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: 2.15% As on (30-09-2023) |
| Status: Open Ended Schemes |
| Minimum Investment: 100.0 |
| Minimum Topup: 100.0 |
| Total Assets: 1,440.35 Cr As on (31-03-2024) |
| Turn over: - | Exit Load: For units in excess of 10% of the investment,1% will be charged for redemption within 365 days. |
54.52
-0.14 (-0.2568%)
12.08%
Benchmark: 12.5%
PERFORMANCE
Returns Type:
of :
Start :
End :
Period:
This Scheme
-
vs
NIFTY 50 TRI
-
Gold
-
PPF
-
Returns Type:
of :
Period:
Start :
Period:
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 scheme seeks to generate returns through a combination of dividend income and capital appreciation by investing in a well diversified portfolio of Value Stocks
Current Asset Allocation (%)
Indicators
| Standard Deviation | 8.76 |
| Sharpe Ratio | 1.47 |
| Alpha | 6.13 |
| Beta | 0.71 |
| Yield to Maturity | 7.23 |
| Average Maturity | 3.85 |
PEER COMPARISON
Scheme Characteristics
Invests in at least three asset classes with a minimum allocation of at least 10% each in all three asset classes.
Riskometer
PORTFOLIO
Market Cap Distribution
Small Cap
7.15%
Others
25.53%
Large Cap
57.41%
Mid Cap
9.91%
