What is the NAV of Edelweiss Aggressive Hybrid Fund?
The Current NAV of Edelweiss Aggressive Hybrid Fund is ₹71.99, as of 13th June 2025What are the returns of Edelweiss Aggressive Hybrid Fund?
The Edelweiss Aggressive Hybrid Fund has been there since 7th January 2013- 1 Year Returns: 10.35
- 3 Year Returns: 22.40
- 5 Year Returns: 23.76
What are the top 5 sectors holdings of Edelweiss Aggressive Hybrid Fund?
The top sectors Edelweiss Aggressive Hybrid Fund has invested in are as for 7th 01 2013 are as follows -- Others | 13.50%
- Private Banks | 12.75%
- G-Sec | 10.48%
- Pharmaceuticals | 7.19%
- IT Services & Consulting | 6.58%
What are the top 5 holdings Edelweiss Aggressive Hybrid Fund?
The top 5 holdings for Edelweiss Aggressive Hybrid Fund are- PUNJAB NATIONAL BANK CD 20-02-25#** | 6.51%
- ICICI Bank Ltd | 6.04%
- 7.26% GOVT OF INDIA RED 06-02-2033 | 5.66%
- HDFC Bank Ltd | 4.64%
- 7.65% HDB FIN SERV NCD 10-09-27** | 3.28%
What is the asset allocation of Edelweiss Aggressive Hybrid Fund?
The Edelweiss Aggressive Hybrid Fund is a plan that invests- Equity | 72.97%
- Government Securities | 10.48%
- Certificate of Deposit | 6.51%
- Corporate Debt | 6.37%
- Cash & Equivalents | 2.89%
How to invest in Edelweiss Aggressive Hybrid Fund?
If you wish to invest in Edelweiss Aggressive Hybrid Fund Plan via smallcase, you can follow these quick and easy steps -- Log in to smallcase
- Search and select the Edelweiss Aggressive Hybrid Fund
- Complete filling your details and KYC
- Enter the Amount and type of investment (SIP or Lumpsum)
- And Voila! your SIP or Lumpsump investment in Edelweiss Aggressive Hybrid Fund is completed
You can also calculate the returns on your investment based on our smallcase Lumpsum & SIP Calculator.
What is the AUM of Edelweiss Aggressive Hybrid Fund?
The AUM of Edelweiss Aggressive Hybrid Fund is 2612.19 Cr as of 13th June 2025What is the expense ratio of Edelweiss Aggressive Hybrid Fund Plan?
The expense ratio of Edelweiss Aggressive Hybrid Fund Plan is 0.39How to exit Edelweiss Aggressive Hybrid Fund?
If you have invested in Edelweiss Aggressive Hybrid Fund, then simply visit your investment and you will find an option to exit the funds or invest more. Please click on 'exit' and add the amount or units. In case you want to exit from all units, you can simply click on the checkbox option shown.What is the alpha of Edelweiss Aggressive Hybrid Fund?
The alpha ratio for the Edelweiss Aggressive Hybrid Fund is 1.28
Alpha is the excess return of a fund compared to its expected return based on its beta and the risk-free rate. Positive alpha indicates that the fund has outperformed its expected return, while negative alpha suggests underperformance.
What is the Volatility or Standard Deviation of Edelweiss Aggressive Hybrid Fund?
The volatility or standard deviation for the Edelweiss Aggressive Hybrid Fund is 10.83
Standard Deviation measures the volatility or risk associated with the returns of a mutual fund. A higher standard deviation indicates higher volatility, suggesting that the returns of the mutual fund are more spread out from the average. On the other hand, a lower standard deviation implies lower volatility and a more stable performance.
What is the sharpe ratio of Edelweiss Aggressive Hybrid Fund?
The sharpe ratio for the Edelweiss Aggressive Hybrid Fund is 0.54
The Sharpe Ratio is a measure of risk-adjusted return that evaluates the performance of an investment, such as a mutual fund, by adjusting for its risk. Higher Sharpe Ratio, indicates a better risk-adjusted performance. A positive Sharpe Ratio indicates that the MF has provided a return in excess of the risk-free rate for the amount of risk taken. Conversely, a negative Sharpe Ratio suggests that the MF did not adequately compensate for the risk.
What is the Sortino ratio of Edelweiss Aggressive Hybrid Fund?
The Sortino ratio for the Edelweiss Aggressive Hybrid Fund is 0.05
The Sortino ratio is a measure of risk-adjusted return for an investment, such as a mutual fund.
What is the Price to Earnings (PE) of Edelweiss Aggressive Hybrid Fund?
The PE ratio (price-to-earnings) of the Edelweiss Aggressive Hybrid Fund is 40.66 while category PE ratio is 39.761. Test MF FAQ for Mutual Fund Edelweiss Aggressive Hybrid Fund Shares?
The Current NAV of Edelweiss Aggressive Hybrid Fund is ₹71.99, as of 13th June 20255. Test MF FAQ Is there any lock-in period for Edelweiss Aggressive Hybrid Fund Plan?
