Edelweiss Low Duration Super Institutional Direct Plan Growth+0.03%

-2.17%
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%
NAV2054.59 (29 Oct 2020)
Fund Started01 Jan 2013
Fund Size24 Cr

Returns

1Y
3Y*
5Y*
Since inception*
Edelweiss Low Duration Super Institutional Direct Plan Growth
-2.2%
0.3%
3.1%
4.0%
Category Average
6.4%
5.1%
6.1%
-
Rank within category
24
24
23
-
*All returns are annualized.
SIP
Lumpsum
I want to invest per month5,000
    For how many years?
    1 Year
    3 Years
    5 Years
    Estimated Value
    as per Historical Returns
    0
    with -2.2% annual returns

    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

    Top Holdings

    NameSectorInstrument% Assets
    Reserve Bank of IndiaFinancialT-Bills42.0%
    Reserve Bank of IndiaFinancialT-Bills29.2%
    Shriram Transport Finance Co. Ltd.FinancialNCD21.0%
    L&T Finance Ltd.FinancialDebenture0.1%

    Fund Managers

    addGautam Kaul
    Education
    Mr. Kaul is a B.Com (H) and MBA (Finance).
    Experience
    Prior to joining Edelweiss AMC he has worked with Invesco Mutual Fund, Sahara India Asset Management Company Pvt. Ltd, IDBI AMC. and Mata Securities (India) Pvt. Ltd..
    Funds Managed

    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 ₹24 Cr and the Latest NAV as of 29 Oct 2020 is ₹2054.59.

    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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