Edelweiss Aggressive Hybrid Fund
Get the latest NAV of Edelweiss Aggressive Hybrid Fund. View historical returns compared to its benchmark and category average. Know which stocks and sectors the fund is investing in. Get an estimate of returns from the SIP and lump sum returns calculator. View detailed holding analysis and peer comparison. Get INDmoney ranking of the fund.
₹70.59
▲1.6%1D
NAV as on 25 Mar 2026
13.78%/per year
Since Inception
▲▼
14564 people have invested ₹ 5.9Cr in Edelweiss Aggressive Hybrid Fund in the last three months
Edelweiss Aggressive Hybrid Fund Performance vs. Aggressive Allocation Index
Fund returns vs Benchmark returns vs Category Average returns as on (25-Mar-26)
The fund has consistently outperformed the benchmark (Aggressive Allocation Index) over the last 1Y, 3Y, 5Y time periods.
Edelweiss Aggressive Hybrid Fund Ranking and Peer Comparison
Ranked based on performance, risk management and cost efficiency
Ranked 2 out of 19 mutual funds in the aggressive allocation category as per INDmoney.
Edelweiss Aggressive Hybrid Fund Returns Calculator
Calculate SIP and lumpsum returns based on historical performance
Total Investment
0
Profit
Total Corpus
0
Edelweiss Aggressive Hybrid Fund Asset Allocation
See fund asset allocation details as on (14-Mar-26)
Fund Distribution
as on (14-Mar-26)
Edelweiss Aggressive Hybrid Fund Sector Allocation
See fund sector allocation details as on (14-Mar-26)
Sector Allocation
Top 3 Sectors in February were Corporate, Financial Services & Government
Corporate
39%
Financial Services
31%
Government
19%
Corporate
39%
Financial Services
32%
Government
21%
Edelweiss Aggressive Hybrid Fund Holdings Details
as on (28-Feb-26)
Edelweiss Aggressive Hybrid Fund Overview
Get key fund statistics, minimum investment details, AUM, expense ratio, exit load, and tax treatment.
| Expense ratio | 0.36% |
Benchmark | CRISIL Hybrid 35+65 - Agg TR INR |
| AUM | ₹3546 Cr |
| Inception Date | 1 January, 2013 |
| Min Lumpsum/SIP | ₹100/₹100 |
Exit Load | 1.0% |
| Lock In | No Lock-in |
TurnOver | 132.41% |
| Risk |   Very High Risk |
About Edelweiss Aggressive Hybrid Fund
Edelweiss Aggressive Hybrid Fund is a hybrid fund. This fund was started on 1 January, 2013. The fund is managed by Kedar Karnik, Bharat Lahoti, Rahul Dedhia, Bhavesh Jain. This fund gives you the benefit of diversification.
Key Parameters
- Edelweiss Aggressive Hybrid Fund has ₹3546 Cr worth of assets under management (AUM) as on Mar 2026 and is more than category average.
- The fund has an expense ratio 0.4.
Returns
Edelweiss Aggressive Hybrid Fund has given a CAGR return of 13.78% since inception. Over the last 1, 3 and 5 years the fund has given a CAGR return of 3.13%, 17.23% and 16.12% respectively.
Holdings
Edelweiss Aggressive Hybrid Fund has allocated its funds majorly in Cash Equivalent, Corporate, Financial Services, Government, Health, Consumer Cyclical, Basic Materials, Industrial, Tech, Energy, Communication, Consumer Defensive, Utilities, Real Estate.
Taxation
As it is a aggressive allocation mutual fund the taxation is as follows:If the fund is equity oriented i.e. asset allocation of more than 65% in equity instruments:For short term (less than a year) capital gains will be taxed at 20%For long term (more than 1 year) capital gains will be taxed at 12.5% without indexation benefitLong term gains up to Rs 1 lakh are exempt from taxation (more than 12 months).
Investment objective of Edelweiss Aggressive Hybrid Fund
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 reaIized and the Scheme does not assure or guarantee any returns.
Minimum Investment and lockin period
Minimum investment for lump sum payment is INR 100.00 and for SIP is INR 100.00. Edelweiss Aggressive Hybrid Fund has no lock in period.
Fund Manager
Kedar Karnik
Fund Manager of Edelweiss Aggressive Hybrid Fund, since 15 January 2026
Bharat Lahoti
Fund Manager of Edelweiss Aggressive Hybrid Fund, since 1 October 2021
Rahul Dedhia
Fund Manager of Edelweiss Aggressive Hybrid Fund, since 1 July 2024
Bhavesh Jain
Fund Manager of Edelweiss Aggressive Hybrid Fund, since 14 October 2015
- AUM of the fund stands at 3.5K Cr as of Feb'26
- AUM increased by 92.9 Cr between Feb'26 and Jan'26
Frequently Asked Questions for Edelweiss Aggressive Hybrid Fund
How do I invest in Edelweiss Aggressive Hybrid Fund?
- Download the INDmoney app.
- Search for ‘Edelweiss Aggressive Hybrid Fund’.
- Select whether you want to invest in SIP or lump sum.
- Enter the amount you wish to invest.
- Set up payments via bank mandate or UPI.