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    Edelweiss CRISIL IBX 50:50 Gilt Plus SDL Sep 2028 Index Fund vs Edelweiss CRISIL IBX 50:50 Gilt Plus SDL Short Duration Index Fund

    Direct Plan, Growth option · Data as on 30-10-2026

    Edelweiss CRISIL IBX 50:50 Gilt Plus SDL Sep 2028 Index Fund is an Index fund and Edelweiss CRISIL IBX 50:50 Gilt Plus SDL Short Duration Index Fund is an Index fund. In the 3 years to 30-10-2026, Edelweiss CRISIL IBX 50:50 Gilt Plus SDL Sep 2028 Index Fund (Direct) returned 7.5% a year and Edelweiss CRISIL IBX 50:50 Gilt Plus SDL Short Duration Index Fund (Direct) returned 6.9% a year. Edelweiss CRISIL IBX 50:50 Gilt Plus SDL Sep 2028 Index Fund charges 0.20% a year and Edelweiss CRISIL IBX 50:50 Gilt Plus SDL Short Duration Index Fund 0.20% (Direct plans). Their portfolios overlap 10.1%: they hold 3 of the same securities.

    Edelweiss CRISIL IBX 50:50 Gilt Plus SDL Sep 2028 Index Fund

    Index

    3 year return
    7.5%
    Expense ratio
    0.20%
    NAV
    ₹13.30
    See Edelweiss CRISIL IBX 50:50 Gilt Plus SDL Sep 2028 Index Fund

    Edelweiss CRISIL IBX 50:50 Gilt Plus SDL Short Duration Index Fund

    Index

    3 year return
    6.9%
    Expense ratio
    0.20%
    NAV
    ₹12.82
    See Edelweiss CRISIL IBX 50:50 Gilt Plus SDL Short Duration Index Fund

    Which is better, Edelweiss CRISIL IBX 50:50 Gilt Plus SDL Sep 2028 Index or Edelweiss CRISIL IBX 50:50 Gilt Plus SDL Short Duration Index? Key differences

    It depends on what you want from the fund. These are the differences in numbers, from the data on this page.

    • Edelweiss CRISIL IBX 50:50 Gilt Plus SDL Sep 2028 Index returned more over 3 years: 7.5% a year against 6.9%.
    • Edelweiss CRISIL IBX 50:50 Gilt Plus SDL Sep 2028 Index returned more over 1 year: 4.4% against 3.7%.
    • Edelweiss CRISIL IBX 50:50 Gilt Plus SDL Short Duration Index swung less over 3 years: a standard deviation of 1.0% a year against 1.0%.
    • Edelweiss CRISIL IBX 50:50 Gilt Plus SDL Sep 2028 Index fell less in its worst fall since 16-02-2023: −0.8% against −0.9%.
    • Edelweiss CRISIL IBX 50:50 Gilt Plus SDL Short Duration Index is the larger fund: ₹143 Cr against ₹104 Cr.
    • Their portfolios overlap 10.1%: 3 of the same holdings.

    Past returns do not promise future returns. This page is information, not investment advice.

    Key facts

    From each fund's scheme summary document and AMFI

    FactEdelweiss CRISIL IBX 50:50 Gilt Plus SDL Sep 2028 Index FundEdelweiss CRISIL IBX 50:50 Gilt Plus SDL Short Duration Index Fund
    Fund houseEdelweiss Mutual FundEdelweiss Mutual Fund
    CategoryIndexIndex
    AUM₹104 Cr (30-09-2026)₹143 Cr (30-09-2026)
    NAV₹13.30 (Direct)₹12.82 (Direct)
    Expense ratio (Direct)0.20%0.20%
    Expense ratio (Regular)0.45%0.57%
    RiskometerLow to ModerateLow to Moderate
    BenchmarkCRISIL IBX 50:50 Gilt Plus SDL Index - Sep 2028CRISIL IBX 50:50 Gilt Plus SDL Short Duration Index Fund
    Launch date10-11-202215-02-2023
    Minimum investment₹100₹100
    Lock inNoneNone
    Fund managersHetul Raval, Dhawal DalalHetul Raval, Dhawal Dalal
    Exit load0.10% up to 30 days Nil after 30 daysNIL

    Edelweiss CRISIL IBX 50:50 Gilt Plus SDL Sep 2028 Index vs Edelweiss CRISIL IBX 50:50 Gilt Plus SDL Short Duration Index: Returns Comparison

    Returns as on 30-10-2026. Up to one year they are absolute returns. Longer periods are a rate per year.

