- Mutual Funds
- Edelweiss Mutual Funds
- Edelweiss Aggressive Hybrid B fund (PIDCW-A)
Formerly Edelweiss Multi - Asset Allocation B DP
Edelweiss Aggressive Hybrid B fund (PIDCW-A)
₹ 47.04
NAV (Oct 03)
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.
Scripbox does not recommend investing in the dividend option of a fund because dividends are taxable at a higher rate than withdrawals.
Investment Calculator
Investment Duration5 years
0
Total Investment0
Wealth Gained0
Total Corpus Created (₹)
With CAGR of 11.25 % in 5 yearsHistorical NAV
₹ 47.04
NAV (Oct 3)
Fund Returns
Last 1Y | 21.5% |
Last 3Y | 22.3% |
Last 5Y | 13.9% |
Last 10Y | 14.3% |
Since Inception | 11.5% |
6 Month CAGR | 17.4% |
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.
Expense Ratio | 2.24 |
Launched (14y ago) | Jun 16, 2009 |
AUM in Crores | 822.903 |
ISIN | INF754K01137 |
Lock-in | No Lock-in |
Benchmark | CRISIL Hybrid 35+65 - Agg TR INR |
SIP Minimum | 0 |
Lumpsum Min. | 5000 |
Standard Deviation (3yr) | 10.2 |
Standard Deviation (5yr) | 13.5 |
Beta (3yr) | 1.01 |
Beta (5yr) | 1.07 |
Sharpe Ratio (3yr) | 1.574 |
Sharpe Ratio (5yr) | 0.663 |
YTM | 6.92 |
Returns Calculator Comparison
of
for
with step up of
| Asset | Returns | Total Corpus | Gains | CAGR |
|---|---|---|---|---|
| Edelweiss Aggressive Hybrid B fund (PIDCW-A) | 10,34,259 | 3,01,647 | 13.9% | |
| EPF | 9,00,761 | 1,68,149 | 8.50% | |
| Property | 8,67,662 | 1,35,050 | 7.00% | |
| PPF | 8,69,819 | 1,37,207 | 7.10% | |
| Bank FD | 8,46,471 | 1,13,859 | 6.00% | |
| Gold | 8,46,471 | 1,13,859 | 6.00% | |
| Savings Bank | 8,25,950 | 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.
Asset allocation and Holdings
Top Stock Holdings
clearing corporation of india ltd.
15.3%hdfc bank ltd
4.6%icici bank ltd
4.5%cash offset for derivatives
4.5%reliance industries ltd
3.6%Allocation by Sector
financial services
22.6%technology
8.1%consumer cyclical
6.6%healthcare
6%industrials
6%Comparison with Hybrid Funds
| Fund Name | Fund Size | Rolling Returns |
|---|---|---|
₹ 25,274 cr | ||
₹ 9,394 cr | ||
₹ 3,302 cr | ||
₹ 1,335 cr | ||
₹ 978 cr |
About the AMC
Edelweiss Asset Management Limited
| Fund Name | Scripbox Opinion | Till Date CAGR | |
|---|---|---|---|
5.6% | 4.8% | ||
- | 4.9% | ||
5.9% | 7.2% | ||
5.9% | 7.2% | ||
5.6% | 4.8% |
Edelweiss Aggressive Hybrid B fund (PIDCW-A) Review
Edelweiss Aggressive Hybrid B fund (PIDCW-A) is a Aggressive Hybrid Hybrid fund and has delivered an annualised return of 11.5% over a period of 14 years. The fund was previously known as Edelweiss Multi - Asset Allocation B DP. The fund is managed by Edelweiss Asset Management Limited. The fund managers are Bharat Lahoti, Bhavesh Jain, Dhawal Dalal, Gautam Kaul.
Nav of Edelweiss Aggressive Hybrid B fund (PIDCW-A) as of 10/3/2023 is ₹47.04 with the total AUM as of 10/4/2023 is ₹822.903. With Scripbox you can compare and check the latest nav for all mutual funds in India. Edelweiss Aggressive Hybrid B fund (PIDCW-A) 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 (PIDCW-A) 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 (PIDCW-A)?
How to invest in Edelweiss Aggressive Hybrid B fund (PIDCW-A)?
You can invest in Edelweiss Aggressive Hybrid B fund (PIDCW-A) 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 (PIDCW-A)?
The minimum sip amount for Edelweiss Aggressive Hybrid B fund (PIDCW-A) is ₹0. You can invest in multiples of ₹5000.
Is Edelweiss Aggressive Hybrid B fund (PIDCW-A) good to invest in?
As per Scripbox experts, Edelweiss Aggressive Hybrid B fund (PIDCW-A) is a Neutral fund. You can investEdelweiss Aggressive Hybrid B fund (PIDCW-A) 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 (PIDCW-A)?
The expense ratio of the Edelweiss Aggressive Hybrid B fund (PIDCW-A) is 2.24% for regular plan.