Debt · Ultra Short to Short Term

Edelweiss Ultra Short to Short term Fund

Edelweiss Mutual Fund

Benchmark

CRISIL Low Duration Debt A-I Index

Riskometer

Low to Moderate

Size

₹443 cr

Allotted

20 Mar 2025

Holdings as of

Not on record

Edelweiss Ultra Short to Short term Fund is a ultra short to short term fund of Edelweiss Mutual Fund with ₹443 cr under management. It is ahead of its benchmark (CRISIL Low Duration Debt A-I Index) in 1 of 1 periods. Its direct plan charges 0.25% a year. Hetul Raval has managed it for 1.1 years.

Debt and hybrid funds: the company-level sections (scorecard, companies inside, how it is run, nearest index) are not shown. Mix, returns, costs and managers only.

What is Edelweiss Ultra Short to Short term Fund invested in?

Mix not on record

Has Edelweiss Ultra Short to Short term Fund beaten its benchmark?

Ahead of its benchmark, CRISIL Low Duration Debt A-I Index, in 1 of 1 periods in AMFI's figures; +6.14% over the last year against +5.99%.

Period returns

Direct Plan, growth · 3y and longer a year

Period	Fund	Nifty 500 TRI	Ahead
1 month	+0.32%	−3.60%	—
3 months	+1.47%	−5.03%	—
6 months	+3.05%	−1.83%	—
1 year	+6.10%	−4.06%	+10.16 pts
3 years	—	+9.27%	—
5 years	—	+8.00%	—
10 years	—	+12.69%	—
Since start from 21 Mar 2025	+6.83%	—	—

Valarth price history to 14 Oct 2026 · the index is the one the fund is nearest; — not on record

Official figures

AMFI performance feed, 13 Oct 2026

Ahead of its benchmark (CRISIL Low Duration Debt A-I Index) in 1 of 1 periods.

Period	Direct	Regular	Benchmark	Ahead	Rank
1y	+6.14%	+5.39%	+5.99%	+0.15	🔒
3y	—	—	—	—	—
5y	—	—	—	—	—
10y	—	—	—	—	—

Ahead in points a year · its rank among Ultra Short to Short Term funds, and how steady the lead is, in the app

Value of 100, month-end

Mar 2025 to 14 Oct 2026

Fund 110Nifty 500 TRI 105

₹100 put in at the start of Mar 2025 would be ₹110 on 14 Oct 2026, against ₹105 in the Nifty 500 TRI.

Risk, falls and every year

🔒 Pro

Its worst fall and how long it took to recover, three-year stretches, Sharpe, beta and capture ratios, calendar years beside the index, and money in and out: in the app.

See them in the app →

What does Edelweiss Ultra Short to Short term Fund cost?

0.25% a year on the direct plan, 0.97% on the regular plan; 4 of 25 funds in its category charge less.

Direct plan

0.25% a year

Category median 0.34%

Regular plan

0.97% a year

Category median 0.86%

Gap

0.72 points

for the same holdings

4 of 25 funds in its category charge less on the direct plan.

Expense report, Oct 2026 · Income/Debt Oriented Schemes - Ultra Short to Short Term Fund

What the regular plan costs you over time

🔒 Pro

The same money left for years in the direct and the regular plan, side by side, and what the commission takes: in the app.

Who manages Edelweiss Ultra Short to Short term Fund?

Hetul Raval, since 22 Sep 2025; Kedar Karnik, since 15 Jan 2026.

Hetul Raval

1.1 years

since 22 Sep 2025

Kedar Karnik

0.7 years

since 15 Jan 2026

Benchmark as filedAMFI Tier I Benchmark - CRISIL Low Duration Debt A-I Index

Exit load

Exit Load: • NIL

From 1 Scheme Summary Documents filed with NSE, first on 14 Sep 2026; as on 14 Sep 2026

Questions people ask

Who manages Edelweiss Ultra Short to Short term Fund?

Hetul Raval (manager) since 22 Sep 2025; Kedar Karnik (manager) since 15 Jan 2026.

What is the expense ratio of Edelweiss Ultra Short to Short term Fund?

0.25% a year on the direct plan and 0.97% on the regular plan (expense report, Oct 2026).