Edelweiss Crisil Ibx 50 50 Gilt Plus Sdl Short Duration Index Fund - Regular Plan - Growth
Expense Ratio: 0.6
Risk: Low to Moderate
Other Scheme - Index Funds
Plan: Regular
Benchmark: CRISIL IBX 50:50 Gilt Plus SDL Short Duration Index
Inception: 27-01-2023
Exit Load: Nil
Fund Size:₹148.69 Cr
Performance
1Y
Fund3.71%
Cat. Avg.-1.42%
2Y
Fund5.60%
Cat. Avg.-0.02%
3Y
Fund6.57%
Cat. Avg.8.81%
5Y
FundN/A
Cat. Avg.7.22%
10Y
FundN/A
Cat. Avg.10.92%
SI
Fund6.57%
Cat. Avg.5.09%
Fund Facts
No available Data
Taxation
Any Holding Period (STCG & LTCG):As per Income Slab Rate
*Tax rates as per Finance Act 2024. Surcharge & cess may apply.
Allocation
Visualizing Fund's Exposure
Asset Class
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Debt Ratings
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Debt Instruments
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Asset Class
Debt Ratings
Debt Instruments
Portfolio Holdings
Detailed breakdown of instruments.
Instrument | Val (Cr) | % Assets | |
|---|---|---|---|
| 1 | 7.32% GOVT OF INDIA RED 13-11-2030 | 31.10 | 19.92% |
| 2 | 7.17% GOVT OF INDIA RED 17-04-2030 | 25.72 | 16.47% |
| 3 | 7.59% KARNATAKA SDL 15-02-2027 | 25.40 | 16.27% |
| 4 | 7.59% GUJARAT SDL RED 15-02-2027 | 15.24 | 9.76% |
| 5 | 7.17% GUJARAT SDL RED 08-01-2030 | 15.09 | 9.66% |
| 6 | 7.10% GOVT OF INDIA RED 18-04-2029 | 9.27 | 5.94% |
| 7 | 7.38% GOVT OF INDIA RED 20-06-2027 | 6.90 | 4.42% |
| 8 | 8.28% GUJARAT SDL RED 13-02-2029 | 5.22 | 3.34% |
| 9 | 7.76% KARNATAKA SDL RED 13-12-2027 | 5.13 | 3.29% |
| 10 | 6.75% GOVT OF INDIA RED 23-12-2029 | 5.10 | 3.26% |
SIP Returns
7th
| Period | SIP Date | Inv(₹) | Val(₹) | Abs(%) | XIRR |
|---|---|---|---|---|---|
| 1Y | 07 Nov, 25 | 60000 | 60814 | +1.4% | +2.8% |
| 2Y | 07 Nov, 24 | 1.20 L. | 1.25 L. | +4.3% | +4.4% |
| 3Y | 07 Nov, 23 | 1.80 L. | 1.95 L. | +8.3% | +5.4% |
| SI | 08 Mar, 23 | 2.20 L. | 2.44 L. | +11.0% | +5.8% |
Lumpsum Returns
| Period | Inv Date | Inv(₹) | Val(₹) | Abs(%) | CAGR |
|---|---|---|---|---|---|
| 1Y | 16 Oct, 25 | 1 L. | 1.04 L. | +3.7% | +3.7% |
| 2Y | 16 Oct, 24 | 1 L. | 1.12 L. | +11.5% | +5.6% |
| 3Y | 16 Oct, 23 | 1 L. | 1.21 L. | +21.0% | +6.6% |
| SI | 16 Feb, 23 | 1 L. | 1.26 L. | +26.3% | +6.6% |
SIP Calculator
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Future Value
₹23.80L
With SIP Amount ₹5,000
Total Invested
₹9.00LTotal Profit
₹14.80LSIP Invested₹9.00L
SIP Gain₹14.80L
Lumpsum Inv.₹0
Lumpsum Gain₹0
Reality Check: Your future value will be today's ₹8.62L at inflation rate 7%
Tip: You can set a Goal first in the Goal Planner to calculate SIP targets adjusted for inflation.