Fund Details
Edelweiss Short Term Fund Regular IDCW Weekly
| Risk | Moderately Low |
|---|---|
| Min SIP Amount | ₹1000 |
| Expense Ratio | 0.79% |
| NAV | ₹9.98 (01 Jul 2020) |
|---|---|
| Fund Started | 25 Mar 2010 |
| Fund Size | ₹8 Cr |
Returns
Comparison
1. 1Y Returns are higher than the category average returns
2. Age is more than 10 years
1. Asset under management(AUM) is less than 500 Crs. Watch expense ratio when AUM is very low
2. 3Y Returns are lower than the category average returns
3. 5Y Returns are lower than the category average returns
4. 10Y Returns are lower than the category average returns
Top Holdings
| Name | Sector | Instrument | % Assets |
|---|---|---|---|
| SD Corporation Pvt Ltd. | Construction | Debenture | 38.1% |
Fund Managers
Edelweiss Short Term Fund Regular IDCW Weekly Details
Edelweiss Short Term Fund Regular IDCW Weekly is a Debt Mutual Fund Scheme launched by Edelweiss Mutual Fund. This scheme was made available to investors on 25 Mar 2010. Dhawal Dalal, Gautam Kaul is the Current Fund Manager of Edelweiss Short Term Fund Regular IDCW Weekly fund.The fund currently has an Asset Under Management(AUM) of ₹8 Cr and the Latest NAV as of 01 Jul 2020 is ₹9.98.
The Edelweiss Short Term Fund Regular IDCW Weekly is rated Moderately Low risk. Minimum SIP Investment is set to 1000. Minimum Lumpsum Investment is 200000. For units in excess of 10% of the investment, 0.50% will be charged for redemption within 12 months.
Investment Objective
The scheme aims to generate returns commensurate with risks of investing in a short duration portfolio of money market instruments, debt securities, InvITs, REITs and other permissible securities.
Tax Implications
Returns are taxed as per your Income Tax slab, if sold before 3 years. Negligible Tax (20% with indexation benefit) post 3 years.
