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Edelweiss Aggressive Hybrid Fund

Growth
HybridAggressive Hybrid Fund
Mid-size FundAssets Under Mgmt: ₹ 2,195 Cr
Very High RiskPrinciple investment will be at very high risk
70.220.21% (+0.15)

Price Chart

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Returns
0.00%
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HybridAggressive Hybrid Fund
Mid-size FundAssets Under Mgmt: ₹ 2,195 Cr
Very High RiskPrinciple investment will be at very high risk

Key Metrics

Expense RatioExpense RatioNo LabelNo LabelNo LabelNo Label
0.3839.981.76
No LabelNo LabelNo LabelNo LabelNo LabelNo Label
1.4245.291.65

Scheme Info

PlanPlanLock inLock inExit LoadExit Load
Growth0 yrs1.00%
Nil upto 10% of units and 1% for remaining units on or before 90D Nil after 90D
SIP Inv.SIP Inv.Min. LumpsumMin. Lumpsum
Allowed₹ 100
Initial: ₹ 100 Incremental: ₹ 100
BenchmarkBenchmark
CRISIL Hybrid 35+65 - Aggressive Index

About Aggressive Hybrid Fund

Aggressive Hybrid funds have exposure to both debt and equity instruments. They primarily invest in stocks with some allocation to debt instruments. These funds are less risky as compared to pure equity funds.

Peers & Comparison

Comparing 3 mutual funds from 
HybridAggressive Hybrid Fund
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Mutual Fund1Y Returns1Y Returns3Y CAGR3Y CAGRLife CAGRLife CAGR
Edelweiss Aggressive Hybrid Fund26.34%19.31%15.30%
SBI Equity Hybrid Fund20.96%12.61%15.28%
ICICI Pru Equity & Debt Fund25.28%20.80%18.16%
HDFC Hybrid Equity Fund19.85%14.96%13.21%

Price Comparison

Compare Edelweiss Aggressive Hybrid Fund with any MF, ETF, stock or index
Compare Edelweiss Aggressive Hybrid Fund with any MF, ETF, stock or index
Edelweiss Aggressive Hybrid Fund
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Asset Allocation

Actual

Target

Mar 2024

Jun 2024

Sep 2024

Oct 2024

ACTUAL
+1 moreMutual FundsCorporate DebtGovernment SecuritiesCash & EquivalentsEquity0.01%0.10%6.58%10.81%12.51%69.98%

Mar 2024

Jun 2024

Sep 2024

Oct 2024

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Sector Distribution

+32 morePharmaceuticalsIT Services & ConsultingG-SecPrivate BanksInvestment Banking & Brokerage50.67 %6.34 %7.20 %10.81 %11.14 %13.85 %

Mar 2024

Jun 2024

Sep 2024

Oct 2024

Tickertape Separator

Sector Weightage

Sep 23Dec 23Mar 24Jun 24Sep 24Oct 2415.16%7.97%2.56%9.47%8.06%13.85%
Investment Banking & Brokerage as a % of total holdings for last six quarters
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Current Holdings

Equity

Debt

Others

  • Constituent
    Holding Weight
    3M Change
  • ICICI Bank Ltd
    ICICIBANK
    3M change : -0.31 %

    Holdings

    5.43 %

    -0.31 %
  • HDFC Bank Ltd
    HDFCBANK
    3M change : 0.05 %

    Holdings

    3.49 %

    0.05 %
  • NTPC Ltd
    NTPC
    3M change : 0.06 %

    Holdings

    2.98 %

    0.06 %

AMC Profile

Edelweiss Asset Management Limited (EAML) is part of the Investment & Advisory line of Business of Edelweiss Group. EMAL is one of the fastest growing and young AMCs’ in India.

  • No.of Schemes

    50

  • Total AUM

    ₹ 1,04,501.36 Cr.

Fund Manager Profile

Bharat Lahoti

AUM:  ₹25,746.31 Cr.

Sum of AUMs of all funds managed by the fund manager

 | 

Exp: 9yrs

Bhavesh Jain

AUM:  ₹38,931.10 Cr.

Sum of AUMs of all funds managed by the fund manager

 | 

Exp: 5yrs

Rahul Dedhia

AUM:  ₹70,345.66 Cr.

Sum of AUMs of all funds managed by the fund manager

 | 

Exp:

Pranavi Kulkarni

AUM:  ₹59,346.94 Cr.

Sum of AUMs of all funds managed by the fund manager

 | 

Exp:

Manager Performance (0)

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Tax Implications

Invested period < 1 year

Gains are treated as short-term capital gains and taxed at 20%

Invested period > 1 year

Gains are treated as long-term capital gains and taxed at 12.5%

Let’s calculate your returns after tax

Investment frequency

Monthly

One Time

Monthly Investment Amt. (₹)

Investment period (years)

CAGR (%)
This CAGR is calculated based on the actual past return given by the fund during the selected investment period. This is the annualised growth rate assuming monthly compounding.

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Opinions and Fund Reviews

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