Edelweiss Low Duration Fund Retail Growth
- 2.89%
- (--0.05)1877.4948
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Fund Summary
| Period | Returns(per year) |
|---|---|
| 10 Years | 5.55% |
| 5 Years | 2.89% |
| 3 Years | 2.99% |
| 1 Year | -5.31% |
| 6 Months | 3.42% |
| Fund Details | |
|---|---|
| ISIN | INF754K01FV7 |
| Risk | Moderately Low risk |
| Fund Type | Low Duration |
| NAV | 1877.4948 |
| Exit Load | -- |
More about this fund
| Top Holdings | Weightage |
|---|---|
| LIC Housing Finance Limited | 14.25% |
| Reliance Industries Limited | 14.16% |
| Sunny View Estates Private Limited | 9.46% |
| Hindustan Petroleum Corporation Limited | 7.1% |
| The Indian Hotels Company Limited | 2.98% |
| Muthoot Finance Limited | 2.77% |
| L & T Finance Ltd | 1.05% |
| Nabha Power Limited | 0.71% |
About Edelweiss Low Duration Fund
Edelweiss Low Duration Fund is an open-ended scheme which invests in debt securities, money market instruments, InvITs, REITs and other permissible securities. The plan aims to deliver returns with lower risks in a short timeframe. The Macaulay duration of the portfolio is between 6 months to a year.
Pros & Cons of Edelweiss Low Duration Fund
Edelweiss Low Duration Fund offers the following benefits:
- The scheme enables investors to get decent returns at lower risks.
- The investment remains highly liquid with an option to opt out in shorter durations.
- It is worth noting that Assets Under Management are less than 500 crores.
Fund Information and Statistics of Edelweiss Low Duration Fund
i) Inception / Launch date
The Edelweiss Low Duration Fund was started on January 1, 2013 by Edelweiss Mutual Fund.
ii) Risk level
The fund is a moderately low-risk bet and suitable for investors looking for decent returns in a shorter time span with higher liquidity options.
iii) Redemption
The units can be redeemed on any business day based on the NAV prices. Under normal circumstances, your fund house will dispatch the redemption proceeds within 1 business day.
iv) Fund Manager
The fund is jointly managed by Rahul Dedhia and Gautam Kaul since February 2017.
v) Entry / Exit load
The fund house does not charge any entry load or exit load.
Tax benefits of investing in Edelweiss Low Duration Fund
The Short-term capital gain tax will be levied on unitholders as per the income tax slab rate if units are held for less than 36 months. A long-term capital gains tax of 20% is applicable with indexation if units are held for more than three years.
About Edelweiss Mutual Fund
Edelweiss Mutual Fund fiduciary business of Edelweiss Group with Edelweiss Asset Management Limited acting as an investment manager. The fund house strives to offer disciplined investment process to ensure the growth of investors’ assets. It aims to adhere to highest ethical standards and focus on growth.
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All investments come with risk. Risk is the volatility or fluctuation in the price (and returns) of the investment. Usually,
- High Risk = High possible returns
- Low Risk = Stable, relatively lower returns