Edelweiss Aggressive Hybrid Fund- Plan B-Growth Option
Fund House: Edelweiss Mutual Fund
Category: Hybrid: Aggressive
Status: Open Ended Schemes
Launch Date: 16-06-2009
Minimum Investment: 100.0
Asset Class: Mixed Asset
Minimum Topup: 100.0
Benchmark: CRISIL Hybrid 35+65 Aggressive TRI
Total Assets: 3161.22 As on (30-09-2025)
Expense Ratio: 1.87% As on (29-09-2025)
Turn over: 81.00% | Exit Load: 10% of the units allotted shall be redeemed without any Exit Load on or before completion of 90 days from the date of allotment of units. Any redemption in excess of such limit within 90 days from the date of allotment shall be subject to the following Exit Load: If redeemed or switched out on or before completion of 90 days from the date of allotment of units - 1.00% If redeemed or switched out after completion of 90 days from the date of allotment of units - NIL
NAV as on 29-10-2025
64.64
0.2
CAGR Since Inception
12.07%
CRISIL Hybrid 35+65 Aggressive TRI 12.4%
PERFORMANCE
| Scheme Performance (%) | 1-Year Ret (%) | 3-Yrs Ret (%) | 5-Yrs Ret (%) | 10-Yrs Ret (%) | Since Launch Ret (%) |
|---|---|---|---|---|---|
| Edelweiss Aggressive Hybrid Fund- Plan B-Growth Option | 6.93 | 17.65 | 20.12 | 12.85 | 12.07 |
| Benchmark | - | - | - | - | - |
| Hybrid: Aggressive | 5.88 | 15.07 | 17.56 | 11.97 | 13.06 |
Funds Manager
Debt Portion: Ms. Pranavi Kulkarni
RETURNS CALCULATORS for Edelweiss Aggressive Hybrid Fund- Plan B-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- Plan B-Growth Option
Portfolio Holdings
Sector Allocation
PEER COMPARISION of Edelweiss Aggressive Hybrid Fund- Plan B-Growth Option
| Scheme Name | Inception Date | 1 Year Rtn (%) | 2 Year Rtn (%) | 3 Year Rtn (%) | 5 Year Rtn (%) | 10 Year Rtn (%) |
|---|---|---|---|---|---|---|
| Edelweiss Aggr Hybrid Plan B Gr | 16-06-2009 | 6.93 | 19.26 | 17.65 | 20.12 | 12.85 |
| SBI Equity Hybrid Reg Gr | 01-12-1995 | 12.8 | 18.83 | 14.84 | 17.13 | 12.51 |
| Bandhan Aggr Hyb Fund Reg Gr | 05-12-2016 | 10.96 | 20.06 | 16.32 | 18.35 | 0.0 |
| ICICI Pru Equity & Debt Gr | 05-11-1999 | 10.15 | 21.58 | 19.74 | 26.77 | 16.08 |
| PGIM India Aggr Hybrid Equity Fund Gr | 29-01-2004 | 8.41 | 15.71 | 13.12 | 13.75 | 8.9 |
| HSBC Aggressive Hybrid Fund Reg Gr | 01-01-2013 | 7.09 | 18.58 | 16.26 | 16.06 | 11.34 |
| Mirae Asset Aggressive Hybrid Reg Gr | 02-07-2015 | 7.06 | 16.69 | 14.35 | 16.35 | 12.86 |
| Edelweiss Aggr Hybrid Reg Gr | 12-08-2009 | 6.94 | 19.27 | 17.59 | 20.06 | 12.82 |
| Mahindra Manulife Aggressive Hybrid Fund Reg Gr | 19-07-2019 | 6.77 | 19.82 | 17.3 | 20.0 | 0.0 |
| Kotak Aggressive Hybrid Fund Reg Gr | 25-11-1999 | 6.67 | 19.1 | 16.22 | 19.15 | 13.4 |
Asset Allocation (%)
Key Performance and Risk Statistics of Edelweiss Aggressive Hybrid Fund- Plan B-Growth Option
| Key Statistics | Volatility | Sharpe Ratio | Alpha | Beta | Yield to Maturity | Average Maturity |
|---|---|---|---|---|---|---|
| Edelweiss Aggressive Hybrid Fund- Plan B-Growth Option | 8.48 | 1.12 | 10.24 | 0.11 | 7.07 | 4.08 |
| Hybrid: Aggressive | - | - | - | - | - | - |