Edelweiss Aggressive Hybrid Fund - Plan B
Value Research Rating
Our Opinion
Riskometer
Very High
₹62.6300 -1.07%
As on 11-May-2026
Returns
Risk
This fund has Very High risk.
As per SEBI's Riskometer.
Portfolio of Edelweiss Aggressive Hybrid Fund - Plan B
Asset Allocation
Split between different types of investments
Market Cap Weightage
Split between categories of Equity investments
We have shifted from our proprietary CapRank classification system to SEBI’s market cap classification system with effect from 14 Jan, 2026.
Peer Comparison
|
Fund name
|
Rating |
Our Opinion |
Risk
|
Return (%) |
|
Expense Ratio (%)
|
|---|---|---|---|---|---|---|
|
Edelweiss Aggressive Hybrid Fund - Plan B
|
|
Very High
|
|
2.15 |
||
 |
|
Very High
|
|
1.31 |
||
 |
|
Very High
|
|
1.49 |
||
|
|
Very High
|
|
1.74 |
||
|
|
Very High
|
|
1.80 |
Other details of Edelweiss Aggressive Hybrid Fund - Plan B
Assets
₹3,627 Cr
Exit Load (Days)
1.00 (365)
Min. Investment (₹)
100
Min. Withdrawal (₹)
1
Min. SIP Investment (₹)
500
Min. No of Cheques
12
About Edelweiss Aggressive Hybrid Fund - Plan B
Edelweiss Aggressive Hybrid Fund - Plan B is a hybrid mutual fund scheme of Edelweiss Mutual Fund. Launched on June 16, 2009, it is currently managed by Kedar Karnik, Bhavesh Jain, Bharat Lahoti and Rahul Dedhia. The fund has an expense ratio of 2.15% with an overall AUM (Assets Under Management) of ₹3,627 Cr.
Edelweiss Aggressive Hybrid Fund - Plan B invests 65-80 per cent of its assets in equity stocks and the remaining 20-35 per cent in bonds. The fund allows minimum lumpsum investment of ₹100 and minimum SIP of ₹500.
Investment Strategy
The scheme seeks 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.
Suitability
Aggressive Hybrid funds are suitable for investors:
- Looking to invest mostly in equity (~75%) with a small debt allocation (~25%) for moderately high returns
- Aiming for long-term wealth creation
- With a 5-8 year investment horizon
- Who are new/unfamiliar with market's ups and downs
Note:
- Invest only through SIP
Capital Gains Taxation
- If the mutual fund units are sold after 1 year from the date of investment, gains upto Rs 1.25 lakh in a financial year are exempt from tax. Gains over Rs 1.25 lakh are taxed at the rate of 12.5%.
- If the mutual fund units are sold within 1 year from the date of investment, entire amount of gain is taxed at the rate of 20%.
- No tax is to be paid as long as you continue to hold the units.
Disclaimer: The tax information has been prepared on a best-effort basis using information available in the public domain and other sources that Value Research considers reliable. This is not meant as tax advice, and we advise you to consult your tax advisor before making any decision. Value Research takes no responsibility and assumes no liability for any loss or damage arising from any investment or redemption decision based on this information.
Dividend Taxation
- Dividends are added to the income of the investors and taxed according to their respective tax slabs. Further, if an investor's dividend income exceeds Rs. 10,000 in a financial year, the fund house also deducts a TDS of 10% before distributing the dividend.
Latest news on Edelweiss Aggressive Hybrid Fund - Plan B
FAQ for Edelweiss Aggressive Hybrid Fund - Plan B
How to Invest in Edelweiss Aggressive Hybrid Fund - Plan B?
Subscribers of Value Research Fund Advisor can conveniently invest in the low-cost direct plan of Edelweiss Aggressive Hybrid Fund - Plan B through the Value Research Fund Advisor website.
Alternatively, mutual funds can also be purchased directly from the respective fund house’s website. For example, Edelweiss Aggressive Hybrid Fund - Plan B can be bought from the Edelweiss Mutual Fund website. In such a case, if you are investing in multiple funds from different fund houses, you will need to transact separately on each fund house’s website.
The third option is to invest offline, by seeking assistance from a mutual fund distributor. Most banks also act as mutual fund distributors, and you can approach your bank for help in completing your investment.
What is the current NAV of Edelweiss Aggressive Hybrid Fund - Plan B Today?
The latest declared NAV of Edelweiss Aggressive Hybrid Fund - Plan B, is ₹62.6300 as of 12-May-2026.
What are the top holdings of Edelweiss Aggressive Hybrid Fund - Plan B?
| Company | Percentage of Portfolio |
|---|---|
|
National Bank For Agriculture & Rural Development SR 25G Bonds 7.48 15/09/2028 |
3.84
|
|
Aditya Birla Finance Ltd SR I2 NCD 7.92 27/12/2027 |
2.07
|
|
HDB Financial Services Ltd SR A 1 FX Debenture 7.65 10/09/2027 |
2.06
|
|
Edelweiss Money Market Direct-G |
1.38
|
|
Bharti Telecom Ltd SR XXVIII Debenture 7.40 01/02/2029 |
1.36
|
What is the return of Edelweiss Aggressive Hybrid Fund - Plan B in the last 5 years?
Over the past five years, Edelweiss Aggressive Hybrid Fund - Plan B has delivered an annualised return of 14.17% as of 12-May-2026.
What is the minimum investment required in Edelweiss Aggressive Hybrid Fund - Plan B?
The minimum investment required to start investing in Edelweiss Aggressive Hybrid Fund - Plan B is ₹100 for the lump sum option and ₹500 for the SIP (Systematic Investment Plan) option.
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