Edelweiss Low Duration Fund - Direct Plan - Annual Dividend Option
Invests in bonds and loans. Lower returns than equity but much less bumpy — often used for shorter goals. From Edelweiss Mutual Fund. It's been running since 14 Nov 2018.
What ₹1 lakh would have become
Based on past returnsThese are calculations from the fund's past prices, not a prediction. Real future returns can and often do differ.
Play with a monthly investment
Slide the amount and switch the duration. Left column uses real past prices. Right column projects forward using this fund's historical rate — a calculation, not a prediction.
Vs 67 other funds in Debt Scheme - Low Duration Fund
Descriptive rankings within the same category and plan. Not a recommendation — one fund beating another historically does not mean it will continue to do so.
Year by year
Calendar-year returns. 1 of last 4 years were positive.
Price over time
How the per-unit price has moved. Tap a range to zoom in.
Bumpiness & worst drops
The value swings roughly 9% up or down in a typical year. Finance-speak calls this volatility.
A lump sum invested at the previous peak would have temporarily lost about this much before recovering. Finance-speak calls this max drawdown.
Similar funds you might want to look at
Same category, same plan, sorted by 3-year return. Not recommendations — just neighbours.
Head-to-head comparisons
Side-by-side comparisons of Edelweiss Low Duration Fund - Direct Plan - Annual Dividend Option against other debt funds.
Technical details (for the pros)
Fund info
- Fund house
- Edelweiss Mutual Fund
- Category
- Debt Scheme - Low Duration Fund
- Plan
- Direct
- Option
- Dividend
- ISIN (Growth)
- —
- ISIN (Div re-invest)
- —
- Fund code
- 140217
- First price on record
- 14 Nov 2018 · 544 daily prices
About Edelweiss Low Duration Fund - Direct Plan - Annual Dividend Option
Edelweiss Low Duration Fund - Direct Plan - Annual Dividend Option is a Debt Scheme - Low Duration Fund offered by Edelweiss Mutual Fund under the Direct plan with the Dividend option. It has approximately 8 years of NAV track record. The fund falls in the debt category — Invests in bonds and loans. Lower returns than equity but much less bumpy — often used for shorter goals.
The current NAV of Edelweiss Low Duration Fund - Direct Plan - Annual Dividend Option is ₹2079.9895 (as of 12 Feb 2021). Historically, it has delivered -3.03% over the last year. Returns are historical and don't predict future performance.
Over the last three years, the fund's prices have moved with 9.3% annualised volatility — a "moderate" level of bumpiness; its deepest peak-to-trough fall on record was 12.6%. Being mentally prepared for drawdowns of this size is what separates long-term investors from reactive traders.
Frequently asked
What is the latest NAV of Edelweiss Low Duration Fund - Direct Plan - Annual Dividend Option?+
The latest NAV of Edelweiss Low Duration Fund - Direct Plan - Annual Dividend Option is ₹2079.9895 as of 12 Feb 2021, up 0.00% from the previous day. NAV is updated once a business day after the market close.
What are the returns of Edelweiss Low Duration Fund - Direct Plan - Annual Dividend Option?+
Edelweiss Low Duration Fund - Direct Plan - Annual Dividend Option has delivered 1-year return -3.03%, since-inception CAGR -3.27%. Returns are historical and don't predict future performance — markets move in cycles.
What category does Edelweiss Low Duration Fund - Direct Plan - Annual Dividend Option belong to?+
Edelweiss Low Duration Fund - Direct Plan - Annual Dividend Option is categorised as Debt Scheme - Low Duration Fund. Invests in bonds and loans. Lower returns than equity but much less bumpy — often used for shorter goals.
How risky is Edelweiss Low Duration Fund - Direct Plan - Annual Dividend Option?+
Based on its 3-year annualised volatility of 9.3%, Edelweiss Low Duration Fund - Direct Plan - Annual Dividend Option sits in the "moderate" risk bucket. Volatility measures how much prices swing — higher means bigger ups and downs along the way.
Is Edelweiss Low Duration Fund - Direct Plan - Annual Dividend Option a direct plan?+
Edelweiss Low Duration Fund - Direct Plan - Annual Dividend Option is a Direct plan (no distributor commission — lower expense ratio) with the IDCW option (periodic distributions, taxable at your slab rate).
How old is Edelweiss Low Duration Fund - Direct Plan - Annual Dividend Option?+
Edelweiss Low Duration Fund - Direct Plan - Annual Dividend Option has NAV history available from 14 Nov 2018 — approximately 8 years of track record and 544 daily NAV observations.
Numbers are computed from stored daily prices from mfapi.in/AMFI. This is descriptive analytics, not investment advice. Past performance is not indicative of future returns.