Edelweiss Low Duration Super Institutional Direct Plan Growth+0.01%

2Groww
-4.24%
1 Year Return
Debt
Low Duration
2.0 star
6M
1Y
3Y
5Y
All

Fund Details

Edelweiss Low Duration Super Institutional Direct Plan Growth

RiskModerately Low
Min SIP AmountNot Supported
Expense Ratio0.20%
NAV2078.98 (18 Sep 2019)
Fund Started01 Jan 2013
Fund Size119 Cr

Returns

1Y
3Y*
5Y*
Since inception*
Edelweiss Low Duration Super Institutional Direct Plan Growth
-4.2%
3.4%
3.4%
4.9%
Category Average
3.3%
5.7%
6.7%
-
Rank within category
23
21
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
    30
    with -4.2% annual returns

    Comparison

    Data not available
    Pros
    1. Risk-adjusted returns are higher compared to the category
    2. Risk is lower compared to the benchmark
    3. Lower expense ratio
    4. 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 benchmark
    3. 3Y Returns are lower than the benchmark
    4. 5Y Returns are lower than the benchmark

    Top Holdings

    NameSectorInstrument% Assets
    JSW Techno Projects Management Ltd.EngineeringDebenture27.6%
    Indian Hotels Co. Ltd.ServicesDebenture9.2%
    Reliance Industries Ltd.EnergyNCD8.4%
    HDFC Bank Ltd.FinancialCD8.1%
    Small Industries Devp. Bank of India Ltd.FinancialCP8.1%
    National Bank For Agriculture & Rural DevelopmentFinancialCP8.1%
    Dewan Housing Finance Corpn. Ltd.FinancialDebenture5.6%
    Sunny View Estates Pvt Ltd.ConstructionDebenture5.6%
    Indian Hotels Co. Ltd.ServicesBonds/Deb1.7%
    Tata Power Co. Ltd.EnergyNCD1.7%
    See All

    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 Religare Invesco AMC, Sahara India Asset Management Company Pvt. Ltd, IDBI AMC. and Mata Securities (India) Pvt. Ltd..
    Funds Managed
    addRahul Dedhia

    Other Details

    Edelweiss Low Duration Super Institutional Direct Plan Growth is a Debt Mutual Fund Scheme launched by Edelweiss Mutual Fund. This scheme was introduced to investors on 01 Jan 2013. Gautam Kaul, Rahul Dedhia is the Current Fund Manager of Edelweiss Low Duration Super Institutional Direct Plan Growth.The fund currently has an Asset Under Management(AUM) of ₹119 Cr and the Latest NAV as of 18 Sep 2019 is ₹2078.98.

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

    Investment Objective

    The investment objective of the Scheme is to provide reasonable returns, commensurate with low risk while providing a high level of liquidity, through a portfolio of money market and debt securities. However, there can be no assurance that the investment objectives of the Scheme will be realized.

    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
    29 Apr 2008
    Edelweiss Mutual Fund
    Asset Management Company
    Custodian
    Standard Chartered Bank
    Registrar & Transfer Agent
    Karvy
    Address
    Karvy House, No. 46, 8-2-609/K, Avenue 4, Street No.1 Banjara Hills,
    Invest Now
    Enter investment amount
    + ₹5,000
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    + ₹50,000
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    MONTHLY SIP
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