Click here for top ranked funds in aggressive hybrid mutual funds.
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.
No single fund can achieve what a plan can. Learn why
Scheme Information
Investment Objective
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.
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.
Edelweiss Asset Management Limited manages assets worth 23,655 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.
We use a proprietary system to rate mutual funds and based on that make a recommendation or rate the fund as top ranked.
We use a proprietary system to rate mutual funds and based on that make a recommendation or rate the fund as top ranked.
What Scripbox recommendations mean?
Recommended
Scripbox algorithm recommends 2-4 funds for investment for an investment asset class such as large cap, diversified, liquid etc. When you invest for an objective, the algorithm suggests the appropriate asset class and funds.
Top Ranked
Not Recommended
Track Record
We look at consistent and long historical performance for our analysis.
Relative Size
We look at the size of the fund with respect to other funds in the category. Larger funds are preferred.
Category View
We check if the sub-category of the fund is recommended by us.
Consistency Of Performance
Consistency of performance over various tenures is analysed for a relative performance stack.
Track Record
We look at consistent and long historical performance for our analysis.
Relative Size
We look at the size of the fund with respect to other funds in the category. Larger funds are preferred.
Impact of Interest Rates
We check the relative interest rate risk of the sub-category of the fund. Lower the better.
Credit Quality Of Fund’s Portfolio
We check the relative interest rate risk of the sub-category of the fund. Lower the better.
Equity Funds
Debt Funds
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About Edelweiss Aggressive Hybrid A of Income Distribution cum capital Wdrl Opt fund (RIDCW-M)
About Edelweiss Aggressive Hybrid A of Income Distribution cum capital Wdrl Opt fund (RIDCW-M)
Edelweiss Aggressive Hybrid A of Income Distribution cum capital Wdrl Opt fund (RIDCW-M) is a aggressive hybrid hybrid fund and has delivered an annualised return of 9.2% over a period of 12 years .The fund was previously known as Edelweiss Multi - Asset Allocation A DR.The fund is managed by Edelweiss Asset Management Limited.The fund managers are Bharat Lahoti, Gautam Kaul, Hardik Verma
Edelweiss Aggressive Hybrid A of Income Distribution cum capital Wdrl Opt fund (RIDCW-M) Investment Objective
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.
Edelweiss Aggressive Hybrid A of Income Distribution cum capital Wdrl Opt fund (RIDCW-M) NAV,AUM,Risk
The Edelweiss Aggressive Hybrid A of Income Distribution cum capital Wdrl Opt fund (RIDCW-M) fund was launched on Sep 16, 2009. The NAV (Net Asset Value) of this aggressive hybrid hybrid as of 2021-05-06 is ₹ 20.16. The total AUM (Asset Under Management) of the fund as of 2021-05-07 is ₹ 39.003. The category risk of the Edelweiss Aggressive Hybrid A of Income Distribution cum capital Wdrl Opt fund (RIDCW-M) fund is Very High Risk.
The fund charges 2.33 % as expense ratio.
Edelweiss Aggressive Hybrid A of Income Distribution cum capital Wdrl Opt fund (RIDCW-M) Holdings
The fund’s highest allocation is towards equity and has invested 77.4% in this asset class. The top three holdings of the fund are hdfc bank ltd,icici bank ltd and infosys ltd
Edelweiss Aggressive Hybrid A of Income Distribution cum capital Wdrl Opt fund (RIDCW-M) SIP
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.
Edelweiss Aggressive Hybrid A of Income Distribution cum capital Wdrl Opt fund (RIDCW-M) Investment volatility and Horizon
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 of Income Distribution cum capital Wdrl Opt fund (RIDCW-M) Review
Edelweiss Aggressive Hybrid A of Income Distribution cum capital Wdrl Opt fund (RIDCW-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 of Income Distribution cum capital Wdrl Opt fund (RIDCW-M) has a score of 5 out of 5.
Scipbox has rated this fund 4 out of 5 based on consistency of performance over various years / tenures.
