Kotak Mahindra Mutual Fund
Kotak Nifty SDL Jul 2033 Index Fund Direct Plan Growth Option
Index / ETF
+6.8% 3Y CAGR
Edelweiss Mutual Fund
Index / ETF · Direct · Growth
NAV as of 30 Oct 2026 · Source: AMFI
Edelweiss CRISIL IBX 50:50 Gilt Plus SDL April 2037 Index Fund is an Index / ETF fund from Edelweiss Mutual Fund, with NAVs going back to October 2022. This page covers its direct plan, growth option. It manages ₹872 crore, the 71st largest of 340 Index / ETF funds. Its expense ratio is 0.21% a year, lower than the median of 0.40% for Index / ETF funds.
Over the last three years it returned 6.79% a year, 147th of 161 Index / ETF funds (median 7.53%). It is 0.18 percentage points a year ahead of its benchmark, the CRISIL IBX 50:50 Gilt Plus SDL Index - April 2037, over three years, on AMFI's figures. Its biggest fall from a peak in the last three years was 3.4%, and AMFI's riskometer rates it Moderate.
Annualised (CAGR) for periods over a year, calculated from AMFI NAVs up to 30 Oct 2026. Past performance does not guarantee future returns. How we calculate returns
1 Year
+1.85%
3 Years
+6.79%
Since launch (13 Oct 2022)
+7.10%
Fund and benchmark returns as published by AMFI for 29 Oct 2026, so both sides use the same date and method. They can differ slightly from the figures above.
| Period | This fund | Benchmark | Difference |
|---|---|---|---|
| 1 Year | +1.70% | +1.47% | +0.23 pts |
| 3 Years | +6.78% | +6.60% | +0.18 pts |
| Since launch | +7.13% | +7.02% | +0.11 pts |
Measured from this fund's own daily NAVs over the last three years.
Volatility (annualised)
2.6%
How much the NAV typically swings in a year. Higher means a bumpier ride.
Worst fall from a peak
-3.4%
The biggest drop from a high to a later low. A sense of what a bad stretch has looked like.
Daily NAV since 13 Oct 2022.
These come from the fund's monthly factsheet and Scheme Information Document (SID). We don't show them yet, because we can't keep them accurate. Check them on Edelweiss Mutual Fund's website before you invest.
Funds next to Edelweiss CRISIL IBX 50:50 Gilt Plus SDL April 2037 Index Fund, in the same category, ranked by 3-year return.
Kotak Mahindra Mutual Fund
Index / ETF
+6.8% 3Y CAGR
Edelweiss CRISIL IBX 50:50 Gilt Plus SDL April 2037 Index Fund - Direct Plan - Growth
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