Edelweiss Aggressive Hybrid Fund - Regular Plan - Growth Option

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Aggressive NAV 49.79 0 08 December, 2023

Fund Details

Category Aggressive
Fund Type Open Ended
Investment Plan Growth
Launch Date 12 August, 2009
Benchmark CRISIL Hybrid 35+65 Aggressive TRI
Asset Size(Cr) 904.2133
ISIN No. INF754K01202
Turn over 81%
Min Investment ₹ 100
Min SIP Investment ₹ 500
Min Addl Investment ₹ 100
Exit Load Exit Load for units in excess of 10% of the investment,1% will be charged for redemption within 90 days.
Expense Ratio 2.24
Fund Manager Dhawal Dalal, Bhavesh Jain, Bharat Lahoti
Fund House Edelweiss Mutual Fund

Investment Returns (As on 08 Dec, 2023)

Duration Returns Benchmark Category
1 W -0.89% 1.58% 1.37%
1 M -0.75% 4.02% 2.99%
3 M 2.51% 1.44% 1.72%
6 M 14.38% 0.35% 0.47%
1 Y 16.91% 7.25% 6.04%
2 Y 13.54% 12.49% 9.96%
3 Y 20.82% 23.79% 19.46%
5 Y 14.62% 12.46% 9.61%

Risk Mesasures (As on 08 Dec, 2023)

Std Dev Sharpe Beta Alpha
Fund 10.65 1.48 3.54 0.78
Benchmark 0 0 0 0
Returns Compare with Others
  • 1Y
  • 3Y
  • 5Y

Portfolio (As on 30 Oct, 2023)

Assets Allocation

Sector Holdings

Return Calculator

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Disclaimer: Above returns are calculated on the basis of historical NAV movement for the selected period. However, historical performance does not guarantee future returns. Investors must take investment decisions based on his/her own requirements.

Peer Comparison

Fund Name 1 Yr Rtn. 3 Yr Rtn. 5 Yr Rtn.
Edelweiss Aggressive Hybrid Fund - Regular Plan - Growth Option 16.91% 20.82% 14.62%
ICICI Prudential Equity & Debt Fund - Growth 19.68% 30.66% 17.86%
Nippon India Equity Hybrid Fund - Growth Plan 16.46% 20.69% 9.2%
SBI Equity Hybrid Fund - Regular Plan -Growth 10.04% 16.48% 13.27%
Aditya Birla Sun Life Equity Hybrid 95 Fund - Regular Plan-Growth 11.56% 16.03% 10.72%

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