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  • Edelweiss Aggressive Hybrid B fund (Growth)

Formerly Edelweiss Multi - Asset Allocation B Gr

Edelweiss Mutual Funds

Edelweiss Aggressive Hybrid B fund (Growth)

HybridAggressive Hybrid

55.89

NAV (May 23)

17.5%
5 Year CAGR
Scripbox Opinion
Neutral
Click here for top ranked funds in aggressive hybrid mutual funds.

Aggressive hybrid funds provides varying combinations of equity & debt and is suitable for investment objectives with duration specific to the fund category.

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.

Our analysis of this fundLearn how we rate funds ->

Fund Size

Neutral

The performance of the fund on a Fund Size metric has been Neutral

Outperformance Consistency

Category Leader

The fund has been a Category Leader on the Outperformance Consistency metric

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Investment Calculator

Investment Duration5 years

0

Total Investment

0

Wealth Gained

0

Total Corpus Created (₹)

With CAGR of 11.25 % in 5 years

Historical NAV

55.89

NAV (May 23)

Fund Returns

Last 1Y
34.4%
Last 3Y
19.3%
Last 5Y
17.5%
Last 10Y
13.6%
Since Inception
12.2%
6 Month CAGR
18.3%

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.

Expense Ratio
2.03
Launched (15y ago)
Jun 16, 2009
AUM in Crores
1564.246
ISIN
INF754K01160
Lock-in
No Lock-in
Benchmark
CRISIL Hybrid 35+65 - Agg TR INR
SIP Minimum
0
Lumpsum Min.
5000
Standard Deviation (3yr)
8.8
Standard Deviation (5yr)
13.7
Beta (3yr)
0.93
Beta (5yr)
1.08
Sharpe Ratio (3yr)
1.528
Sharpe Ratio (5yr)
0.845
YTM
7.09
Fund Managers

Bhavesh Jain

Fund Manager

Dhawal Dalal

Fund Manager

Bharat Lahoti

Fund Manager

Important Links

Scheme Information Document

Statement of Additional Information

Portfolio Disclosure

Returns Calculator Comparison

of

for

with step up of

AssetReturnsTotal CorpusGainsCAGR
Edelweiss Aggressive Hybrid B fund (Growth)70%11,37,424 4,04,81217.5%
EPF70% 9,00,761 1,68,1498.50%
Property70% 8,67,662 1,35,0507.00%
PPF70% 8,69,819 1,37,2077.10%
Bank FD70% 8,46,471 1,13,8596.00%
Gold70% 8,46,471 1,13,8596.00%
Savings Bank70% 8,25,950 93,3385.00%

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.

Asset allocation and Holdings

Last updated on 2024-05-23

Top Stock Holdings

clearing corporation of india ltd.

7.5%
7.5%

icici bank ltd

4.9%
4.9%

edelweiss liquid dir gr

4.8%
4.8%

7.06% govt stock 2028

3.2%
3.2%

ntpc ltd

3.1%
3.1%
See all holdings

Allocation by Sector

financial services

22.2%
22.2%

consumer cyclical

11%
11%

healthcare

8.2%
8.2%

industrials

6.2%
6.2%

energy

6.2%
6.2%
See all sectors

Comparison with Hybrid Funds

Fund NameFund SizeRolling Returns
Edelweiss Balanced Advantage Fund (G)
Edelweiss Balanced Advantage Fund (G)

₹ 11,135 cr

₹ 34,733 cr

₹ 9,107 cr

₹ 3,402 cr

₹ 2,173 cr

amc-img

About the AMC

Edelweiss Asset Management Limited

Edelweiss Asset Management Limited manages assets worth 95,243 crores and was set up on 23 August 2007. It's current offering of mutual fund schemes includes 57 equity,129 debt and 18 hybrid funds.amc-img
phone-img022-40933400
Fund NameScripbox Opinion
Till Date CAGR
BHARAT Bond FOF April 2031 fund (G)
BHARAT Bond FOF April 2031 fund (G)

5.5%

5.3%

5.7%

7.2%

-

5.7%

5.7%

7.2%

5.5%

5.3%

Edelweiss Aggressive Hybrid B fund (G) Review

Edelweiss Aggressive Hybrid B fund (G) is a Aggressive Hybrid Hybrid fund and has delivered an annualised return of 12.2% over a period of 14 years. The fund was previously known as Edelweiss Multi - Asset Allocation B Gr. The fund is managed by Edelweiss Asset Management Limited. The fund managers are Bharat Lahoti, Bhavesh Jain, Dhawal Dalal.

Nav of Edelweiss Aggressive Hybrid B fund (G) as of 5/23/2024 is ₹55.89 with the total AUM as of 5/24/2024 is ₹1564.246. With Scripbox you can compare and check the latest nav for all mutual funds in India. Edelweiss Aggressive Hybrid B fund (G) was launched on Jun 16, 2009. The category risk of the fund is Very High Risk.

The minimum SIP amount for Edelweiss Aggressive Hybrid B fund (G) is ₹0 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. Check your estimated returns on mutual funds by using sip calculator.

Frequently Asked Questions

What is Edelweiss Aggressive Hybrid B fund (G)?

Edelweiss Aggressive Hybrid B fund (G) is a Aggressive Hybrid Hybrid scheme predominantly investing across Hybrid instruments with an investment objective to generate wealth over the long term.

How to invest in Edelweiss Aggressive Hybrid B fund (G)?

You can invest in Edelweiss Aggressive Hybrid B fund (G) through AMC, intermediaries, brokers or platforms like Scripbox. To learn step by step process visit how to invest in mutual funds?

What is the minimum sip amount of Edelweiss Aggressive Hybrid B fund (G)?

The minimum sip amount for Edelweiss Aggressive Hybrid B fund (G) is ₹0. You can invest in multiples of ₹5000.

Is Edelweiss Aggressive Hybrid B fund (G) good to invest in?

As per Scripbox experts, Edelweiss Aggressive Hybrid B fund (G) is a Neutral fund. You can investEdelweiss Aggressive Hybrid B fund (G) fund if its investment objective and risk-o-meter matches your investment goals and risk preferences.

What is the expense ratio of the Edelweiss Aggressive Hybrid B fund (G)?

The expense ratio of the Edelweiss Aggressive Hybrid B fund (G) is 2.03% for regular plan.