Medium Duration Fund
Fund Type
Open Ended
Investment Plan
Dividend Reinvestment
Expense Ratio
0%
Asset Size
843.18 Cr.
(As of 15 Jan, 2023)
Benchmark
CRISIL [IBX] 50:50 PSU+SDL Idx - Oct2025
Riskometer
Investors understand that their principal will be at Risk.
The investment objective of the scheme is to track the CRISIL [IBX] 50:50 PSU + SDL Index – October 2025 by investing in AAA rated PSU Bonds and SDLs, maturing on or before October 2025, 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.
Fund manager
Dhawal Dalal
Exit load
0.1 %
(If redeemed within 30 days)Minimum sip
₹500
Minimum investment
₹5000
This fund is been allocated in various sectors including some of the prominent ones that are widely accepted and are creating a value of trust.
Export Import Bank Of India
7.13%
08.20 GJ Sdl 2025
6.09%
Rural Electrification Corporation Limited
6.06%
Small Industries Development Bank Of India
5.93%
Medium Duration Funds invest in debt and money market instruments wherein the portfolio’s Macaulay Duration should be between three to four years. Given that these funds do not have equity exposure, it reduces the risk factor and is generallysuited for investors whose investment horizon is 1 – 3 years and are looking for just better than nominal returns.
This fund is rated 0 stars by Morning Star Ratings.
Edelweiss Financial Services is one of India’s leading financial conglomerates, offering a robust platform, to a diversified client base across domestic and global geographies. Customer centricity is core to the Edelweiss Financial Services. Being present in every financial life stage of a customer, helping them create, grow and protect their wealth, are our key lines of business.
Edelweiss Mutual Fund suite encompasses the entire risk return spectrum and are designed to offer the best opportunity for investment growth in Indian & global asset classes. We, at Edelweiss Mutual Fund, believe in providing simple True To Label products and solutions for investors. We also provide world class knowledge platforms for our partners and investors to keep them updated. Our endeavour is to provide the best digital experience to investors and partners through continuous innovation and cutting edge technology.
Edelweiss Financial Services group is an exciting place to work with young team and diverse experience. We strongly believe and value team work. We are present across the country in 11 locations with a robust team with rich experience across the Asset Management industry.