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Edelweiss Aggressive Hybrid Fund-Direct Plan-Growth Option
★★★★★ monitor_heart Health Score: 96/100 · ExcellentEdelweiss Mutual Fund · Hybrid · Aggressive Hybrid Fund
₹74.96
AUM: ₹3,627 Cr
NAV updated 19 days ago
Plan
Direct
Option
Growth
Risk
High
Expense Ratio
0.47%
Exit Load
Exit Load for units in excess of 10% of the investment,1% will be charged for redemption within 90 days.
Fund Manager
Gautam Kaul, Bharat Lahoti
Inception
Jan 2013
Benchmark
CRISIL Hybrid 35+65 Aggressive Index
Sharpe Ratio
-0.21
Std Dev (1Y)
10.57%
Historical Returns (CAGR)
Annualized trailing returns computed from NAV history — past performance only, not a guarantee of future results.
1m
+3.3%
3m
+8.01%
6m
+0.12%
1y
+2.38%
3y
+14.92%
5y
+15.07%
10y
+14.17%
since inception
+14.0%
rate_review TopFund's Take on Edelweiss Aggressive Hybrid Fund-Direct Plan-Growth Option
Edelweiss Aggressive Hybrid Fund-Direct Plan-Growth Option ranks among the stronger performers in the Aggressive Hybrid Fund category, backed by a 5-star rating. Consistent 3-year performance combined with a strong rating makes this one of the more credible options in its space. TopFund's composite Health Score, which weighs rating, 3-year CAGR, expense ratio and fund size, puts it at 96/100.
Cost: At 0.47%, the expense ratio is meaningfully cheaper — about 52% below the Aggressive Hybrid Fund category average of 0.98% (based on 26 comparable funds). Lower costs compound in your favour over long holding periods.
Risk-adjusted performance: Over the trailing 1-year period, the fund shows a negative Sharpe ratio of -0.21 — over the past year, returns haven't kept pace with the volatility involved, even before accounting for the risk-free rate. Separately, annualised volatility of 10.57% is on the lower side, suggesting a comparatively smoother ride.
Who should invest: This fund is best suited to investors who want a single fund blending equity growth with debt-driven stability. The High risk rating means near-term volatility should be expected — this isn't a fund to check daily.
This is an automated, data-driven analysis based on the fund's own metrics and its category peers — not personalized investment advice. Consult a SEBI-registered advisor before investing.
donut_small Sector Allocation
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info Fund Snapshot
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Frequently Asked Questions about Edelweiss Aggressive Hybrid Fund-Direct Plan-Growth Option
The current NAV (Net Asset Value) of Edelweiss Aggressive Hybrid Fund-Direct Plan-Growth Option is ₹74.96. NAV is updated every business day after market close by AMFI.
1Y: 2.38% · 3Y CAGR: 14.92% · 5Y CAGR: 15.07%
The expense ratio is 0.47% per annum — the annual fee deducted from your investment to cover fund management costs.
Edelweiss Aggressive Hybrid Fund-Direct Plan-Growth Option is managed by Gautam Kaul, Bharat Lahoti at Edelweiss Mutual Fund.
Edelweiss Aggressive Hybrid Fund-Direct Plan-Growth Option is a High risk fund. Suitable for investors with a 3+ year horizon.
Edelweiss Aggressive Hybrid Fund-Direct Plan-Growth Option is a Aggressive Hybrid Fund fund. SIP suitability depends on your investment goal and risk profile.
The Assets Under Management (AUM) of Edelweiss Aggressive Hybrid Fund-Direct Plan-Growth Option is ₹3,627 crore as of the latest data.
* Past performance is not indicative of future results. Mutual fund investments are subject to market risks.