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Edelweiss Aggressive Hybrid Fund- Plan B-Growth Option

(Erstwhile Edelweiss Multi-Asset Allocation Fund- Plan B-Growth Option)
Fund House: Edelweiss Mutual Fund
Category: Hybrid: Aggressive
Launch Date: 16-06-2009
Asset Class: Mixed Asset
Benchmark: CRISIL Hybrid 35+65 Aggressive TRI
TER: 1.9% As on (31-05-2025)
Status: Open Ended Schemes
Minimum Investment: 100.0
Minimum Topup: 100.0
Total Assets: 2,612 Cr As on 30-04-2025(Source:AMFI)
Turn over: - | Exit Load: Yes
NAV as on 13-06-2025

61.93

-0.22 (-0.3552%)

CAGR Since Inception

12.07%

Benchmark: 12.22%

PERFORMANCE

Returns Type:
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End : 
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This Scheme
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vs
AK Hybrid Aggressive TRI
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Gold
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PPF
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Returns Type:
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  Period:  

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RETURNS ANALYSIS

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Fund Multiplier

Time it would have taken to make your money double (2x), quadruple (4x) and quintuple (5x)

Time Taken To Multiply
2x
4x
5x
10x
FUND
6 Years 1 Months
13 Years 4 Months
14 Years 6 Months
There is no value for 10x
FD
11 years 10 Months
GOLD
8 years 9 Months
NIFTY
5 years 5 Months

 

Investment Objective

The investment objective of the scheme is to generate long term growth of capital and current income through a portfolio investing predominantly in equity and equity related instruments and the balance in debt and money market securities. However, there is no assurance that the investment objective of the Scheme will be realized and the Scheme does not assure or guarantee any returns.

Current Asset Allocation (%)

Indicators

Standard Deviation 10.4
Sharpe Ratio 1.16
Alpha 4.29
Beta 1.06
Yield to Maturity 7.07
Average Maturity 4.08

PEER COMPARISON

Scheme Name Inception
Date		 1 Year
Return(%)		 2 Year
Return(%)		 3 Year
Return(%)		 5 Year
Return(%)		 10 Year
Return(%)
Edelweiss Aggressive Hybrid Fund- Plan B-Growth Option 16-06-2009 8.59 20.15 20.34 21.58 13.03
Bandhan Aggressive Hybrid Fund-Regular Plan Growth 05-12-2016 12.67 18.28 17.96 20.41 -
DSP Aggressive Hybrid Fund- Regular Plan - Growth 26-05-1999 12.2 19.66 20.03 19.12 13.1
SBI Equity Hybrid Fund - Regular Plan -Growth 01-12-1995 11.39 18.12 16.74 18.11 12.49
ICICI Prudential Equity & Debt Fund - Growth 05-11-1999 9.02 22.77 21.53 26.1 15.86
Edelweiss Aggressive Hybrid Fund - Regular Plan - Growth Option 12-08-2009 8.61 20.09 20.24 21.51 12.98
Mahindra Manulife Aggressive Hybrid Fund - Regular Plan - Growth 19-07-2019 8.47 20.33 20.15 21.85 -
Invesco India Aggressive Hybrid Fund - Regular Plan - Growth 15-06-2018 8.3 21.36 19.98 18.18 -
UTI Aggressive Hybrid Fund - Regular Plan - Growth 20-03-1995 7.92 19.74 19.85 22.21 12.57
Canara Robeco Equity Hybrid Fund - Regular Plan - Growth Option 01-02-1993 7.57 16.68 16.96 17.75 12.78

Scheme Characteristics

Invests in at least three asset classes with a minimum allocation of at least 10% each in all three asset classes.

Riskometer

riskometer

PORTFOLIO

Market Cap Distribution

Scheme Documents

April 2025

Monthly Portfolio Disclosure - April 2025

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