• Mutual Funds
  • Edelweiss Mutual Funds
  • Edelweiss Aggressive Hybrid B of Income Distribution cum capital Wdrl Opt fund (PIDCW-A)

Formerly Edelweiss Multi - Asset Allocation B DP

Edelweiss Mutual Funds

Edelweiss Aggressive Hybrid B of Income Distribution cum capital Wdrl Opt fund (PIDCW-A)

HybridAggressive Hybrid

38.34

NAV (Jan 24)

13.7%
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.

Scripbox does not recommend investing in the dividend option of a fund because dividends are taxable at a higher rate than withdrawals.

Our analysis of this fundLearn how we rate funds ->

Track Record

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

Relative Size

143 Cr. Small 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

Invest in this fund
Explore a better alternative to this fund with a Scripbox plan.
Build Long Term Wealth

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

No single fund can achieve what a plan can. Learn why

Historical NAV

38.34

NAV (Jan 24)

Fund Returns

Last 1Y

23.1%

Last 3Y

16.2%

Last 5Y

13.7%

Last 10Y

12.6%

Since Inception

11.2%

6 Month CAGR

7.4%

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.

Expense Ratio

2.32

Launched (13y ago)

Jun 16, 2009

AUM in Crores

142.580

ISIN

INF754K01137

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

Bhavesh Jain

Fund Manager

user-avatar

Dhawal Dalal

Fund Manager

user-avatar

Gautam Kaul

Fund Manager

calculator

Returns Calculator Comparison

of

for

with step up of

InstrumentReturnsTotal CorpusGainsAnnualised %
Mutual Fund70%₹ 9,65,796 ₹ 2,33,18411.25%
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.

comparison

Comparison with Hybrid Funds

Fund NameScripbox OpinionFund SizeTrack Record
Aditya Birla Sun Life Equity Hybrid 95 Fund (G)
Aditya Birla Sun Life Equity Hybrid 95 Fund (G)

₹ 8,042 cr

5

₹ 18,456 cr

5

₹ 2,702 cr

5

₹ 1,396 cr

5

₹ 3,412 cr

5

amc-icon

About the AMC

Edelweiss Asset Management Limited

Edelweiss Asset Management Limited manages assets worth 43,242 crores and was set up on 23 August 2007. It's current offering of mutual fund schemes includes 33 equity,97 debt and 24 hybrid funds.

amc-img

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

    4.6%

    6.9%

    25.1%

    12%

    17.7%

    12.4%

    7.3%

    5.2%

    16.7%

    14%

    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

    Edelweiss Aggressive Hybrid B of Income Distribution cum capital Wdrl Opt fund (PIDCW-A) Review

    Edelweiss Aggressive Hybrid B of Income Distribution cum capital Wdrl Opt fund (PIDCW-A) is a Aggressive Hybrid Hybrid fund and has delivered an annualised return of 11.2% over a period of 12 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 of Income Distribution cum capital Wdrl Opt fund (PIDCW-A) as of 24/01/2022 is ₹38.34 with the total AUM as of 25/01/2022 is ₹142.58. With Scripbox you can compare and check the latest nav for all mutual funds in India. Edelweiss Aggressive Hybrid B of Income Distribution cum capital Wdrl Opt 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 of Income Distribution cum capital Wdrl Opt 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 of Income Distribution cum capital Wdrl Opt fund (PIDCW-A)?

    How to invest in Edelweiss Aggressive Hybrid B of Income Distribution cum capital Wdrl Opt fund (PIDCW-A)?

    What is the minimum sip amount of Edelweiss Aggressive Hybrid B of Income Distribution cum capital Wdrl Opt fund (PIDCW-A)?

    Is Edelweiss Aggressive Hybrid B of Income Distribution cum capital Wdrl Opt fund (PIDCW-A) good to invest in?

    What is the expense ratio of the Edelweiss Aggressive Hybrid B of Income Distribution cum capital Wdrl Opt fund (PIDCW-A)?