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Debt Index Tmifregulargrowth📊 CRISIL IBX 50:50 Gilt Plus SDL Short Duration Index

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

Edelweiss Mutual Fund

#43 of 60 (1Y)

₹12.4780

0.01 (+0.10%)

NAV as of 29 May 2026

Today's NAV — all variants

Regular · Growth

AMFI: HIST_KF_INF754K01RJ7

Direct · Growth

₹₹12.6537

0.01 (+0.10%)

29 May 2026

AMFI: 151365

Regular · IDCW

₹₹12.4789

0.01 (+0.10%)

29 May 2026

AMFI: 151399

Direct · IDCW

₹₹12.6541

0.01 (+0.10%)

29 May 2026

AMFI: 151397

Returns (Lumpsum)

CAGR for periods ≥ 1 year
1 Week-0.25%
1 Month-0.10%
3 Months+0.32%
6 Months+1.61%
1 Year+4.13%
3 Years (CAGR)+6.59%
5 Years (CAGR)
10 Years (CAGR)
Since Inception (Feb 2023)+6.95%

SIP Returns (XIRR)

₹1,000/month SIP, annualised
1 Year SIP+3.71%
3 Year SIP+6.26%
5 Year SIP
Since Inception (Feb 2023)+6.36%

SIP since inception — what ₹500/month became

Real NAV backtest from day one

₹19,500

Invested

₹21,644

Value today

6.4%

XIRR (p.a.)

500/month SIP from fund inception · Current value as of today

Try SIP Calculator with this fund's history

1,000 lumpsum at launch — value today

Invested on the fund's first NAV date

₹1,000

Invested

₹1,248

Value today

7.0%

CAGR (p.a.)

One-time investment at fund inception · Growth purely from NAV appreciation

Try Lumpsum Calculator

₹6L corpus via 12-month STP from a liquid fund at inception

₹50K/month transferred from HDFC Liquid → this fund at launch

₹6,00,000

Invested

₹7,46,335

Value today

-0.3%

vs lumpsum

Direct lumpsum would have beaten STP by 0.3% — but STP reduced timing risk

Model your own STP with real NAV

Direct vs Regular — ₹500/month over 3 years

Expense ratio drag on your actual returns

Direct plan

₹20,541

Regular plan

₹20,405

Direct earns ₹136 more on a ₹18K investment0.25% extra return per year

Same fund, same NAV history — only the expense ratio differs. Direct plans always outperform Regular over time.

Learn about Direct vs Regular plans

Fund Details

Fund HouseEdelweiss Mutual Fund
CategoryDebt Index Tmif
Plan Typeregular
Optiongrowth
AUM₹146 Cr
Expense Ratio0.60%
Min SIP₹500
Min Lumpsum₹1,000
BenchmarkCRISIL IBX 50:50 Gilt Plus SDL Short Duration Index
Launch Date15 Feb 2023
AMFI Code151398

Risk Metrics

Trailing 1 year, annualised

-0.02

Sharpe Ratio

Alpha

Beta

-0.03

Sortino

1.12%

Std Dev

-0.89%

Max Drawdown

Portfolio Holdings

Top 12 holdings · as of Mar 2026

Security% NAV

7.32% GOVT OF INDIA RED 13-11-2030

IN0020230135

23.24%

7.59% KARNATAKA SDL 15-02-2027

IN1920160091

19.32%

7.17% GUJARAT SDL RED 08-01-2030

IN1520190183

11.43%

7.17% GOVT OF INDIA RED 17-04-2030

IN0020230036

7.72%

7.10% GOVT OF INDIA RED 18-04-2029

IN0020220011

6.97%

7.38% GOVT OF INDIA RED 20-06-2027

IN0020220037

5.24%

8.28% GUJARAT SDL RED 13-02-2029

IN1520180283

3.95%

7.76% KARNATAKA SDL RED 13-12-2027

IN1920170116

3.90%

7.59% GUJARAT SDL RED 15-02-2027

IN1520160194

3.86%

7.2% GUJARAT SDL RED 14-06-2027

IN1520170052

3.85%

6.75% GOVT OF INDIA RED 23-12-2029

IN0020240183

3.83%

6.13% GOVT OF INDIA RED 04-06-2028

IN0020030022

0.76%

Performance Comparison

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Investment Objective

Edelweiss CRISIL IBX 50:50 Gilt Plus SDL Short Duration Index fund - Regular Plan - Growth is a passively managed fund that tracks a specific market index, aiming to replicate its returns with minimal tracking error. Index funds offer low-cost, diversified exposure to the market with full transparency of holdings.

About This Fund

Edelweiss CRISIL IBX 50:50 Gilt Plus SDL Short Duration Index fund - Regular Plan - Growth is a Debt Index Tmif mutual fund offered by Edelweiss Mutual Fund. The fund has been operational for over 3 years. It manages assets worth ₹146 Cr, reflecting investor confidence in the fund's strategy. It benchmarks its performance against CRISIL IBX 50:50 Gilt Plus SDL Short Duration Index. The current expense ratio is 0.60%.

Who Should Invest?

  • Investors with a high risk appetite seeking long-term wealth creation
  • Investors with an investment horizon of 5 years or more
  • Cost-conscious investors who prefer passive investing with low expense ratios
  • SIP investors who can benefit from rupee cost averaging during market fluctuations