Edelweiss Aggressive Hybrid Fund Growth

Edelweiss Aggressive Hybrid Fund Growth

Hybrid
Aggressive Hybrid
Very High Risk
+16.50%
3Y annualised
+0.42% 1D
1M
6M
1Y
3Y
5Y
All
NAV: 20 Feb '26
₹64.44
Min. for SIP
Not Supported
Fund size
₹3,453.04 Cr
Expense ratio
1.85%

Holdings (102)

NameSectorInstrumentsAssets
ICICI Bank Ltd.FinancialEquity4.85%
Edelweiss Liquid Super Institutional Direct-GrowthNAMutual Fund4.64%
HDFC Bank Ltd.FinancialEquity4.34%
National Bank For Agriculture & Rural DevelopmentFinancialBonds4.08%
State Bank of IndiaFinancialEquity3.95%
Bharti Airtel Ltd.CommunicationEquity3.33%
Infosys Ltd.TechnologyEquity2.69%
Reliance Industries Ltd.EnergyEquity2.62%
NTPC Ltd.EnergyEquity2.58%
Aditya Birla Finance Ltd.FinancialNCD2.19%
HDB Financial Services Ltd.FinancialDebenture2.17%
Biocon Ltd.HealthcareEquity1.71%
Mahindra & Mahindra Ltd.AutomobileEquity1.59%
Sun Pharmaceutical Industries Ltd.HealthcareEquity1.58%
Bajaj Finance Ltd.FinancialEquity1.51%
Muthoot Finance Ltd.FinancialEquity1.48%
Bharti Telecom Ltd.CommunicationDebenture1.44%
Maruti Suzuki India Ltd.AutomobileEquity1.42%
Larsen & Toubro Ltd.ConstructionEquity1.40%
Hindalco Industries Ltd.Metals & MiningEquity1.26%
Kotak Mahindra Bank Ltd.FinancialEquity1.25%
GE Vernova T&D India LtdCapital GoodsEquity1.21%
Swiggy Ltd.ServicesEquity1.20%
ITC Ltd.Consumer StaplesEquity1.12%
Ashok Leyland Ltd.AutomobileFutures1.06%
Avenue Supermarts Ltd.ServicesEquity1.03%
Bharat Petroleum Corporation Ltd.EnergyEquity1.03%
Tech Mahindra Ltd.TechnologyEquity1.01%
Bharat Electronics Ltd.Capital GoodsEquity0.99%
Steel Authority Of India Ltd.Metals & MiningEquity0.96%
Glenmark Pharmaceuticals Ltd.HealthcareEquity0.95%
Tata Consultancy Services Ltd.TechnologyEquity0.94%
Solar Industries India Ltd.ChemicalsEquity0.91%
Edelweiss Low Duration Fund Direct-GrowthNAMutual Fund0.87%
Eternal Ltd.ServicesEquity0.86%
BSE Ltd.ServicesEquity0.85%
Laurus Labs Ltd.HealthcareEquity0.83%
Fortis Healthcare Ltd.HealthcareEquity0.78%
Indian BankFinancialEquity0.76%
Navin Fluorine International Ltd.ChemicalsEquity0.75%
Hindustan Petroleum Corporation Ltd.EnergyEquity0.75%
Ultratech Cement Ltd.ConstructionEquity0.74%
Apollo Hospitals Enterprise Ltd.HealthcareEquity0.74%
Aditya Birla Housing Finance Ltd.FinancialDebenture0.73%
HDFC Life Insurance Co Ltd.InsuranceEquity0.73%
TVS Motor Company Ltd.AutomobileEquity0.71%
Canara BankFinancialEquity0.71%
Axis Bank Ltd.FinancialEquity0.70%
Divi's Laboratories Ltd.HealthcareEquity0.68%
Akzo Nobel India Ltd.ChemicalsEquity0.67%
Time Technoplast Ltd.ChemicalsEquity0.65%
LG Electronics India Ltd.Consumer DiscretionaryEquity0.61%
AU Small Finance Bank Ltd.FinancialEquity0.60%
Union Bank of IndiaFinancialEquity0.60%
GOISovereignGOI Sec0.60%
Medi Assist Healthcare Services Ltd.ServicesEquity0.58%