There is a lock in period of N/A for Edelweiss Aggressive Hybrid Fund
Add to Watchlist
Share
How to use scorecard? Learn more
Edelweiss Aggressive Hybrid Fund Direct Growth
Growth
71.990.35% (-0.25)
High
—
—
Low
—
—
Returns
0.00%
0.00%
1M
6M
1Y
3Y
5Y
Max
SIP
1M
6M
1Y
3Y
5Y
Max
SIP
How to use scorecard? Learn more
Edelweiss Aggressive Hybrid Fund Performance & Key Metrics
Edelweiss Aggressive Hybrid Fund Performance & Key Metrics
| Expense RatioExpense Ratio | No LabelNo Label | No LabelNo Label |
|---|---|---|
| 0.39 | 6.46 | 0.54 |
| No LabelNo Label | No LabelNo Label | No LabelNo Label |
|---|---|---|
| 1.43 | 6.88 | 0.18 |
Edelweiss Aggressive Hybrid Fund Scheme InfoEdelweiss Aggressive Hybrid Fund Scheme Info
| PlanPlan | Lock inLock in | Exit LoadExit Load |
|---|---|---|
| Growth | 0 yrs | 1.00% |
| SIP Inv.SIP Inv. | Min. LumpsumMin. Lumpsum |
|---|---|
| Allowed | ₹ 100 |
| BenchmarkBenchmark |
|---|
| CRISIL Hybrid 35+65 - Aggressive Index |
About Aggressive Hybrid Fund
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.
Edelweiss Aggressive Hybrid Fund Peers
What are peers and why compare against them?
What are peers and why compare against them?
A mutual fund’s peers are schemes which belong to the same category. Comparing various metrics against peers can give valuable insights on how the scheme is performing as compared to the scheme category as a whole.
Edelweiss Aggressive Hybrid Fund Peers & Comparison
Comparing 3 mutual funds from
HybridAggressive Hybrid Fund
HybridAggressive Hybrid Fund
Returns
Scheme
Ratios
| Mutual Fund | 1Y Returns1Y Returns | 3Y CAGR3Y CAGR | Life CAGRLife CAGR |
|---|---|---|---|
| Edelweiss Aggressive Hybrid Fund | 10.35% | 22.40% | 14.84% |
| SBI Equity Hybrid Fund | 12.13% | 17.55% | 15.16% |
| ICICI Pru Equity & Debt Fund | 9.67% | 22.26% | 17.71% |
| HDFC Hybrid Equity Fund | 7.38% | 17.39% | 12.75% |
Edelweiss Aggressive Hybrid Fund Returns Comparison
Compare Edelweiss Aggressive Hybrid Fund with any MF, ETF, stock or indexCompare Edelweiss Aggressive Hybrid Fund with any MF, ETF, stock or index
Edelweiss Aggressive Hybrid Fund
Hmm, looks like data is unavailable here. Please come back after some timeEdelweiss Aggressive Hybrid Fund Portfolio
What are constituents?
What are constituents?
Mutual fund constituents are the various stocks, bonds, and other securities held within a fund. The size and mix of holdings depend on the category or type of fund. The holding analysis can give valuable understanding regarding the diversification of the fund.
Edelweiss Aggressive Hybrid Fund Asset Allocation
Edelweiss Aggressive Hybrid Fund Asset Allocation
Actual
Target
Mar 2024
May 2024
Sep 2024
Nov 2024
Mar 2024
May 2024
Sep 2024
Nov 2024
Edelweiss Aggressive Hybrid Fund Sector Distribution
Edelweiss Aggressive Hybrid Fund Sector Distribution
Mar 2024
May 2024
Sep 2024
Nov 2024
Edelweiss Aggressive Hybrid Fund Sector Weightage
Edelweiss Aggressive Hybrid Fund Sector Weightage
Others
Others as a % of total holdings for last six quarters
Edelweiss Aggressive Hybrid Fund Current Holdings
Edelweiss Aggressive Hybrid Fund Current Holdings
Equity
Debt
Others
- ConstituentHolding Weight3M Change
Holdings
6.04 %
6.04 %Holdings
4.64 %
4.64 %Holdings
2.95 %
2.95 %
AMC Profile of Edelweiss Aggressive Hybrid Fund
AMC Profile of Edelweiss Aggressive Hybrid Fund
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.
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
53
Total AUM
₹ 1,13,201.45 Cr.
Edelweiss Aggressive Hybrid Fund Manager Details
Edelweiss Aggressive Hybrid Fund Manager Details
Edelweiss Aggressive Hybrid Fund Manager Profile
Edelweiss Aggressive Hybrid Fund Manager Profile
Bharat Lahoti
AUM: ₹28,160.24 Cr.
|
Exp: 9yrs
Bhavesh Jain
AUM: ₹43,309.12 Cr.
|
Exp: 5yrs
Dhawal Dalal
AUM: ₹55,046.49 Cr.
|
Exp: 15yrs
Edelweiss Aggressive Hybrid Fund Manager Performance (0)
Edelweiss Aggressive Hybrid Fund Manager Performance (0)
Hybrid: Aggressive Hybrid Fund
Edelweiss Aggressive Hybrid Fund Tax Implications
Edelweiss Aggressive Hybrid Fund Tax Implications
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.
Historical
Income
As per the tax implications, in some cases, tax on MF returns depends on your annual income slab
₹10 Lakh - ₹12 Lakh
+
-
You make
Edelweiss Aggressive Hybrid Fund Review & Opinions
Edelweiss Aggressive Hybrid Fund Review & Opinions
The content here in the form of articles and videos is for information purposes only and may have been sourced from publicly available sources or otherwise. Tickertape does not guarantee the authenticity and veracity of the material shared. The User understands and agrees that Tickertape is not aware nor liable for any content shared here.
Hmm, looks like data is unavailable here. Please come back after some time.
Gains are added to taxable income and taxed according to the individual’s income tax slab
Gains are treated as long-term capital gains and taxed at 12.5%
Gains are added to taxable income and taxed according to the individual’s income tax slab
Gains are treated as long-term capital gains and taxed at 12.5%