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OmniAsset › Mutual funds › Edelweiss CRISIL IBX 50:50 Gilt Plus SDL April 2037 Index Fund

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

Index Fund fund benchmarked to CRISIL IBX 50:50 Gilt Plus SDL Index – April 2037. Every figure below is read from one dated snapshot; what the snapshot cannot prove is left out, never estimated.

Latest NAV2 Sep 202613.3068
CategoryIndex Fund
PlanRegular · Growth
Launched27 Sep 2022
Risk labelthe scheme's own riskometerModerate Risk
Legal benchmarkSEBI Tier-1CRISIL IBX 50:50 Gilt Plus SDL Index – April 2037
Expense ratiodirect plan, a year0.46%
AUM₹321 Cr
Growth of ₹10,000₹13,29613 Oct 2022 to 2 Sep 2026
₹13,453₹12,589₹11,726₹10,863₹10,000Oct 2022Oct 2023Sep 2024Sep 2025Sep 2026
₹13,296 (+7.6% a year) Edelweiss CRISIL IBX 50:50 Gilt Plus SDL April 2037 Index Fund

Performance (trailing, annualised)

1Y annualised4.99%
3Y annualised6.87%

Point-to-point from the fund's own published NAV; a period the history does not span is left out.

SIP returns

SIP 1Y (₹10,000 a month)invested ₹1,20,000 → worth ₹1,23,0954.80%
SIP 3Y (₹10,000 a month)invested ₹3,60,000 → worth ₹3,93,3585.84%

₹10,000 on the first of every month, valued at the latest NAV, as an annualised rate (XIRR).

Calendar years

Calendar 20237.55%
Calendar 202410.54%
Calendar 20255.68%

Rolling returns

Rolling 1Y · average149 windows since 13 Oct 20237.57%
Rolling 1Y · median7.74%
Rolling 1Y · worst window-0.68%
Rolling 1Y · best window13.24%
Rolling 1Y · windows positive98%
Rolling 3Y · average46 windows since 14 Oct 20257.50%
Rolling 3Y · median7.56%
Rolling 3Y · worst window6.00%
Rolling 3Y · best window8.85%
Rolling 3Y · windows positive100%

Every window of that length in the published history, so one lucky start date cannot flatter the fund.

Risk

Volatility (3Y)2.64%
Downside deviation (3Y)1.72%
Maximum drawdown-2.92%

Management

Fund managerMr. Hetul Raval, Mr. Dhawal Dalal
Managing since15 Jan 2026

Related

Source: the OmniAsset signed reference snapshot, as of 3 Sep 2026. Figures are deterministic; missing data is withheld, never estimated. See methodology and data sources. Not investment advice.

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