Edelweiss Aggressive Hybrid Fund Direct Dividend+0.31%

3Groww
-3.22%
1 Year Return
Equity
Mid Cap
3.0 star
6M
1Y
3Y
5Y
All

Fund Details

Edelweiss Aggressive Hybrid Fund Direct Dividend

RiskModerately High
Min SIP Amount₹500
Expense Ratio0.80%
NAV19.7 (23 Aug 2019)
Fund Started08 Jan 2013
Fund Size6 Cr

Returns

1Y
3Y*
5Y*
Since inception*
Edelweiss Aggressive Hybrid Fund Direct Dividend
-3.2%
6.7%
8.3%
10.8%
Category Average
1.4%
5.4%
7.4%
-
Rank within category
NA
NA
NA
-
*All returns are annualized.
SIP
Lumpsum
I want to invest per month5,000
    For how many years?
    1 Year
    3 Years
    5 Years
    Estimated Value
    as per Historical Returns
    30
    with -3.2% annual returns

    Comparison

    Data not available
    Pros
    1. Lower expense ratio
    2. 1Y Returns are higher than the benchmark
    3. 5Y Returns are higher than the benchmark
    4. Exit load is zero
    Cons
    1. Asset under management(AUM) is less than 100 Crs. Watch expense ratio when AUM is very low
    2. Risk-adjusted returns are lower compared to the category
    3. Risk is higher compared to the benchmark
    4. 3Y Returns are lower than the benchmark

    Top Holdings

    NameSectorInstrument% Assets
    HDFC Bank Ltd.FinancialEquity5.8%
    Infosys Ltd.TechnologyEquity4.9%
    Reliance Industries Ltd.EnergyEquity4.8%
    ICICI Bank Ltd.FinancialEquity4.2%
    ITC Ltd.FMCGEquity3.4%
    Tata Consultancy Services Ltd.TechnologyEquity3.1%
    Larsen & Toubro Ltd.ConstructionEquity3.0%
    Hindustan Unilever Ltd.FMCGEquity2.6%
    Kotak Mahindra Bank Ltd.FinancialEquity2.5%
    Indusind Bank Ltd.FinancialEquity2.1%
    See All

    Fund Managers

    addGautam Kaul
    Education
    Mr. Kaul is a B.Com (H) and MBA (Finance).
    Experience
    Prior to joining Edelweiss AMC he has worked with Religare Invesco AMC, Sahara India Asset Management Company Pvt. Ltd, IDBI AMC. and Mata Securities (India) Pvt. Ltd..
    Funds Managed
    addBharat Lahoti
    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.
    Funds Managed
    addHardik Verma
    Education
    Mr. Verma is MBA & has done CFA Level 3.
    Experience
    Prior to joining Edelweiss Mutual Fund, he has worked with ICICI Securities.
    Funds Managed

    Other Details

    Edelweiss Aggressive Hybrid Fund Direct Dividend is a Equity Mutual Fund Scheme launched by Edelweiss Mutual Fund. This scheme was introduced to investors on 08 Jan 2013. Gautam Kaul, Bharat Lahoti is the Current Fund Manager of Edelweiss Aggressive Hybrid Fund Direct Dividend.The fund currently has an Asset Under Management(AUM) of ₹6 Cr and the Latest NAV as of 23 Aug 2019 is ₹19.7.

    The Edelweiss Aggressive Hybrid Fund Direct Dividend is rated Moderately High risk. Minimum SIP Investment is 500. Minimum Lumpsum Investment is 5000. Nil.

    Investment Objective

    The primary objective of the Fund is to generate capital appreciation and income distribution by investing in a portfolio that endeavours to outperform the S & P CNX Nifty index.However, there is no assurance that the investment objective of the Scheme will be realized and the Scheme does not assure or guarantee any returns.

    Tax Implications

    Returns are taxed at 15%, if you redeem before one year. After 1 year, you are required to pay LTCG tax of 10% on returns of Rs 1 lakh+ in a financial year.

    Scheme Information Document(SID)

    ₹5000
    Min for First Investment
    ₹500
    Min for Second Investment
    Nil
    Exit Load

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    About Edelweiss Mutual Fund

    Address
    Tower 3, Wing B, Ground Floor, Kohinoor City Mall, Kohinoor City, Kirol Road, Kurla(W), Mumbai 400070
    Phone
    +91 22 40979900
    Launch Date
    29 Apr 2008
    Edelweiss Mutual Fund
    Asset Management Company
    Custodian
    Standard Chartered Bank
    Registrar & Transfer Agent
    Karvy
    Address
    Karvy House, No. 46, 8-2-609/K, Avenue 4, Street No.1 Banjara Hills,
    Invest Now
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    Mutual fund investments are subject to market risks. Please read the scheme information and other related documents carefully before investing.
    Past performance is not indicative of future returns. Please consider your specific investment requirements, risk tolerance, investment goal, time frame, risk and reward balance and the cost associated with the investment before choosing a fund, or designing a portfolio that suits your needs.
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