Edelweiss CRISIL-IBX AAA Bond NBFC-HFC - Jun 2027 Index Fund Direct-GrowthNAMutual Fund0.58%
Ather Energy Ltd.AutomobileEquity0.58%
MRF Ltd.AutomobileEquity0.56%
Premier Energies Ltd.EnergyEquity0.52%
V2 Retail Ltd.ServicesEquity0.52%
RBL Bank Ltd.FinancialEquity0.52%
Indus Towers Ltd.CommunicationEquity0.51%
Bharti Hexacom Ltd.CommunicationEquity0.50%
Vodafone Idea Ltd.CommunicationEquity0.49%
Neuland Laboratories Ltd.HealthcareEquity0.48%
ZF Commercial Vehicle Control Systems India Ltd.AutomobileEquity0.48%
Edelweiss CRISIL IBX AAA Financial Services Bond - Jan 2028 Index Fund Direct-GrowthNAMutual Fund0.48%
Torrent Pharmaceuticals Ltd.HealthcareEquity0.48%
Aptus Value Housing Finance India Ltd.FinancialEquity0.41%
Bharti Airtel Ltd. - (Partly Paid up Equity Shares (Rights Issue))CommunicationPPE0.41%
KFin Technologies Ltd.FinancialFutures0.40%
Gabriel India Ltd.AutomobileEquity0.40%
Interglobe Aviation Ltd.ServicesEquity0.40%
R R Kabel Ltd.Consumer DiscretionaryEquity0.40%
Tata Steel Ltd.Metals & MiningEquity0.38%
Bajaj Finserv Ltd.FinancialEquity0.37%
Punjab National BankFinancialEquity0.37%
CCL Products (India) Ltd.Consumer StaplesEquity0.36%
Cholamandalam Investment and Finance Company Ltd.FinancialEquity0.35%
FSN E-Commerce Ventures Ltd.ServicesEquity0.34%
Anant Raj Ltd.ConstructionEquity0.34%
Craftsman Automation Ltd.AutomobileEquity0.33%
Granules India Ltd.HealthcareEquity0.28%
Cholamandalam Financial Holdings Ltd.FinancialEquity0.27%
UNO Minda Ltd.AutomobileEquity0.21%
Orkla India Ltd.Consumer StaplesEquity0.20%
Indiqube Spaces Ltd.ServicesEquity0.19%
Abbott India Ltd.HealthcareEquity0.18%
Godfrey Phillips India Ltd.Consumer StaplesEquity0.17%
Tenneco Clean Air India LtdAutomobileEquity0.15%
Wakefit Innovations Ltd.Consumer DiscretionaryEquity0.15%
JSW Cement Ltd.ConstructionEquity0.14%
TruAlt Bioenergy Ltd.EnergyEquity0.13%
JK Cement Ltd.ConstructionEquity0.12%
Brigade Hotel Ventures Ltd.ServicesEquity0.07%
Edelweiss Nifty 50 Index Fund Direct-GrowthNAMutual Fund0.07%
Premier Energies Ltd.EnergyFutures0.04%
TVS Motor Company Ltd - Pref. SharesAutomobilePref. Shares0.01%
KFin Technologies Ltd.FinancialEquity0.00%
Ashok Leyland Ltd.AutomobileEquity0.00%
Brookfield India Real Estate Trust REITConstructionREITs0.00%
See All

Minimum investments

Min. for 1st investment
Not Supported
Min. for 2nd investment
Not Supported
Min. for SIP
Not Supported

Returns and rankings

Annualised returns
Absolute returns
Name3Y5Y10YAll
Fund returns+16.5%+14.8%+13.7%+11.9%
Category average (Hybrid Aggressive Hybrid)+14.3%+13.9%+12.0%--
Rank (Hybrid Aggressive Hybrid)87----

Exit load, stamp duty and tax

Exit load

Exit Load for units in excess of 10% of the investment,1% will be charged for redemption within 90 days.

