Edelweiss Crisil Ibx 50 50 Gilt Plus Sdl Short Duration Index Fund - Regular Plan - IDCW

Q: How to check the XIRR of Edelweiss CRISIL IBX 50 50 Gilt Plus SDL Short Duration Index fund - Regular Plan - IDCW?

You can track the exact XIRR and portfolio overlapping of Edelweiss CRISIL IBX 50 50 Gilt Plus SDL Short Duration Index fund - Regular Plan - IDCW alongside your PMS and AIF investments using the MutualSaathi Portfolio Analyzer.

Q: How to check portfolio overlap for Edelweiss CRISIL IBX 50 50 Gilt Plus SDL Short Duration Index fund - Regular Plan - IDCW?

Use the MutualSaathi Portfolio Analyzer to compare Edelweiss CRISIL IBX 50 50 Gilt Plus SDL Short Duration Index fund - Regular Plan - IDCW with other funds, PMS, and AIFs to detect hidden stock overlaps.

Edelweiss Mutual Fund

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

Fund4.94%

Cat. Avg.2.61%

Fund6.88%

Cat. Avg.3.39%

Fund6.95%

Cat. Avg.10.42%

FundN/A

Cat. Avg.11.16%

10Y

FundN/A

Cat. Avg.11.44%

Fund7.10%

Cat. Avg.7.02%

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	Type	Sub-Cat	Sector	YTM	Val (Cr)	% Assets
1	7.32% GOVT OF INDIA RED 13-11-2030	DEBT	G-Sec	SOVEREIGN	6.52%	31.10	19.92%
2	7.17% GOVT OF INDIA RED 17-04-2030	DEBT	G-Sec	SOVEREIGN	6.48%	25.72	16.47%
3	7.59% KARNATAKA SDL 15-02-2027	DEBT	SDL	SOVEREIGN	6.05%	25.40	16.27%
4	7.59% GUJARAT SDL RED 15-02-2027	DEBT	SDL	SOVEREIGN	6.05%	15.24	9.76%
5	7.17% GUJARAT SDL RED 08-01-2030	DEBT	SDL	SOVEREIGN	7.12%	15.09	9.66%
6	7.10% GOVT OF INDIA RED 18-04-2029	DEBT	G-Sec	SOVEREIGN	6.14%	9.27	5.94%
7	7.38% GOVT OF INDIA RED 20-06-2027	DEBT	G-Sec	SOVEREIGN	5.78%	6.90	4.42%
8	8.28% GUJARAT SDL RED 13-02-2029	DEBT	SDL	SOVEREIGN	6.78%	5.22	3.34%
9	7.76% KARNATAKA SDL RED 13-12-2027	DEBT	SDL	SOVEREIGN	6.31%	5.13	3.29%
10	6.75% GOVT OF INDIA RED 23-12-2029	DEBT	G-Sec	SOVEREIGN	6.28%	5.10	3.26%

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Fund Details

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Fund Details

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SIP Returns

Amount (₹)

Date

7th

Period	SIP Date	Inv(₹)	Val(₹)	Abs(%)	XIRR
1Y	07 Aug, 25	60000	61641	+2.7%	+5.6%
2Y	07 Aug, 24	1.20 L.	1.27 L.	+6.1%	+6.1%
3Y	07 Aug, 23	1.80 L.	1.99 L.	+10.3%	+6.7%
SI	08 Mar, 23	2.05 L.	2.30 L.	+12.0%	+6.8%

Lumpsum Returns

Amount (₹)

Period	Inv Date	Inv(₹)	Val(₹)	Abs(%)	CAGR
1Y	21 Jul, 25	1 L.	1.05 L.	+4.9%	N/A
2Y	22 Jul, 24	1 L.	1.14 L.	+14.2%	+6.9%
3Y	20 Jul, 23	1 L.	1.22 L.	+22.3%	+6.9%
SI	16 Feb, 23	1 L.	1.26 L.	+26.5%	+7.1%

SIP Planner

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Monthly SIP Amount

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Investment Tenure

Max: 40 Years

Years

Expected Annual Return (SIP)

Max: 30%

Expected Inflation

Max: 20%

Annual Step-up

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Max: 500%

Initial Lumpsum

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₹

Expected Return on Lumpsum

Max: 30%

Future Value

₹23.80L

With SIP Amount ₹5,000

Total Invested

₹9.00L

Total Gained

₹14.80L

SIP 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.