Should I invest in Edelweiss NIFTY PSU Bond Plus SDL Apr 2026 50:50 Index Fund?

We don't give personal investment advice. Edelweiss NIFTY PSU Bond Plus SDL Apr 2026 50:50 Index Fund - Direct Plan - IDCW Option is suitable for an investor whose:understands what asset class this scheme actually invests in (check the factsheet)matches that asset class's volatility profile to their goal horizonCross-check the numbers above against alternatives before deciding. Worst 5-year drawdown: 3.1%. 5-year CAGR: 6.14%.

Edelweiss

Edelweiss NIFTY PSU Bond Plus SDL Apr 2026 50:50 Index Fund - Direct Plan - IDCW Option

Latest NAV

₹13.7194

As of

30 Apr 2026

1,234 NAV records on file

NAV history & peer comparison

All NAVs split-adjusted and normalised to 100 at the start of the selected period, so funds with very different absolute NAV scales can be compared on one axis.

Period

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Returns matrix

Fund return alongside the category average and peer rank for every standard window. Returns under one year are absolute; one year and longer are compound annualised (CAGR).

Window	Fund	Category avg	+/− vs avg	Rank	Quartile
1D	+0.03%	+0.14%	-0.10	191 / 296	Q3
1W	+0.11%	-1.13%	+1.24	78 / 296	Q2
2W	+0.21%	+0.01%	+0.19	134 / 296	Q2
1M	+0.50%	-0.63%	+1.13	44 / 296	Q1
3M	+1.50%	-0.19%	+1.70	92 / 291	Q2
6M	+2.90%	-2.63%	+5.53	22 / 285	Q1
YTD	+1.88%	-2.85%	+4.72	57 / 287	Q1
1Y	+6.26%	+0.85%	+5.41	34 / 269	Q1
2Y	+7.24%	+3.09%	+4.15	43 / 188	Q1
3Y	+7.07%	+10.07%	-2.99	104 / 149	Q3
4Y	+6.63%	+11.38%	-4.76	68 / 74	Q4
5Y	+6.14%	+9.89%	-3.75	39 / 42	Q4
7Y	—	—	—	—	—
10Y	—	—	—	—	—
Inception	+6.33%	+6.44%	-0.11	182 / 294	Q3

Quartile legend: Q1 top 25% Q2 25-50% Q3 50-75% Q4 bottom 25%

Calendar-year returns

Full-year performance vs category average. Current year is partial (year-to-date).

Year	Fund	Category avg	+/− vs avg	Rank
2026 YTD	+1.88%	-2.86%	+4.74	56 / 282
2025	+7.28%	+5.41%	+1.87	129 / 226
2024	+7.68%	+13.06%	-5.37	135 / 159
2023	+7.04%	+21.46%	-14.42	103 / 121
2022	+2.23%	+2.02%	+0.20	31 / 55
2021	—	—	—	—

Rolling returns

Removes start-date bias by averaging CAGR over every overlapping N-year window in the fund's history. Higher average plus tight min/max plus high "% positive" = consistent.

1-Year rolling

+6.13%

51 windows

min 1.4% · max 8.4%

100% positive

Limited basis — fund is young, so this average may be skewed by which 1Y windows happen to be available.

3-Year rolling

+6.50%

26 windows

min 5.3% · max 7.6%

100% positive

Limited basis — fund is young, so this average may be skewed by which 3Y windows happen to be available.

5-Year rolling

+6.17%

2 windows

min 6.1% · max 6.2%

100% positive

Limited basis — fund is young, so this average may be skewed by which 5Y windows happen to be available.

7-Year rolling

—

Insufficient history

SIP returns — historical "what if"

If you had invested every month in this fund over the chosen period, this is what your investment would be worth today.

Period

Total invested

₹ —

Today's value

₹ —

XIRR

Annualised

Wealth multiplier

Period	Total invested	Today's value	XIRR	Wealth multiplier

XIRR is the annualised internal rate of return on the SIP cash flow — invariant to the monthly amount. "Today's value" and "Total invested" scale linearly with the slider. Past performance does not guarantee future returns. Excludes exit load and taxes.

Risk profile

Risk-adjusted return and volatility, computed from monthly NAV returns over the trailing 3-year and 5-year windows.

