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Edelweiss Aggressive Hybrid Fund - Regular Plan - 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%)14.47%
- 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
₹76.94
AUM: ₹3,907 Cr
NAV updated 26 days ago
Plan
Regular
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
-1.05
Std Dev (1Y)
10.98%
Historical Returns (CAGR)
Annualized trailing returns computed from NAV history — past performance only, not a guarantee of future results.
1m
+0.65%
3m
+5.17%
6m
+3.61%
1y
+5.8%
3y
+14.47%
5y
+14.11%
10y
+13.69%
since inception
+5.68%
TopFund's Take on Edelweiss Aggressive Hybrid Fund - Regular Plan - IDCW Option
Edelweiss Aggressive Hybrid Fund - Regular Plan - 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 15% below the Aggressive Hybrid category average of 0.87% (based on 238 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 -1.05 — 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 10.98% 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
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Tools & Guides for This Fund
Frequently Asked Questions about Edelweiss Aggressive Hybrid Fund - Regular Plan - IDCW Option
The current NAV (Net Asset Value) of Edelweiss Aggressive Hybrid Fund - Regular Plan - IDCW Option is ₹76.94. NAV is updated every business day after market close by AMFI.
1Y: 5.8% · 3Y CAGR: 14.47% · 5Y CAGR: 14.11%
The expense ratio of Edelweiss Aggressive Hybrid Fund - Regular Plan - IDCW Option is 0.74% per annum. This is the annual fee charged by the fund to manage your investment.
Edelweiss Aggressive Hybrid Fund - Regular Plan - IDCW Option is managed by Gautam Kaul, Bharat Lahoti at Edelweiss Mutual Fund.
Edelweiss Aggressive Hybrid Fund - Regular Plan - 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 - Regular Plan - 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 - Regular Plan - 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 - Regular Plan - 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.
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