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Edelweiss Banking and PSU Debt Fund - Regular Plan Weekly - IDCW Option

Edelweiss · Banking & PSU
Moderate
₹10.12
Current NAV
23 Oct 2026
-0.4%
1Y Return
-0.0%
3Y CAGR
-0.5%
5Y CAGR
Watchlist
NAV History (1 Year)
Analysis & Suitability
Pros / Upsides
  • Highly cost-efficient with a low expense ratio of 0.91%.
  • Excellent risk-adjusted performance (Sharpe Ratio: 1.81).
  • Generates significant excess returns relative to benchmark index (Alpha: 2.31).
  • Very large asset base (AUM: ₹18,860 Cr) indicating high investor trust and liquidity.
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
1.81
Sharpe Ratio
0.51
Beta
2.31
Alpha
2.19
Sortino
Fund Details
Fund House Edelweiss
Category Banking & PSU
AUM ₹18860 Cr
Expense Ratio 0.91%
Min SIP ₹500
Min Lumpsum ₹1000
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