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Edelweiss Banking and PSU Debt Fund - Direct Plan - Growth Option

Edelweiss · Banking & PSU
Moderate
₹27.09
Current NAV
23 Oct 2026
3.9%
1Y Return
7.0%
3Y CAGR
6.0%
5Y CAGR
Watchlist
NAV History (1 Year)
Analysis & Suitability
Pros / Upsides
  • Highly cost-efficient with a low expense ratio of 0.53%.
  • Excellent risk-adjusted performance (Sharpe Ratio: 1.53).
  • Well-diversified portfolio aligned with the Banking & PSU mandate.
Cons / Risks
  • Sluggish 3-year performance, lagging behind primary equity benchmarks.
Suitable for
  • Systematic investments (SIP) for long-term target goal-based planning.
Not suitable for
  • Short-term trading or speculative investment horizons.
Risk Profile: Moderate Risk
Low Moderate High Very High
Risk Metrics
1.53
Sharpe Ratio
0.83
Beta
-0.97
Alpha
1.88
Sortino
Fund Details
Fund House Edelweiss
Category Banking & PSU
AUM ₹1580 Cr
Expense Ratio 0.53%
Min SIP ₹500
Min Lumpsum ₹1000
SIP Calculator Compare Funds
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