info

Data shown is for informational purposes only and does not constitute investment advice. TopFund is not SEBI-registered. Consult a SEBI-registered advisor before investing.

Edelweiss Mutual Fund

Edelweiss Aggressive Hybrid Fund-Direct Plan-Growth Option

★★★★★ monitor_heart Health Score: 96/100 · Excellent

Edelweiss Mutual Fund · Hybrid · Aggressive Hybrid Fund

₹74.96

-0.17 (-0.23%) trending_down

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

pie_chart Asset Allocation

Equity 73.70%
CBLO 7.82%
Debenture 5.48%
Bonds 3.84%
Mutual Fund 3.30%
Futures 2.95%
Non Convertible Debenture 2.07%
Certificate of Deposit 1.31%
Real Estate Investment Trusts 0.97%
GOI Securities 0.56%
Cash 0.51%
Infrastructure Investment Trust 0.47%
Preference Shares 0.01%

Frequently Asked Questions about Edelweiss Aggressive Hybrid Fund-Direct Plan-Growth Option

* Past performance is not indicative of future results. Mutual fund investments are subject to market risks.

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