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Edelweiss NIFTY PSU Bond Plus SDL Apr 2027 50:50 Index Fund - Direct Plan Growth
★★★★★ TopFund est.
TopFund Score (fallback rating)
- Calculated by: TopFund — used only when no third-party rating exists for this fund
- Formula: 3-year trailing return percentile within category, adjusted ±1 star for expense ratio
- Refresh frequency: Whenever TopFund re-syncs this fund's data
- Limitations: A simplified 2-factor estimate, not equivalent to a rating agency's full analysis
TopFund Score: 45/100 · Weak
How this score is calculated
- Star rating (35%)2/5
- 3Y CAGR (30%)7.48%
- Expense ratio (20%)—
- AUM (15%)—
Not investment advice — an analytical read of public fund data. Methodology →
Edelweiss Mutual Fund · Other · Index Funds
₹13.42
AUM: —
NAV updated 20 days ago
Plan
Direct
Option
Growth
Risk
High
Sharpe Ratio
-0.05
Std Dev (1Y)
0.53%
Historical Returns (CAGR)
Annualized trailing returns computed from NAV history — past performance only, not a guarantee of future results.
1m
+0.59%
3m
+2.05%
6m
+3.17%
1y
+6.18%
3y
+7.48%
5y
—
10y
—
since inception
+6.2%
TopFund's Take on Edelweiss NIFTY PSU Bond Plus SDL Apr 2027 50:50 Index Fund - Direct Plan Growth
Edelweiss NIFTY PSU Bond Plus SDL Apr 2027 50:50 Index Fund - Direct Plan Growth lags behind most of its peers in the Index Funds category, currently carrying a 2-star rating. TopFund's composite Health Score, which weighs rating, 3-year CAGR, expense ratio and fund size, puts it at 45/100.
Cost: Expense ratio data for this fund isn't available yet.
Risk-adjusted performance: Over the trailing 1-year period, the fund shows a negative Sharpe ratio of -0.05 — 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 0.53% is on the lower side for a Index Funds fund, suggesting a comparatively smoother ride.
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.
Sector Allocation
Sector allocation not available yet.
Asset Allocation
Asset allocation not available yet.
Fund Snapshot
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Tools & Guides for This Fund
Frequently Asked Questions about Edelweiss NIFTY PSU Bond Plus SDL Apr 2027 50:50 Index Fund - Direct Plan Growth
The current NAV (Net Asset Value) of Edelweiss NIFTY PSU Bond Plus SDL Apr 2027 50:50 Index Fund - Direct Plan Growth is ₹13.42. NAV is updated every business day after market close by AMFI.
1Y: 6.18% · 3Y CAGR: 7.48%
Expense ratio data for Edelweiss NIFTY PSU Bond Plus SDL Apr 2027 50:50 Index Fund - Direct Plan Growth is not yet available.
Edelweiss NIFTY PSU Bond Plus SDL Apr 2027 50:50 Index Fund - Direct Plan Growth is managed by Edelweiss Mutual Fund.
Edelweiss NIFTY PSU Bond Plus SDL Apr 2027 50:50 Index Fund - Direct Plan Growth is classified as a High risk fund. It is suitable for investors with a long-term horizon of 3+ years.
Edelweiss NIFTY PSU Bond Plus SDL Apr 2027 50:50 Index Fund - Direct Plan Growth is a Index Funds fund. SIP suitability depends on your investment goal and risk profile.
You can start a SIP in Edelweiss NIFTY PSU Bond Plus SDL Apr 2027 50:50 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.
* Past performance is not indicative of future results. Mutual fund investments are subject to market risks.
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