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Debt Index Tmifregulargrowth📊 Nifty PSU Bond Plus SDL Apr 2027 50:50 Index

Edelweiss NIFTY PSU Bond Plus SDL Apr 2026 50:50 Index Fund - Regular Plan - Growth

Edelweiss Mutual Fund

₹13.5902

0.00 (+0.03%)

NAV as of 30 Apr 2026

Today's NAV — all variants

Regular · Growth

₹₹13.5902

0.00 (+0.03%)

30 Apr 2026

AMFI: 148797

Direct · Growth

₹₹13.7188

0.00 (+0.03%)

30 Apr 2026

AMFI: 148795

Returns (Lumpsum)

CAGR for periods ≥ 1 year
1 Week+0.11%
1 Month+0.48%
3 Months+1.45%
6 Months+2.81%
1 Year+6.06%
3 Years (CAGR)+6.87%
5 Years (CAGR)+5.94%
10 Years (CAGR)
Since Inception (Mar 2021)+6.13%

SIP Returns (XIRR)

₹1,000/month SIP, annualised
1 Year SIP+5.84%
3 Year SIP+6.80%
5 Year SIP+6.46%
Since Inception (Mar 2021)+6.45%

SIP since inception — what ₹500/month became

Real NAV backtest from day one

₹30,500

Invested

₹35,992

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

₹1,359

Value today

6.2%

CAGR (p.a.)

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

Try Lumpsum Calculator

₹10L corpus with ₹5,000/month withdrawals since inception

Corpus is still growing despite monthly payouts

₹10,00,000

Initial corpus

₹3,05,000

Withdrawn

₹9,99,099

Corpus left

+₹3,04,099 net gain — withdrew ₹3,05,000 AND corpus grew

Plan your SWP with real NAV

₹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

₹7,93,688

Value today

-2.4%

vs lumpsum

Direct lumpsum would have beaten STP by 2.4% — but STP reduced timing risk

Model your own STP with real NAV

₹1 lakh on the worst crash day — 03 Jun 2024

Worst single-day Nifty drop during this fund's life

₹1,00,000

Invested

₹1,13,690

Value today

1.1×

Multiple

Staying invested through that crash turned ₹1L into ₹1,13,690 — a 1.1× return

Read: Staying invested through crashes

Direct vs Regular — ₹500/month over 5 years

Expense ratio drag on your actual returns

Direct plan

₹35,504

Regular plan

₹35,322

Direct earns ₹182 more on a ₹30K investment0.12% 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₹6,226 Cr
Expense Ratio0.43%
Min SIP₹500
Min Lumpsum₹1,000
BenchmarkNifty PSU Bond Plus SDL Apr 2027 50:50 Index
Launch Date22 Mar 2021
AMFI Code148797

