Analyst’s Choice
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.
This fund’s holdings are mostly in Large Cap stocks and in debt instruments, which means it’s following
a conservative investment strategy. Last updated 2 days ago. Learn More
As per SEBI's Riskometer.
When you invest for five years or more, you can expect gains that comfortably beat the inflation rate as well as returns from fixed income options. But be prepared for ups and downs in your investment value along the way.
Aggressive hybrid funds invest 65-80 per cent of your money in equity shares and the rest in bonds. Their returns are slightly lower than those of pure equity funds which invest all your money in shares, but they also fall relatively less when the stock markets decline. This makes them suitable for conservative equity investors or first-time equity investors who are not used to sharp ups and downs.
Like for all equity-linked investments, you must invest only through the SIP route. Click here to read a primer on SIP investing.
Warning: Do not invest in this, or any other aggressive hybrid fund, if you need to redeem your investment in less than five years.
This fund’s holdings are mostly in Large Cap stocks and in debt instruments, which means it’s following a
conservative investment strategy. Last updated 2 days ago.Learn More
Split between different types of investments
Split between categories of Equity investments
Rating |
VR Opinion |
Risk
|
Return (%) |
|
Expense Ratio (%)
|
|
---|---|---|---|---|---|---|
Edelweiss Aggressive Hybrid Fund - Direct Plan
|
Very High
|
Please wait... |
0.52 |
|||
Very High
|
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1.11 |
||||
Very High
|
Please wait... |
1.08 |
||||
Very High
|
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0.55 |
||||
Very High
|
Please wait... |
0.40 |
₹940 Cr
1.00 (90)
100
1
100
6
Edelweiss Aggressive Hybrid Fund - Direct Plan invests 65-80 per cent of its assets in equity stocks and the remaining 20-35 per cent in bonds.
Mutual funds can be bought directly from the website of the fund house. For instance, Edelweiss Aggressive Hybrid Fund - Direct Plan fund can be purchased from the website of Edelweiss Mutual Fund. You can also buy mutual funds through platforms like MF Central, MF Utility, among others. However, if you are not comfortable buying mutual funds online, you can seek help of a mutual fund distributor. Most banks also act as mutual fund distributors. So you can connect with your bank for assistance.
The NAV of Edelweiss Aggressive Hybrid Fund - Direct Plan is ₹54.0400 as of 30-Nov-2023.
The AUM of Edelweiss Aggressive Hybrid Fund - Direct Plan Fund is ₹940 Cr as of 31-Oct-2023
The riskometer level of Edelweiss Aggressive Hybrid Fund - Direct Plan is Very High. See More
Company | Percentage of Portfolio |
---|---|
Edelweiss Liquid Direct-G |
5.78
|
GOI Sec 7.06 10/04/2028 |
5.26
|
GOI Sec 7.38 20/06/2027 |
2.66
|
Small Industries Devp. Bank of India Ltd SR VIII Debenture 7.54 12/01/2026 |
2.65
|
National Housing Bank Debenture 7.34 07/08/2025 |
2.11
|
As of 31-Oct-2023, Edelweiss Aggressive Hybrid Fund - Direct Plan had invested 75.49% in Equity, 29.47% in Debt, 0.03% in Real Estate and -4.99% in Cash & Cash Eq. See More
Edelweiss Aggressive Hybrid Fund - Direct Plan is 10 years 10 months old. It has delivered 13.94% returns since inception. See More
1Y
|
3Y
|
5Y
|
7Y
|
10Y
|
Since Inception
|
---|---|---|---|---|---|
17.87%
|
20.75%
|
16.74%
|
15.04%
|
15.23%
|
13.94%
|
No, There is no lock in period in Edelweiss Aggressive Hybrid Fund - Direct Plan.
The expense ratio of Edelweiss Aggressive Hybrid Fund - Direct Plan is 0.52.
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