Edelweiss Aggressive Hybrid Fund - Regular Plan - IDCW Option

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Aggressive NAV 22.5200 0 05 December, 2022

Fund Details

Category Aggressive
Fund Type Open Ended
Investment Plan Dividend
Launch Date 12 August, 2009
Benchmark
Asset Size(Cr) 382.29 (As on 31-10-2022)
Turn over 98%
Min Investment ₹ 5000
Min SIP Investment ₹ 500
Min Addl Investment ₹ 500
Exit Load For units in excess of 10% of the investment,1% will be charged for redemption within 365 days
Expense Ratio 2.48% (As on 31-10-2022)
Fund Manager Dhawal Dalal, Bhavesh Jain, Bharat Lahoti

Investment Returns (As on 05 Dec, 2022)

Duration Returns Benchmark Category
1 W 0.72% 0.99% 0.82%
1 M 2.41% 3.41% 2.36%
3 M 5.07% 6.75% 4.01%
6 M 11.99% 13.17% 11.16%
1 Y 8.55% 8.88% 6.23%
2 Y 19.18% 20.9% 16.81%
3 Y 15.71% 17.15% 14.75%
5 Y 11.78% 14.48% 10.44%

Risk Mesasures (As on 05 Dec, 2022)

Std Dev Sharpe Beta Alpha
Fund 11.43 0.74 -4.47 0.93
Benchmark 0 0 0 0
Returns Compare with Others
  • 1Y
  • 3Y
  • 5Y

Portfolio (As on 31 Oct, 2022)

Assets Allocation

Sector Holdings

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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 - IDCW Option 8.55% 15.71% 11.78%
ICICI Prudential Equity & Debt Fund - Growth 9.37% 20.88% 13.55%
SBI Equity Hybrid Fund - Regular Plan -Growth 1.58% 13.1% 10.65%
Aditya Birla Sun Life Equity Hybrid 95 Fund - Regular Plan-Growth -2.9% 11.7% 7.05%
Nippon India Equity Hybrid Fund - Growth Plan 5.92% 9.36% 5.3%

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