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Edelweiss Aggressive Hybrid Fund- Plan B-Growth Option

(Erstwhile Edelweiss Multi-Asset Allocation Fund- Plan B-Growth Option)

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Category: Hybrid: Aggressive
Launch Date: 16-06-2009
Asset Class: Mixed Asset
Benchmark: CRISIL Hybrid 35+65 Aggressive TRI
Expense Ratio: 1.9% As on (31-05-2025)
Status: Open Ended Schemes
Minimum Investment: 100.0
Minimum Topup: 100.0
Total Assets: 2,612 Cr As on (30-04-2025)
Turn over:
NAV as on 20-06-2025

62.59

0.68 (1.0864%)

CAGR Since Inception

12.13%

CRISIL Hybrid 35+65 Aggressive TRI 12.22%

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

Scheme Performance (%) Data as on - 20-06-2025

1-Year Ret (%) 3-Yrs Ret (%) 5-Yrs Ret (%) 10-Yrs Ret (%) Since Launch Ret (%)
Edelweiss Aggressive Hybrid Fund- Plan B-Growth Option 8.72 21.85 21.46 12.8 12.13
Benchmark - - - - -
Hybrid: Aggressive 5.66 18.89 19.45 11.81 13.16

Yearly Performance (%)

Nav Movement

Fund Managers

Debt Portion: Ms. Pranavi Kulkarni

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- Plan B-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.

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

Key Statistics Volatility Sharpe Ratio Alpha Beta Yield to Maturity Average Maturity
Edelweiss Aggressive Hybrid Fund- Plan B-Growth Option 8.48 1.16 4.29 1.06 7.07 4.08
Hybrid: Aggressive - - - - - -

PEER COMPARISION

Scheme Name Launch
Date		 1-Year
Ret (%)		 2-Yrs
Ret (%)		 3-Yrs
Ret (%)		 5-Yrs
Ret (%)		 10-Yrs
Ret (%)
Edelweiss Aggressive Hybrid Fund- Plan B-Growth Option 16-06-2009 8.72 20.46 21.85 21.46 12.8
Bandhan Aggressive Hybrid Fund-Regular Plan Growth 05-12-2016 11.72 17.81 18.93 20.1 0.0
SBI Equity Hybrid Fund - Regular Plan -Growth 01-12-1995 11.46 18.17 17.74 17.97 12.34
DSP Aggressive Hybrid Fund- Regular Plan - Growth 26-05-1999 10.7 19.33 20.82 18.73 12.83
ICICI Prudential Equity & Debt Fund - Growth 05-11-1999 10.09 23.2 23.46 26.01 15.68
Edelweiss Aggressive Hybrid Fund - Regular Plan - Growth Option 12-08-2009 8.73 20.42 21.75 21.39 12.76
Mahindra Manulife Aggressive Hybrid Fund - Regular Plan - Growth 19-07-2019 8.16 20.49 21.31 21.55 0.0
Canara Robeco Equity Hybrid Fund - Regular Plan - Growth Option 01-02-1993 7.37 16.72 17.89 17.54 12.5
Axis Aggressive Hybrid Fund - Regular Plan - Growth Option 05-08-2018 7.34 13.69 14.46 15.1 0.0
UTI Aggressive Hybrid Fund - Regular Plan - Growth 20-03-1995 7.21 19.72 21.0 21.92 12.4

Asset Allocation (%)

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

Portfolio as on