Edelweiss CRISIL IBX 50:50 Gilt Plus SDL June 2027 Index Fund
By ThePip Desk
Discover the investment strategy, portfolio mix, and risk profile of the Edelweiss CRISIL IBX 50:50 Gilt Plus SDL June 2027 Index Fund for stable returns.
The Edelweiss CRISIL IBX 50:50 Gilt Plus SDL June 2027 Index Fund is a target maturity debt fund designed to track the performance of the CRISIL IBX 50:50 Gilt Plus SDL Index. The fund maintains a portfolio consisting of a mix of Government Securities and State Development Loans, aiming to provide returns that correspond to the underlying index before expenses.
Fund Strategy and Structure
By having a defined maturity date in June 2027, the fund offers investors a predictable investment horizon, reducing interest rate risk if held until maturity. It is considered a relatively low-risk investment suitable for investors looking for stability and capital preservation over a medium-term period.
Portfolio Overview
- Fund Type: Target maturity debt fund
- Underlying Index: CRISIL IBX 50:50 Gilt Plus SDL Index
- Asset Mix: Government Securities and State Development Loans
- Maturity Date: June 2027
The investment approach focuses on tracking the underlying index closely while maintaining a defined maturity horizon. This structure assists in mitigating interest rate risk for investors who remain invested through the entire tenure until maturity in June 2027.