Edelweiss Aggressive Hybrid Direct Plan Growth Option
Hybrid
Direct
Aggressive Allocation
NAV: ₹ 61.89 as on 24-04-2024
Fund Performance
1202 people have invested ₹ 83.5L in Edelweiss Aggressive Hybrid Direct Plan Growth Option in the last three months
Mutual Fund Insights
Over the last 6 months, this fund has experienced a 59.3% growth in AUM moving from 904.21 Cr to 1.44K Cr.
In the last 1 year, Bank of India Mid & Small Cap Equity & Debt Fund Direct Growth has given 50.45% return, outperforming this fund by 13.98%.
In the last 5 years, Quant Absolute Fund Growth Option Direct Plan has given 25.94% return, outperforming this fund by 7.18% per annum.
In the last 3 years, ICICI Prudential Equity & Debt Fund Direct Plan Growth has given 27.26% return, outperforming this fund by 4.97% per annum.
This fund has one of the lowest expense ratio in the category (aggressive allocation). Its expense ratio is 0.24% which is lower than the category average expense ratio of 1.26%.
Over the last 1 month, this fund has increased expense ratio by 14.3% moving from 0.21 to 0.24.
INDmoney Rank of Edelweiss Aggressive Hybrid Direct Plan Growth Option
Powered by IND quant engine
1
/18
64% Performance
52% Risk Management
100% Cost
1 out of 18 among aggressive allocation
About the Edelweiss Aggressive Hybrid Direct Plan Growth Option
Edelweiss Aggressive Hybrid Direct Plan Growth Option is a hybrid fund. This fund was started on 1 January, 2013. The fund is managed by Bharat Lahoti, Bhavesh Jain, Dhawal Dalal. This fund gives you the benefit of diversification.
Key Parameters
- Edelweiss Aggressive Hybrid Direct Plan Growth Option has ₹1440 Cr worth of assets under management (AUM) as on Mar 2024 and is less than category average.
- The fund has an expense ratio 0.2.
Edelweiss Aggressive Hybrid Direct Plan Growth Option Overview
 | 0.24% |
 Benchmark | CRISIL Hybrid 35+65 - Agg TR INR |
 | ₹1440 Cr |
 | 1 January, 2013 |
 | ₹100/₹100 |
 Exit Load | 1% |
 | No Lock-in |
 TurnOver | 80.89% |
Edelweiss Aggressive Hybrid Direct Plan Growth Option Distribution as on (31-Mar-24)
Size breakup
Large cap
58%
Mid cap
11.6%
Small cap
7.8%
Sector Allocation
Financial Services
29.2%
Consumer Cyclical
15.3%
Health
11.3%
Energy
8.6%
Industrial
8.3%
Tech
8%
Consumer Defensive
6.3%
Utilities
5.4%
Communication
3.5%
Basic Materials
3.3%
Real Estate
0.8%
Top Holdings of Edelweiss Aggressive Hybrid Direct Plan Growth Option as on (31-Mar-24)
Equity Holdings82
Debt Holdings8
Edelweiss Aggressive Hybrid Direct Plan Growth Option: Monthly Changes Updates
All changes are between Oct'69 and Dec'69
AUM Change
- AUM of the fund stands at 1.4K Cr as of Mar'24
- AUM increased by 87 Cr between Mar'24 and Feb'24
Fund Portfolio Changes
Peer Analysis
Edelweiss Aggressive Hybrid Direct Plan Growth Option Fund Manager
Bharat Lahoti
Fund Manager of Edelweiss Aggressive Hybrid Direct Plan Growth Option, since 1 October 2021
Top funds managed
Bhavesh Jain
Fund Manager of Edelweiss Aggressive Hybrid Direct Plan Growth Option, since 14 October 2015
Top funds managed
Dhawal Dalal
Fund Manager of Edelweiss Aggressive Hybrid Direct Plan Growth Option, since 23 November 2021
Top funds managed
Edelweiss Aggressive Hybrid Direct Plan Growth Option Highlights
Very High Risk
Investors understand that their principal will be at Very High Risk
About the fund
This fund has delivered an average annual returns of 14.91% since inception which is more than its category average return of 12.66%
Fund Allocations
This fund has an allocation of 77.53% in Equity, 18.68% in Debt and 3.79% in Cash related instruments
AUM size ₹1440 Cr
This fund has AUM of ₹1440 Cr which is less than its category average of ₹ 5013 Cr
Expense Ratio 0.24%
This fund has an expense ratio of 0.24% which is less than its category average expense ratio of 1.5%
Frequently Asked Questions
The current NAV of Edelweiss Aggressive Hybrid Direct Plan Growth Option is ₹61.89 as on 24-Apr-2024.
Existing (Absolute + CAGR) as on 24-Apr-2024.
Edelweiss Aggressive Hybrid Direct Plan Growth Option | Absolute Returns | CAGR Returns |
1 Month Returns | 2.41% | 2.41% |
6 Month Returns | 19.69% | 19.69% |
1 Year Returns | 36.47% | 36.47% |
3 Years Returns | 82.88% | 22.29% |
5 Years Returns | 136.31% | 18.77% |
With INDmoney, the process of investing is very simple and involves zero commission.
- Click Buy on the fund name.
- Input the amount you are looking to invest.
- Select Lump Sum or SIP (Weekly, Monthly or Quarterly).
- Select your bank account and proceed with Payment.
0.24% as on March 2024
₹1440 Cr as on March 2024
7.06% Govt Stock 2028(10.41%), ICICI Bank Ltd(5.07%), Reliance Industries Ltd(3.43%), NTPC Ltd(3.12%), HDFC Bank Ltd(3.06%) as on March 2024
Financial Services(22.62%), Government(15.71%), Consumer Cyclical(11.89%) as on March 2024
AAA | 100 |
Bharat Lahoti, Bhavesh Jain, Dhawal Dalal are the fund managers of Edelweiss Aggressive Hybrid Direct Plan Growth Option
The Exit load of Edelweiss Aggressive Hybrid Direct Plan Growth Option is 1%