    Fund1M3M6M1Y3Y5Y10Y
    Edelweiss CRISIL IBX 50:50 Gilt Plus SDL Sep 2028 Index Fund (Direct)0.00%+0.45%+2.37%+4.41%+7.47%----
    Edelweiss CRISIL IBX 50:50 Gilt Plus SDL Short Duration Index Fund (Direct)−0.43%−0.44%+1.60%+3.71%+6.87%----

    Edelweiss CRISIL IBX 50:50 Gilt Plus SDL Sep 2028 Index vs Edelweiss CRISIL IBX 50:50 Gilt Plus SDL Short Duration Index: Year-wise Returns

    YearSep 2028Edelweiss CRISIL IBX 50:50 Gilt Plus SDL Sep 2028 IndexShort DurationEdelweiss CRISIL IBX 50:50 Gilt Plus SDL Short Duration Index
    2026to date+3.30%+2.90%
    2025+8.62%+7.77%
    2024+8.36%+8.19%
    2023+7.76%--

    Edelweiss CRISIL IBX 50:50 Gilt Plus SDL Sep 2028 Index vs Edelweiss CRISIL IBX 50:50 Gilt Plus SDL Short Duration Index: Rolling Returns

    Every holding period of both funds

    Rolling returns

    Every 3-year holding period, 169 of them, one for each trading day from 16-02-2026 to 30-10-2026: the yearly return (CAGR) of each, plotted on the day it ended. One lucky or unlucky start day cannot flatter or hide a fund.

    0%2%4%6%8%10%
    Mar 2023
    to
    Mar 2026    Apr 2023
    to
    Apr 2026    Jun 2023
    to
    Jun 2026    Jul 2023
    to
    Jul 2026    Aug 2023
    to
    Aug 2026    Oct 2023
    to
    Oct 2026
    Edelweiss CRISIL IBX 50:50 Gilt Plus SDL Sep 2028 Index Fund (Direct)Edelweiss CRISIL IBX 50:50 Gilt Plus SDL Short Duration Index Fund (Direct)

    How the periods spread

    FundBelow 0%0-5%5-10%10-15%15-20%20-25%Above 25%MeanMedianLowestHighest
    Edelweiss CRISIL IBX 50:50 Gilt Plus SDL Sep 2028 Index0.00.0100.00.00.00.00.07.6%7.6%7.1%8.3%
    Edelweiss CRISIL IBX 50:50 Gilt Plus SDL Short Duration Index0.00.0100.00.00.00.00.07.4%7.4%6.9%8.0%

    The table shows the % of periods in each return band; a darker cell holds more of them. Lumpsum: the yearly rate (CAGR) from a period's first NAV to its last. SIP: the XIRR of the monthly instalments. Every fund is measured over the days all of them have, from 16-02-2023. Past returns do not promise future returns.

    Edelweiss CRISIL IBX 50:50 Gilt Plus SDL Sep 2028 Index vs Edelweiss CRISIL IBX 50:50 Gilt Plus SDL Short Duration Index: SIP and Lumpsum Returns

    What the same monthly or one-time investment would be worth in each fund today, from their own NAV history

    Growth of an investment

    Step up each year
    PeriodFor

    ₹10,000 on the first trading day of every month, from 01-02-2023 to 30-10-2026: 45 instalments, ₹4,50,000 in all.

