Edelweiss Aggressive Hybrid Fund - Regular Plan - IDCW Option

(Erstwhile Edelweiss Multi-Asset Allocation Fund- Regular Plan - Dividend Option)
Fund House: Edelweiss Mutual Fund
Category: Hybrid: Aggressive
Launch Date: 12-08-2009
Asset Class: Mixed Asset
Benchmark: CRISIL Hybrid 35+65 Aggressive Index
TER: 1.9% As on (31-05-2025)
Status: Open Ended Schemes
Minimum Investment: 100.0
Minimum Topup: 100.0
Total Assets: 2,612.19 Cr As on 30-04-2025(Source:AMFI)
Turn over: 62% | Exit Load: Yes

28.07

11.52%

PERFORMANCE

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

Start :  
Period:  

RETURNS ANALYSIS

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
10 Years 5 Months
There is no value for 4x
There is no value for 5x
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 8.47
Sharpe Ratio 1.38
Alpha 6.14
Beta 0.71
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 - Regular Plan - IDCW Option 12-08-2009 11.65 21.31 19.62 21.58 12.87
Bandhan Aggressive Hybrid Fund-Regular Plan Growth 05-12-2016 15.74 19.37 17.3 20.56 -
DSP Aggressive Hybrid Fund- Regular Plan - Growth 26-05-1999 14.66 20.97 19.24 19.37 13.21
SBI Equity Hybrid Fund - Regular Plan -Growth 01-12-1995 13.78 19.25 16.14 18.27 12.61
Edelweiss Aggressive Hybrid Fund - Regular Plan - Growth Option 12-08-2009 11.72 21.38 19.7 21.67 13.05
Edelweiss Aggressive Hybrid Fund- Plan B-Growth Option 16-06-2009 11.7 21.43 19.79 21.73 13.09
Invesco India Aggressive Hybrid Fund - Regular Plan - Growth 15-06-2018 11.55 22.54 19.4 18.47 -
Mahindra Manulife Aggressive Hybrid Fund - Regular Plan - Growth 19-07-2019 11.23 21.55 19.36 22.06 -
ICICI Prudential Equity & Debt Fund - Growth 05-11-1999 11.14 23.97 20.87 26.05 15.94
PGIM India Hybrid Equity Fund - Growth Option 29-01-2004 11.09 14.28 14.35 15.91 8.75

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

Small Cap

5.2%

Others

31.11%

Large Cap

49.58%

Mid Cap

16.8%

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