Edelweiss Banking and PSU Debt Fund - Regular Plan - Growth Option

Edelweiss Banking and PSU Debt Fund - Regular Plan - Growth Option is a scheme launched by EDELWEISS Mutual Fund on September 13, 2013, and falls under the Banking and PSU fund category. It currently manages an AUM of Rs 263.74 crore. The fund permits investments with a minimum SIP of Rs 100 and a lump sum of Rs 100. It charges an expense ratio of 0.7% for managing the portfolio.

• Investing Strategy:

  The investment objective of the Scheme is to generate returns commensurate with risks of investing in a portfolio of Debt Securities and Money Market Instruments issued by Banks, Public Sector Undertakings, Public Financial Institutions, entities majorly owned by Central and State Governments and Municipal Bonds.

• Performance:

  Edelweiss Banking and PSU Debt Fund - Regular Plan - Growth Option trailing returns over different times are 7.87% (1 year), 7.09% (3 year) and 6.05% (5 year). The average annual return of this fund stands at 5.74%.