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Edelweiss Mutual Fund

Edelweiss Gilt Fund

Edelweiss Mutual Fund · Direct plan · Growth

3-year returns
6%
a year
NAV
₹26.57
▲ 0.01% · 18 Sept 2026
Fund size
₹123 Cr
Expense ratio
0.51%
a year
Minimum SIP
₹100

Figures are for the Direct plan. The Regular plan, bought through a distributor, is at ₹24.78 and has returned 5.29% a year over 3 years.

Returns, and where it stands

Against the average gilt fund, and its place among them. Anything longer than a year is a yearly rate.

PeriodThis fundCategoryRank
1 year1.9%3.6%behind21 of 23
3 years6%6.3%behind14 of 21
5 years5.3%5.7%behind16 of 18
Every period, and the Regular plan →
PeriodDirectRegular
1 month-1.3%-1.4%
3 months0.2%0%
6 months1.3%1%
1 year1.9%1.3%
2 yearsp.a.3.5%2.8%
3 yearsp.a.6%5.3%
5 yearsp.a.5.3%4.6%
7 yearsp.a.6.5%5.8%

Figures are for the Direct plan, and the rank compares it against the same plan of its peers, best first. Based on NAV history from Nov 2016.

Plan

NAV history

▲ 1.91% in the last 1Y

25.926.427.018 Sept 202520 Mar 202618 Sept 2026

Hover or tap the chart for the NAV on any date. Past NAVs are adjusted for unit splits.

If you had invested in this fund

Investment type
years
Total invested
₹1,80,000
Gain
₹11,437
XIRR (per year)
4.05%
Value today
₹1,91,437

36 monthly instalments from 22 Sept 2023, valued at the latest NAV. Past returns do not guarantee future returns.

What the ride has been like

Worked out from this fund's own NAV history, not a rating.

How bumpy
3.2% a year
about the same as the gilt fund average
Worst fall so far
−3.3%
May 2025 to Aug 2025, against −4.7% for the category.
Years that made money
98.3%
Of every one-year stretch it has been through.
Over any three years
4.6% to 12%
A year, at worst and at best. Typically 7.9%.

Fund details

Minimum lumpsum
₹100
Minimum top-up
₹100
Lock-in
None
Plan started
13 Feb 2014
Expense ratio
0.51%
as of 31 Jul 2026

Managed by Dhawal Dalal, Kedar Karnik

Direct plan figures, last checked on 20 Sept 2026. Exit load and the scheme's benchmark are in thescheme document.

How it compares

Edelweiss Gilt Fund against other funds in the Gilt Fund category
Fund1Y3Y5YExpenseFund size
Bandhan Gilt Fund7.74%7.93%6.39%0.56%₹1,883 Cr
Axis Gilt Fund4.51%7.13%5.97%0.46%₹341 Cr
ICICI Prudential Gilt Fund4.45%6.95%6.43%0.57%₹7,950 Cr
DSP Gilt Fund3.72%6.73%5.99%0.59%₹1,213 Cr
UTI - Gilt Fund5.39%6.7%5.75%0.69%₹420 Cr
SBI Gilt Fund4.07%6.57%6.2%0.5%₹8,215 Cr
Edelweiss Gilt Fund1.91%5.99%5.28%0.51%₹123 Cr

About Edelweiss Gilt Fund

Edelweiss Gilt Fund is a gilt fund managed by Edelweiss Mutual Fund. Invest at least 80% in government securities. No default risk, but prices move with interest rates.

The investment objective of the Scheme is to generate income through investment in Securities of various maturities issued and/or created by the Central Government and State Governments of India. However, there can be no assurance that the investment objectives of the Scheme will be realized.

The scheme's stated objective, as published by Edelweiss Mutual Fund.

The NAV (net asset value) is the price of one unit of the fund. It is published by the fund house every business day and changes with the value of the fund's holdings. The Growth option reinvests all gains, so its NAV reflects the fund's total return.

Tax on your gains

Gains on debt fund units bought on or after 1 April 2023 are added to your income and taxed at your slab rate, however long you hold them. Units bought before that date follow the older long-term rules.

Work out what you would owe with the capital gains tax calculator.

Every plan and option, with scheme codes
PlanOptionNAVScheme code
DirectGrowth₹26.5695140298
DirectAnnual Dividend₹24.8965140309
DirectFortnightly IDCW₹21.9662140306
DirectIDCW₹24.7785140302
DirectMonthly IDCW₹16.4426140308
DirectWeekly IDCW₹13.4058140304
RegularGrowth₹24.7773140297
RegularAnnual IDCW₹23.1047140310
RegularFortnightly IDCW₹23.3071140305
RegularIDCW₹23.1101140301
RegularMonthly IDCW₹10.3148140307
RegularWeekly IDCW₹10.1669140303

Frequently asked questions

What is the NAV of Edelweiss Gilt Fund today?

The NAV of Edelweiss Gilt Fund (Direct plan, Growth) is ₹26.5695 and the Regular plan NAV is ₹24.7773, as of 18 Sept 2026.

What returns has Edelweiss Gilt Fund given?

Over the last year the Direct plan returned 1.91%, and 5.99% a year over 3 years and 5.28% a year over 5 years. That places it 14 of 21 funds in its category over 3 years. Past returns do not guarantee future returns.

What is the expense ratio of Edelweiss Gilt Fund?

The Direct plan charges 0.51% a year, as disclosed on 31 Jul 2026. The fee is already taken out of the NAV, so the returns above are what you keep.

What is the minimum SIP amount in Edelweiss Gilt Fund?

You can start a monthly SIP with ₹100, or invest a lump sum of ₹100 or more.

How much has Edelweiss Gilt Fund fallen in the past?

Its deepest fall was 3.3% from 28 May 2025 to 26 Aug 2025. Of every one-year stretch in its history, 98% ended in a gain.

Which category does Edelweiss Gilt Fund belong to?

It is a Gilt Fund from Edelweiss Mutual Fund. Invest at least 80% in government securities. No default risk, but prices move with interest rates.

What is the difference between the Direct and Regular plan?

Both invest in the same portfolio. The Direct plan is bought straight from the fund house or a direct platform and has a lower expense ratio because no distributor commission is paid, so its NAV grows slightly faster over time.

How are gains from Edelweiss Gilt Fund taxed?

Gains on debt fund units bought on or after 1 April 2023 are added to your income and taxed at your slab rate, however long you hold them. Units bought before that date follow the older long-term rules.

Source: NAVs published by the fund house through AMFI. Mutual fund investments are subject to market risks; read all scheme-related documents carefully. Past performance does not guarantee future returns. This page is for information only and is not a recommendation to buy or sell.