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Fund Overview

Fund Size

Fund Size

-

Expense Ratio

Expense Ratio

-

ISIN

ISIN

INF754K01UP8

Minimum SIP

Minimum SIP

₹100

Exit Load

Exit Load

No Charges

Inception Date

Inception Date

20 Mar 2025

About this fund

This fund has been in existence for 8 days, having been launched on 20-Mar-25
  • Edelweiss Low Duration Fund Direct Growth has given a CAGR return of 0.31% since inception.
  • You can start investing in Edelweiss Low Duration Fund Direct Growth with a SIP of ₹100 or a Lumpsum investment of ₹100.

Performance against Category Average

In this section, we compare the returns of the scheme with the category average over various periods. Periods for which the fund has outperformed its category average are marked in green, otherwise red.

Since Inception

+0.31%

(Cat Avg.)

Risk & Performance Ratios

Standard Deviation

This fund

--

Cat. avg.

0.74%

Lower the better

Sharpe Ratio

This fund

--

Cat. avg.

-0.37

Higher the better

Sortino Ratio

This fund

--

Cat. avg.

-0.19

Higher the better

Fund Managers

RD

Rahul Dedhia

Since March 2025

PK

Pranavi Kulkarni

Since March 2025

Additional Scheme Details

ISIN
INF754K01UP8
Expense Ratio
-
Exit Load
No Charges
Fund Size
-
Age
0 month
Lumpsum Minimum
₹100
Fund Status
Open Ended Investment Company
Benchmark
CRISIL Low Duration Debt A-I TR INR

Investment ObjectiveInvestment Objective

To seek to generate long-term capital growth from an actively managed portfolio primarily of Equity and Equity Related Securities. Scheme shall invest in Indian equities,foreign equities and related instruments and debt securities.

Tax Treatment

iconCapital Gains Taxation:

iconDividend Taxation:

info icon

Note: As per the Income Tax Budget 2024, mutual funds are subject to capital gains taxation, which includes surcharge and cess based on prevailing income tax rules and the investor’s income. Taxation applies only to realised gains, not notional gains. Please consult your tax advisors to determine the implications or consequences of your investments in such securities.

Similar Low Duration Funds

Fund nameExpense RatioExit LoadFund size
1Y
Mahindra Manulife Low Duration Fund Direct Growth

Moderate Risk

0.3%0.0%₹588.74 Cr8.1%
Mahindra Manulife Low Duration Fund Regular Growth

Moderate Risk

1.1%0.0%₹588.74 Cr7.2%
Tata Treasury Advantage Fund Regular Growth

Low to Moderate Risk

0.6%0.0%₹2391.87 Cr7.5%
Kotak Low Duration Fund Regular Growth

Moderate Risk

1.2%0.0%₹11678.60 Cr7.4%
Mirae Asset Savings Fund Regular Growth

Low to Moderate Risk

0.9%0.0%₹1199.97 Cr7.1%
HDFC Low Duration Fund Regular Growth

Low to Moderate Risk

1.0%0.0%₹18611.34 Cr7.4%
Bandhan Low Duration Fund Regular Growth

Low to Moderate Risk

0.6%0.0%₹5374.26 Cr7.4%
Canara Robeco Savings Fund Regular Growth

Low to Moderate Risk

0.6%0.0%₹770.26 Cr7.4%
ICICI Prudential Savings Fund Regular Growth

Moderate Risk

0.5%0.0%₹21665.30 Cr7.9%
Sundaram Low Duration Fund Regular Growth

Low to Moderate Risk

1.2%0.0%₹372.68 Cr7.3%

Risk Level

Your principal amount will be at Low to Moderate Risk

Low to Moderate Risk

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The NAV of Edelweiss Low Duration Fund Direct Growth, as of 27-Mar-2025, is ₹1003.12.
The fund managers responsible for Edelweiss Low Duration Fund Direct Growth are:-
  1. Rahul Dedhia
  2. Pranavi Kulkarni

