Home› Funds› Edelweiss Low Duration Fund - Regular Plan Growth

Edelweiss Low Duration Fund - Regular Plan Growth

Edelweiss · Low Duration
Low
₹1079.94
Current NAV
25 Jun 2026
19.3%
1Y Return
12.3%
3Y CAGR
20.3%
5Y CAGR
Add to Watchlist
Analysis & Suitability
Pros / Upsides
  • Highly cost-efficient with a low expense ratio of 0.93%.
  • Generates significant excess returns relative to benchmark index (Alpha: 6.33).
  • Very large asset base (AUM: ₹13,880 Cr) indicating high investor trust and liquidity.
Cons / Risks
  • Returns are subject to standard market fluctuations and interest rate risks.
  • No indexation benefits under current tax laws for short holding periods.
Suitable for
  • Systematic investments (SIP) for long-term target goal-based planning.
Not suitable for
  • Short-term trading or speculative investment horizons.
Risk Profile: Low Risk
Low Moderate High Very High
Risk Metrics
0.83
Sharpe Ratio
1.33
Beta
6.33
Alpha
0.94
Sortino
Fund Details
Fund House Edelweiss
Category Low Duration
AUM ₹13880 Cr
Expense Ratio 0.93%
Min SIP ₹500
Min Lumpsum ₹1000
SIP Calculator Compare Funds
Similar Funds in Low Duration
HDFC Low Duration Fund - Direct Plan - Daily IDCW
HDFC
₹10.07 31.9%
Invesco India Low Duration Fund - Growth
Invesco
₹4008.65 31.8%
HSBC Low Duration Fund - Direct Growth
HSBC
₹32.24 31.7%
NIPPON INDIA LOW DURATION FUND - DIRECT Plan - WEEKLY IDCW Option
Nippon India
₹1013.61 31.7%