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Edelweiss Aggressive Hybrid Fund
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Key Metrics
| Expense RatioExpense Ratio | No LabelNo Label | No LabelNo Label |
|---|---|---|
| 0.38 | 38.29 | 1.57 |
| No LabelNo Label | No LabelNo Label | No LabelNo Label |
|---|---|---|
| 1.43 | 43.49 | 1.35 |
Scheme Info
| PlanPlan | Lock inLock in | Exit LoadExit Load |
|---|---|---|
| Growth | 0 yrs | 1.00% |
| SIP Inv.SIP Inv. | Min. LumpsumMin. Lumpsum |
|---|---|
| Allowed | ₹ 100 |
| BenchmarkBenchmark |
|---|
| CRISIL Hybrid 35+65 - Aggressive Index |
About Aggressive Hybrid Fund
Aggressive Hybrid funds have exposure to both debt and equity instruments. They primarily invest in stocks with some allocation to debt instruments. These funds are less risky as compared to pure equity funds.
Peers & Comparison
HybridAggressive Hybrid Fund
Returns
Scheme
Ratios
| Mutual Fund | 1Y Returns1Y Returns | 3Y CAGR3Y CAGR | Life CAGRLife CAGR |
|---|---|---|---|
| Edelweiss Aggressive Hybrid Fund | 24.02% | 20.24% | 15.16% |
| SBI Equity Hybrid Fund | 17.54% | 12.83% | 15.04% |
| ICICI Pru Equity & Debt Fund | 20.42% | 20.90% | 17.81% |
| HDFC Hybrid Equity Fund | 15.64% | 14.91% | 12.95% |
Price Comparison
Compare Edelweiss Aggressive Hybrid Fund with any MF, ETF, stock or index
Hmm, looks like data is unavailable here. Please come back after some timeAsset Allocation
Actual
Target
Mar 2024
Jun 2024
Sep 2024
Nov 2024
ACTUAL
Mar 2024
Jun 2024
Sep 2024
Nov 2024
Sector Distribution
Mar 2024
Jun 2024
Sep 2024
Nov 2024
Sector Weightage
Current Holdings
Equity
Debt
Others
- ConstituentHolding Weight3M Change
- ICICI Bank Ltd3M change : 0.58 %
Holdings
6.04 %
0.58 % - HDFC Bank Ltd3M change : 1.16 %
Holdings
4.64 %
1.16 % - Bharti Airtel Ltd3M change : 0.01 %
Holdings
2.95 %
0.01 %
AMC Profile
Edelweiss Asset Management Limited (EAML) is part of the Investment & Advisory line of Business of Edelweiss Group. EMAL is one of the fastest growing and young AMCs’ in India.
No.of Schemes
50
Total AUM
₹ 1,05,580.77 Cr.
Fund Manager Profile
Bharat Lahoti
AUM: ₹26,115.99 Cr.
|
Exp: 9yrs
Bhavesh Jain
AUM: ₹38,986.58 Cr.
|
Exp: 5yrs
Rahul Dedhia
AUM: ₹70,408.76 Cr.
|
Exp: —
Pranavi Kulkarni
AUM: ₹59,256.16 Cr.
|
Exp: —
Manager Performance (0)
Tax Implications
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Investment frequency
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Investment period (years)
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Opinions and Fund Reviews
Bhavesh Jain shares his views on Edelweiss Aggressive Hybrid Funds performance & strategy on ET Now
1 year ago•Edelweiss Mutual Fund
Edelweiss Banking & PSU Debt Fund - Invest in time tested PSUs and Banks!
3 years ago•Edelweiss Mutual Fund
Edelweiss Aggressive Hybrid Fund – Get the best of both worlds!
3 years ago•Edelweiss Mutual Fund
Why Asset Allocation is Important especially during Low Markets | Edelweiss MF
4 years ago•Edelweiss Mutual Fund
Invested period < 1 year
Gains are treated as short-term capital gains and taxed at 20%
Invested period > 1 year
Gains are treated as long-term capital gains and taxed at 12.5%