CASPeR Ranking #68
Edelweiss Aggressive Hybrid B Growth
NAV (Tue Jan 14 2025)
₹59
Returns (Since Inception)
14.10%
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%
Get your personalized mutual fund portfolio in 2 minutes.
4.5Overall rating
Scheme Information
Fund name
Edelweiss Aggressive Hybrid B Growth
Minimum SIP
100
Risk Level
Very High Risk
AUM
₹2267.39 Cr
ISIN
INF754K01160
Inception Date
Jun 16 2009
Standard Deviation
9.585
Beta
1.01
Sharpe Ratio
1.042
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 40979900Corporate Office Address
138 -Suyesh Solitaire, Nr. Podar International School,Kudasan, Gandhinagar, GujaratOverall AUM
₹2267.39 Cr
Website
www.edelweissmf.comPopular Hybrid Funds
View all funds
Popular Allocation funds
View all Funds
Franklin India Equity Advantage Fund Direct Growth
₹3491.35 Cr
11.23%
SBI PSU Regular Growth
₹4572.13 Cr
29.49%
Nippon India Equity Hybrid Fund - Direct Plan - Growth Option
₹3843.97 Cr
13.22%
Nippon India ELSS Tax Saver Fund Direct Plan - Growth Option
₹15198.77 Cr
13.70%
Nippon India Multi Cap Fund - Direct Plan - Growth
₹39385.20 Cr
22.01%
Expert designed mutual fund portfolios
Mutual Funds are a smart way to grow your money. They can help you achieve your financial goals as they have the potential to generate higher-than-inflation returns.
subscribe to The Sunday Investor & impress
your coworkers with your finance insights
no promotions • no spam • only finance
