INF754K01202

CASPeR Ranking #69

Edelweiss Aggressive Hybrid A Growth

Very High Risk Aggressive Allocation Allocation

NAV (Tue Jan 14 2025)

₹60

Returns (Since Inception)

13.99%

Category Average

11.25%

Rating

4

Allocation and Holdings

Asset class

Weightage

Financial Services

10.72%

Unknown

6.28%

Communication Services

2.65%

Healthcare

2.58%

Utilities

2.42%

Technology

3.89%

Energy

1.93%

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Overall rating

100K+Downloads

Scheme Information

Fund name

Edelweiss Aggressive Hybrid A Growth


Minimum SIP

100


Risk Level

Very High Risk


AUM

₹2267.39 Cr


ISIN

INF754K01202


Inception Date

Aug 12 2009


Standard Deviation

9.576


Beta

1.01


Sharpe Ratio

1.034


Benchmark

CRISIL Hybrid 35+65 - Agg TR INR


Expense Ratio

1.950%


Exit Load

10% of the units allotted shall be redeemed without any Exit Load on or before completion of 90 days from the date of allotment of units. Any redemption in excess of such limit within 90 days from the date of allotment shall be subject to the following Exit Load:If redeemed or switched out on or before completion of 90 days from the date of allotment of units - 1.00% . If redeemed or switched out after completion of 90 days from the date of allotment of units - NIL

Risk

Very High Risk

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 reaIized and the Scheme does not assure or guarantee any returns.

Fund Managers

Dhawal Dalal

Bhavesh Jain

Bharat Lahoti

About the AMC

Edelweiss Asset Management Limited


Phone Number

+91 22 40979900

Email Address


Corporate Office Address

138 -Suyesh Solitaire, Nr. Podar International School,Kudasan, Gandhinagar, Gujarat

Overall AUM

₹2267.39 Cr


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