Growth

The Edelweiss Crisil IBX 50:50 Gilt Plus SDL Short Duration Index Fund is managed by Edelweiss Mutual Fund, a well-known name in the asset management industry. This fund falls under the category of Debt - Gilt Funds. The fund primarily invests in government securities, aiming to generate stable returns while managing risk.

Investment Objectives of the Scheme

The fund's primary objective is to provide investors with the opportunity to invest in a diversified portfolio of government securities and state development loans (SDLs) while maintaining a short duration. The focus on gilt securities backed by the government adds a layer of safety to the investment, while the short duration reduces interest rate risk.

Key Features of The Fund

5-year return NA
Expense Ratio 0.2%
Fund Manager Dhawal Dalal
Fund Size ₹148.24 Cr
Risk Profile Moderate

Is This Scheme Right for Me?

This fund can be a good fit for investors who are seeking a relatively stable investment option with moderate risk. If you are looking for an avenue to park your funds for the short to medium term while earning competitive returns, this fund might align with your goals. Moreover, individuals who prefer investing in government-backed securities and want to minimize interest rate fluctuations may also find this fund appealing.

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
Email 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.

FAQs

What is today's NAV of Edelweiss Crisil IBX 50:50 Gilt Plus SDL Short Duration Index Fund?

NAV, or Net Asset Value, is the price of a single unit of a mutual fund. It is calculated by dividing the current value of holdings held by the mutual fund scheme at the end of the day by the total number of units issued. The NAV changes every day. The NAV of Edelweiss Crisil IBX 50:50 Gilt Plus SDL Short Duration Index Fund May 22 2024 is 11.0066

What is the AUM of Edelweiss Crisil IBX 50:50 Gilt Plus SDL Short Duration Index Fund?

Short for Asset Under Management, AUM means the total assets held by a mutual fund scheme. The AUM of the fund changes every day based on the fluctuation in the price of the underlying assets. Fund houses don't update AUM on a daily basis. They only update it at the end of the month and release it within a few days of the following month. The AUM of Edelweiss Crisil IBX 50:50 Gilt Plus SDL Short Duration Index Fund is 148.24 crore.

What is the expense ratio of Edelweiss Crisil IBX 50:50 Gilt Plus SDL Short Duration Index Fund?

The expense ratio is the annual charges you pay to the mutual fund house for managing your investments. It is a percentage of Assets Under Management. It is deducted from the fund’s returns. The expense ratio of Edelweiss Crisil IBX 50:50 Gilt Plus SDL Short Duration Index Fund is 0.2%

What are the returns of Edelweiss Crisil IBX 50:50 Gilt Plus SDL Short Duration Index Fund since inception?

The Edelweiss Crisil IBX 50:50 Gilt Plus SDL Short Duration Index Fund was launched on Jan 27 2023. The fund has delivered a CAGR of 7.83 since inception.

What is the minimum SIP amount to invest in Edelweiss Crisil IBX 50:50 Gilt Plus SDL Short Duration Index Fund?

A Systematic Investment Plan (SIP) in mutual funds allows you to invest small amounts periodically instead of a one-time investment. The frequency of investment can be monthly, quarterly, half-yearly or annually, as per your convenience. The minimum SIP for Edelweiss Crisil IBX 50:50 Gilt Plus SDL Short Duration Index Fund is 100.

How do I invest in Edelweiss Crisil IBX 50:50 Gilt Plus SDL Short Duration Index Fund?

  1. Make sure you are logged in to Angel One.
  2. Select the type of investment: SIP or one-time.
  3. 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.
  4. Proceed by clicking the pay button and choosing your mode of payment.
  5. Your portfolio will be updated with this investment in 3-5 working days.

How to start an SIP in Edelweiss Crisil IBX 50:50 Gilt Plus SDL Short Duration Index Fund?

  1. Click on the ‘Invest’ button.
  2. Enter your desired SIP amount and the SIP date.
  3. You can uncheck the ‘Make first payment now’ box if you don’t want to make the payment right away.
  4. Choose your payment method between UPI and Net Banking.
  5. Make your payment.
  6. Your SIP is created.

How do I automate an SIP in Edelweiss Crisil IBX 50:50 Gilt Plus SDL Short Duration Index Fund?

  1. Once you create an SIP, click on ‘Set up autopay’
  2. Select your desired verification method - debit card, net banking or Aadhar method credentials - and click on submit.
  3. Once you verify the OTP, your mandate request will be created.

How can I withdraw/redeem my investment in Edelweiss Crisil IBX 50:50 Gilt Plus SDL Short Duration Index Fund?

  1. Go to the ‘Investments’ section and click on the mutual fund scheme you want to withdraw.
  2. Enter the amount you want to withdraw and tap the ‘Withdraw’ button.
  3. Verify the details on the ‘Confirm withdraw’ screen.
  4. Select the bank account in which you want to receive the funds.
  5. You will receive your funds within three working days of placing the order.
  6. You can track your order in the ‘Orders’ section.