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Edelweiss Aggressive Hybrid Fund- Plan B-Growth Option

(Erstwhile Edelweiss Multi-Asset Allocation Fund- Plan B-Growth Option)

Category: Hybrid: Aggressive
Launch Date: 16-06-2009
Asset Class: Mixed Asset
Benchmark: CRISIL Hybrid 35+65 Aggressive TRI
Expense Ratio: 2.31% As on (31-10-2019)
Status: Open Ended Schemes
Minimum Investment: 100000.0
Minimum Topup: 1000.0
Total Assets: 382.29 Cr As on (31-10-2022)
Turn over: 102.00
NAV as on Wed Dec 07 00:00:00 IST 2022

40.94

-0.1 (-0.2443%)

CAGR Since Inception

11.02%

CRISIL Hybrid 35+65 Aggressive TRI 12.47%

PERFORMANCE of Edelweiss Aggressive Hybrid Fund- Plan B-Growth Option

Scheme Performance (%) Data as on - 07-12-2022

1-Year Ret (%) 3-Yrs Ret (%) 5-Yrs Ret (%) 10-Yrs Ret (%) Since Launch Ret (%)
Edelweiss Aggressive Hybrid Fund- Plan B-Growth Option 8.77 16.13 11.84 12.44 11.02
Benchmark - - - - -
Hybrid: Aggressive 5.8 14.75 10.22 12.74 12.35

Yearly Performance (%)

Fund Managers

Dhawal Dalal, Bhavesh Jain, Bharat Lahoti

Investment Objective

The scheme seeks to generate returns through a combination of dividend income and capital appreciation by investing in a well diversified portfolio of Value Stocks

RETURNS CALCULATOR for Edelweiss Aggressive Hybrid Fund- Plan B-Growth Option

Growth of 10000 In SIP (Fund vs Benchmark)

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Growth of 10000 In LUMPSUM (Fund vs Benchmark)

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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.

Riskometer

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 11.44 0.74 2.09 0.86 - -
Hybrid: Aggressive - - - - - -

PEER COMPARISION of Edelweiss Aggressive Hybrid Fund- Plan B-Growth Option

Period
Data as on - 07-12-2022
Scheme Name Launch
Date
1-Year
Ret (%)
2-Yrs
Ret (%)
3-Yrs
Ret (%)
5-Yrs
Ret (%)
10-Yrs
Ret (%)
Edelweiss Aggressive Hybrid Fund- Plan B-Growth Option 16-06-2009 8.77 18.59 16.13 11.84 12.44
Quant Absolute Fund - Growth Option - Regular Plan 21-03-2001 16.68 32.68 31.77 19.53 17.81
ICICI Prudential Equity & Debt Fund - Growth 05-11-1999 14.19 27.97 21.47 13.95 16.11
HDFC Hybrid Equity Fund - Growth Plan 01-04-2005 10.86 19.59 16.91 11.05 14.65
Tata Hybrid Equity Fund- Regular Plan - Growth Option 08-10-1995 10.23 18.08 14.72 10.1 12.84
JM Equity Hybrid Fund (Regular) -Growth Option 01-04-1995 10.08 17.6 21.23 10.93 11.62
Nippon India Equity Hybrid Fund - Growth Plan 05-06-2005 9.23 19.17 10.11 5.75 10.89
Edelweiss Aggressive Hybrid Fund - Regular Plan - Growth Option 12-08-2009 8.63 18.51 16.08 11.81 12.43
UTI - Hybrid Equity Fund - Regular Plan - Growth 20-03-1995 7.91 19.9 17.34 9.63 11.86
Mahindra Manulife Hybrid Equity Nivesh Yojana - Regular Plan - Growth 19-07-2019 7.72 20.14 18.39 0.0 0.0

PORTFOLIO ANALYSIS of Edelweiss Aggressive Hybrid Fund- Plan B-Growth Option

Asset Allocation (%)