Std deviation

0.44%

3-year · annualised

Sharpe ratio

—

vs risk-free 6.5%

Sortino ratio

—

Downside-only deviation

Max drawdown

-0.16%

Oct 2023 → Oct 2023

% positive months

100.0%

Share of monthly returns > 0 over the 3-year window

Sharpe / Sortino use a risk-free rate of 6.5% (1-year T-bill proxy). Higher Sharpe = more return per unit of total risk; higher Sortino = more return per unit of downside risk.

Peers in Index Fund

Scheme	Fund house	NAV	As of
Nippon India CRISIL - IBX AAA Financial Services - Dec 2026 Index Fund - Direct Plan - IDCW Option	Nippon India	₹11.2280	3 Jun 2026
SBI CRISIL - IBX Financial Services 3-6 Months Debt Index Fund - Direct Plan - IDCW	SBI	₹10.0584	3 Jun 2026
ICICI Prudential CRISIL-IBX Financial Services 3-6 Months Debt Index Fund - Direct Plan - Annual IDCW	ICICI Prudential	₹10.8517	3 Jun 2026
BANDHAN CRISIL IBX 90:10 SDL PLUS GILT - NOV 2026 INDEX FUND - DIRECT IDCW	Bandhan	₹10.4786	3 Jun 2026
Aditya Birla Sun Life Crisil IBX 50:50 Gilt Plus SDL APR 2028 Index Fund-Direct IDCW	Aditya Birla Sun Life	₹13.0956	3 Jun 2026
Mirae Asset CRISIL IBX Gilt Index - April 2033 Index Fund - Direct Plan - IDCW	Mirae Asset	₹13.1220	3 Jun 2026
Kotak CRISIL - IBX AAA Bond Financial Services Index Dec 2026 Fund - Direct - IDCW	Kotak	₹10.9585	3 Jun 2026
Edelweiss CRISIL IBX 50:50 Gilt Plus SDL April 2037 Index Fund - Direct Plan - IDCW Option	Edelweiss	₹13.1608	3 Jun 2026
DSP CRISIL-IBX 50:50 Gilt Plus SDL - April 2033 Index Fund - Direct - IDCW	DSP	₹12.7477	3 Jun 2026
HSBC CRISIL IBX 50:50 Gilt Plus SDL Apr 2028 Index Fund - Direct - Payout of IDCW	HSBC	₹13.0923	3 Jun 2026

Recent NAVs

Date	NAV
30 Apr 2026	₹13.7194
29 Apr 2026	₹13.7150
28 Apr 2026	₹13.7131
27 Apr 2026	₹13.7113
24 Apr 2026	₹13.7058
23 Apr 2026	₹13.7040
22 Apr 2026	₹13.7022
21 Apr 2026	₹13.7003
20 Apr 2026	₹13.6985
17 Apr 2026	₹13.6930

Frequently asked questions

These answers are generated from this fund's live metrics — NAV, returns, peer rank, drawdown, SIP backtest. Numbers refresh nightly after AMFI's NAV feed lands.

As of 30 Apr 2026, the NAV of Edelweiss NIFTY PSU Bond Plus SDL Apr 2026 50:50 Index Fund - Direct Plan - IDCW Option is ₹13.7194. It's a Index Fund from Edelweiss, run as a Direct plan IDCW (dividend) option. NAVs update once per business day from the AMFI feed.

Edelweiss NIFTY PSU Bond Plus SDL Apr 2026 50:50 Index Fund - Direct Plan - IDCW Option has NAV history starting from 22 Mar 2021, a track record of about 5 years 2 months. That's enough history to evaluate the fund across one or two market cycles. Look at rolling returns rather than point-to-point to judge consistency.

Edelweiss NIFTY PSU Bond Plus SDL Apr 2026 50:50 Index Fund - Direct Plan - IDCW Option is managed by Edelweiss. It's classified by AMFI under the 'Index Fund' SEBI category, which determines its peer set and tax treatment.

Over the trailing 1-year window, Edelweiss NIFTY PSU Bond Plus SDL Apr 2026 50:50 Index Fund - Direct Plan - IDCW Option has delivered a absolute return of 6.26% — +5.41 pp ahead of the Index Fund category average of 0.85%. The fund ranks #34 of 269 in its category — the top (Q1) quartile.

