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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

    37.54

    NAV (Sep 23)

    12.4%
    5 Year CAGR
    Scripbox Opinion

    Neutral

    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.

    Our analysis of this fundLearn how we rate funds ->

    Track Record

    12 Years. The Fund has Sufficient history for analysis and the track record is good.

    Relative Size

    89 Cr. Negligible within the category

    Category View

    Neutral. The category has a neutral investment outlook

    Consistency Of Performance

    Good. The historical performance of the fund has been good

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      Historical growth rate of 12% per annum
    • graph-icon-gray
      Recommended Duration 1 - 5 years
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      No Lock-in
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      Expert Investing Only

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    Historical NAV

    37.54

    NAV (Sep 23)

    Fund Returns

    Last 1Y
    50.2%
    Last 3Y
    15.2%
    Last 5Y
    12.4%
    Last 10Y
    13%
    Since Inception
    11.4%
    6 Month CAGR
    18.4%
    info-icon-blue

    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.

    Low

    Low to Moderate

    Moderate

    Moderately High

    High

    Very High

    risk-indicator-arrow.svg

    Very High Risk

    Expense Ratio
    2.35
    Launched (12y ago)
    Jun 16, 2009
    AUM in Crores
    88.079
    ISIN
    INF754K01160
    Lock-in
    No Lock-in
    Benchmark
    CRISIL Hybrid 35+65 - Agg TR INR
    SIP Minimum
    0
    Lumpsum Min.
    5000
    Fund Managers
    user-avatar

    Bharat Lahoti

    Fund Manager

    user-avatar

    Gautam Kaul

    Fund Manager

    user-avatar

    Hardik Verma

    Fund Manager

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    Returns Calculator Comparison

    of

    for

    with step up of

    InstrumentReturnsTotal CorpusGainsAnnualised %
    Mutual Fund70%₹ 965,796 ₹ 233,18411.25%
    EPF70% ₹ 900,761 ₹ 168,1498.50%
    Property70% ₹ 867,662 ₹ 135,0507.00%
    PPF70% ₹ 869,819 ₹ 137,2077.10%
    Bank FD70% ₹ 846,471 ₹ 113,8596.00%
    Gold70% ₹ 846,471 ₹ 113,8596.00%
    Savings Bank70% ₹ 825,950 ₹ 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.

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    Build Long Term Wealth

    Invest in a scientifically curated set of equity mutual funds which are best aligned towards achieving any long term objectives you have.

    • Inflation beating returns
      Inflation beating returns
    • Expert Investing Only
      Expert Investing Only
    • One click investing  tracking
      One click investing tracking
    comparison

    Comparison with Hybrid Funds

    Fund NameScripbox OpinionFund SizeTrack Record

    Aditya Birla Sun Life Equity Hybrid 95 Fund (G)

    ₹ 8,309 cr

    5

    ₹ 17,879 cr

    5

    ₹ 3,363 cr

    5

    ₹ 2,644 cr

    5

    ₹ 1,921 cr

    5

    amc-icon

    About the AMC

    Edelweiss Asset Management Limited

    Edelweiss Asset Management Limited manages assets worth 36,435 crores and was set up on 23 August 2007. It's current offering of mutual fund schemes includes 29 equity,92 debt and 24 hybrid funds.

    amc-img

  • tel-amc-about
    022-40933400
  • mail-amc-about
    emfhelp@edelweissfin.com
  • Fund NameScripbox Opinion
    Till Date CAGR
    top-ranked-badge

    5%

    7%

    top-ranked-badge

    22.9%

    12.4%

    top-ranked-badge

    17.7%

    13.4%

    top-ranked-badge

    8.6%

    5.3%

    top-ranked-badge

    17%

    14.9%

    growth

    Build Long Term Wealth

    Invest in a scientifically curated set of equity mutual funds which are best aligned towards achieving any long term objectives you have.

    • graph-icon-gray
      Historical growth rate of 12% per annum
    • graph-icon-gray
      Recommended Duration 1 - 5 years
    • graph-icon-gray
      No Lock-in
    • graph-icon-gray
      Expert Investing Only
    • graph-icon-gray
      One-click investing and tracking
    • graph-icon-gray
      Zero fees for all your investments
    Parag Parikh Flexi Cap fund (Growth)

    Parag Parikh Flexi Cap fund (Growth)

    Equity

    Diversified

    Mirae Asset Large Cap Fund (Growth)

    Mirae Asset Large Cap Fund (Growth)

    Equity

    Large Cap

    Axis Bluechip Fund (Growth)

    Axis Bluechip Fund (Growth)

    Equity

    Large Cap

    Invesco India Growth Opportunities Fund (Growth)

    Invesco India Growth Opportunities Fund (Growth)

    Equity

    Diversified

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    3,600+

    AUM

    2,500+

    Cities

    2012

    Established

    How does Scripbox rate funds?

