edelweiss-crisil-ibx-50-50-gilt-plus-sdl-apr-2037-index-fund-dir-g

Edelweiss CRISIL IBX 50:50 Gilt Plus SDL Apr 2037 Index Fund-Dir (G)

  1. Equity
  2. Debt
  • NAV as on Jul 04, 2025 ₹13
  • Total Returns 10.09% p.a.

Historical NAV, Returns and Performance

  • High
  • Low
  • CAGR
edelweiss-crisil-ibx-50-50-gilt-plus-sdl-apr-2037-index-fund-dir-g

Overview of Edelweiss CRISIL IBX 50:50 Gilt Plus SDL Apr 2037 Index Fund-Dir (G)

  • Fund House
    Edelweiss CRISIL IBX 50:50 Gilt Plus SDL Apr 2037 Index Fund
  • Fund Size
    ₹1,073 Cr
  • Expense Ratio
    0.2%
  • Benchmark
    CRISIL IBX 50:50 Gilt Plus SDL Index - April 2037
  • Risk Level
    Moderate
  • Inception Date
    Oct 11, 2022
  • Lock-in period
    0
  • Exit Load
    0.10 - If redeemed / switched out within 30 days from the date of allotment. Nil - If redeemed / switched out after 30 days from the date of allotment.
  • Minimum SIP Investment
    ₹100
  • Minimum Lump sum Investment
    ₹100
  • Short Term Capital Gains
    20% (if redeemed within 1 year)
  • Long Term Capital Gains
    12.5% on profit of ₹1,25,000 if redeemed after 1 year

Edelweiss CRISIL IBX 50:50 Gilt Plus SDL Apr 2037 Index Fund-Dir (G) Returns Calculator

Investment type

Years
Total Invested Amount
₹ 12,00,000
Profit
₹ 12,00,000
Total Projected Returns
₹ 12,00,000
Annualised Returns
p.a.
Years
Total Invested Amount
Profit
₹1,00,000
Total Projected Returns
₹1,00,000
Annualised Returns
% p.a.

Edelweiss CRISIL IBX 50:50 Gilt Plus SDL Apr 2037 Index Fund-Dir (G) Performance vs Category

Time Period

  • 1 month
  • 3 months
  • 6 months
  • 1 year
  • 3 years
  • 5 years

This Fund

  • -0.69%
  • 1.57%
  • 5.87%
  • 10.75%
  • 0%
  • 0%

Category Average

  • 2.43%
  • 8.24%
  • 3.38%
  • 5.14%
  • 18.13%
  • 20.52%

Fund Asset Allocation

Top holdings

Top Sectors

More about Edelweiss CRISIL IBX 50:50 Gilt Plus SDL Apr 2037 Index Fund-Dir (G)

Edelweiss CRISIL IBX 50:50 Gilt Plus SDL Apr 2037 Index Fund-Dir (G) is a mutual fund under the Debt category, managed by Edelweiss Mutual Fund. It was launched on 23 Aug 2007, and has been active for over 18 years. As of 31 Mar 2025 the fund manages assets worth ₹1,073 Crores. The expense ratio is 0.2%.

This fund generated returns of 10.75% in the last 1 year. Since its inception, it has provided an average annual return of 10.09%.

The fund's investments are mainly concentrated in sectors like and .

The top five holdings in this fund include prominent companies such as GSEC2036, GSEC2036, Telangana 2036, Uttar Pradesh 2037 and Andhra Pradesh 2036.

Fund Managers

  • Dhawal Dalal
  • Rahul Dedhia

Investment Objective

The investment objective of the scheme is to replicate CRISIL IBX 50:50 Gilt Plus SDL Index - April 2037 by investing in Indian Government Bonds and SDLs, maturing on or before April 29, 2037, subject to tracking errors. However, there is no assurance that the investment objective of the Scheme will be realized, and the Scheme does not assure or guarantee any returns

edelweiss-crisil-ibx-50-50-gilt-plus-sdl-apr-2037-index-fund-dir-g

Frequently Asked Questions about Edelweiss CRISIL IBX 50:50 Gilt Plus SDL Apr 2037 Index Fund-Dir (G)

  1. Are {{fund_type}} risky?

    Debt funds are low-risk, as they invest in fixed-income securities like bonds, which offer more stability than equities.

  2. Should I invest in {{fund_type}}?

    Yes, if you’re looking for a safer investment with steady income and lower risk.

  3. How long should I stay invested in {{fund_type}}?

    These funds are suitable for short to medium-term goals, typically one to three years.

  4. Can I withdraw my investment from {{fund_type}} anytime?

    Yes, debt funds are generally liquid, though early withdrawal may affect returns depending on market conditions.

  5. What are the expenses involved in {{fund_type}}?

    Debt funds have moderate expense ratios, usually between 0.5% and 1%, depending on the type of debt securities involved.

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