Edelweiss CRISIL IBX 50:50 Gilt Plus SDL April 2037 Index Fund Regular - Growth

Edelweiss CRISIL IBX 50:50 Gilt Plus SDL April 2037 Index Fund Regular - Growth: Mutual Fund Overview

Edelweiss CRISIL IBX 50:50 Gilt Plus SDL April 2037 Index Fund Regular - Growth is an Target Maturity mutual fund with over 3.45 years of performance history. The scheme manages an AUM of ₹960.43 Cr and has a NAV of ₹12.9836. 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 3.93%.

Debt, Target Maturity, Principal at moderate risk

1 Year Return 3.93% at 24 Mar 2026 04:29 PM

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Fund Details

NAV 12.9836

Sub-Type Target Maturity

Rating Not Rated

Min. SIP Amount ₹100.0

Fund Age(Year) 3.45

Fund Size(in Crores) 960.43

Fund Performance

1 Month -0.35%

3 Month 1.08%

6 Month 1.57%

1 Year 3.93%

3 Year 7.58%

5 Year 0.0%

Know This Fund

As on 24 Mar 2026

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

Equity (99.94%) Market Cap Large Cap 28.46 Small Cap 0.93 Mid Cap 70.56 Top Sectors Financial 35.75 Automobile 11.41 Services 10.88 Capital Goods 10.78 Healthcare 7.78 Chemicals 4.7 Metals & Mining 4.17 Communication 3.6 Technology 2.96 Construction 2.35 Energy 2 Materials 1.87 Consumer Staples 1.69 Top Holding Glenmark Pharmaceuticals 1.91 Coforge 1.29 Polycab India 1.71 APL Apollo Tubes 1 Vodafone Idea 1.33 Fortis Healthcare 3.09 Max Financial Services 3.22 Muthoot Finance 4.23 Bharti Hexacom 0.38 Jindal Stainless 0.99 UPL 2.21 Cummins India 4.42 Mahindra & Mahindra Financial Services 1.88 Bank of India 1.14 Biocon 0.9 AU Small Finance Bank 4.37 Ashok Leyland 3.95 Lupin 1.52 Indian Bank 2.87 Aditya Birla Capital 2.79 Abbott India 0.35 FSN E-Commerce Ventures 2.8 JK Cement 1.04 Hitachi Energy India 1.73 Berger Paints India 0.38 Indraprastha Gas 0.35 SRF 1.46 The Federal Bank 4.67 Marico 1.25 GE Vernova T&D 2.92 IDFC First Bank 2.37 Dalmia Bharat 0.44 Sundaram Finance 0.93 AIA Engineering 0.58 MRF 1.33 BSE 5.06 GMR Airports 2.35 Hero Motocorp 5.02 National Aluminium Company 1.6 Hindustan Petroleum Corporation 1.66 Persistent Systems 1.67 Indus Towers 1.89 UNO Minda 1.11 L&T Fin 3.29 SBI Cards 0.76 HDFC AMC 2.55 Nippon Life India Asset Management 0.71 3M India 0.44 Coromandel International 1.02 One97 Communications 3.02

Debt & Others (0.04999999999999999%) Sector Allocation CBLO 0.25 Net Payables -0.2 Cash 0 Debt Credit Ratings Debt Category Others 0.06

Comparison with same funds

Equity, Flexi Cap funds Aditya Birla Sun Life Mid Cap Fund Regular-Growth Ret 1M -11.54% Ret 1Y -1.52% Ret 3Y 17.19% Ret 5Y 14.71%

Equity, Flexi Cap funds Aditya Birla Sun Life Mid Cap Fund Regular-IDCW Ret 1M -11.54% Ret 1Y -1.52% Ret 3Y 17.19% Ret 5Y 14.71%

Equity, Flexi Cap funds Aditya Birla Sun Life Mid Cap Fund Regular-IDCW Reinvestment Ret 1M -11.54% Ret 1Y -1.52% Ret 3Y 17.19% Ret 5Y 14.71%

Equity, Flexi Cap funds Aditya Birla Sun Life Nifty Midcap 150 Index Fund Regular-Growth Ret 1M -11.18% Ret 1Y 0.86% Ret 3Y 19.53% Ret 5Y 0%

Equity, Flexi Cap funds Aditya Birla Sun Life Nifty Midcap 150 Index Fund Regular-IDCW Ret 1M -11.18% Ret 1Y 0.86% Ret 3Y 19.53% Ret 5Y 0%

Equity, Flexi Cap funds Aditya Birla Sun Life Nifty Midcap 150 Index Fund Regular-IDCW Reinvestment Ret 1M -11.18% Ret 1Y 0.86% Ret 3Y 19.53% Ret 5Y 0%

Equity, Flexi Cap funds Axis Midcap Fund Regular-Growth Ret 1M -9.96% Ret 1Y 1.28% Ret 3Y 17.23% Ret 5Y 13.48%

Equity, Flexi Cap funds Axis Midcap Fund Regular-IDCW Payout Ret 1M -9.96% Ret 1Y 1.28% Ret 3Y 17.23% Ret 5Y 13.48%