    Proprietary 4-step system to rate mutual funds

    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?
    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.
    Track Record

    Track Record

    We look at consistent and long historical performance for our analysis.

    Fund Size

    Fund Size

    We look at the size of the fund with respect to other funds in the category. Larger funds are preferred.

    Sub-asset Class View

    Sub-asset Class View

    We check if the sub-category of the fund is recommended by us.

    Fund Performance

    Fund Performance

    Consistency of performance over various tenures is analysed for a relative performance stack.

    Track Record

    Track Record

    We look at consistent and long historical performance for our analysis.

    Fund Size

    Fund 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

    Impact of Interest Rates

    We check the relative interest rate risk of the sub-category of the fund. Lower the better.

    Credit Attractiveness

    Credit Attractiveness

    We check the credit quality of the underlying instruments present in the fund. Higher the better.

    Equity Funds

    Debt Funds

    About Edelweiss Aggressive Hybrid B fund (G)

    About Edelweiss Aggressive Hybrid B fund (G)

    Edelweiss Aggressive Hybrid B fund (G) is a Aggressive Hybrid Hybrid fund and has delivered an annualised return of 11.4% over a period of 12 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, Gautam Kaul, Hardik Verma

    Edelweiss Aggressive Hybrid B fund (G) 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 B fund (G) NAV,AUM,Risk

    The Edelweiss Aggressive Hybrid B fund (G) fund was launched on Jun 16, 2009. The NAV (Net Asset Value) of this Aggressive Hybrid Hybrid fund as of 2021-09-23 is ₹37.54. The total AUM (Asset Under Management) of the fund as of 24/09/2021 is ₹88.079. The category risk of the Edelweiss Aggressive Hybrid B fund (G) fund is Very High Risk. The fund charges 2.35 % as expense ratio.

    Edelweiss Aggressive Hybrid B fund (G) 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 , clearing corporation of india ltd. , 5.63% govt stock 2026 , cash offset for derivatives , infosys ltd , hdfc bank ltd , nifty 30/09/2021 , icici bank ltd , net receivables/(payables) , state bank of india , tata consultancy services ltd , larsen & toubro ltd , axis bank ltd , divi's laboratories ltd , reliance industries ltd. , cipla ltd , krsnaa diagnostics ltd , bajaj finance ltd , bharti airtel ltd , aptus value housing finance india ltd , atul ltd , hcl technologies ltd , ultratech cement ltd , hindustan unilever ltd , wipro ltd , bharat electronics ltd , edelweiss liquid dir gr , reliance industries ltd , nifty bank 30/09/2021 , future on dr. lal pathlabs ltd , gujarat gas ltd , kotak mahindra bank ltd , supreme industries ltd , power grid corp of india ltd , housing development finance corp ltd , avenue supermarts ltd , gland pharma ltd , jk cement ltd , equitas holding ltd , itc ltd , asian paints ltd , solar industries india ltd , sun pharmaceuticals industries ltd , ramco cements ltd , astral ltd , dalmia bharat ltd , maruti suzuki india ltd , shree cement ltd , tata consumer products ltd , persistent systems ltd , hindalco industries ltd , tata steel ltd , tata elxsi ltd , polycab india ltd , mphasis ltd , sonata software ltd , cadila healthcare ltd , schaeffler india ltd , tata communications ltd , pi industries ltd , balkrishna industries ltd , galaxy surfactants ltd , aurobindo pharma ltd , century plyboards (india) ltd , hdfc ltd warrants , heidelbergcement india ltd , can fin homes ltd , crisil ltd , indian oil corp ltd , tci express ltd , minda industries ltd , hatsun agro product ltd , vst industries ltd , indian railway catering and tourism corp ltd , garware technical fibres ltd , laurus labs ltd , max financial services ltd , westlife development ltd , emami ltd , indus towers ltd ordinary shares , relaxo footwears ltd , brookfield india real estate trust , jsw steel ltd , accrued interest

    Edelweiss Aggressive Hybrid B fund (G) Sip

    The minimum SIP (Systematic Investment Plan) amount for this is ₹null 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.

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