Edelweiss Aggressive Hybrid Fund-Direct Plan-Growth Option

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Category: Hybrid: Aggressive
Launch Date: 07-01-2013
Asset Class: Mixed Asset
Benchmark: CRISIL Hybrid 35+65 - Aggressive Index
Expense Ratio: 0.47% As on (31-05-2026)

Status: Open Ended Schemes for subscription
Minimum Investment: 100.0
Minimum Topup: 100.0
Total Assets: 366.71 Cr As on (31-05-2026)
Turn over: 0.78

NAV as on 10-07-2026

75.59 0.6 (0.7938%)

CAGR Since Inception

13.94%

CRISIL Hybrid 35+65 - Aggressive Index 11.95%

PERFORMANCE of Edelweiss Aggressive Hybrid Fund-Direct Plan-Growth Option

Scheme Performance (%) Data as on - 10-07-2026

	1-Year Ret (%)	3-Yrs Ret (%)	5-Yrs Ret (%)	10-Yrs Ret (%)	Since Launch Ret (%)
Edelweiss Aggressive Hybrid Fund-Direct Plan-Growth Option	2.51	14.98	15.06	14.15	13.94
Benchmark	-	-	-	-	-
Hybrid: Aggressive	1.14	11.8	10.84	11.47	12.0

Yearly Performance (%)

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Fund Managers

Mr. Bhavesh Jain, Mr. Bharat Lahoti, Mr. Rahul Dedhia & Mr. Kedar Karnik

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.

RETURNS CALCULATOR for Edelweiss Aggressive Hybrid Fund-Direct Plan-Growth Option

Growth of 10000 In SIP (Fund vs Benchmark)

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Growth of 10000 In LUMPSUM (Fund vs Benchmark)

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Rolling Returns

Rolling returns are the annualized returns of the scheme taken for a specified period (rolling returns period) on every day/week/month and taken till the last day of the duration. In this chart we are showing the annualized returns over the rolling returns period on every day from the start date and comparing it with the benchmark. Rolling returns is the best measure of a fund's performance. Trailing returns have a recency bias and point to point returns are specific to the period in consideration. Rolling returns, on the other hand, measures the fund's absolute and relative performance across all timescales, without bias.

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Riskometer

Key Performance and Risk Statistics of Edelweiss Aggressive Hybrid Fund-Direct Plan-Growth Option

Key Statistics	Volatility	Sharpe Ratio	Alpha	Beta	Yield to Maturity	Average Maturity
Edelweiss Aggressive Hybrid Fund-Direct Plan-Growth Option	8.48	0.86	9.28	0.35	7.07	4.08
Hybrid: Aggressive	-	-	-	-	-	-

PEER COMPARISION of Edelweiss Aggressive Hybrid Fund-Direct Plan-Growth Option

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Period

Data as on - 10-07-2026

Scheme Name	Launch Date	1-Year Ret (%)	2-Yrs Ret (%)	3-Yrs Ret (%)	5-Yrs Ret (%)	10-Yrs Ret (%)
Edelweiss Aggressive Hybrid Fund-Direct Plan-Growth Option	07-01-2013	2.51	5.33	14.98	15.06	14.15
Quant Aggressive Hybrid Fund - Growth Option - Regular Plan	21-03-2001	9.92	3.83	14.24	13.56	15.75
Bank Of India Mid & Small Cap Equity & DEBT Fund - Regular Plan Growth	05-07-2016	8.27	4.88	18.86	14.76	0.0
Bandhan Aggressive Hybrid Fund-Regular Plan Growth	05-12-2016	7.14	8.5	14.3	11.96	0.0
Navi Aggressive Hybrid Fund - Regular Plan - Growth	23-04-2018	5.58	5.37	11.52	10.81	0.0
HSBC Aggressive Hybrid Fund - Regular Growth	01-01-2013	5.53	3.31	13.32	10.96	10.96
Kotak Aggressive Hybrid Fund - Regular Plan -Growth	25-11-1999	4.26	4.57	13.58	12.3	12.74
ICICI Prudential Equity & Debt Fund - Growth	05-11-1999	3.66	5.57	15.87	16.81	15.3
SBI Equity Hybrid Fund - Regular Plan -Growth	01-12-1995	3.01	6.61	13.13	11.07	12.09
Mirae Asset Aggressive Hybrid Fund - Regular Plan - Growth	02-07-2015	2.75	4.3	11.37	10.29	12.25

PORTFOLIO ANALYSIS of Edelweiss Aggressive Hybrid Fund-Direct Plan-Growth Option

Asset Allocation (%)