Edelweiss Crisil Psu Plus Sdl 50:50 Oct 2025 Index Fund Overview
Category Index Funds
BMSMONEY Rank 67
Rating
Growth Option 07-04-2025
NAV ₹11.9(R) +0.06% ₹11.97(D) +0.06%
Returns 1Y 3Y 5Y 7Y 10Y
Lumpsum Regular 7.32% 5.83% -% -% -%
Direct 7.53% 6.04% -% -% -%
Benchmark
SIP (XIRR) Regular 7.41% 7.1% -% -% -%
Direct 7.61% 7.3% -% -% -%
Ratio Sharpe Ratio Sortino Ratio Sterling Ratio Jensen's Alpha Treynor Ratio
-0.54 -0.16 0.47 -% -
Risk STD. Dev VaR 1Y95% Max DD Beta Semi Devi.
1.63% -1.96% -2.3% - 1.46%
Top Index Funds
Fund Name Rank Rating
Motilal Oswal Nifty Midcap 150 Index Fund 1
Nippon India Nifty Midcap 150 Index Fund 2
Aditya Birla Sun Life Nifty Midcap 150 Index Fund 3
ICICI Prudential Nifty Midcap 150 Index Fund 4
Navi Nifty Midcap 150 Index Fund 5
- 6
Edelweiss Nifty Large Mid Cap 250 Index Fund 7
Aditya Birla Sun Life Nifty Smallcap 50 Index Fund 8
Motilal Oswal Nifty Bank Index Fund 9
ICICI Prudential Nifty Bank Index Fund 10
Navi Nifty Bank Index Fund 11
Axis Nifty Smallcap 50 Index Fund 12
- 13
HDFC NIFTY50 Equal Weight Index Fund 14
DSP Nifty 50 Equal Weight Index Fund 15
UTI BSE Low Volatility Index Fund 16

NAV Date: 07-04-2025

Scheme Name NAV Rupee Change Percent Change
Edelweiss CRISIL PSU Plus SDL 50 50 Oct 2025 Index Fund - Regular Plan - IDCW Payout 11.9
0.0100
0.0600%
Edelweiss CRISIL PSU Plus SDL 50 50 Oct 2025 Index Fund - Regular Plan Growth 11.9
0.0100
0.0600%
Edelweiss CRISIL PSU Plus SDL 50 50 Oct 2025 Index Fund - Direct Plan - IDCW Payout 11.97
0.0100
0.0600%
Edelweiss CRISIL PSU Plus SDL 50 50 Oct 2025 Index Fund - Direct Plan Growth 11.97
0.0100
0.0600%

Review Date: 07-04-2025

Beginning of Analysis

Edelweiss CRISIL PSU Plus SDL 50:50 Oct 2025 Index Fund is the 67th ranked fund in the Index Funds category. The category has total 78 funds. The 1 star rating shows a very poor past performance of the Edelweiss CRISIL PSU Plus SDL 50:50 Oct 2025 Index Fund in Index Funds. The fund has a Sharpe Ratio of -0.54 which is lower than the category average of 0.24.
The past performance of the fund may or may not be sustained in the future. The review is not investment advice nor is it a recommendation to buy or sell funds. The ranking is based on proprietary methodology developed by bmsmoney. The methodology is based on the past performance of the funds and does not guarantee future performance.
Index Mutual Fundss

Edelweiss CRISIL PSU Plus SDL 50:50 Oct 2025 Index Fund Return Analysis

  • The fund has given a return of 0.8%, 1.93 and 3.61 in last one, three and six months respectively. In the same period the category average return was -1.54%, -9.28% and -11.83% respectively.
  • Edelweiss CRISIL PSU Plus SDL 50:50 Oct 2025 Index Fund has given a return of 7.53% in last one year. In the same period the Index Funds category average return was -1.8%.
  • The fund has given a return of 6.04% in last three years and ranked 79.0th out of 82 funds in the category. In the same period the Index Funds category average return was 9.88%.
  • The fund has given a SIP return of 7.61% in last one year whereas category average SIP return is -14.15%. The fund one year return rank in the category is 18th in 128 funds
  • The fund has SIP return of 7.3% in last three years and ranks 70th in 80 funds. Aditya Birla Sun Life Nifty Smallcap 50 Index Fund has given the highest SIP return (16.02%) in the category in last three years.

Edelweiss CRISIL PSU Plus SDL 50:50 Oct 2025 Index Fund Risk Analysis

  • The fund has a standard deviation of 1.63 and semi deviation of 1.46. The category average standard deviation is 13.49 and semi deviation is 9.59.
  • The fund has a Value at Risk (VaR) of -1.96 and a maximum drawdown of -2.3. The category average VaR is -18.31 and the maximum drawdown is -15.32.

Standard deviation measures the fund's return volatility and Semi deviation focuses on downside volatility. Value at Risk (VaR) is a measure of the risk of investments. Maximum Drawdown is the maximum loss from a peak to a trough of a portfolio. Beta measures the volatility of the fund compared to the benchmark. A beta of 1 indicates that the fund will move in line with the benchmark. A beta of more than 1 indicates that the fund will be more volatile than the benchmark and vice versa.


  • Very Good Performance in Index Funds Category
  • Good Performance in Index Funds Category
  • Poor Performance in Index Funds Category
  • Very Poor Performance in Index Funds Category


    • Disclaimer: Past performance may or may not be sustained in future and should not be used as a basis for comparison with other investments. Returns for periods above 1 year are annualised.


    Date Edelweiss Crisil Psu Plus Sdl 50:50 Oct 2025 Index Fund NAV Regular Growth Edelweiss Crisil Psu Plus Sdl 50:50 Oct 2025 Index Fund NAV Direct Growth
    07-04-2025 11.8988 11.9692
    04-04-2025 11.8916 11.9618
    03-04-2025 11.8881 11.9582
    02-04-2025 11.8823 11.9524
    28-03-2025 11.8651 11.9347
    27-03-2025 11.8566 11.9261
    26-03-2025 11.8539 11.9233
    25-03-2025 11.8503 11.9197
    24-03-2025 11.8477 11.9169
    21-03-2025 11.8393 11.9083
    20-03-2025 11.836 11.9049
    19-03-2025 11.832 11.9009
    18-03-2025 11.8299 11.8987
    17-03-2025 11.8277 11.8964
    13-03-2025 11.82 11.8884
    12-03-2025 11.8176 11.8859
    11-03-2025 11.8151 11.8834
    10-03-2025 11.8129 11.8811
    07-03-2025 11.8066 11.8746

    Fund Launch Date: 10/Mar/2022
    Fund Category: Index Funds
    Investment Objective: The investment objective of the scheme is to track the CRISIL [IBX] 50:50 PSU + SDL Index – October 2025 by investing in AAA rated PSU Bonds and SDLs, maturing on or before October 2025, subject to tracking errors
    Fund Description: An open-ended target maturity Index Fund investing in the constituents of CRISIL [IBX] 50:50 PSU + SDL Index October 2025. A relatively high interest rate and relatively low credit risk
    Fund Benchmark: CRISIL [IBX] 50:50 PSU + SDL Index October 2025
    Source: Fund FactSheet

    Disclaimer: NO INVESTMENT ADVICE. The Content is for informational purposes only.