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  • Edelweiss Aggressive Hybrid Fund (G)
Edelweiss Mutual Funds

Edelweiss Aggressive Hybrid Fund (G)

HybridAggressive Hybrid

60.81

NAV (Oct 31)

18.184%
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 ->

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

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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

60.81

NAV (Oct 31)

Fund Returns

Last 1Y
32.7%
Last 3Y
17.2%
Last 5Y
18.2%
Last 10Y
12.7%
Since Inception
12.6%
6 Month CAGR
9.7%

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
1.98%
Launched 15Y ago
2009-08-12
AUM in Crores
2197.8
ISIN
INF754K01202
Lock-in (days)
No Lock-in
Benchmark
CRISIL Hybrid 35+65 Aggressive Index
SIP Minimum
1000
Lumpsum Min.
5000
Standard Deviation (3yr)
-
Standard Deviation
8.8
Beta
0.8
Sharpe Ratio
1.4
YTM
-
Fund Managers

Bharat Lahoti

Fund Manager

Bhavesh Jain

Fund Manager

Dhawal Dalal

Fund Manager

Pranavi Kulkarni

Fund Manager

Rahul Dedhia

Fund Manager

Important Links

Scheme Information Document

Statement of Additional Information

Portfolio Disclosure

Returns Calculator Comparison

of

for

with step up of

AssetReturnsTotal CorpusGainsCAGR
Edelweiss Aggressive Hybrid Fund (G)70%11,58,463 4,25,85118.2%
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 2024-01-24

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

Allocation by Sector

Financial

17.89%
17.894716%

Automobile

10.55%
10.548899%

Energy

9.12%
9.124806%

Technology

7.53%
7.534036%

Healthcare

6.63%
6.634312%
See all sectors

Comparison with Hybrid Funds

Fund NameFund Size
hdfc
HDFC Hybrid Debt Fund (G)

₹ 3,342 cr

₹ 50,495 cr

₹ 12,689 cr

₹ 24,796 cr

₹ 5,410 cr

amc-img

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
phone-img+91 22 4093 3400
Fund NameScripbox Opinion
Till Date CAGR
edelweiss
BHARAT Bond ETF FOF - April 2032 (G)

-

6.5%

6.5%

5.9%

6.4%

7.5%

9.6%

15.7%

11.2%

11.1%

Edelweiss Aggressive Hybrid Fund (G) Review

Edelweiss Aggressive Hybrid Fund (G) is a Aggressive Hybrid Hybrid fund and has delivered an annualised return of 12.58% over 15 years. The fund has grown over a period of 15 years. The fund is managed by Edelweiss Mutual Fund. The fund managers are Bharat Lahoti, Bhavesh Jain, Dhawal Dalal, Pranavi Kulkarni, Rahul Dedhia.

Nav of Edelweiss Aggressive Hybrid Fund (G) as of 10/31/2024 is ₹60.81 with the total AUM as of 11/3/2024 is ₹2197.84. With Scripbox you can compare and check the latest nav for all mutual funds in India. Edelweiss Aggressive Hybrid Fund (G) was launched on 2009-08-12. The category risk of the fund is Very High.

The minimum SIP amount for Edelweiss Aggressive Hybrid 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 Fund (G)?

It 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 Fund (G)?

You can invest in Edelweiss Aggressive Hybrid 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 Fund (G)?

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

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

According to Scripbox opinion, it is a 3-star fund. You can invest in this fund if its investment objective and risk level align with your goals and risk preferences.

What is the expense ratio of the Edelweiss Aggressive Hybrid Fund (G)?

The expense ratio of the Edelweiss Aggressive Hybrid Fund (G) is 1.98% for regular plan.

What is the NAV of Edelweiss Aggressive Hybrid Fund (G)?

Today's Edelweiss Aggressive Hybrid Fund (G) NAV is ₹60.81.