Over the trailing 3-year window, Edelweiss NIFTY PSU Bond Plus SDL Apr 2026 50:50 Index Fund - Direct Plan - IDCW Option has delivered a CAGR of 7.07% — -2.99 pp behind the Index Fund category average of 10.07%. The fund ranks #104 of 149 in its category — the third (Q3) quartile.

Over the trailing 5-year window, Edelweiss NIFTY PSU Bond Plus SDL Apr 2026 50:50 Index Fund - Direct Plan - IDCW Option has delivered a CAGR of 6.14% — -3.75 pp behind the Index Fund category average of 9.89%. The fund ranks #39 of 42 in its category — the bottom (Q4) quartile.

₹1 lakh invested in Edelweiss NIFTY PSU Bond Plus SDL Apr 2026 50:50 Index Fund - Direct Plan - IDCW Option exactly 5 years ago would be worth approximately ₹134,707 today — a multiplier of 1.35×, based on the 5-year CAGR of 6.14%. The category average over the same window would have grown ₹1 lakh to ₹160,256.

A ₹10,000 monthly SIP in Edelweiss NIFTY PSU Bond Plus SDL Apr 2026 50:50 Index Fund - Direct Plan - IDCW Option over the last 5 years — total invested ₹600,000 — would be worth ₹710,355 today. That's an XIRR (money-weighted annualised return) of 6.68%.

Edelweiss NIFTY PSU Bond Plus SDL Apr 2026 50:50 Index Fund - Direct Plan - IDCW Option doesn't yet have 10 years of NAVs. Over the longest available window (5-year SIP), ₹10,000/month would have grown to ₹710,355 — XIRR 6.68%.

On a 5-year basis, Edelweiss NIFTY PSU Bond Plus SDL Apr 2026 50:50 Index Fund - Direct Plan - IDCW Option ranks #39 out of 42 funds in the Index Fund category — that places it in the bottom quartile (Q4) — material underperformance. The category average return over the same window is 9.89%; this fund delivered 6.14%.

The worst peak-to-trough decline Edelweiss NIFTY PSU Bond Plus SDL Apr 2026 50:50 Index Fund - Direct Plan - IDCW Option has experienced over the last 5-year window is 3.08% — its NAV fell from a high on 05 Apr 2022 to a low on 06 May 2022. Drawdown is a useful gauge of how much short-term pain you'd have endured to capture the long-term return.

Across all 5-year rolling windows, Edelweiss NIFTY PSU Bond Plus SDL Apr 2026 50:50 Index Fund - Direct Plan - IDCW Option averaged 6.17% (best 6.19%, worst 6.14%). 100% of rolling windows ended positive. The 5-year Sharpe ratio is -0.34 — negative risk-adjusted performance.

In calendar year 2025, Edelweiss NIFTY PSU Bond Plus SDL Apr 2026 50:50 Index Fund - Direct Plan - IDCW Option returned 7.28% — beating the Index Fund category average of 5.41% by 1.87 pp. It ranked #129 of 226 in its category that year.

Edelweiss NIFTY PSU Bond Plus SDL Apr 2026 50:50 Index Fund - Direct Plan - IDCW Option doesn't fit cleanly into the standard Equity/Debt buckets in our taxonomy. Tax treatment depends on actual asset allocation as disclosed by the AMC — check the factsheet or AMFI's classification table.

We don't give personal investment advice. Edelweiss NIFTY PSU Bond Plus SDL Apr 2026 50:50 Index Fund - Direct Plan - IDCW Option is suitable for an investor whose:

understands what asset class this scheme actually invests in (check the factsheet)
matches that asset class's volatility profile to their goal horizon

Cross-check the numbers above against alternatives before deciding. Worst 5-year drawdown: 3.1%. 5-year CAGR: 6.14%.

Educational content only — not investment advice. Tax rules summarised above reflect Budget 2024; consult a qualified adviser before transacting.

Edelweiss NIFTY PSU Bond Plus SDL Apr 2026 50:50 Index Fund - Direct Plan - IDCW Option

NAV history & peer comparison

Returns matrix

Calendar-year returns

Rolling returns

SIP returns — historical "what if"

Risk profile

Peers in Index Fund

Recent NAVs

Frequently asked questions

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