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 (31-07-2025) |
| Status: Open Ended Schemes |
| Minimum Investment: 100 |
| Minimum Topup: 100 |
| Total Assets: 2,925.62 Cr As on 30-06-2025(Source:AMFI) |
| Turn over: - | Exit Load: Yes |
61.92
-0.02 (-0.0323%)
11.94%
Benchmark: 12.22%
PERFORMANCE
Returns Type:
of :
Start :
End :
Period:
This Scheme
-
vs
AK Hybrid Aggressive 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
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 | 9.86 |
| Sharpe Ratio | 1.2 |
| Alpha | 11.04 |
| Beta | 0.09 |
| 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 | 3.32 | 17.53 | 16.77 | 19.45 | 12.15 |
| SBI Equity Hybrid Fund - Regular Plan -Growth | 01-12-1995 | 8.01 | 15.58 | 13.03 | 15.84 | 11.85 |
| Bandhan Aggressive Hybrid Fund-Regular Plan Growth | 05-12-2016 | 7.08 | 16.46 | 14.45 | 17.98 | - |
| PGIM India Aggressive Hybrid Equity Fund - Growth Option | 29-01-2004 | 5.9 | 12.45 | 12.42 | 13.91 | 8.08 |
| DSP Aggressive Hybrid Fund- Regular Plan - Growth | 26-05-1999 | 5.12 | 16.6 | 15.16 | 17.06 | 12.04 |
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
