Time to reset economy

Get App

Time to reset economy

you are here:

Edelweiss Dynamic Bond Fund - Direct Plan - Growth

  • Regular
  • Direct
Category : Dynamic Bond Fund
  • Latest (Updated on 31st Mar 2019)
    Crisil Rank
  • (Updated on 30th Sep 2018)
    Crisil Rank
  • (Updated on 31st Mar 2018)
    Crisil Rank
  • (Updated on 30th Jun 2017)
    Crisil Rank
  • (Updated on 31st Mar 2017)
    Crisil Rank
Should you invest in this fund? - Fund has improved its performance compared to similar funds in the Dynamic Bond Fund. Existing investors can hold their investments. Fund performance is still average compared to peers so fresh investments can be avoided.

Returns (NAV as on 24th January, 2020)

Period Invested for ₹10000 Invested on Latest Value Absolute Returns Annualised Returns Category Avg Rank within Category
1 Week 17-Jan-20 10020.00 0.20% - 0.34% 25/29
1 Month 24-Dec-19 10063.00 0.63% - 0.51% 19/29
3 Month 24-Oct-19 10144.70 1.45% - 1.33% 18/28
6 Month 24-Jul-19 10277.30 2.77% - 2.64% 18/28
YTD 01-Jan-20 10021.90 0.22% - 6.14% 8/28
1 Year 24-Jan-19 11383.80 13.84% 13.84% 8.53% 2/28
2 Year 24-Jan-18 12161.10 21.61% 10.28% 7.22% 1/27
3 Year 24-Jan-17 12460.60 24.61% 7.61% 5.99% 7/25
5 Year 23-Jan-15 14737.90 47.38% 8.06% 7.53% 10/25
Since Inception 04-Jan-13 17793.40 77.93% 8.51% 8.25% 15/28

SIP Returns (NAV as on 24th January, 2020)

Period Invested for ₹1000 SIP Started on Investments Latest Value Absolute Returns Annualised Returns
1 Year 24-Jan-19 12000 12665.51 5.55 % 10.38 %
2 Year 24-Jan-18 24000 27017.62 12.57 % 11.81 %
3 Year 24-Jan-17 36000 41707.44 15.85 % 9.78 %
5 Year 23-Jan-15 60000 74752.81 24.59 % 8.72 %

Compare performance

Category 1 D 1 M 3 M 6 M YTD 1 Y 2 Y 3 Y 5 Y
This Fund 0.03% 0.63% 1.45% 2.77% 9.07% 13.84% 10.28% 7.61% 8.06%
Nifty 50 0.56% 0.28% 5.75% 8.67% 5.37% 12.89% 5.11% 13.06% 6.74%
Benchmark: CRISIL 10 Year Gilt Index 0.15% 0.50% 1.15% 1.10% 9.82% 11.54% 8.52% 5.15% 7.38%
Category Average 0.07% 0.51% 1.33% 2.64% 6.14% 8.53% 7.22% 5.99% 7.53%
Category Rank 22/29 19/29 18/28 18/28 8/28 2/28 1/27 7/25 10/25
Best in Category 0.18% 1.25% 2.85% 4.87% 11.06% 14.31% 10.28% 8.48% 9.43%
Worst in Category 0.03% -3.19% -3.64% -4.05% -4.61% -2.66% 0.42% 1.65% 5.34%

Best Quarters

Period This Fund Nifty 50 CRISIL 10 Year Gilt Index Category Average
Q4 - 2018 4.70% -1.32% 5.99% 2.46%
Q1 - 2019 4.60% 6.96% 0.42% 1.98%
Q3 - 2016 3.98% 3.40% 4.82% 4.87%

Worst Quarters

Period This Fund Nifty 50 CRISIL 10 Year Gilt Index Category Average
Q1 - 2020 0.22% -0.52% -0.14% 0.22%
Q2 - 2018 -0.28% 4.36% -1.53% 0.13%
Q4 - 2017 -0.72% 5.84% -2.94% -0.42%

Forum

View More