Edelweiss Mutual Fund Debt Gilt Fund
Expense Ratio
0.51%
AUM
₹0.09 Lakh
Plan Type
Direct
Market Cap
NA
Risk Level
Low

Performance Analysis

NAV trends and returns overview

Returns Performance

Compound Annual Growth Rate (CAGR) across different periods
1 Month
-9.66%
Poor
6 Months
-6.59%
Poor
1 Year
-6.30%
Poor
3 Years
+4.70%
Poor

AUM Growth Analysis

Assets under management trends and growth patterns

Quarterly AUM Trend

Last 10 quarters

AUM Metrics

Key indicators

Current AUM
₹0.09 Lakh
Recent Trend
Declining
Stability Score
95.7
Growth Assessment
Excellent Growth

Growth Performance

Historical returns

1Y
Annual Growth
+800.00%
3Y
3Y CAGR
-95.57%
5Y
5Y CAGR
N/A

Growth Assessment: Excellent Growth

• Strong investor confidence with high inflows

• Low liquidity risk with stable flows

Risk Analysis

Volatility metrics and risk assessment indicators

Risk level: Moderate - Balanced risk with moderate price fluctuations
Volatility
14.40%
Annualized standard deviation
Sharpe Ratio
-0.082
Very Poor - Risk-adjusted return
Max Drawdown
-7.40%
Low - Worst decline
Consistency
19.0%
Performance consistency

Volatility Breakdown

Daily Volatility
0.91%
Average daily price movement
Annualized Volatility
14.40%
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