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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

41.58

NAV (Dec 02)

12%
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

Poor

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

Outperformance Consistency

Good

The performance of the fund on a Outperformance Consistency metric has been Good

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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

41.58

NAV (Dec 2)

Fund Returns

Last 1Y

7.8%

Last 3Y

16%

Last 5Y

12%

Last 10Y

12.5%

Since Inception

NA

6 Month CAGR

11.6%

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

2.48

Launched (13y ago)

Aug 12, 2009

AUM in Crores

382.289

ISIN

INF754K01202

Lock-in

No Lock-in

Benchmark

CRISIL Hybrid 35+65 - Agg TR INR

SIP Minimum

1000

Lumpsum Min.

5000

Standard Deviation (3yr)

16.6

Standard Deviation (5yr)

14.2

Beta (3yr)

1.1

Beta (5yr)

1.09

Sharpe Ratio (3yr)

0.725

Sharpe Ratio (5yr)

0.505

YTM

6.65

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

InstrumentReturnsTotal CorpusGainsAnnualised %
Mutual Fund70%965,796 233,18411.25%
EPF70% 900,761 168,1498.50%
Property70% 867,662 135,0507.00%
PPF70% 869,819 137,2077.10%
Bank FD70% 846,471 113,8596.00%
Gold70% 846,471 113,8596.00%
Savings Bank70% 825,950 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 2022-12-02

Top Stock Holdings

clearing corporation of india ltd.

16.6%
16.6%

cash offset for derivatives

8.2%
8.2%

icici bank ltd

5.8%
5.8%

nifty 24/11/2022

5.4%
5.4%

national housing bank

5.2%
5.2%
See all holdings

Allocation by Sector

financial services

22%
22%

technology

7.3%
7.3%

consumer cyclical

6.9%
6.9%

consumer defensive

6.1%
6.1%

energy

5.7%
5.7%
See all sectors

Compare Edelweiss Aggressive Hybrid A fund (Growth)

Fund NameFund SizeRolling Returns
ICICI Prudential Equity & Debt Fund (G)
ICICI Prudential Equity & Debt Fund (G)

₹ 21,109 cr

₹ 3,307 cr

₹ 2,759 cr

₹ 761 cr

₹ 428 cr

About the AMC

Edelweiss Asset Management Limited

Edelweiss Asset Management Limited manages assets worth 58,844 crores and was set up on 23 August 2007. It's current offering of mutual fund schemes includes 34 equity,103 debt and 18 hybrid funds.

amc-img

  • 022-40933400
  • emfhelp@edelweissfin.com
  • Fund NameScripbox Opinion
    Till Date CAGR

    15.1%

    10.5%

    21.4%

    12.3%

    5.7%

    10.1%

    4.1%

    5.8%

    9.2%

    4.6%

    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 13 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 12/2/2022 is ₹41.58 with the total AUM as of 12/5/2022 is ₹382.289. 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 stocks 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 2.48% for regular plan.