Edelweiss Mutual Funds

Edelweiss Aggressive Hybrid Fund Direct Plan Growth

₹ 66.87

NAV (Apr 11)

23.368%
5 Year CAGR
Scripbox Opinion
neutral-badge
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 ->

Downside Protection Measure

Category Leader

The fund has been a Category Leader on the Downside Protection Measure metric

Fund Size

Neutral

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

View all 4 analysis

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Edelweiss Aggressive Hybrid Fund Direct Growth Calculator

Investment Duration5 years

7,32,612

Total Investment

6,02,071

Wealth Gained

13,34,683

Total Corpus Created (₹)

With CAGR of 23.368 % in 5 years

Historical NAV

₹ 66.87

NAV (Apr 11)

Fund Returns

Last 1Y
7.8%
Last 3Y
16.1%
Last 5Y
23.4%
Last 10Y
12.7%
Since Inception
14.3%
6 Month CAGR
-6.4%

Scheme Information

Investment Objective

The scheme seeks 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.

Expense Ratio
0.31 %
Launched 12Y ago
2013-01-07
AUM in Crores
2487.2
ISIN
INF754K01CE0
Lock-in (days)
No Lock-in
Benchmark
CRISIL Hybrid 35+65 Aggressive Index
SIP Minimum
1000
Lumpsum Min.
5000
Standard Deviation
10.3
Beta
0.8
Sharpe Ratio
1
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Returns Calculator Comparison

of

for

with step up of

AssetReturnsTotal CorpusGainsCAGR
Edelweiss Aggressive Hybrid Fund Direct (G)70%13,34,683 6,02,07123.4%
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

Asset allocation and Holdings

Last updated on 2025-03-12

Top Stock Holdings

Others

9.22%
9.222%

ICICI Bank Ltd.

5.75%
5.745%

HDB Financial Services Ltd.

3.79%
3.787%

HDFC Bank Ltd.

3.44%
3.436%

NTPC Ltd.

2.92%
2.923%
See all holdings
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Allocation by Sector

Financial

20.79%
20.791891%

Healthcare

9.87%
9.87135%

Technology

7.71%
7.705414%

Energy

7.41%
7.411699%

Services

6.8%
6.801645%
See all sectors
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comparison

Comparison with Hybrid Funds

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About the AMC

Edelweiss Mutual Fund

Edelweiss Asset Management Company was established in August 2008. They manage a total AUM of Rs. 11,841 invested in over 84 schemes with over 11 distribution centres accross the Country. They offer various products in equity,debt and liquid categories.amc-img

Edelweiss Aggressive Hybrid Fund Direct Growth Calculator

Investment Duration5 years

7,32,612

Total Investment

6,02,071

Wealth Gained

13,34,683

Total Corpus Created (₹)

With CAGR of 23.368 % in 5 years

Frequently Asked Questions

What is the expense ratio for Edelweiss Aggressive Hybrid Fund Direct Plan Growth?

What is the current AUM of Edelweiss Aggressive Hybrid Fund Direct Growth?

What is the latest NAV of Edelweiss Aggressive Hybrid Fund Direct Growth?

What is the Riskometer rating for Edelweiss Aggressive Hybrid Fund Direct Plan Growth?

Which are the top sector holdings in Edelweiss Aggressive Hybrid Fund Direct Plan?

Which are the top stock holdings in Edelweiss Aggressive Hybrid Fund Direct Plan?

What is the asset allocation of Edelweiss Aggressive Hybrid Fund Direct Plan Growth?

What has been the performance of Edelweiss Aggressive Hybrid Fund Direct Growth returns?

Does Edelweiss Aggressive Hybrid Fund Direct Growth have a lock-in period?

Can I invest in both SIP and lump sum options in Edelweiss Aggressive Hybrid Fund Direct Plan Growth?

How to invest in Edelweiss Aggressive Hybrid Fund Direct Growth?

How can I redeem my investment in Edelweiss Aggressive Hybrid Fund Direct Plan?

Edelweiss Aggressive Hybrid Fund Direct Growth Calculator

Investment Duration5 years

7,32,612

Total Investment

6,02,071

Wealth Gained

13,34,683

Total Corpus Created (₹)

With CAGR of 23.368 % in 5 years