Edelweiss Aggressive Hybrid Fund - Regular Plan - Growth Option
Fund House: Edelweiss Mutual Fund
Category: Hybrid: Aggressive
Status: Open Ended Schemes
Launch Date: 12-08-2009
Minimum Investment: 100.0
Asset Class: Mixed Asset
Minimum Topup: 100.0
Benchmark: CRISIL Hybrid 35+65 Aggressive Index
Total Assets: 2925.62 As on (30-06-2025)
Expense Ratio: 1.9% As on (30-06-2025)
Turn over: 81.00% | Exit Load: Yes
NAV as on 25-07-2025
63.33
-0.47
CAGR Since Inception
12.27%
CRISIL Hybrid 35+65 Aggressive Index 12.22%
PERFORMANCE
| Scheme Performance (%) | 1-Year Ret (%) | 3-Yrs Ret (%) | 5-Yrs Ret (%) | 10-Yrs Ret (%) | Since Launch Ret (%) |
|---|---|---|---|---|---|
| Edelweiss Aggressive Hybrid Fund - Regular Plan - Growth Option | 5.09 | 18.97 | 20.14 | 12.21 | 12.27 |
| Benchmark | - | - | - | - | - |
| Hybrid: Aggressive | 3.47 | 16.14 | 18.09 | 11.47 | 13.11 |
Funds Manager
Debt Portion: Ms. Pranavi Kulkarni
RETURNS CALCULATORS for Edelweiss Aggressive Hybrid Fund - Regular Plan - Growth Option
Growth of 10000 In SIP (Fund vs Benchmark)
Amount
Period
Start
End
Growth of 10000 In LUMPSUM (Fund vs Benchmark)
Amount
Start
PORTFOLIO ANALYSIS of Edelweiss Aggressive Hybrid Fund - Regular Plan - Growth Option
Portfolio Holdings
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Sector Allocation
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PEER COMPARISION of Edelweiss Aggressive Hybrid Fund - Regular Plan - Growth Option
| Scheme Name | Inception Date | 1 Year Rtn (%) | 2 Year Rtn (%) | 3 Year Rtn (%) | 5 Year Rtn (%) | 10 Year Rtn (%) |
|---|---|---|---|---|---|---|
| Edelweiss Aggr Hybrid Reg Gr | 12-08-2009 | 5.09 | 18.12 | 18.97 | 20.14 | 12.21 |
| SBI Equity Hybrid Reg Gr | 01-12-1995 | 9.95 | 16.73 | 15.25 | 16.76 | 12.07 |
| Bandhan Aggr Hyb Fund Reg Gr | 05-12-2016 | 9.22 | 16.98 | 16.35 | 19.1 | 0.0 |
| DSP Aggressive Hybrid Fund Reg Gr | 26-05-1999 | 7.77 | 17.41 | 17.59 | 17.83 | 12.27 |
| PGIM India Aggr Hybrid Equity Fund Gr | 29-01-2004 | 7.07 | 12.65 | 14.29 | 14.58 | 8.26 |
| Invesco India Aggressive Hybrid Reg Gr | 15-06-2018 | 6.4 | 19.55 | 17.93 | 16.71 | 0.0 |
| ICICI Pru Equity & Debt Gr | 05-11-1999 | 5.82 | 20.4 | 20.7 | 25.05 | 15.3 |
| Edelweiss Aggr Hybrid Plan B Gr | 16-06-2009 | 5.1 | 18.16 | 19.06 | 20.2 | 12.26 |
| Axis Aggressive Hybrid Reg Gr | 05-08-2018 | 4.59 | 12.88 | 12.08 | 14.06 | 0.0 |
| Nippon India Aggressive Hybrid Fund Gr Plan | 05-06-2005 | 4.58 | 15.74 | 17.23 | 19.29 | 9.87 |
Asset Allocation (%)
Key Performance and Risk Statistics of Edelweiss Aggressive Hybrid Fund - Regular Plan - Growth Option
| Key Statistics | Volatility | Sharpe Ratio | Alpha | Beta | Yield to Maturity | Average Maturity |
|---|---|---|---|---|---|---|
| Edelweiss Aggressive Hybrid Fund - Regular Plan - Growth Option | 8.47 | 1.45 | 4.73 | 1.05 | 7.07 | 4.08 |
| Hybrid: Aggressive | - | - | - | - | - | - |