Edelweiss Aggressive Hybrid Fund - Plan B - IDCW Option
(Erstwhile Edelweiss Multi-Asset Allocation Fund-Plan B- Dividend Option )
Category: Hybrid: Aggressive
Launch Date: 16-06-2009
Asset Class: Mixed Asset
Benchmark: CRISIL Hybrid 35+65 Aggressive TRI
Expense Ratio: 1.93% As on ( 31-03-2025)
Status: Open Ended Schemes
Minimum Topup: 100.0
Total Assets: 2,487 Cr As on ( 31-03-2025)
Turn over:
NAV as on 30-04-2025
61.48
-0.19 ( -0.309% )
CAGR Since Inception
12.11%
CRISIL Hybrid 35+65 Aggressive TRI 12.22%
Performance of Edelweiss Aggressive Hybrid Fund - Plan B - IDCW Option
Fund Managers

Dhawal Dalal, Bhavesh Jain, Bharat Lahoti

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

Returns Calculator for Edelweiss Aggressive Hybrid Fund - Plan B - IDCW Option
Growth of 10000 In SIP (Fund vs Benchmark)
Growth of 10000 In LUMPSUM (Fund vs Benchmark)
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 - IDCW Option

Key Statistics Volatility Sharpe Ratio Alpha Beta Yield to Maturity Average Maturity
Edelweiss Aggressive Hybrid Fund - Plan B - IDCW Option 8.48 1.38 6.22 0.71 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 Aggr Hybrid Plan B IDCW 16-06-2009 9.94 21.26 16.86 21.11 12.43
DSP Aggressive Hybrid Fund Reg Gr 26-05-1999 16.5 22.3 16.23 19.23 12.77
SBI Equity Hybrid Reg Gr 01-12-1995 11.63 18.41 12.65 17.69 11.86
Bandhan Aggr Hyb Fund Reg Gr 05-12-2016 11.22 18.78 13.52 19.54 0.0
Mahindra Manulife Aggressive Hybrid Fund Reg Gr 19-07-2019 10.75 22.16 16.4 21.43 0.0
Invesco India Aggressive Hybrid Reg Gr 15-06-2018 10.72 21.75 15.8 17.58 0.0
Axis Aggressive Hybrid Reg Gr 05-08-2018 10.66 15.26 9.86 15.27 0.0
UTI Aggressive Hybrid Fund Reg Gr 20-03-1995 10.5 20.75 17.0 22.39 12.15
ICICI Pru Equity & Debt Gr 05-11-1999 10.36 24.43 18.93 26.51 15.54
Edelweiss Aggr Hybrid Reg Gr 12-08-2009 9.94 21.2 16.78 21.04 12.38

Asset Allocation (%)

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

Portfolio as on

Top 10 Sectors in portfolio (%)

Top 10 Stocks in portfolio (%)

whatsapp