Edelweiss CRISIL IBX 50:50 Gilt Plus SDL April 2037 Index Fund Direct - IDCW Reinvestment

Edelweiss CRISIL IBX 50:50 Gilt Plus SDL April 2037 Index Fund Direct - IDCW Reinvestment: Mutual Fund Overview

Edelweiss CRISIL IBX 50:50 Gilt Plus SDL April 2037 Index Fund Direct - IDCW Reinvestment is an Target Maturity mutual fund with over 3.42 years of performance history. The scheme manages an AUM of ₹960.43 Cr and has a NAV of ₹13.2277. It is rated 'Not Rated' stars by analysts. Investors can begin a SIP with as little as ₹100.0, making it accessible for all types of investors. In the last 1 year, the fund has delivered a return of 6.39%.

Debt, Target Maturity, Principal at moderate risk

1 Year Return 6.39% at 12 Mar 2026 08:50 PM

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Fund Details

NAV 13.2277

Sub-Type Target Maturity

Rating Not Rated

Min. SIP Amount ₹100.0

Fund Age(Year) 3.42

Fund Size(in Crores) 960.43

Fund Performance

1 Month 1.28%

3 Month 1.88%

6 Month 2.76%

1 Year 6.39%

3 Year 8.42%

5 Year 0.0%

Know This Fund

As on 12 Mar 2026

Investment strategy that balances risk & reward by dividing the investment portfolio among different types of asset classes.

Equity (100.02%) Market Cap Mid Cap 23.79 Large Cap 76.19 Small Cap 0.04 Top Sectors Financial 39.6 Automobile 21.26 Services 11.77 Metals & Mining 5.19 Communication 4.38 Materials 4.24 Insurance 3.78 Healthcare 3.5 Capital Goods 3.11 Construction 1.65 Chemicals 1.54 Top Holding Maruti Suzuki India 4.39 Glenmark Pharmaceuticals 1.34 Bharti Airtel 4.38 Indian Bank 2.04 Cummins India 3.11 Bajaj Finance 4.88 Fortis Healthcare 2.16 Hindalco Industries 5.19 Canara Bank 2.71 Eicher Motors 5.36 BSE 3.81 One97 Communications 2.12 Aditya Birla Capital 2 Max Financial Services 2.25 Cholamandalam Investment and Finance Company 2.31 GMR Airports 1.65 L&T Fin 2.38 Interglobe Aviation 3.86 FSN E-Commerce Ventures 1.98 Muthoot Finance 3.05 Ashok Leyland 2.77 TVS Motor Company - Pref. Shares 0.04 AU Small Finance Bank 3.1 Asian Paints 4.24 TVS Motor Company 4.57 The Federal Bank 3.27 Hero Motocorp 4.13 UPL 1.54 Shriram Finance 5.51 SBI Life Insurance Company 3.78 State Bank of India 6.1

Debt & Others (-0.02%) Sector Allocation Net Payables -0.12 Repo 0.1 Debt Credit Ratings Debt Category Others -0.02

Comparison with same funds

Equity, Flexi Cap funds Aditya Birla Sun Life CRISIL IBX 50:50 Gilt Plus SDL Apr 2028 Index Fund Regular-Growth Ret 1M 0.44% Ret 1Y 7.7% Ret 3Y 8.05% Ret 5Y 0%

Equity, Flexi Cap funds Aditya Birla Sun Life CRISIL IBX 50:50 Gilt Plus SDL Apr 2028 Index Fund Regular-IDCW Ret 1M 0.44% Ret 1Y 7.7% Ret 3Y 8.05% Ret 5Y 0%

Equity, Flexi Cap funds Aditya Birla Sun Life CRISIL IBX 60:40 SDL+AAA PSU-Apr 2025 Index Fund Regular-Growth Ret 1M 0.47% Ret 1Y 6.94% Ret 3Y 6.08% Ret 5Y 0%

