TickerKhojEdelweiss Mutual Fund · Index Funds · Equity Index · Regular plan
Edelweiss NIFTY PSU Bond Plus SDL Apr 2027 50:50 Index Fund - Regular Plan - Growth
₹13.3619NAV on 30 Oct 2026Expense ratio 0.43%
29 Oct 2025NAV low 12.66 · high 13.36+5.5%
In plain words
Over 3 years it returned +7.3% a year, against +7.4% for its benchmark index.
Its worst fall from a peak in the last 3 years was -0.2%.
On 3-year return it ranks 71 of 149 funds in Equity Index.
A monthly SIP over 5 years ended ₹3,755 higher in the direct plan than the regular plan, because of the lower expense ratio.
Past returns, not a promise of future returns or a recommendation.
Returns vs benchmark
| Period | Fund | Benchmark |
|---|---|---|
| 1 month | +0.3% | +1.9% |
| 3 months | +1.2% | -5.1% |
| 6 months | +2.8% | -3.2% |
| 1 year | +5.5% | -10.2% |
| 3 years (yearly) | +7.3% | +7.4% |
| 5 years (yearly) | +6.0% | +6.5% |
| Since start (yearly) | +5.9% | +11.2% |
Monthly SIP of ₹10,000
| Period | Invested | Value now | Yearly return |
|---|---|---|---|
| 1 year | ₹1,20,000 | ₹1,24,052 | +5.6% |
| 3 years | ₹3,60,000 | ₹4,00,115 | +6.7% |
| 5 years | ₹5,90,000 | ₹6,99,715 | +6.7% |
Other plan of this fund: Edelweiss NIFTY PSU Bond Plus SDL Apr 2027 50:50 Index Fund - Direct Plan - Growth