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Edelweiss CRISIL IBX AAA Bond NBFC HFC Jun 2027 Index Fund - Regular Plan - IDCW Option

Edelweiss · Index Funds
High
₹10.54
Current NAV
26 Oct 2026
-0.8%
1Y Return
19.5%
3Y CAGR
12.5%
5Y CAGR
Watchlist
NAV History (1 Year)
Analysis & Suitability
Pros / Upsides
  • Strong historical returns, outperforming category average in 3-year CAGR.
  • Excellent risk-adjusted performance (Sharpe Ratio: 1.55).
  • Well-diversified portfolio aligned with the Index Funds mandate.
Cons / Risks
  • Subject to high equity market volatility and short-term capital fluctuations.
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
1.55
Sharpe Ratio
0.85
Beta
-0.95
Alpha
1.94
Sortino
Fund Details
Fund House Edelweiss
Category Index Funds
AUM ₹7600 Cr
Expense Ratio 1.25%
Min SIP ₹500
Min Lumpsum ₹1000
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