Why invest in this fund now?

  • The rate cutting cycle has begun
  • The next cut is expected in April 2025 MPC meeting
  • We expect at least 50bps cut in the repo rate, with the first rate cut in April 2025 and second rate cut by Oct 2025
  • However, the credit yield curve has remained unchanged
  • Tight liquidity condition and year-end borrowing has kept CP-CD yields elevated
  • We expect these conditions to change April 2025 onwards
  • Government spending to pick up April 2025 onwards
  • RBI is also expected to give a large dividend to the GOI in Q1FY26
  • RBI is expected to conduct additional OMO bond purchases in FY26
  • All these should result in gradual easing of short-term yields, generating additional returns for the fund
  • The recent tax slab revisions have enhanced appeal of debt funds for investors earning up to ₹12 lakh p.a in taxable income

(source : https://www.edelweissmf.com)

Edelweiss Low Duration Fund NFO Details:

Mutual Fund Edelweiss Mutual Fund
Scheme Name Edelweiss Low Duration Fund
Objective of Scheme The primary objective of the Scheme is to generate income through investment primarily in low duration debt & money market securities. There is no assurance or guarantee that the investment objective of the scheme will be achieved
Scheme Type Open Ended
Scheme Category Debt Scheme – Low Duration Fund
New Fund Launch Date 11-Mar-2025
New Fund Earliest Closure Date 11-Mar-2025
New Fund Offer Closure Date 18-Mar-2025
Indicate Load Seperately Nil
Minimum Subscription Amount 100
(source:https://www.amfiindia.com/)

Edelweiss Low Duration Fund NFO

Application Form

Scheme Documents

(source : https://www.edelweissmf.com)

Edelweiss Low Duration Fund NFO Riskometer:

 

 

 

 

 

(source : https://www.edelweissmf.com)