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 Aggressive Hybrid Fund - Plan B - IDCW Option
★★★★★ 3rd-party
External rating
- Source: Third-party data provider (Groww/CRISIL)
- Original rating: 5/5, displayed as-is — TopFund does not modify third-party ratings
- Refresh frequency: Whenever TopFund re-syncs this fund's data
- Limitations: The provider's own rating methodology isn't disclosed here — see the provider's own site for their criteria
TopFund Score: 92/100 · Excellent
How this score is calculated
- Star rating (35%)5/5
- 3Y CAGR (30%)14.14%
- Expense ratio (20%)0.74%
- AUM (15%)₹3,907 Cr
Not investment advice — an analytical read of public fund data. Methodology →
Edelweiss Mutual Fund · Hybrid · Aggressive Hybrid
₹76.61
AUM: ₹3,907 Cr
NAV updated 22 days ago
Plan
Direct
Option
Idcw
Risk
High
Expense Ratio
0.74%
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
-0.43
Std Dev (1Y)
10.48%
Historical Returns (CAGR)
Annualized trailing returns computed from NAV history — past performance only, not a guarantee of future results.
1m
-0.55%
3m
+4.36%
6m
+5.32%
1y
+5.1%
3y
+14.14%
5y
+13.79%
10y
+13.61%
since inception
+11.67%
TopFund's Take on Edelweiss Aggressive Hybrid Fund - Plan B - IDCW Option
Edelweiss Aggressive Hybrid Fund - Plan B - IDCW Option ranks among the stronger performers in the Aggressive Hybrid 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 92/100.
Cost: At 0.74%, the expense ratio is meaningfully cheaper — about 16% below the Aggressive Hybrid category average of 0.88% (based on 241 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 -0.43 — 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 10.48% is on the lower side for a Aggressive Hybrid fund, 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.
Sector Allocation
Asset Allocation
Fund Snapshot
Similar Funds
Edelweiss Aggressive Hybrid Fund- Plan B-Growth Option
Edelweiss Mutual Fund
ICICI Prudential Aggressive Hybrid Active FOF - Direct Plan - Growth
ICICI Prudential Mutual Fund
Edelweiss Aggressive Hybrid Fund-Direct Plan-Growth Option
Edelweiss Mutual Fund
ICICI Prudential Retirement Fund - Hybrid Aggressive - Direct Plan - Growth Option
ICICI Prudential Mutual Fund
ICICI Prudential Retirement Fund - Hybrid Aggressive - Growth Option
ICICI Prudential Mutual Fund
UTI Aggressive Hybrid Fund -Direct Plan - Growth
UTI Mutual Fund
Tools & Guides for This Fund
Frequently Asked Questions about Edelweiss Aggressive Hybrid Fund - Plan B - IDCW Option
The current NAV (Net Asset Value) of Edelweiss Aggressive Hybrid Fund - Plan B - IDCW Option is ₹76.61. NAV is updated every business day after market close by AMFI.
1Y: 5.1% · 3Y CAGR: 14.14% · 5Y CAGR: 13.79%
The expense ratio of Edelweiss Aggressive Hybrid Fund - Plan B - IDCW Option is 0.74% per annum. This is the annual fee charged by the fund to manage your investment.
Edelweiss Aggressive Hybrid Fund - Plan B - IDCW Option is managed by Gautam Kaul, Bharat Lahoti at Edelweiss Mutual Fund.
Edelweiss Aggressive Hybrid Fund - Plan B - IDCW Option is classified as a High risk fund. It is suitable for investors with a long-term horizon of 3+ years.
Edelweiss Aggressive Hybrid Fund - Plan B - IDCW Option is a Aggressive Hybrid fund. SIP suitability depends on your investment goal and risk profile.
You can start a SIP in Edelweiss Aggressive Hybrid Fund - Plan B - IDCW Option with as little as ₹500 per month through most mutual fund platforms. The minimum lump sum investment is typically ₹1,000.
The Assets Under Management (AUM) of Edelweiss Aggressive Hybrid Fund - Plan B - IDCW Option is ₹3,907 crore. AUM indicates the total market value of assets managed by the fund.
* Past performance is not indicative of future results. Mutual fund investments are subject to market risks.
Discussion
User-generated content — not investment advice, and not verified or endorsed by TopFund.
No comments yet — start the discussion.