Edelweiss Liquid Fund

Review Date: 21-05-2025

Beginning of Analysis

Edelweiss Liquid Fund is the 26th ranked fund in the Liquid Fund category. The category has total 33 funds. The 2 star rating shows a poor past performance of the Edelweiss Liquid Fund in Liquid Fund. The fund has a Jensen Alpha of 5.45% which is lower than the category average of 5.46%, showing poor performance. The fund has a Sharpe Ratio of 0.97 which is lower than the category average of 1.24.
The past performance of the fund may or may not be sustained in the future. The review is not investment advice nor is it a recommendation to buy or sell funds. The ranking is based on proprietary methodology developed by bmsmoney. The methodology is based on the past performance of the funds and does not guarantee future performance.
Liquid Mutual Funds are a category of debt mutual funds that invest in short-term money market instruments with a maturity of up to 91 days. These funds are designed to provide high liquidity and stability, making them ideal for parking surplus funds for a very short duration. Liquid Funds typically invest in instruments such as Treasury Bills (T-Bills), Commercial Papers (CPs), Certificates of Deposit (CDs), and short-term government securities.. Liquid Mutual Funds are ideal for investors seeking a safe, liquid, and low-risk investment option for short-term cash management. These funds invest in high-quality, short-term money market instruments with a maturity of up to 91 days, offering quick redemption (within 1 business day) and stable returns. While they provide better returns than savings accounts, they may underperform compared to other debt funds with longer maturities. Investors should consider their liquidity needs, risk tolerance, and investment horizon before investing in Liquid Funds. Additionally, the absence of a lock-in period makes them a flexible choice for managing short-term financial goals.

Edelweiss Liquid Fund Return Analysis

• The fund has given a return of 0.53%, 1.79 and 3.61 in last one, three and six months respectively. In the same period the category average return was 0.52%, 1.77% and 3.57% respectively.
• Edelweiss Liquid Fund has given a return of 7.38% in last one year. In the same period the Liquid Fund category average return was 7.28%.
• The fund has given a return of 7.02% in last three years and ranked 2.0nd out of 34 funds in the category. In the same period the Liquid Fund category average return was 4.45%.
• The fund has given a return of 5.59% in last five years and ranked 4th out of 33 funds in the category. In the same period the Liquid Fund category average return was 3.57%.
• The fund has given a SIP return of 7.4% in last one year whereas category average SIP return is 7.31%. The fund one year return rank in the category is 8th in 35 funds
• The fund has SIP return of 7.33% in last three years and ranks 2nd in 34 funds. Aditya Birla Sun Life Liquid Fund has given the highest SIP return (7.34%) in the category in last three years.
• The fund has SIP return of 6.51% in last five years whereas category average SIP return is 6.41%.

Edelweiss Liquid Fund Risk Analysis

• The fund has a standard deviation of 0.42 and semi deviation of 0.37. The category average standard deviation is 0.37 and semi deviation is 0.32.
• The fund has a beta of 0.11 which shows that fund is less volatile than the benchmark.

Standard deviation measures the fund's return volatility and Semi deviation focuses on downside volatility. Value at Risk (VaR) is a measure of the risk of investments. Maximum Drawdown is the maximum loss from a peak to a trough of a portfolio. Beta measures the volatility of the fund compared to the benchmark. A beta of 1 indicates that the fund will move in line with the benchmark. A beta of more than 1 indicates that the fund will be more volatile than the benchmark and vice versa.

Very Good Performance in Liquid Fund Category

Good Performance in Liquid Fund Category

Poor Performance in Liquid Fund Category

Very Poor Performance in Liquid Fund Category