Stamp duty on investment: 0.005% (from July 1st, 2020)

from July 1st 2020

Tax implication

If you redeem within one year, returns are taxed at 20%. If you redeem after one year, returns exceeding Rs 1.25 lakh in a financial year are taxed at 12.5%.
Check past data

Compare similar funds

Name1Y3YFund Size(Cr)
ICICI Prudential Equity & Debt Fund Growth
ICICI Prudential Equity & Debt Fund Growth
+14.53%+19.08%49,256.66
JM Aggressive Hybrid Fund Growth
JM Aggressive Hybrid Fund Growth
+4.81%+17.30%753.46
Edelweiss Aggressive Hybrid Fund Growth
Edelweiss Aggressive Hybrid Fund Growth
+10.78%+16.50%3,453.04
UTI Aggressive Hybrid Fund Plan Growth
UTI Aggressive Hybrid Fund Plan Growth
+9.96%+16.32%6,654.14
HDFC Balanced Fund Growth
HDFC Balanced Fund Growth
+6.97%+10.83%20,080.76
Compare

Fund management

KK
Kedar Karnik
Jan 2026 - Present
View details

Education
Mr. Karnik is a BE and has done his Masters in Management Studies from Jamnalal Bajaj Institute of Management Studies.
Experience
Prior to joining Edelwiess Mutual Fund he was associated with DSP MF, Axis Asset Management. He has also worked with HSBC and CRISIL Ltd..

BJ
Bhavesh Jain
Oct 2021 - Present
View details

Education
Mr. Jain is a MMS (Finance) from Mumbai University.
Experience
Prior to joining Edelweiss Mutual Fund he was previously associated with Edelweiss Securities Limited as SGX Nifty Arbitrage Trader.
Also manages these schemes

BL
Bharat Lahoti
Oct 2015 - Present
View details

Education
Mr. Lahoti is a B.E. (Electronics & Communication) from Mumbai University and MMS (Finance) from N L Dalmia Institute of Management Studies
Experience
Prior to joining Edelweiss Asset Management Limited as a Fund Manager - Equity and a Key Person , he was associated with D.E. Shaw India Software Pvt. Ltd. as a Senior Manager - Fundamental Research and has an overall work experience of 9 years in the research function of organizations in the financial services sector.
Also manages these schemes

About Edelweiss Aggressive Hybrid Fund Growth

Edelweiss Aggressive Hybrid Fund Growth is a Hybrid Mutual Fund Scheme launched by Edelweiss Mutual Fund. This scheme was made available to investors on 30 Apr 2008. Kedar Karnik is the Current Fund Manager of Edelweiss Aggressive Hybrid Fund Growth fund. The fund currently has an Asset Under Management(AUM) of ₹1,69,379 Cr and the Latest NAV as of 20 Feb 2026 is ₹64.44. The Edelweiss Aggressive Hybrid Fund Growth is rated Very High risk. Minimum SIP Investment is set to ₹100. Exit Load for units in excess of 10% of the investment,1% will be charged for redemption within 90 days. ;

Investment Objective

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.
Fund benchmarkCRISIL Hybrid 35+65 Aggressive Index

Fund house

Rank (total assets)#15 in India
Total AUM₹1,69,378.51 Cr
Date of Incorporation30 Apr 2008
Phone+91 22 4093 3400
E-mailNA
Launch Date30 Apr 2008
AddressEdelweiss HouseOff C.S.T. Road,Kalina Mumbai 400098
CustodianStandard Chartered Bank
Registrar & Transfer AgentKFin Tech
AddressKarvy House, No. 46, 8-2-609/K, Avenue 4, Street No.1 Banjara Hills,