Fund Overview

Fund Size

Fund Size

-

Expense Ratio

Expense Ratio

-

ISIN

ISIN

INF754K01UP8

Minimum SIP

Minimum SIP

₹100

Exit Load

Exit Load

No Charges

Inception Date

Inception Date

20 Mar 2025

Risk Level

Your principal amount will be at Low to Moderate Risk

Low to Moderate Risk

About this fund

This fund has been in existence for 8 days, having been launched on 20-Mar-25
  • Edelweiss Low Duration Fund Direct Growth has given a CAGR return of 0.31% since inception.
  • You can start investing in Edelweiss Low Duration Fund Direct Growth with a SIP of ₹100 or a Lumpsum investment of ₹100.

Performance against Category Average

In this section, we compare the returns of the scheme with the category average over various periods. Periods for which the fund has outperformed its category average are marked in green, otherwise red.

Since Inception

+0.31%

(Cat Avg.)

Risk & Performance Ratios

Standard Deviation

This fund

--

Cat. avg.

0.74%

Lower the better

Sharpe Ratio

This fund

--

Cat. avg.

-0.37

Higher the better

Sortino Ratio

This fund

--

Cat. avg.

-0.19

Higher the better

Fund Managers

RD

Rahul Dedhia

Since March 2025

PK

Pranavi Kulkarni

Since March 2025

Additional Scheme Details

ISIN
INF754K01UP8
Expense Ratio
-
Exit Load
No Charges
Fund Size
-
Age
0 month
Lumpsum Minimum
₹100
Fund Status
Open Ended Investment Company
Benchmark
CRISIL Low Duration Debt A-I TR INR

Investment ObjectiveInvestment Objective

To seek to generate long-term capital growth from an actively managed portfolio primarily of Equity and Equity Related Securities. Scheme shall invest in Indian equities,foreign equities and related instruments and debt securities.

Tax Treatment

iconCapital Gains Taxation:

iconDividend Taxation:

info icon

Note: As per the Income Tax Budget 2024, mutual funds are subject to capital gains taxation, which includes surcharge and cess based on prevailing income tax rules and the investor’s income. Taxation applies only to realised gains, not notional gains. Please consult your tax advisors to determine the implications or consequences of your investments in such securities.

Similar Low Duration Funds

Fund nameExpense RatioExit LoadFund size
1Y
Mahindra Manulife Low Duration Fund Direct Growth

Moderate Risk

0.3%0.0%₹588.74 Cr8.1%
Mahindra Manulife Low Duration Fund Regular Growth

Moderate Risk

1.1%0.0%₹588.74 Cr7.2%
Tata Treasury Advantage Fund Regular Growth

Low to Moderate Risk

0.6%0.0%₹2391.87 Cr7.5%
Kotak Low Duration Fund Regular Growth

Moderate Risk

1.2%0.0%₹11678.60 Cr7.4%
Mirae Asset Savings Fund Regular Growth

Low to Moderate Risk

0.9%0.0%₹1199.97 Cr7.1%
HDFC Low Duration Fund Regular Growth

Low to Moderate Risk

1.0%0.0%₹18611.34 Cr7.4%
Bandhan Low Duration Fund Regular Growth

Low to Moderate Risk

0.6%0.0%₹5374.26 Cr7.4%
Canara Robeco Savings Fund Regular Growth

Low to Moderate Risk

0.6%0.0%₹770.26 Cr7.4%
ICICI Prudential Savings Fund Regular Growth

Moderate Risk

0.5%0.0%₹21665.30 Cr7.9%
Sundaram Low Duration Fund Regular Growth

Low to Moderate Risk

1.2%0.0%₹372.68 Cr7.3%

Still got questions?
We're here to help.

The NAV of Edelweiss Low Duration Fund Direct Growth, as of 27-Mar-2025, is ₹1003.12.
The fund managers responsible for Edelweiss Low Duration Fund Direct Growth are:-
  1. Rahul Dedhia
  2. Pranavi Kulkarni
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