What is the minimum SIP amount for Edelweiss CRISIL IBX 50:50 Gilt Plus SDL Sep 2028 Index Fund - Direct Plan - Growth?

You can start a SIP in Edelweiss CRISIL IBX 50:50 Gilt Plus SDL Sep 2028 Index Fund - Direct Plan - Growth with as little as ₹500 per month through most mutual fund platforms. The minimum lump sum investment is typically ₹1,000.

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Data shown is for informational purposes only and does not constitute investment advice. TopFund is not SEBI-registered. Consult a SEBI-registered advisor before investing.

Edelweiss CRISIL IBX 50:50 Gilt Plus SDL Sep 2028 Index Fund - Direct Plan - Growth

Q: What is the current NAV of Edelweiss CRISIL IBX 50:50 Gilt Plus SDL Sep 2028 Index Fund - Direct Plan - Growth?

The current NAV (Net Asset Value) of Edelweiss CRISIL IBX 50:50 Gilt Plus SDL Sep 2028 Index Fund - Direct Plan - Growth is ₹13.22. NAV is updated every business day after market close by AMFI.

Q: What is the expense ratio of Edelweiss CRISIL IBX 50:50 Gilt Plus SDL Sep 2028 Index Fund - Direct Plan - Growth?

The expense ratio of Edelweiss CRISIL IBX 50:50 Gilt Plus SDL Sep 2028 Index Fund - Direct Plan - Growth is 0.2% per annum. This is the annual fee charged by the fund to manage your investment.

Q: What is the AUM of Edelweiss CRISIL IBX 50:50 Gilt Plus SDL Sep 2028 Index Fund - Direct Plan - Growth?

The Assets Under Management (AUM) of Edelweiss CRISIL IBX 50:50 Gilt Plus SDL Sep 2028 Index Fund - Direct Plan - Growth is ₹132 crore. AUM indicates the total market value of assets managed by the fund.

★★★★★ monitor_heart Health Score: 70/100 · Good

Edelweiss Mutual Fund · Debt · Target Maturity

₹13.22

+0.0 (+0.0%) trending_up

AUM: ₹132 Cr

NAV updated about 16 hours ago

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Plan

Direct

Option

Growth

Risk

Moderate

Expense Ratio

0.2%

Exit Load

Exit load of 0.1% if redeemed within 30 days

Fund Manager

Dhawal Dalal

Inception

Nov 2022

Benchmark

CRISIL IBX 50:50 Gilt Plus SDL Index - Sep 2028

Sharpe Ratio

-1.1

Std Dev (1Y)

1.04%

Historical Returns (CAGR)

Annualized trailing returns computed from NAV history — past performance only, not a guarantee of future results.

+0.44%

+1.66%

+2.7%

+5.09%

+7.46%

—

10y

—

since inception

+7.71%

rate_review TopFund's Take on Edelweiss CRISIL IBX 50:50 Gilt Plus SDL Sep 2028 Index Fund - Direct Plan - Growth

Edelweiss CRISIL IBX 50:50 Gilt Plus SDL Sep 2028 Index Fund - Direct Plan - Growth holds up reasonably well within the Target Maturity category, backed by a 4-star rating. TopFund's composite Health Score, which weighs rating, 3-year CAGR, expense ratio and fund size, puts it at 70/100.

Cost: At 0.2%, the expense ratio runs 18% above the Target Maturity category average of 0.17%. That gap is worth weighing against the fund's actual performance versus cheaper peers before committing to a long SIP.

Risk-adjusted performance: Over the trailing 1-year period, the fund shows a negative Sharpe ratio of -1.1 — over the past year, returns haven't kept pace with the volatility involved, even before accounting for the risk-free rate. Separately, annualised volatility of 1.04% is on the lower side, suggesting a comparatively smoother ride.

Who should invest: This fund is best suited to investors whose goals and risk appetite align with a Debt fund.

This is an automated, data-driven analysis based on the fund's own metrics and its category peers — not personalized investment advice. Consult a SEBI-registered advisor before investing.