Home Funds Edelweiss CRISIL IBX 50:50 Gilt Plus SDL Short Dur

Edelweiss CRISIL IBX 50:50 Gilt Plus SDL Short Duration Index fund - Regular Plan - IDCW

Edelweiss · Index Funds
High
₹12.63
Current NAV
25 Jun 2026
18.8%
1Y Return
18.8%
3Y CAGR
19.8%
5Y CAGR
Watchlist
Analysis & Suitability
Pros / Upsides
  • Strong historical returns, outperforming category average in 3-year CAGR.
  • Excellent risk-adjusted performance (Sharpe Ratio: 1.48).
  • Well-diversified portfolio aligned with the Index Funds mandate.
Cons / Risks
  • Subject to high equity market volatility and short-term capital fluctuations.
  • Higher expense ratio (1.88%) which can affect compounding over long horizons.

Suitable for
  • Long-term wealth creation (5+ years horizon) like retirement or child education.
  • Investors seeking exposure to stable, blue-chip market leaders.
Not suitable for
  • Short-term goals (under 3 years) where preserving the capital is the main priority.
  • Short-term trading or speculative investment horizons.

Risk Profile: High Risk
Low Moderate High Very High
Risk Metrics
1.48
Sharpe Ratio
1.08
Beta
-1.52
Alpha
1.75
Sortino
Fund Details
Fund House Edelweiss
Category Index Funds
AUM ₹9030 Cr
Expense Ratio 1.88%
Min SIP ₹500
Min Lumpsum ₹1000
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