Edelweiss Banking and PSU Debt Fund
Direct · Growth ₹27.09
22 Oct 2026
NAV
7.9%
3Y CAGR
7.9%
5Y CAGR
7.9%
10Y CAGR
8.0%
Weighted CAGR
?
Weighted Mean CAGR
Gives more importance to longer time periods (10Y, 20Y) than shorter ones (1Y, 3Y). This balances out recent outperformance and gives a more realistic picture of what long-term returns might look like.
Gives more importance to longer time periods (10Y, 20Y) than shorter ones (1Y, 3Y). This balances out recent outperformance and gives a more realistic picture of what long-term returns might look like.
6.48
Sharpe
-4.3%
Max Drawdown
?
Max Drawdown
The largest peak-to-trough decline in the fund's NAV. Shows the worst-case loss an investor would have experienced at any point in the fund's history.
The largest peak-to-trough decline in the fund's NAV. Shows the worst-case loss an investor would have experienced at any point in the fund's history.
0.39%
TER
If you invested ₹1,00,000 every month via SIP, here's how this fund has historically performed across different time horizons.
| Duration | Invested | Median Value | XIRR | Min XIRR | Max XIRR |
|---|---|---|---|---|---|
| 1 Year | ₹12.00 L | ₹12.42 L | 8.0% | -2.4% | 20.6% |
| 3 Years | ₹36.00 L | ₹40.12 L | 7.8% | 4.1% | 13.9% |
| 5 Years | ₹60.00 L | ₹71.55 L | 7.8% | 6.2% | 11.3% |
| 7 Years | ₹84.00 L | ₹1.09 Cr | 7.8% | 6.4% | 10.3% |
| 10 Years | ₹1.20 Cr | ₹1.76 Cr | 7.5% | 7.0% | 8.0% |
| 12 Years | ₹1.44 Cr | ₹2.29 Cr | 7.5% | 7.2% | 7.9% |
SIP returns vs benchmark & category
Annualised SIP return (XIRR) over each rolling horizon — like-for-like, not lump-sum.
| Duration | Fund SIP XIRR | Category avg |
|---|---|---|
| 1 Year | 8.0% | 6.3% |
| 3 Years | 7.8% | 7.2% |
| 5 Years | 7.8% | 6.9% |
| 7 Years | 7.8% | 7.1% |
| 10 Years | 7.5% | 7.0% |
| 12 Years | 7.5% | 7.2% |
| Duration | Mean | Median | Min | Max | Sharpe | Sortino | % Positive | Cat. Mean | Cat. Median |
|---|---|---|---|---|---|---|---|---|---|
| 1 Year | 8.0% | 8.0% | 0.2% | 16.3% | 0.49 | 1.15 | 100% | — | — |
| 3 Years | 7.9% | 7.6% | 4.6% | 11.2% | 0.84 | 3.12 | 100% | — | — |
| 5 Years | 7.9% | 8.1% | 6.0% | 9.7% | 1.51 | 12.18 | 100% | — | — |
| 10 Years | 7.9% | 7.9% | 7.4% | 8.2% | 6.48 | — | 100% | — | — |
-4.3%
Max Drawdown
0 mo
Drawdown Duration
1 mo
Recovery Time
-0.2%
Avg Drawdown
Calmar Ratio by Duration
1.87
1Y
1.84
3Y
1.85
5Y
1.89
7Y
1.83
10Y
1.86
12Y