Edelweiss Aggressive Hybrid Fund- Plan B-Growth Option
Category: Hybrid: Aggressive
Launch Date: 16-06-2009
Riskometer: Very High
Asset Class
Mixed Asset
Status
Open Ended Schemes
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.
Benchmark
CRISIL Hybrid 35+65 Aggressive TRI
Expense Ratio
1.9% As on (31-05-2025)
Minimum Investment | Top up
100.0 | 100.0
Total Assets
2,612 Cr As on (30-04-2025)
Nav Movement
RETURNS CALCULATOR for Edelweiss Aggressive Hybrid Fund- Plan B-Growth 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-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 | - | - | - | - | - | - |
Sectors
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Portfolio Holdings
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