Formerly Edelweiss Multi - Asset Allocation A DP
₹ 20.51
NAV (Mar 02)
Neutral
However, Scripbox does not recommend investing in aggressive hybrid mutual funds.
Aggressive hybrid funds are primarily equity funds with 20-35% invested in debt.
This makes their performance difficult to assess.
With a high Equity component, the impact of market fluctuations on these funds is also high.It is better for investors to make the allocation to equity & debt themselves and choose the right funds in each asset class.
Scripbox does not recommend investing in the dividend option of a fund because dividends are taxable at a higher rate than withdrawals.
Track Record
12 Years. The Fund has Sufficient history for analysis and the track record is good.
Relative Size
25 Cr. Negligible within the category
Category View
Neutral. The category has a neutral investment outlook
Consistency Of Performance
Poor. The historical performance of the fund has been poor
Invest in a scientifically curated set of equity mutual funds which are best aligned towards achieving any long term objectives you have.
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Scheme Information
The investment objective of the scheme is to generate long term growth of capital and current income through a portfolio investing predominantly in equity and equity related instruments and the balance in debt and money market securities. However,there is no assurance that the investment objective of the Scheme will be reaIized and the Scheme does not assure or guarantee any returns.
Low
Low to Moderate
Moderate
Moderately High
High
Very High
Very High Risk
2.36 %
Expense Ratio
Sep 16, 2009
Launched (12y ago)
₹ 25
AUM in Crores
INF754K01178
ISIN
No Lock-in
Lock-in
CRISIL Hybrid 35+65 - Agg TR INR
Benchmark
₹ 1,000
SIP Minimum
₹ 5,000
Lumpsum Min.
Returns Calculator Comparison
of
for
with step up of
Instrument | Returns | Total Corpus | Gains | Annualised % |
---|---|---|---|---|
Mutual Fund | ₹ 965,796 | ₹ 233,184 | 11.25% | |
EPF | ₹ 900,761 | ₹ 168,149 | 8.50% | |
Property | ₹ 867,662 | ₹ 135,050 | 7.00% | |
PPF | ₹ 869,819 | ₹ 137,207 | 7.10% | |
Bank FD | ₹ 846,471 | ₹ 113,859 | 6.00% | |
Gold | ₹ 846,471 | ₹ 113,859 | 6.00% | |
Savings Bank | ₹ 825,950 | ₹ 93,338 | 5.00% |
Disclaimer: Products compared like fixed deposits may provide fixed guaranteed returns. Mutual Funds investments are subject to market risk, read all scheme related documents carefully before investing. Past performance is not an indicator of future returns.
Invest in a scientifically curated set of equity mutual funds which are best aligned towards achieving any long term objectives you have.
Comparison with Hybrid Funds
Aggressive Hybrid
26 Years
Age
Track Record
Aggressive Hybrid
22 Years
Age
Track Record
Conservative Hybrid
17 Years
Age
Track Record
Conservative Hybrid
18 Years
Age
Track Record
Multi Asset Allocation
16 Years
Age
Track Record
About the AMC
Edelweiss Asset Management Limited
Edelweiss Asset Management Limited manages assets worth 20,194 crores and was set up on 23 August 2007. It's current offering of mutual fund schemes includes 28 equity,92 debt and 24 hybrid funds.
Diversified
Top Ranked
₹ 609 Cr
Fund Size
10%
3Y returns
Large Cap
Top Ranked
₹ 218 Cr
Fund Size
12%
3Y returns
Diversified
Top Ranked
₹ 603 Cr
Fund Size
12.5%
3Y returns
International - Others
Top Ranked
₹ 1,033 Cr
Fund Size
25.4%
3Y returns
Large Cap
Top Ranked
₹ 218 Cr
Fund Size
12%
3Y returns
Invest in a scientifically curated set of equity mutual funds which are best aligned towards achieving any long term objectives you have.
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Edelweiss Aggressive Hybrid A fund (DP-M) is a aggressive hybrid hybrid fund and has delivered an annualised return of 9.3% over a period of 12 years .The fund was previously known as Edelweiss Multi - Asset Allocation A DP.The fund is managed by Edelweiss Asset Management Limited.The fund managers are Bharat Lahoti, Gautam Kaul, Hardik Verma
The investment objective of the scheme is to generate long term growth of capital and current income through a portfolio investing predominantly in equity and equity related instruments and the balance in debt and money market securities. However,there is no assurance that the investment objective of the Scheme will be reaIized and the Scheme does not assure or guarantee any returns. However, there is no assurance that the objective of the scheme will be realized.
The Edelweiss Aggressive Hybrid A fund (DP-M) fund was launched on Sep 16, 2009. The NAV (Net Asset Value) of this aggressive hybrid hybrid as of 2021-03-02 is ₹ 20.51. The total AUM (Asset Under Management) of the fund as of 2021-03-02 is ₹ 24.670. The category risk of the Edelweiss Aggressive Hybrid A fund (DP-M) fund is Very High Risk. The fund charges 2.36 % as expense ratio.
The fund’s highest allocation is towards equity and has invested 73.6% in this asset class. The top three holdings of the fund are 364 dtb 25032021,hdfc bank ltd and icici bank ltd ordinary shares
The minimum SIP (Systematic Investment Plan) amount for this is ₹ 1000 and you can increase this in multiples of ₹ 100. In case you want to invest a lump sum, the minimum amount to be invested is ₹ 5000.
This fund is meant for investors with a minimum investment horizon of 5-7 years. Due to the asset class nature, expect volatility in your investments over the short term. The fund is benchmarked to CRISIL Hybrid 35+65 - Agg TR INR
Edelweiss Aggressive Hybrid A fund (DP-M) has a score of 3 on a scale of 5. The fund scores 4 out of 5 based on historical performance. As compared to the other funds in its category, Edelweiss Aggressive Hybrid A fund (DP-M) has a score of 1 out of 5. Scipbox has rated this fund 2 out of 5 based on consistency of performance over various years / tenures.