Equity, Flexi Cap funds Axis Midcap Fund Regular-IDCW Reinvestment Ret 1M -9.96% Ret 1Y 1.28% Ret 3Y 17.23% Ret 5Y 13.48%

Equity, Flexi Cap funds Axis Nifty Midcap 50 Index Fund Regular-Growth Ret 1M -10.6% Ret 1Y 2.11% Ret 3Y 20.51% Ret 5Y 0%

Equity, Flexi Cap funds Axis Nifty Midcap 50 Index Fund Regular-IDCW Payout Ret 1M -10.6% Ret 1Y 2.11% Ret 3Y 20.51% Ret 5Y 0%

Charges & Taxes Expense Ratio

Returns are taxed as per your Income Tax Slab.

Expense Ratio (Inclusive of GST): 0.5%

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.

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.

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.

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) 79

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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Edelweiss CRISIL IBX 50:50 Gilt Plus SDL April 2037 Index Fund Regular - Growth FAQs

How to invest in Edelweiss CRISIL IBX 50:50 Gilt Plus SDL April 2037 Index Fund Regular - Growth?

Investing in Edelweiss CRISIL IBX 50:50 Gilt Plus SDL April 2037 Index Fund Regular - Growth through Motilal Oswal is simple and completely online. You just need to follow the step-by-step process below to get started in a few minutes.

What is the expense ratio of Edelweiss CRISIL IBX 50:50 Gilt Plus SDL April 2037 Index Fund Regular - Growth?

The term expense ratio for Edelweiss CRISIL IBX 50:50 Gilt Plus SDL April 2037 Index Fund Regular - Growth or any other mutual fund is the annual fee charged by the fund house for managing your investment scheme. The expense ratio of Edelweiss CRISIL IBX 50:50 Gilt Plus SDL April 2037 Index Fund Regular - Growth is 0.5% as of 24 Mar 2026.

What is the NAV of Edelweiss CRISIL IBX 50:50 Gilt Plus SDL April 2037 Index Fund Regular - Growth?

The NAV of Edelweiss CRISIL IBX 50:50 Gilt Plus SDL April 2037 Index Fund Regular - Growth is ₹12.9836 as of 24 Mar 2026.

What is the AUM of Edelweiss CRISIL IBX 50:50 Gilt Plus SDL April 2037 Index Fund Regular - Growth?

The AUM (Assets Under Management) of Edelweiss CRISIL IBX 50:50 Gilt Plus SDL April 2037 Index Fund Regular - Growth is the total value of assets managed by the fund at a given time, which is updated regularly. The AUM of Edelweiss CRISIL IBX 50:50 Gilt Plus SDL April 2037 Index Fund Regular - Growth is ₹960.43 Cr as of 24 Mar 2026.

What is the PE and PB ratio of Edelweiss CRISIL IBX 50:50 Gilt Plus SDL April 2037 Index Fund Regular - Growth?

The PE ratio of Edelweiss CRISIL IBX 50:50 Gilt Plus SDL April 2037 Index Fund Regular - Growth shows how much investors are paying for the fund's underlying earnings, while the PB ratio indicates how the fund's holdings are valued compared to their book value.

Can I invest in SIP and Lump Sum in Edelweiss CRISIL IBX 50:50 Gilt Plus SDL April 2037 Index Fund Regular - Growth?

Yes, you can invest in Edelweiss CRISIL IBX 50:50 Gilt Plus SDL April 2037 Index Fund Regular - Growth through both SIP (Systematic Investment Plan) and lump sum options, depending on your investment preference and financial goals.

What is the return of Edelweiss CRISIL IBX 50:50 Gilt Plus SDL April 2037 Index Fund Regular - Growth in the last 5 years?

The return of Edelweiss CRISIL IBX 50:50 Gilt Plus SDL April 2037 Index Fund Regular - Growth in the last 5 years is 0.0%.

What is the minimum SIP investment required in Edelweiss CRISIL IBX 50:50 Gilt Plus SDL April 2037 Index Fund Regular - Growth?

The minimum SIP investment in Edelweiss CRISIL IBX 50:50 Gilt Plus SDL April 2037 Index Fund Regular - Growth depends on the fund's scheme rules and usually starts at a small amount. For Edelweiss CRISIL IBX 50:50 Gilt Plus SDL April 2037 Index Fund Regular - Growth, the minimum SIP amount is ₹100.0.

What is the current NAV of Edelweiss CRISIL IBX 50:50 Gilt Plus SDL April 2037 Index Fund Regular - Growth?

The NAV of Edelweiss CRISIL IBX 50:50 Gilt Plus SDL April 2037 Index Fund Regular - Growth, as of 24 Mar 2026, is ₹12.9836.

Who manages the Edelweiss CRISIL IBX 50:50 Gilt Plus SDL April 2037 Index Fund Regular - Growth?

The fund managers responsible for Edelweiss CRISIL IBX 50:50 Gilt Plus SDL April 2037 Index Fund Regular - Growth are: