Edelweiss Nifty PSU Bond Plus SDL Apr 2027 50:50 Index - Direct Plan

AMC: EDELWEISS Low Risk

📊 Quick Summary Of This Page

Edelweiss Nifty PSU Bond Plus SDL Apr 2027 50:50 Index - Direct Plan is a mutual fund managed by , offering diversified exposure across equities with holdings spanning key sectors and companies. Analyze its portfolio structure, sector allocation, NAV trend and SIP performance to understand its investment strategy and risk profile.
₹100
Minimum SIP
0.21%
Expense Ratio
Mr. Dhawal Dalal
Fund Manager
Growth
Plan Type
30 Sep 2021
Launch Date
0.15%
Exit Load
NAV Momentum
Fund Analysis

Edelweiss Nifty PSU Bond Plus SDL Apr 2027 50:50 Index - Direct Plan does not yet have a 5-year performance history.

The average return for funds is 61.66% .

The largest portfolio holding is 658% GUJARAT SDL RED 31 03 2027 with a portfolio weight of 10.42% .

Holdings Insights

The fund currently owns more than 33 stocks.

The top 10 holdings account for 61.62% of total assets.

Based on portfolio allocation, this fund appears highly concentrated compared with peers.

Category Comparison
Metric Fund Category Avg
1 Year Return 10.97% 2.52%
2 Year Return 24.24% 14.81%
3 Year Return 32.64% 41.29%
4 Year Return N/A 54.54%
5 Year Return N/A 61.66%
6 Year Return N/A 80.31%
7 Year Return N/A 90.53%
Expense Ratio 0.21% -
NAV History
Fund Information

AMC: EDELWEISS

Category:

Launch Date: 30 Sep 2021

Fund Manager: Mr. Dhawal Dalal

Minimum Purchase: ₹100

Exit Load:

Lock-in: 1

Risk: Low Risk

About This Fund

Edelweiss Nifty PSU Bond Plus SDL Apr 2027 50:50 Index - Direct Plan is managed by EDELWEISS .

Investors often evaluate this fund using metrics such as portfolio holdings, diversification, expense ratio, risk profile and long-term NAV performance.

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Frequently Asked Questions

Edelweiss Nifty PSU Bond Plus SDL Apr 2027 50:50 Index - Direct Plan is a mutual fund managed by . It invests across equities and provides exposure to diversified companies and sectors.

SIP suitability of Edelweiss Nifty PSU Bond Plus SDL Apr 2027 50:50 Index - Direct Plan depends on its historical NAV performance, volatility, portfolio quality, expense ratio and long-term consistency.

Edelweiss Nifty PSU Bond Plus SDL Apr 2027 50:50 Index - Direct Plan holds companies such as and other stocks based on its latest portfolio disclosure.

is currently one of the highest allocated sectors in Edelweiss Nifty PSU Bond Plus SDL Apr 2027 50:50 Index - Direct Plan, based on the latest portfolio data.

Edelweiss Nifty PSU Bond Plus SDL Apr 2027 50:50 Index - Direct Plan currently holds approximately stocks across multiple sectors and market caps.

The expense ratio of Edelweiss Nifty PSU Bond Plus SDL Apr 2027 50:50 Index - Direct Plan is , which represents the annual cost charged for managing the fund.

Edelweiss Nifty PSU Bond Plus SDL Apr 2027 50:50 Index - Direct Plan manages assets worth approximately , representing the total investor capital under management.

Edelweiss Nifty PSU Bond Plus SDL Apr 2027 50:50 Index - Direct Plan carries a risk profile based on its portfolio composition, volatility and market exposure.

Edelweiss Nifty PSU Bond Plus SDL Apr 2027 50:50 Index - Direct Plan performance can be evaluated using historical NAV trends, SIP returns and long-term return consistency.

Yes, Edelweiss Nifty PSU Bond Plus SDL Apr 2027 50:50 Index - Direct Plan can be compared with other funds based on returns, holdings, overlap, sector allocation and risk metrics.

Edelweiss Nifty PSU Bond Plus SDL Apr 2027 50:50 Index - Direct Plan is evaluated against , which represents its benchmark index for performance comparison.

is the Asset Management Company responsible for managing Edelweiss Nifty PSU Bond Plus SDL Apr 2027 50:50 Index - Direct Plan and making investment decisions.

Yes, Edelweiss Nifty PSU Bond Plus SDL Apr 2027 50:50 Index - Direct Plan provides company-wise exposure showing which stocks the fund is invested in and their weightage.

Edelweiss Nifty PSU Bond Plus SDL Apr 2027 50:50 Index - Direct Plan may be suitable for long-term investors depending on risk tolerance, investment goals and portfolio diversification needs.

The SIP calculator uses historical NAV data of Edelweiss Nifty PSU Bond Plus SDL Apr 2027 50:50 Index - Direct Plan to estimate returns and wealth creation over different time periods.