Should I invest in Edelweiss Short Term Bond Fund?

We don't give personal investment advice. Edelweiss Short Term Bond Fund - Institutional Plan - Growth Option is suitable for an investor whose:time horizon matches the fund's modified duration — short-duration funds for 1-3 year goals, long-duration for 7+ yearsprimary goal is capital preservation or steady accrual, not high growthtax slab is moderate — high-slab investors should evaluate post-tax yield against tax-free alternatives (PPF, tax-free bonds)Cross-check the numbers above against alternatives before deciding. Worst 5-year drawdown: 0.5%. 5-year CAGR: 8.79%.

Edelweiss

Edelweiss Short Term Bond Fund - Institutional Plan - Growth Option

Unit split applied to historical metrics

This scheme had a 100× unit consolidation on 30 Apr 2012. Returns, SIP simulations and risk metrics on this page are split-adjusted — they reflect what a real investor's portfolio experienced (a consolidation doesn't change portfolio value, only the unit count and per-unit NAV).

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	+0.01%	+6.99%	-6.98	142 / 763	Q1
1W	+0.31%	+6.38%	-6.07	70 / 722	Q1
2W	+0.73%	+6.63%	-5.90	56 / 725	Q1
1M	+1.11%	+6.29%	-5.18	84 / 752	Q1
3M	+2.43%	+7.87%	-5.44	111 / 728	Q1
6M	+4.73%	+9.67%	-4.94	165 / 642	Q2
YTD	+8.22%	+8.47%	-0.26	50 / 666	Q1
1Y	+8.87%	+13.70%	-4.82	199 / 591	Q2
2Y	+8.55%	-5.03%	+13.58	41 / 197	Q1
3Y	+8.74%	-3.09%	+11.82	16 / 140	Q1
4Y	+8.61%	+1.62%	+6.99	13 / 119	Q1
5Y	+8.79%	-0.16%	+8.95	5 / 102	Q1
7Y	+8.35%	+2.05%	+6.30	5 / 64	Q1
10Y	—	—	—	—	—
Inception	+8.17%	-3.28%	+11.46	242 / 797	Q2

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
2016 YTD	+8.22%	+195.67%	-187.45	7 / 38
2015	+7.86%	+2.23%	+5.64	7 / 65
2014	+9.22%	+2.77%	+6.45	19 / 82
2013	+8.16%	+1.77%	+6.39	15 / 101
2012	+9.40%	-0.30%	+9.71	19 / 113
2011	+9.14%	+1.75%	+7.39	17 / 109
2010	+5.72%	-0.95%	+6.66	7 / 165
2009	+5.81%	-0.31%	+6.12	112 / 482
2008	—	—	—	—

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

+8.01%

88 windows

min 2.8% · max 9.8%

100% positive

3-Year rolling

+8.36%

64 windows

min 6.9% · max 9.0%

100% positive

5-Year rolling

+8.37%

40 windows

min 7.6% · max 8.9%

100% positive

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

7-Year rolling

+8.04%

15 windows

min 7.8% · max 8.3%

100% positive

Limited basis — fund is young, so this average may be skewed by which 7Y windows happen to be available.

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

0.55%

3-year · annualised

Sharpe ratio

3.50

vs risk-free 6.5%

Sortino ratio

—

Downside-only deviation

Max drawdown

-0.09%

Jul 2014 → Jul 2014

% 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.

Recent NAVs

Date	NAV
25 Nov 2016	₹1,907.6221
24 Nov 2016	₹1,907.4518
23 Nov 2016	₹1,905.8995
22 Nov 2016	₹1,904.7941
21 Nov 2016	₹1,904.3687
18 Nov 2016	₹1,901.7474
17 Nov 2016	₹1,902.0454
16 Nov 2016	₹1,901.5398
15 Nov 2016	₹1,897.3305
11 Nov 2016	₹1,893.7125

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.

Edelweiss Short Term Bond Fund - Institutional Plan - Growth Option is a Income from Edelweiss (Institutional plan, IDCW (dividend) option). Latest NAV isn't currently available in our feed — the AMC publishes it once per business day after market close.