Risk Metrics

Trailing 1 year, annualised

1.32

Sharpe Ratio

Alpha

Beta

2.02

Sortino

0.36%

Std Dev

-0.03%

Max Drawdown

Portfolio Holdings

Top 50 holdings · as of Mar 2026

Equity20 holdings · 80.0%
Security% NAV

7.35% NTPC LTD. SR 80 NCD RED 17-04-2026**

INE733E08247

9.84%

6.14% IND OIL COR NCD 18-02-27**

INE242A08502

9.58%

7.83% IRFC LTD NCD RED 19-03-2027**

INE053F07983

9.02%

7.75% POWER FIN COR GOI SER NCD 22-03-27**

INE134E08IX1

6.94%

7.44% REC LTD SR 223A NCD RED 30-04-2026**

INE020B08EL2

6.69%

7.89% POWER GRID CORP NCD RED 09-03-2027**

INE752E07OE0

5.09%

7.79% SIDBI NCD SR IV NCD RED 19-04-2027**

INE556F08KK5

4.85%

7.51% IRFC NCD SR170A RED 15-04-2026**

INE053F08288

4.60%

7.77%NATIONAL HOUSING BANK R 02-04-2026**

INE557F08FP2

4.02%

7.80% NABARD NCD SR 24E RED 15-03-2027**

INE261F08EF5

3.46%

7.95% RECL SR 147 NCD RED 12-03-2027**

INE020B08AH8

3.10%

7.40% INDIAN RAIL FIN SR168A 18-04-2026**

INE053F08239

3.10%

8.02% EXIM BANK NCD RED 20-04-2026**

INE514E08FB6

1.51%

7.25% EXIM BANK NCD RED 01-02-2027**

INE514E08FJ9

1.38%

7.13% NHPC STRPP B NCD 11-02-2027**

INE848E07AZ0

1.38%

8.14% NUCLEAR POWER CORP NCD 25-03-2027**

INE206D08279

1.25%

8.85% POWER GRID CORP NCD KRED 19-10-26**

INE752E07KL3

1.16%

6.37% REC LTD 249A NCD RED 31-03-2027**

INE020B08FX4

1.14%

9.25% POWER GRID CORP NCD RED 09-03-27**

INE752E07JN1

0.96%

7.5% NHPC NCD RED 07-10-2026**

INE848E07AP1

0.92%
Debt30 holdings · 109.0%
Security% NAV

91 DAYS TBILL RED 23-04-2026

IN002025X422

11.68%

NABARD CP RED 24-04-2026**

INE261F14PD4

11.66%

6.58% GUJARAT SDL RED 31-03-2027

IN1520200347

10.18%

POWER FIN CORP CP RED 15-04-2026**

INE134E14AX6

10.02%

364 DAYS TBILL RED 23-04-2026

IN002025Z047

9.60%

7.78% BIHAR SDL RED 01-03-2027

IN1320160170

4.90%

7.86% KARNATAKA SDL RED 15-03-2027

IN1920160117

4.21%

5.63% GOVT OF INDIA RED 12-04-2026

IN0020210012

4.19%

91 DAYS TBILL RED 30-04-2026

IN002025X430

4.17%

8.31% RAJASTHAN SDL RED 08-04-2027

IN2920200036

3.52%

7.75% KARNATAKA SDL RED 01-03-2027

IN1920160109

3.50%

7.92% WEST BENGAL SDL 15-03-2027

IN3420160175

3.04%

6.99% GOVT OF INDIA RED 17-04-2026

IN0020230028

2.93%

7.78% WEST BENGAL SDL 01-03-2027

IN3420160167

2.80%

7.74% TAMIL NADU SDL RED 01-03-2027

IN3120161309

2.33%

7.64% HARYANA SDL RED 29-03-2027

IN1620160292

2.33%

7.59% BIHAR SDL RED 15-02-2027

IN1320160162

2.10%

7.61% TAMIL NADU SDL RED 15-02-2027

IN3120160194

2.10%

7.62% UTTAR PRADESH SDL 15-02-2027

IN3320160317

1.86%

182 DAYS TBILL RED 30-04-2026

IN002025Y313

1.67%

364 DAYS TBILL RED 16-04-2026

IN002025Z039

1.67%

NABARD CP RED 17-04-2026**

INE261F14OQ9

1.25%

8.00% GUJARAT SDL RED 20-04-2026

IN1520160012

1.21%

7.85% TAMIL NADU SDL RED 15-03-2027

IN3120161317

1.17%

7.59% Karnataka SDL RED 29-03-2027

IN1920160125

1.17%

91 DAYS TBILL RED 09-04-2026

IN002025X406

1.09%

7.62% Tamil Nadu SDL RED 29-03-2027

IN3120161424

0.93%

91 DAYS TBILL RED 17-04-2026

IN002025X414

0.84%

7.64% WEST BENGAL SDL RED 29-03-2027

IN3420160183

0.47%

7.90% RAJASTHAN SDL RED 08-04-2026

IN2920200028

0.42%

Performance Comparison

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Investment Objective

Edelweiss NIFTY PSU Bond Plus SDL Apr 2026 50:50 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 NIFTY PSU Bond Plus SDL Apr 2026 50:50 Index Fund - Regular Plan - Growth is a Debt Index Tmif mutual fund offered by Edelweiss Mutual Fund. The fund has been operational for over 5 years. It manages assets worth ₹6,226 Cr, reflecting investor confidence in the fund's strategy. It benchmarks its performance against Nifty PSU Bond Plus SDL Apr 2027 50:50 Index. The current expense ratio is 0.43%.

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