Edelweiss Low Duration Fund Retail Growth - Regular - Latest NAV [ ₹1804.3771 ], Returns, Performance, Portfolio & Returns 2021

Edelweiss Low Duration Fund Retail Growth

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Fund Summarystar

PeriodReturns(per year)
10 Years4.53%
5 Years2.41%
3 Years-0.66%
1 Year-3.81%
6 Months2.32%
Fund Details
RiskLow to Moderate Risk
Fund TypeLow Duration
Exit Load--

More about this fundstar

Top HoldingsWeightage
364 DTB 1208202141.37%
182 DTB 1507202127.66%
Shriram Transport Finance Company Limited14.07%
L&T Finance Limited0.08%

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:

  1. The scheme enables investors to get decent returns at lower risks.
  2. The investment remains highly liquid with an option to opt out in shorter durations.
  3. 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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Frequently Asked Questions

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Start your investment

Currently this fund is not available on ClearTax Invest. We request you to checkout other Related funds
Low to Moderate Risk

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