Edelweiss Liquid Fund - Direct Plan - Bonus Option

Edelweiss Liquid Fund - Direct Plan - Bonus Option ranks among the stronger performers in the Liquid 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 82/100.

Cost: At 0.1%, the expense ratio is meaningfully cheaper — about 33% below the Liquid category average of 0.15% (based on 344 comparable funds). Lower costs compound in your favour over long holding periods.

Risk-adjusted performance: Over the trailing 1-year period, the fund shows a negative Sharpe ratio of -12.05 — 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 0.16% is on the lower side, suggesting a comparatively smoother ride.

Who should invest: This fund is best suited to conservative investors prioritising capital stability and predictable income over high growth.