    InvestmentInvestedValue nowGainReturn a year
    Edelweiss CRISIL IBX 50:50 Gilt Plus SDL Sep 2028 IndexEdelweiss CRISIL IBX 50:50 Gilt Plus SDL Sep 2028 Index Fund (Direct) ₹4,50,000 ₹5,09,831 ₹59,831 6.6%
    Edelweiss CRISIL IBX 50:50 Gilt Plus SDL Short Duration IndexEdelweiss CRISIL IBX 50:50 Gilt Plus SDL Short Duration Index Fund (Direct) ₹4,50,000 ₹5,04,275 ₹54,275 6.0%
    ₹0₹2.0 L₹4.0 L₹6.0 L
    202420252026
    Edelweiss CRISIL IBX 50:50 Gilt Plus SDL Sep 2028 IndexEdelweiss CRISIL IBX 50:50 Gilt Plus SDL Sep 2028 Index Fund (Direct)Edelweiss CRISIL IBX 50:50 Gilt Plus SDL Short Duration IndexEdelweiss CRISIL IBX 50:50 Gilt Plus SDL Short Duration Index Fund (Direct)Amount invested

    From each plan's published NAV (Growth option), over the same days. Return a year: XIRR for a SIP, CAGR for a lumpsum, shown for a year or more. It does not include exit load, stamp duty or tax. Past returns do not promise future returns.

    Edelweiss CRISIL IBX 50:50 Gilt Plus SDL Sep 2028 Index vs Edelweiss CRISIL IBX 50:50 Gilt Plus SDL Short Duration Index: Risk and Drawdowns

    How much each fund swings, and the worst fall over the same days

    Risk and return

    MeasureEdelweiss CRISIL IBX 50:50 Gilt Plus SDL Sep 2028 Index Fund (Direct)Edelweiss CRISIL IBX 50:50 Gilt Plus SDL Short Duration Index Fund (Direct)
    Return (CAGR)+7.47%+6.87%
    Standard deviation1.04%1.00%
    Sharpe ratio1.390.85
    Sortino ratio2.221.30
    Maximum drawdown−0.8% (02-04-2026)−0.9% (22-10-2026)
    Beta----
    Alpha----

    From daily NAVs, 30-10-2023 to 30-10-2026. Standard deviation: how much the daily value swings, scaled to a year. Sharpe: return above the risk-free rate (NSE's overnight rate index) per unit of swing. Sortino: the same, counting only the falls. Beta and alpha compare each fund with its own benchmark's TRI.

    Drawdowns

    How far below its previous high each one was on every day: the falls an investor had to sit through. 0% means it was at a new high.

    −1%−0.8%−0.6%−0.4%−0.2%0%
    202420252026
    Edelweiss CRISIL IBX 50:50 Gilt Plus SDL Sep 2028 Index Fund (Direct)Edelweiss CRISIL IBX 50:50 Gilt Plus SDL Short Duration Index Fund (Direct)
    FundWorst fallHigh before itBottomBack at the highTime to climb backBelow its high today
    Edelweiss CRISIL IBX 50:50 Gilt Plus SDL Sep 2028 Index Fund (Direct)−0.8%10-03-202602-04-202620-04-202618 days−0.2%
    Edelweiss CRISIL IBX 50:50 Gilt Plus SDL Short Duration Index Fund (Direct)−0.9%14-08-202622-10-2026Not yet--−0.9%

    From daily values since 16-02-2023, the first day every fund has.

    Rolling standard deviation

    Whether the swings have grown or calmed over time: the standard deviation of daily changes over every 3-year window, scaled to a year, plotted on the window's last day. Higher means a bumpier ride.

    0%0.2%0.4%0.6%0.8%1%1.2%
    Edelweiss CRISIL IBX 50:50 Gilt Plus SDL Sep 2028 Index Fund (Direct)Edelweiss CRISIL IBX 50:50 Gilt Plus SDL Short Duration Index Fund (Direct)

    Edelweiss CRISIL IBX 50:50 Gilt Plus SDL Sep 2028 Index vs Edelweiss CRISIL IBX 50:50 Gilt Plus SDL Short Duration Index: Portfolio Overlap

    From each fund's latest monthly portfolio: Edelweiss CRISIL IBX 50:50 Gilt Plus SDL Sep 2028 Index Fund, September 2026; Edelweiss CRISIL IBX 50:50 Gilt Plus SDL Short Duration Index Fund, September 2026

