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  • Edelweiss Aggressive Hybrid A fund (Growth)

Formerly Edelweiss Multi - Asset Allocation A Gr

Edelweiss Mutual Funds

Edelweiss Aggressive Hybrid A fund (Growth)

HybridAggressive Hybrid

53.68

NAV (Feb 23)

17.3%
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

53.68

NAV (Feb 23)

Fund Returns

Last 1Y
33.2%
Last 3Y
18.9%
Last 5Y
17.3%
Last 10Y
15%
Since Inception
NA
6 Month CAGR
17.7%

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
2.06
Launched (15y ago)
Aug 12, 2009
AUM in Crores
1265.884
ISIN
INF754K01202
Lock-in
No Lock-in
Benchmark
CRISIL Hybrid 35+65 - Agg TR INR
SIP Minimum
1000
Lumpsum Min.
5000
Standard Deviation (3yr)
9.2
Standard Deviation (5yr)
13.7
Beta (3yr)
0.95
Beta (5yr)
1.07
Sharpe Ratio (3yr)
1.527
Sharpe Ratio (5yr)
0.818
YTM
7.05
Fund Managers

Bhavesh Jain

Fund Manager

Dhawal Dalal

Fund Manager

Gautam Kaul

Fund Manager

Bharat Lahoti

Fund Manager

Returns Calculator Comparison

of

for

with step up of

AssetReturnsTotal CorpusGainsCAGR
Edelweiss Aggressive Hybrid A fund (Growth)70%11,31,362 3,98,75017.3%
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 2024-02-23

Top Stock Holdings

7.06% govt stock 2028

11.9%
11.9%

clearing corporation of india ltd.

10.7%
10.7%

cash offset for derivatives

5%
5%

icici bank ltd

3.9%
3.9%

nifty 29/02/2024

3.2%
3.2%
See all holdings

Allocation by Sector

financial services

20.4%
20.4%

consumer cyclical

7.8%
7.8%

technology

6.7%
6.7%

healthcare

6.5%
6.5%

industrials

6.1%
6.1%
See all sectors

Comparison with Hybrid Funds

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

₹ 10,349 cr

₹ 31,196 cr

₹ 8,516 cr

₹ 3,380 cr

₹ 3,054 cr

About the AMC

Edelweiss Asset Management Limited

Edelweiss Asset Management Limited manages assets worth 89,516 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
022-40933400
emfhelp@edelweissfin.com
Fund NameScripbox Opinion
Till Date CAGR
BHARAT Bond FOF April 2031 fund (G)
BHARAT Bond FOF April 2031 fund (G)

6.4%

5.2%

6.6%

7.3%

-

5.5%

6.6%

7.3%

6.4%

5.2%

Edelweiss Aggressive Hybrid A fund (G) Review

Edelweiss Aggressive Hybrid A fund (G) is a Aggressive Hybrid Hybrid fund and has delivered an annualised return of null% over a period of 14 years. The fund was previously known as Edelweiss Multi - Asset Allocation A Gr. 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 A fund (G) as of 2/23/2024 is ₹53.68 with the total AUM as of 2/25/2024 is ₹1265.884. With Scripbox you can compare and check the latest nav for all mutual funds in India. Edelweiss Aggressive Hybrid A fund (G) was launched on Aug 12, 2009. The category risk of the fund is Very High Risk.

The minimum SIP amount for Edelweiss Aggressive Hybrid A fund (G) is ₹1000 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 A fund (G)?

Edelweiss Aggressive Hybrid A 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 A fund (G)?

You can invest in Edelweiss Aggressive Hybrid A 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 A fund (G)?

The minimum sip amount for Edelweiss Aggressive Hybrid A fund (G) is ₹1000. You can invest in multiples of ₹5000.

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

As per Scripbox experts, Edelweiss Aggressive Hybrid A fund (G) is a Neutral fund. You can investEdelweiss Aggressive Hybrid A 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 A fund (G)?

The expense ratio of the Edelweiss Aggressive Hybrid A fund (G) is 2.06% for regular plan.