Edelweiss CRISIL PSU Plus SDL 50:50 Oct 2025 Index Fund - Direct Plan Growth
Edelweiss Mutual Fund Other Index Funds
Expense Ratio
0.20%
AUM
₹642.98 Cr
Plan Type
Direct
Market Cap
NA
Risk Level
Moderate
Performance Analysis
NAV trends and returns overview
Returns Performance
Compound Annual Growth Rate (CAGR) across different periods
1 Month
+5.92%
Good
6 Months
+6.11%
Below Average
1 Year
+6.78%
Below Average
3 Years
+7.23%
Poor
AUM Growth Analysis
Assets under management trends and growth patterns
Quarterly AUM Trend
Last 14 quarters
AUM Metrics
Key indicators
Current AUM
₹642.98 Cr
Recent Trend
Declining
Stability Score
2.8
Growth Assessment
Declining
Growth Performance
Historical returns
1Y
Annual Growth
-8.93%
3Y
3Y CAGR
-0.74%
5Y
5Y CAGR
N/A
Growth Assessment: Declining
• Temporary outflows - monitor performance
• Monitor flow patterns for liquidity risk
Risk Analysis
Volatility metrics and risk assessment indicators
Risk level: Very Low - Conservative investment with minimal price fluctuations
Volatility
1.00%
Annualized standard deviation
Sharpe Ratio
0.282
Poor - Risk-adjusted return
Max Drawdown
-2.70%
Low - Worst decline
Consistency
89.7%
Performance consistency
Volatility Breakdown
Daily Volatility
0.06%
Average daily price movement
Annualized Volatility
1.00%
Expected annual price range
Risk Assessment Guide
• Volatility: Higher volatility means greater price fluctuations and investment risk
• Sharpe Ratio: Higher values indicate better risk-adjusted returns (>1.0 is good)
• Max Drawdown: Shows the largest peak-to-trough decline in value
• Consistency: Higher percentages indicate more predictable performance