    Holdings in common

    Overlap
    10.1%
    Held by both
    3
    Only in Edelweiss CRISIL IBX 50:50 Gilt Plus SDL Sep 2028 Index
    2
    Only in Edelweiss CRISIL IBX 50:50 Gilt Plus SDL Short Duration Index
    10
    Security% of Edelweiss CRISIL IBX 50:50 Gilt Plus SDL Sep 2028 Index% of Edelweiss CRISIL IBX 50:50 Gilt Plus SDL Short Duration Index
    7.06% GOVT OF INDIA RED 10-04-202820.29%5.65%
    7.38% GOVT OF INDIA RED 20-06-202726.56%3.53%
    6.13% GOVT OF INDIA RED 04-06-20280.95%4.18%

    Overlap: for each holding both funds own, the smaller of its two weights, added up. 10.1% means 10.1% of each fund's money sits in positions the other also holds. Matched by ISIN. Cash and hedged positions are left out.

    Largest holdings only in Edelweiss CRISIL IBX 50:50 Gilt Plus SDL Sep 2028 Index Fund

    Security% of fund
    8.47% GUJARAT SDL RED 21-08-202839.19%
    8.15% TAMIL NADU SDL RED 09-05-20289.75%

    Largest holdings only in Edelweiss CRISIL IBX 50:50 Gilt Plus SDL Short Duration Index Fund

    Security% of fund
    7.32% GOVT OF INDIA RED 13-11-203021.33%
    6.9% MAHARASHTRA SDL RED 04-02-203017.27%
    7.17% GUJARAT SDL RED 08-01-203010.44%
    7.10% GOVT OF INDIA RED 18-04-20299.91%
    7.17% GOVT OF INDIA RED 17-04-20307.07%

    Asset and sector split

    Share of each fund, from its latest monthly portfolio

    Asset allocation

    AssetEdelweiss CRISIL IBX 50:50 Gilt Plus SDL Sep 2028 IndexEdelweiss CRISIL IBX 50:50 Gilt Plus SDL Short Duration Index
    Equity0.0%0.0%
    Debt96.7%97.0%
    Cash and others3.3%3.0%

    Edelweiss CRISIL IBX 50:50 Gilt Plus SDL Sep 2028 Index vs Edelweiss CRISIL IBX 50:50 Gilt Plus SDL Short Duration Index: Expense Ratio

    What each plan charges a year, from AMFI's expense ratio file

    ChargeEdelweiss CRISIL IBX 50:50 Gilt Plus SDL Sep 2028 Index FundEdelweiss CRISIL IBX 50:50 Gilt Plus SDL Short Duration Index Fund
    Total expense ratio (Direct)0.20%0.20%
    Base expense ratio (Direct)0.17%0.17%
    Total expense ratio (Regular)0.45%0.57%
    Base expense ratio (Regular)0.38%0.50%

    The expense ratio comes out of the fund's assets every day, so every return on this page is already after it. Base expense ratio: the fund house's own fee. The total adds brokerage, transaction costs, and levies with GST.

    Edelweiss CRISIL IBX 50:50 Gilt Plus SDL Sep 2028 Index Fund vs Edelweiss CRISIL IBX 50:50 Gilt Plus SDL Short Duration Index Fund: Frequently Asked Questions

    What is the difference between Edelweiss CRISIL IBX 50:50 Gilt Plus SDL Sep 2028 Index Fund and Edelweiss CRISIL IBX 50:50 Gilt Plus SDL Short Duration Index Fund?

    Edelweiss CRISIL IBX 50:50 Gilt Plus SDL Sep 2028 Index Fund is an Index fund, Edelweiss CRISIL IBX 50:50 Gilt Plus SDL Short Duration Index Fund is an Index fund, run by Edelweiss Mutual Fund. Their portfolios overlap 10.1%. Edelweiss CRISIL IBX 50:50 Gilt Plus SDL Sep 2028 Index Fund charges 0.20% a year and Edelweiss CRISIL IBX 50:50 Gilt Plus SDL Short Duration Index Fund 0.20%.

