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Fund name
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Rating |
Our Opinion |
Risk
|
Return (%) |
|
Expense Ratio (%)
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|---|---|---|---|---|---|---|
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Edelweiss CRISIL IBX 50:50 Gilt Plus SDL Short Duration Index Fund - Direct Plan
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Low to Moderate
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0.20 |
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Moderate
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0.45 |
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Moderate
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0.40 |
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Moderate
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0.40 |
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Moderate
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0.38 |
₹133 Cr
--
100
--
100
6
About Edelweiss CRISIL IBX 50:50 Gilt Plus SDL Short Duration Index Fund - Direct Plan
Edelweiss CRISIL IBX 50:50 Gilt Plus SDL Short Duration Index Fund - Direct Plan is a debt mutual fund scheme of Edelweiss Mutual Fund. Launched on February 15, 2023, it is currently managed by Dhawal Dalal and Hetul Raval. The fund has an expense ratio of 0.20% with an overall AUM (Assets Under Management) of ₹133 Cr.
Edelweiss CRISIL IBX 50:50 Gilt Plus SDL Short Duration Index Fund - Direct Plan is mandated to invest in bonds such that the duration of the portfolio is between one and three years. Being passively managed, it replicates the portfolio of its chosen benchmark index. The fund allows minimum lumpsum investment of ₹100 and minimum SIP of ₹100.
Investment Strategy
The scheme seeks to replicate CRISIL IBX 50:50 Gilt Plus SDL Short Duration Index by investing in a diversified portfolio of Indian Government Bonds and SDLs, subject to tracking errors.
Suitability
Short Duration funds are suitable for:
Note:
Capital Gains Taxation
Disclaimer: The tax information has been prepared on a best-effort basis using information available in the public domain and other sources that Value Research considers reliable. This is not meant as tax advice, and we advise you to consult your tax advisor before making any decision. Value Research takes no responsibility and assumes no liability for any loss or damage arising from any investment or redemption decision based on this information.
Dividend Taxation
Subscribers of Value Research Fund Advisor can conveniently invest in the low-cost direct plan of Edelweiss CRISIL IBX 50:50 Gilt Plus SDL Short Duration Index Fund - Direct Plan through the Value Research Fund Advisor website.
Alternatively, mutual funds can also be purchased directly from the respective fund house’s website. For example, Edelweiss CRISIL IBX 50:50 Gilt Plus SDL Short Duration Index Fund - Direct Plan can be bought from the Edelweiss Mutual Fund website. In such a case, if you are investing in multiple funds from different fund houses, you will need to transact separately on each fund house’s website.
The third option is to invest offline, by seeking assistance from a mutual fund distributor. Most banks also act as mutual fund distributors, and you can approach your bank for help in completing your investment.
The latest declared NAV of Edelweiss CRISIL IBX 50:50 Gilt Plus SDL Short Duration Index Fund - Direct Plan, is ₹12.6001 as of 19-Mar-2026.
| Company | Percentage of Portfolio |
|---|---|
|
GOI Sec 7.32 13/11/2030 |
23.46
|
|
Karnataka State SDL 7.59 15/02/2027 |
19.09
|
|
Gujarat State SDL 7.59 15/02/2027 |
11.45
|
|
Gujarat State SDL 7.17 08/01/2030 |
11.45
|
|
GOI GOI Sec 7.10 18/04/2029 |
6.99
|
Over the past five years, Edelweiss CRISIL IBX 50:50 Gilt Plus SDL Short Duration Index Fund - Direct Plan has delivered an annualised return of --% as of 19-Mar-2026.
The minimum investment required to start investing in Edelweiss CRISIL IBX 50:50 Gilt Plus SDL Short Duration Index Fund - Direct Plan is ₹100 for the lump sum option and ₹100 for the SIP (Systematic Investment Plan) option.