OriginFunds
Edelweiss Mutual Fund

Edelweiss CRISIL IBX AAA Financial Services - Jan 2028 Index Fund - Regular - Growth

Open Ended Schemes(Other Scheme - Index Funds)Low to Moderate RiskISIN INF754K01TT2
NAV · 06-Jul-2026
11.2420
1M
+1.34%
6M
+2.91%
1Y (CAGR)
+6.10%
3Y (CAGR)
5Y (CAGR)
Since inception (CAGR)
+7.59%

NAV history

10.2810.6210.9729-11-202403-07-202611.24
 hover for values

Risk & SIP analytics

Volatility (3y)
0.94%
Downside dev (3y)
0.58%
Max drawdown (3y)
-0.5%
Calendar-year returns
2025 +8.5%

Fund facts

Fund managerDhawal Dalal · Hetul Raval
AUM₹1,060 Cr
Launch date21-Nov-2024
Plan typeOpen Ended · Others
Min lumpsum100/-
Lock-inNone
Volatility0.95
AMCEdelweiss Asset Management Limited

Objective · The investment objective of the scheme is to replicate CRISIL IBX AAA Financial Services – Jan 2028 Index by investing in AAA rated financial services corporate bond issuers maturing on or before January 2028, subject to tracking errors.

scheme documents ↗