Edelweiss Short Term Bond Fund - Institutional Plan - Growth Option has NAV history starting from 10 Sep 2008, a track record of about 17 years 9 months. Long-tenured funds like this have weathered multiple market cycles — the 2008 crash, 2013 taper tantrum, 2020 COVID drawdown — which makes their returns more credible than a 3-year track record alone.

Edelweiss Short Term Bond Fund - Institutional Plan - Growth Option is managed by Edelweiss. It's classified by AMFI under the 'Income' SEBI category, which determines its peer set and tax treatment.

Over the trailing 1-year window, Edelweiss Short Term Bond Fund - Institutional Plan - Growth Option has delivered a absolute return of 8.87% — -4.82 pp behind the Income category average of 13.70%. The fund ranks #199 of 591 in its category — the second (Q2) quartile.

Over the trailing 3-year window, Edelweiss Short Term Bond Fund - Institutional Plan - Growth Option has delivered a CAGR of 8.74% — +11.82 pp ahead of the Income category average of -3.09%. The fund ranks #16 of 140 in its category — the top (Q1) quartile.

Over the trailing 5-year window, Edelweiss Short Term Bond Fund - Institutional Plan - Growth Option has delivered a CAGR of 8.79% — +8.95 pp ahead of the Income category average of -0.16%. The fund ranks #5 of 102 in its category — the top (Q1) quartile.

₹1 lakh invested in Edelweiss Short Term Bond Fund - Institutional Plan - Growth Option exactly 5 years ago would be worth approximately ₹152,405 today — a multiplier of 1.52×, based on the 5-year CAGR of 8.79%. The category average over the same window would have grown ₹1 lakh to ₹99,222.

A ₹10,000 monthly SIP in Edelweiss Short Term Bond Fund - Institutional Plan - Growth Option over the last 5 years — total invested ₹600,000 — would be worth ₹747,752 today. That's an XIRR (money-weighted annualised return) of 8.72%.

Edelweiss Short Term Bond Fund - Institutional Plan - Growth Option doesn't yet have 10 years of NAVs. Over the longest available window (7-year SIP), ₹10,000/month would have grown to ₹1,145,383 — XIRR 8.70%.

On a 5-year basis, Edelweiss Short Term Bond Fund - Institutional Plan - Growth Option ranks #5 out of 102 funds in the Income category — that places it in the top quartile (Q1) — strong outperformance. The category average return over the same window is -0.16%; this fund delivered 8.79%.

The worst peak-to-trough decline Edelweiss Short Term Bond Fund - Institutional Plan - Growth Option has experienced over the last 5-year window is 0.55% — its NAV fell from a high on 15 Jul 2013 to a low on 16 Jul 2013. 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 Short Term Bond Fund - Institutional Plan - Growth Option averaged 8.37% (best 8.85%, worst 7.65%). 100% of rolling windows ended positive. The 5-year Sharpe ratio is 3.27 — strong risk-adjusted performance.

In calendar year 2015, Edelweiss Short Term Bond Fund - Institutional Plan - Growth Option returned 7.86% — beating the Income category average of 2.23% by 5.64 pp. It ranked #7 of 65 in its category that year.

Edelweiss Short Term Bond Fund - Institutional Plan - Growth Option is classified as a Debt fund. For units acquired on or after 1 April 2023, all gains are taxed at your income-tax slab rate regardless of holding period — there's no LTCG concession or indexation. For pre-April-2023 units, the old rules with indexation still apply on long-term gains.

We don't give personal investment advice. Edelweiss Short Term Bond Fund - Institutional Plan - Growth Option is suitable for an investor whose:

time horizon matches the fund's modified duration — short-duration funds for 1-3 year goals, long-duration for 7+ years
primary goal is capital preservation or steady accrual, not high growth
tax slab is moderate — high-slab investors should evaluate post-tax yield against tax-free alternatives (PPF, tax-free bonds)

Cross-check the numbers above against alternatives before deciding. Worst 5-year drawdown: 0.5%. 5-year CAGR: 8.79%.

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

Edelweiss Short Term Bond Fund - Institutional Plan - Growth Option

NAV history & peer comparison

Returns matrix

Calendar-year returns

Rolling returns

SIP returns — historical "what if"

Risk profile

Recent NAVs

Frequently asked questions

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