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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: 1.92% As on (30-04-2025)
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 23-05-2025

61.74

0.29 (0.4697%)

CAGR Since Inception

12.09%

Benchmark: 12.22%

PERFORMANCE

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AK Hybrid Aggressive TRI
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Gold
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PPF
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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 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 10.65
Sharpe Ratio 0.96
Alpha 3.9
Beta 1.07
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 10.47 21.81 19.54 23.17 12.32
DSP Aggressive Hybrid Fund- Regular Plan - Growth 26-05-1999 16.3 21.67 19.17 20.78 12.79
Bandhan Aggressive Hybrid Fund-Regular Plan Growth 05-12-2016 12.48 18.76 16.51 21.45 -
SBI Equity Hybrid Fund - Regular Plan -Growth 01-12-1995 12.46 19.06 15.53 19.47 11.9
Mahindra Manulife Aggressive Hybrid Fund - Regular Plan - Growth 19-07-2019 11.58 22.3 19.36 23.24 -
UTI Aggressive Hybrid Fund - Regular Plan - Growth 20-03-1995 11.24 21.43 19.23 23.97 12.21
Invesco India Aggressive Hybrid Fund - Regular Plan - Growth 15-06-2018 11.09 22.33 18.88 19.49 -
Axis Aggressive Hybrid Fund - Regular Plan - Growth Option 05-08-2018 10.67 15.47 12.78 16.81 -
ICICI Prudential Equity & Debt Fund - Growth 05-11-1999 10.61 24.33 21.02 27.62 15.4
PGIM India Hybrid Equity Fund - Growth Option 29-01-2004 10.57 14.2 14.42 17.11 8.2

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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