    Which has given higher returns, Edelweiss CRISIL IBX 50:50 Gilt Plus SDL Sep 2028 Index Fund or Edelweiss CRISIL IBX 50:50 Gilt Plus SDL Short Duration Index Fund?

    Over 1 year: Edelweiss CRISIL IBX 50:50 Gilt Plus SDL Sep 2028 Index Fund +4.41%, Edelweiss CRISIL IBX 50:50 Gilt Plus SDL Short Duration Index Fund +3.71%. Over 3 years: Edelweiss CRISIL IBX 50:50 Gilt Plus SDL Sep 2028 Index Fund +7.47% a year, Edelweiss CRISIL IBX 50:50 Gilt Plus SDL Short Duration Index Fund +6.87% a year. As on 30-10-2026. Past returns do not promise future returns.

    Which has the lower expense ratio, Edelweiss CRISIL IBX 50:50 Gilt Plus SDL Sep 2028 Index Fund or Edelweiss CRISIL IBX 50:50 Gilt Plus SDL Short Duration Index Fund?

    Both charge 0.20% a year.

    How much do Edelweiss CRISIL IBX 50:50 Gilt Plus SDL Sep 2028 Index Fund and Edelweiss CRISIL IBX 50:50 Gilt Plus SDL Short Duration Index Fund overlap?

    10.1%. They hold 3 of the same securities, the largest shared ones being 7.06% GOVT OF INDIA RED 10-04-2028, 7.38% GOVT OF INDIA RED 20-06-2027, 6.13% GOVT OF INDIA RED 04-06-2028. From each fund's latest monthly portfolio.

    Which is riskier, Edelweiss CRISIL IBX 50:50 Gilt Plus SDL Sep 2028 Index Fund or Edelweiss CRISIL IBX 50:50 Gilt Plus SDL Short Duration Index Fund?

    On SEBI's riskometer, Edelweiss CRISIL IBX 50:50 Gilt Plus SDL Sep 2028 Index Fund is rated Low to Moderate and Edelweiss CRISIL IBX 50:50 Gilt Plus SDL Short Duration Index Fund Low to Moderate. Over 3 years, the standard deviation of daily returns was 1.04% and 1.00% a year.

    Which is better for SIP, Edelweiss CRISIL IBX 50:50 Gilt Plus SDL Sep 2028 Index Fund or Edelweiss CRISIL IBX 50:50 Gilt Plus SDL Short Duration Index Fund?

    Over the last 3 years, a monthly SIP of ₹10,000 from 03-10-2023 to 30-10-2026 grew to ₹4,08,221 in Edelweiss CRISIL IBX 50:50 Gilt Plus SDL Sep 2028 Index Fund (XIRR 6.3% a year) and ₹4,04,075 in Edelweiss CRISIL IBX 50:50 Gilt Plus SDL Short Duration Index Fund (XIRR 5.7% a year). Both received 37 instalments. Past returns do not promise future returns.

    Can I invest in both Edelweiss CRISIL IBX 50:50 Gilt Plus SDL Sep 2028 Index Fund and Edelweiss CRISIL IBX 50:50 Gilt Plus SDL Short Duration Index Fund?

    Yes. 10.1% of each fund's money sits in the same holdings, so some of the two investments would move together.

    Who manages Edelweiss CRISIL IBX 50:50 Gilt Plus SDL Sep 2028 Index Fund and Edelweiss CRISIL IBX 50:50 Gilt Plus SDL Short Duration Index Fund?

    Edelweiss CRISIL IBX 50:50 Gilt Plus SDL Sep 2028 Index Fund: Hetul Raval, Dhawal Dalal. Edelweiss CRISIL IBX 50:50 Gilt Plus SDL Short Duration Index Fund: Hetul Raval, Dhawal Dalal.

    Sources: NAV and expense ratio from AMFI. Holdings from each fund house's monthly portfolio statement. Fund facts from each scheme summary document.

    This page is information, not investment advice. Mutual fund investments are subject to market risks; read all scheme related documents carefully. Past returns do not promise future returns. Figures come from AMFI, NSE, BSE and each fund house's own documents.

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