Edelweiss CRISIL IBX 50:50 Gilt Plus SDL April 2037 Index Direct Transfer Inc Dist cum Cap Wdrl
Get the latest NAV of Edelweiss CRISIL IBX 50:50 Gilt Plus SDL April 2037 Index Direct Transfer Inc Dist cum Cap Wdrl. View historical returns compared to its benchmark and category average. Know which stocks and sectors the fund is investing in. Get an estimate of returns from the SIP and lump sum returns calculator. View detailed holding analysis and peer comparison. Get INDmoney ranking of the fund.
₹13.19
1D
NAV as on 17 Mar 2026
8.47%/per year
Since Inception
▲▼
Edelweiss CRISIL IBX 50:50 Gilt Plus SDL April 2037 Index Direct Transfer Inc Dist cum Cap Wdrl Performance vs. Fixed Income Index
Fund returns vs Benchmark returns vs Category Average returns as on (17-Mar-26)
Peer comparison
Edelweiss CRISIL IBX 50:50 Gilt Plus SDL April 2037 Index Direct Transfer Inc Dist cum Cap Wdrl Returns Calculator
Calculate SIP and lumpsum returns based on historical performance
Total Investment
0
Profit
Total Corpus
0
Edelweiss CRISIL IBX 50:50 Gilt Plus SDL April 2037 Index Direct Transfer Inc Dist cum Cap Wdrl Asset Allocation
See fund asset allocation details as on (14-Mar-26)
Fund Distribution
as on (14-Mar-26)
Edelweiss CRISIL IBX 50:50 Gilt Plus SDL April 2037 Index Direct Transfer Inc Dist cum Cap Wdrl Sector Allocation
See fund sector allocation details as on (14-Mar-26)
Sector Allocation
Top Sector in February was Government
Government
98%
Government
98%
Edelweiss CRISIL IBX 50:50 Gilt Plus SDL April 2037 Index Direct Transfer Inc Dist cum Cap Wdrl Overview
Get key fund statistics, minimum investment details, AUM, expense ratio, exit load, and tax treatment.
| Expense ratio | 0.17% |
Benchmark | CRISIL IBX 50:50 GiltPlus SDL April 2037 |
| AUM | ₹960 Cr |
| Inception Date | 11 October, 2022 |
| Min Lumpsum/SIP | --/-- |
Exit Load | 0.1% |
| Lock In | No Lock-in |
TurnOver | 11.61% |
| Risk |   Moderate Risk |
About Edelweiss CRISIL IBX 50:50 Gilt Plus SDL April 2037 Index Direct Transfer Inc Dist cum Cap Wdrl
Edelweiss CRISIL IBX 50:50 Gilt Plus SDL April 2037 Index Direct Transfer Inc Dist cum Cap Wdrl is a debt fund. This fund was started on 11 October, 2022. The fund is managed by Dhawal Dalal, Hetul Raval. This fund is suitable to keep your money safe.
Key Parameters
- Edelweiss CRISIL IBX 50:50 Gilt Plus SDL April 2037 Index Direct Transfer Inc Dist cum Cap Wdrl has ₹960 Cr worth of assets under management (AUM) as on Mar 2026 and is more than category average.
- The fund has an expense ratio 0.2.
Returns
Edelweiss CRISIL IBX 50:50 Gilt Plus SDL April 2037 Index Direct Transfer Inc Dist cum Cap Wdrl has given a CAGR return of 8.47% since inception. Over the last 1 and 3 years the fund has given a CAGR return of 5.98% and 8.23% respectively.
Holdings
Edelweiss CRISIL IBX 50:50 Gilt Plus SDL April 2037 Index Direct Transfer Inc Dist cum Cap Wdrl has allocated its funds majorly in Government, Cash Equivalent. Its top holdings are 7.41% Gs 2036, 7.84% Telangana Sdl 2036, 7.74% Uttarpradesh Sgs 2037, 7.54% Gs 2036, 8.03% Andhra Sdl 2036
Taxation
As it is a index funds - fixed income mutual fund the taxation is as follows:If the fund is debt oriented i.e. asset allocation of more than 65% in debt instruments:Invested before 1 April 2023 and held for less than 24 months, STCG will be taxed at your income slab rate.Invested before 1 April 2023 and held for more than 24 months, LTCG will be taxed at 12.5%.Invested after 1 April 2023, capital gains will be taxed at your income slab rate.Dividends will always be taxed at slab rate.
Investment objective of Edelweiss CRISIL IBX 50:50 Gilt Plus SDL April 2037 Index Direct Transfer Inc Dist cum Cap Wdrl
The investment objective of the scheme is to replicate CRISIL IBX 50:50 Gilt Plus SDL Index – April 2037 by investing in Indian Government Bonds and SDLs, maturing on or before April 29, 2037, subject to tracking errors.
Minimum Investment and lockin period
Minimum investment for lump sum payment is INR 0.00 and for SIP is INR 0.00. Edelweiss CRISIL IBX 50:50 Gilt Plus SDL April 2037 Index Direct Transfer Inc Dist cum Cap Wdrl has no lock in period.
Fund Manager
Dhawal Dalal
Fund Manager of Edelweiss CRISIL IBX 50:50 Gilt Plus SDL April 2037 Index Direct Transfer Inc Dist cum Cap Wdrl, since 11 October 2022
Hetul Raval
Fund Manager of Edelweiss CRISIL IBX 50:50 Gilt Plus SDL April 2037 Index Direct Transfer Inc Dist cum Cap Wdrl, since 15 January 2026
- AUM of the fund stands at 960.4 Cr as of Feb'26
- AUM decreased by 1.3 Cr between Feb'26 and Jan'26
Frequently Asked Questions for Edelweiss CRISIL IBX 50:50 Gilt Plus SDL April 2037 Index Direct Transfer Inc Dist cum Cap Wdrl
How do I invest in Edelweiss CRISIL IBX 50:50 Gilt Plus SDL April 2037 Index Direct Transfer Inc Dist cum Cap Wdrl?
- Download the INDmoney app.
- Search for ‘Edelweiss CRISIL IBX 50:50 Gilt Plus SDL April 2037 Index Direct Transfer Inc Dist cum Cap Wdrl’.
- Select whether you want to invest in SIP or lump sum.
- Enter the amount you wish to invest.
- Set up payments via bank mandate or UPI.