Edelweiss Crisil Ibx 50 50 Gilt Plus Sdl April 2037 Index Fund - Direct Plan - IDCW Option

Q: How to check the XIRR of Edelweiss CRISIL IBX 50 50 Gilt Plus SDL April 2037 Index Fund - Direct Plan - IDCW Option?

You can track the exact XIRR and portfolio overlapping of Edelweiss CRISIL IBX 50 50 Gilt Plus SDL April 2037 Index Fund - Direct Plan - IDCW Option 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 April 2037 Index Fund - Direct Plan - IDCW Option?

Use the MutualSaathi Portfolio Analyzer to compare Edelweiss CRISIL IBX 50 50 Gilt Plus SDL April 2037 Index Fund - Direct Plan - IDCW Option with other funds, PMS, and AIFs to detect hidden stock overlaps.

Edelweiss Mutual Fund

Expense Ratio: 0.18

Risk: Moderate

Other Scheme - Index Funds

Plan: Direct

Benchmark: CRISIL IBX 50:50 Gilt Plus SDL Index - April 2037

Inception: 27-09-2022

Exit Load: Nil

Fund Size:₹963.07 Cr

Performance

Fund3.49%

Cat. Avg.3.13%

Fund7.04%

Cat. Avg.3.85%

Fund7.43%

Cat. Avg.10.89%

FundN/A

Cat. Avg.11.75%

10Y

FundN/A

Cat. Avg.11.88%

Fund8.27%

Cat. Avg.7.52%

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	7.41% GOVT OF INDIA RED 19-12-2036	DEBT	G-Sec	SOVEREIGN	6.90%	366.15	40.49%
2	7.84% TELANGANA SDL RED 03-08-2036	DEBT	SDL	SOVEREIGN	7.63%	122.96	13.60%
3	7.74% UTTAR PRADESH SDL 15-03-2037	DEBT	SDL	SOVEREIGN	7.65%	94.79	10.48%
4	7.54% GOVT OF INDIA RED 23-05-2036	DEBT	G-Sec	SOVEREIGN	6.93%	52.59	5.82%
5	8.03% ANDHRA PRADESH SDL RED 20-07-2036	DEBT	SDL	SOVEREIGN	7.63%	51.87	5.74%
6	7.89% TELANGANA SDL RED 27-10-2036	DEBT	SDL	SOVEREIGN	7.63%	51.43	5.69%
7	7.75% RAJASTHAN SDL RED 08-11-2036	DEBT	SDL	SOVEREIGN	7.64%	50.87	5.63%
8	7.72% ANDHRA PRADESH SDL RED 25-10-2036	DEBT	SDL	SOVEREIGN	7.62%	31.59	3.49%
9	7.83% TELANGANA SDL RED 04-10-2036	DEBT	SDL	SOVEREIGN	7.63%	30.73	3.40%
10	Accrued Interest	CASH	Interest	Interest		12.08	1.34%

Similar Funds

SIP Returns

Amount (₹)

Date

7th

Period	SIP Date	Inv(₹)	Val(₹)	Abs(%)	XIRR
1Y	07 Aug, 25	60000	61988	+3.3%	+6.8%
2Y	07 Aug, 24	1.20 L.	1.27 L.	+5.9%	+5.9%
3Y	07 Aug, 23	1.80 L.	1.99 L.	+10.8%	+7.0%
SI	07 Nov, 22	2.25 L.	2.57 L.	+14.4%	+7.3%

Lumpsum Returns

Amount (₹)

Period	Inv Date	Inv(₹)	Val(₹)	Abs(%)	CAGR
1Y	21 Jul, 25	1 L.	1.03 L.	+3.4%	N/A
2Y	22 Jul, 24	1 L.	1.15 L.	+14.6%	+7.1%
3Y	20 Jul, 23	1 L.	1.24 L.	+24.0%	+7.4%
SI	13 Oct, 22	1 L.	1.35 L.	+34.9%	+8.3%

SIP Planner

Visualize how small monthly investments grow over time.

Monthly SIP Amount

HNI/UHNI? Enter manually (Max: ₹10 Cr)

₹

Investment Tenure

Max: 40 Years

Years

Expected Annual Return (SIP)

Max: 30%

Expected Inflation

Max: 20%

Annual Step-up

Beat inflation and compound wealth faster with an annual step-up.

Max: 500%

Initial Lumpsum

HNI/UHNI? Enter manually (Max: ₹1000 Cr)

₹

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.