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

Edelweiss Low Duration Fund - Regular Plan Growth

Edelweiss · Low Duration
Low
₹1096.12
Current NAV
29 Oct 2026
5.1%
1Y Return
12.3%
3Y CAGR
20.3%
5Y CAGR
Watchlist
NAV History (1 Year)
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
Franklin India Low Duration Fund - Growth Plan
Franklin India Low Duration
₹32.61 37.1%
Franklin India Low Duration Fund - Monthly - IDCW
Franklin India Low Duration
₹15.04 37.1%
Franklin India Low Duration Fund - Quarterly - IDCW
Franklin India Low Duration
₹14.77 37.1%
Franklin India Low Duration Fund- Segregated Portfolio 1- 8.25% Vodafone Idea Ltd-10JUL20-Direct-Monthly Dividend Plan
Franklin India Low Duration
₹0.00 31.0%