Edelweiss Liquid Fund - Regular Plan - Growth Option

Fund House: Edelweiss Mutual Fund

Category: Debt: Liquid

Status: Open Ended Schemes

Launch Date: 20-09-2007

Minimum Investment: 100.0

Asset Class: Fixed Income

Minimum Topup: 100.0

Benchmark: CRISIL Liquid Debt A-I Index

Total Assets: 11724.56 As on (27-02-2026)

Expense Ratio: 0.19% As on (28-02-2026)

Turn over: 81.00% | Exit Load: Yes Investor Exit upon subcription / switch-in - Exit load as a % of redemption /switch proceeds 1 - 0.0070% 2 - 0.0065% 3 - 0.0060% 4 - 0.0055% 5 - 0.0050% 6 - 0.0045%

NAV as on 12-03-2026

3475.5342

0.2659

CAGR Since Inception

6.97%

CRISIL Liquid Debt A-I Index 6.31%

PERFORMANCE

Scheme Performance  (%) 1-Year Ret (%) 3-Yrs Ret (%) 5-Yrs Ret (%) 10-Yrs Ret (%) Since Launch Ret (%)
Edelweiss Liquid Fund - Regular Plan - Growth Option 6.31 6.87 5.82 5.98 6.97
Benchmark - - - - -
Debt: Liquid 6.15 6.78 5.77 5.98 6.17

Funds Manager

Co-Manage

RETURNS CALCULATORS for Edelweiss Liquid Fund - Regular Plan - Growth Option

Growth of 10000 In SIP (Fund vs Benchmark)

Amount

Period

Start

End

Growth of 10000 In LUMPSUM (Fund vs Benchmark)

Amount

Start

PORTFOLIO ANALYSIS of Edelweiss Liquid Fund - Regular Plan - Growth Option

Portfolio Holdings

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Sector Allocation

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PEER COMPARISION of Edelweiss Liquid Fund - Regular Plan - Growth Option

Scheme Name Inception Date 1 Year Rtn (%) 2 Year Rtn (%) 3 Year Rtn (%) 5 Year Rtn (%) 10 Year Rtn (%)
Edelweiss Liquid Reg Gr 20-09-2007 6.31 6.77 6.87 5.82 5.98
ABSL Liquid Discipline Advtg 22-06-2009 6.69 7.1 7.23 6.06 6.24
Bank of India Liquid Reg Gr 16-07-2008 6.34 6.83 6.97 5.95 6.1
Axis Liquid Reg Gr 05-10-2009 6.31 6.8 6.94 5.93 6.14
Edelweiss Liquid Ret Gr 21-09-2007 6.31 6.77 6.87 5.82 5.97
Groww Liquid Gr 25-10-2011 6.3 6.78 6.85 5.75 6.01
Tata Liquid Reg Gr 01-09-2004 6.29 6.75 6.88 5.86 6.09
DSP Liquidity Fund Reg Gr 20-11-2005 6.29 6.78 6.91 5.89 6.07
PGIM India Liquid Fund Gr 05-09-2007 6.29 6.76 6.89 5.88 6.11
UTI Liquid Cash Plan Reg Gr 10-12-2003 6.29 6.76 6.91 5.9 6.11

Asset Allocation (%)

Key Performance and Risk Statistics of Edelweiss Liquid Fund - Regular Plan - Growth Option

Key Statistics Volatility Sharpe Ratio Alpha Beta Yield to Maturity Average Maturity
Edelweiss Liquid Fund - Regular Plan - Growth Option 0.49 - - - 6.04 0.1
Debt: Liquid - - - - - -