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

Edelweiss Mutual Fund · Index & ETF · mandate: passive replication of the stated index · tracks: CRISIL IBX 50:50 Gilt Plus SDL April 2037
AUM (all plans)
897 cr
TER direct / regular
0.18% / 0.46%
Tracks (from name)
CRISIL IBX 50:50 Gilt Plus SDL April 2037
CAGR (full)
8.0%
Sharpe (full)
0.57
Sharpe (bull ≤Sep-24)
1.45
Sharpe (sideways Oct-24→)
-0.08
Max drawdown
-2.3%
Months of data
46
Percentile ranks this fund within its peer pool; the leaderboard Score is the weighted average of its fiscal-year percentiles (equity: active-return-rank blended with IR-rank).

Equity curve

2022202320242025202698123148Fund (NAV=100)Risk-free 6%/yrCategory median (Index Funds)

Drawdown

20222023202420252026-2-10Drawdown %

Fiscal-year record

FYReturnvs categorySharpemonths
FY220
FY23*4.1%4.9%1.535
FY249.6%-15.6%1.1312
FY2510.5%0.9%1.6512
FY262.2%6.3%-0.9512
FY27*4.3%-7.1%1.245
Active/Fund returns are TOTALS over the months covered — never annualized (FY27* is year-to-date; a * row covers only part of the year). %ile is the fund's percentile within its peer pool for that year.

Monthly returns (%)

JanFebMarAprMayJunJulAugSepOctNovDecYear
2022+2.0+0.3+2.3
2023+0.6+0.2+1.0+1.8+1.8-0.3+0.3+0.8+0.0-0.8+0.9+1.3+7.9
2024+0.9+1.7+0.8-0.4+1.7+0.8+0.9+1.1+1.4+0.1+0.5+0.7+10.8
2025+0.8+0.1+2.2+2.2+1.1-0.9+0.1-1.5+0.7+0.7+0.8-0.4+6.0
2026+0.2+1.0-1.7+0.8+0.6+2.5+0.3+0.0+3.8

Quarterly average AUM & estimated net flows

202220232024202520261446051,067AUM (quarter avg), ₹cr
-92462
Quarterly net flow estimate: AUM_q − AUM_(q−1)·(1+quarter return). AUM shown is the quarter AVERAGE (AMFI central disclosure). Positive = net inflows, ₹cr.
Source: AMFI's official all-scheme NAV history (portal report; official NAV history, net of TER by construction). Monthly returns are month-end NAV chains; stale prints (>7 days before month-end) drop out rather than carry. Benchmark series are the median of plain-vanilla direct-plan index funds tracking each index (TRI minus ~10-25bp/yr tracking drag — verified against true-TRI chains). Direct plans, growth option only. Sharpe uses rf 6%, arithmetic monthly convention. Independence: all figures are computed from mandatory public disclosures with a fixed methodology applied identically to every fund — no fund can pay for inclusion, exclusion, placement, or altered presentation, and any material commercial relationship will be disclosed on the affected pages. Nothing here is investment advice; past performance does not predict future returns. Generated 2026-08-25 05:37Z · data through Aug 2026 · leaderboard · PMS leaderboard
Feedback, inputs, or bug reports are appreciated — @vivekrmr on X · LinkedIn.