Equity, Flexi Cap funds Aditya Birla Sun Life CRISIL IBX 60:40 SDL+AAA PSU-Apr 2025 Index Fund Regular-IDCW Ret 1M 0.47% Ret 1Y 6.94% Ret 3Y 6.08% Ret 5Y 0%

Equity, Flexi Cap funds Aditya Birla Sun Life CRISIL IBX 60:40 SDL+ AAA PSU Apr 2026 Index Fund Regular-Growth Ret 1M 0.36% Ret 1Y 6.44% Ret 3Y 7.1% Ret 5Y 0%

Equity, Flexi Cap funds Aditya Birla Sun Life CRISIL IBX 60:40 SDL+ AAA PSU Apr 2026 Index Fund Regular-IDCW Ret 1M 0.36% Ret 1Y 6.44% Ret 3Y 7.1% Ret 5Y 0%

Equity, Flexi Cap funds Aditya Birla Sun Life CRISIL IBX 60:40 SDL+AAA PSU-Apr 2027 Index Fund Regular-Growth Ret 1M 0.5% Ret 1Y 7.37% Ret 3Y 7.62% Ret 5Y 0%

Equity, Flexi Cap funds Aditya Birla Sun Life CRISIL IBX 60:40 SDL+AAA PSU-Apr 2027 Index Fund Regular-IDCW Ret 1M 0.5% Ret 1Y 7.37% Ret 3Y 7.62% Ret 5Y 0%

Equity, Flexi Cap funds Aditya Birla Sun Life CRISIL-IBX AAA Financial Services Index-Sep 2027 Fund Regular-Growth Ret 1M 0.45% Ret 1Y 7.73% Ret 3Y 0% Ret 5Y 0%

Equity, Flexi Cap funds Aditya Birla Sun Life CRISIL-IBX AAA Financial Services Index-Sep 2027 Fund Regular-IDCW Ret 1M 0.45% Ret 1Y 7.73% Ret 3Y 0% Ret 5Y 0%

Equity, Flexi Cap funds Aditya Birla Sun Life CRISIL-IBX AAA NBFC-HFC Index-Dec 2025 Fund Regular-Growth Ret 1M 0.45% Ret 1Y 7.19% Ret 3Y 0% Ret 5Y 0%

Charges & Taxes Expense Ratio

Returns are taxed as per your Income Tax Slab.

Expense Ratio (Inclusive of GST): 0.17%

Exit Load 0.1%

Stamp Duty 0.005%

Fund Management

The various expenses, charges and taxes associated with your Mutual Fund

Pranavi Kulkarni

Education Ms. Kulkarni is a BE Computer Science, MBA Finance

Experience Prior to joining Mirae Asset Mutual Fund, she has worked with Edelweiss Mutual Fund, CRISIL Ltd. and Yes Bank.

Hetul Raval

Education Mr. Hetul Raval has completed his MMS in Finance.

Experience Prior to joining Edelweiss Mutual Fund, he has worked with A. K. Capital Finance Ltd., A.K. Stockmart Pvt. Ltd. and Kotak Mahindra Bank Ltd.

Rahul Dedhia

Education Mr. Dedhia is a B.E. (Electronics) and also holds a PGeMBA - Finance.

Experience Prior to joining Edelweiss Mutual Fund, he has worked with PGIM India Mutual Fund as Assistant Fund Manager.

Dhawal Dalal

Education Mr. Dalal is a B.E and MBA.

Experience Prior to joining Edelweiss AMC he has worked with DSP Mutual Fund, Merrill Lynch Asset Management, Private Client Group and MLAM.

Riskometer

Mutual Fund Investments are subject to market risk. Read all scheme related documents carefully.

Principal at moderate risk

AMC and Fund details

Rank (total sets) 6

Date of Incorporation 2022-10-11

Total AUM 170941.27

The Scheme Seeks to generate returns from a portfolio of pure debt oriented funds accessed through the diverse investment styles of underlying schemes selected in accordance with the BSLAMC process.

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