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Edelweiss Low Duration Super Institutional Direct Plan Growth+0.01%

-2.71%
1 Year Return
Debt
Low Duration
2.0star
6M
1Y
3Y
5Y
All

Fund Details

Edelweiss Low Duration Super Institutional Direct Plan Growth

RiskModerately Low
Min SIP Amount₹500
Expense Ratio0.20%
NAV₹2075.44 (22 Jan 2021)
Fund Started01 Jan 2013
Fund Size32 Cr

Returns

1Y
3Y*
5Y*
Since inception*
Fund Returns
-2.7%
0.1%
3.0%
2.1%
Category Average
6.0%
5.0%
6.0%
-
Rank Within Category
24
24
23
-
*All returns are annualized.
SIP
ONE TIME
Minimum SIP amount500
Amount Per Month₹5,000
Duration
1Y back
3Y back
5Y back
Would have become
0
with -2.7% returns per annum

Comparison

Data not available
Pros
1. Lower expense ratio - 0.2%
2. Exit load is zero
Cons
1. Asset under management(AUM) is less than 500 Crs. Watch expense ratio when AUM is very low
2. 1Y Returns are lower than the category average returns
3. 3Y Returns are lower than the category average returns
4. 5Y Returns are lower than the category average returns

Top Holdings

NameSectorInstrument% Assets
Reserve Bank of IndiaFinancialT-Bills46.2%
Reserve Bank of IndiaFinancialT-Bills21.9%
Shriram Transport Finance Co. Ltd.FinancialNCD15.7%
L&T Finance Ltd.FinancialDebenture0.1%

Fund Managers

Gautam Kaul
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Edelweiss Low Duration Super Institutional Direct Plan Growth Details

Edelweiss Low Duration Super Institutional Direct Plan Growth is a Debt Mutual Fund Scheme launched by Edelweiss Mutual Fund. This scheme was made available to investors on 01 Jan 2013. Gautam Kaul, Rahul Dedhia is the Current Fund Manager of Edelweiss Low Duration Super Institutional Direct Plan Growth fund.The fund currently has an Asset Under Management(AUM) of ₹32 Cr and the Latest NAV as of 22 Jan 2021 is ₹2075.44.

The Edelweiss Low Duration Super Institutional Direct Plan Growth is rated Moderately Low risk. Minimum SIP Investment is set to 500. Minimum Lumpsum Investment is 5000.

Investment Objective

The scheme aims to generate returns commensurate with risks of investing in a low 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.

Scheme Information Document(SID)

₹5000
Min for First Investment
₹500
Min for Second Investment
Nil
Exit Load

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About Edelweiss Mutual Fund

Address
Tower 3, Wing B, Ground Floor, Kohinoor City Mall, Kohinoor City, Kirol Road, Kurla(W), Mumbai 400070
Phone
+91 22 40979900
Launch Date
30 Apr 2008
Edelweiss Mutual Fund
Asset Management Company
Custodian
Standard Chartered Bank
Registrar & Transfer Agent
KFin Tech
Address
Karvy House, No. 46, 8-2-609/K, Avenue 4, Street No.1 Banjara Hills,
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