info

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 Mutual Fund

Edelweiss CRISIL PSU Plus SDL 50:50 Oct 2025 Index Fund - Regular Plan Growth

★★★★★ monitor_heart Health Score: 77/100 · Good

Edelweiss Mutual Fund · Other · Index Funds

₹12.3

-0.79 (-6.01%) trending_down

AUM: ₹135 Cr

NAV updated about 2 months ago

Plan

Regular

Option

Growth

Risk

High

Expense Ratio

0.23%

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

Std Dev (1Y)

Historical Returns (CAGR)

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

1m

+0.53%

3m

+0.66%

6m

+2.07%

1y

+4.54%

3y

+7.35%

5y

10y

since inception

rate_review TopFund's Take on Edelweiss CRISIL PSU Plus SDL 50:50 Oct 2025 Index Fund - Regular Plan Growth

Edelweiss CRISIL PSU Plus SDL 50:50 Oct 2025 Index Fund - Regular Plan Growth holds up reasonably well within the Index Funds category, backed by a 5-star rating. TopFund's composite Health Score, which weighs rating, 3-year CAGR, expense ratio and fund size, puts it at 77/100.

Cost: At 0.23%, the expense ratio is meaningfully cheaper — about 44% below the Index Funds category average of 0.41% (based on 857 comparable funds). Lower costs compound in your favour over long holding periods.

Risk-adjusted performance: Risk-adjusted return metrics (Sharpe ratio, standard deviation) require at least a year of NAV history and aren't available yet for this fund.

Who should invest: This fund is best suited to cost-conscious investors happy to simply match the market rather than try to beat it. The High risk rating means near-term volatility should be expected — this isn't a fund to check daily.

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.

donut_small Sector Allocation

Entities 43.54%
Industrials 41.99%
Unspecified 14.48%

pie_chart Asset Allocation

State Development Loan 53.35%
GOI Securities 43.54%
Cash 1.73%
CBLO 1.39%

Frequently Asked Questions about Edelweiss CRISIL PSU Plus SDL 50:50 Oct 2025 Index Fund - Regular Plan Growth

* Past performance is not indicative of future results. Mutual fund investments are subject to market risks.

1