Name: Edelweiss Aggressive Hybrid Fund Direct IDCW
Brand: Edelweiss Mutual Fund

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Edelweiss Aggressive Hybrid Fund Direct IDCW
Hybrid
Aggressive Hybrid
Very High Risk
44.13%
1Y return
+0.68% 1D
1M
6M
1Y
3Y
5Y
All
NAV: 02 Aug 2021₹23.67
Min. SIP Amount₹500
Rating3star
Fund Size₹56.65 Cr
Return calculator
Monthly SIP
One-Time
₹5,000 per month
Over the past
Total investment of ₹0
Would have become ₹0 (0.00%)
Understand termsAnnualised returnsAverage of the yearly returns of a mutual fund over a given period.
Absolute returnsThe total return of a mutual fund over a given period.
Returns and rankingsCategory: Hybrid Aggressive Hybrid
Annualised returns
Absolute returns
1Y3Y5YAll
Fund returns44.1%14.1%12.8%13.5%
Category average42.2%12.7%12.2%NA
Rank with in category19NANANA
Understand termsinfo
Holdings (86)NameSectorInstrumentAssets
HDFC Bank Ltd.FinancialEquity5.6%
Infosys Ltd.TechnologyEquity5.4%
ICICI Bank Ltd.FinancialEquity5.3%
GOI
SovereignGOI Sec5.3%
State Bank of India
FinancialEquity3.0%
Larsen & Toubro Ltd.ConstructionEquity2.4%
Axis Bank Ltd.FinancialEquity2.2%
Tata Consultancy Services Ltd.TechnologyEquity2.0%
Reliance Industries Ltd - Partly Paid Equity
EnergyPPE1.9%
Bajaj Finance Ltd.FinancialEquity1.6%
See All
Pros and consCategory: Hybrid Aggressive Hybrid
ProsLower expense ratio - 0.53%
1Y Returns are higher than the category average returns
3Y Returns are higher than the category average returns
5Y Returns are higher than the category average returns
Exit load is zero
ConsAsset under management(AUM) is less than 100 Crs. Watch expense ratio when AUM is very low
Understand termsExpense ratioA fee payable to a mutual fund house for managing your mutual fund investments. It is the total percentage of a company’s fund assets used for administrative, management, advertising, and other expenses.
TaxA percentage of your capital gains payable to the government upon exiting your mutual fund investments. Taxation is categorized as long-term capital gains (LTCG) and short-term capital gains (STCG) depending on your holding period and the type of fund.
Exit loadA fee payable to a mutual fund house for exiting a fund (fully or partially) before the completion of a specified period from the date of investment.
Stamp dutyA form of tax payable for the purchase or sale of an asset or security. 
Expense ratio, exit load and taxExpense ratio: 0.53%Inclusive of GST
Exit loadNil
Stamp duty0.005% (from July 1st, 2020)
Tax implicationReturns 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. 
Understand termsinfo
Minimum investment amountsMin. for 1st investment₹500
Min. for 2nd investment onwards₹5,000
Min. for SIP₹500
Fund managementGautam Kaul
Dec 2017 - Present
View Details
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Education
Mr. Kaul is a B.Com (H) and MBA (Finance).
Experience
Prior to joining Edelweiss AMC he has worked with Invesco Mutual Fund, Sahara India Asset Management Company Pvt. Ltd, IDBI AMC. and Mata Securities (India) Pvt. Ltd..
Also manages these schemes
Edelweiss Aggressive Hybrid Fund Plan B IDCW
Edelweiss Aggressive Hybrid Fund Regular Growth
Edelweiss Aggressive Hybrid Fund Regular IDCW
Edelweiss Balanced Advantage Fund Regular Growth
Edelweiss Balanced Advantage Fund Regular IDCW Quarterly
Edelweiss Balanced Advantage Fund Direct IDCW Quarterly
Edelweiss Balanced Advantage Fund Direct Growth
Edelweiss Aggressive Hybrid Fund Direct Growth
Edelweiss Aggressive Hybrid Fund Direct IDCW
Edelweiss Liquid Fund Retail Growth
Edelweiss Liquid Fund Retail IDCW Weekly
Edelweiss Liquid Fund Regular IDCW Daily
Edelweiss Liquid Fund Regular Growth
Edelweiss Liquid Fund Regular IDCW Monthly
Edelweiss Liquid Fund Regular IDCW Weekly
Edelweiss Liquid Fund Regular IDCW Yearly
Edelweiss Liquid Fund Regular Bonus
Edelweiss Liquid Direct IDCW Yearly
Edelweiss Liquid Direct IDCW Daily
Edelweiss Liquid Direct Bonus
Edelweiss Liquid Direct IDCW Weekly
Edelweiss Liquid Direct Growth
Edelweiss Liquid Direct IDCW Monthly
Edelweiss Liquid Direct IDCW Fortnightly
Edelweiss Low Duration Fund Retail IDCW Daily
Edelweiss Low Duration Fund Retail Growth
Edelweiss Low Duration Fund Retail IDCW Weekly
Edelweiss Low Duration Fund Regular IDCW Fortnightly
Edelweiss Low Duration Fund Regular IDCW Monthly
Edelweiss Low Duration Fund Regular Growth
Edelweiss Low Duration Fund Regular IDCW Daily
Edelweiss Low Duration Fund Regular IDCW
Edelweiss Low Duration Super Institutional Direct Plan IDCW
Edelweiss Low Duration Super Institutional Direct Plan IDCW Yearly
Edelweiss Low Duration Super Institutional Direct Plan IDCW Monthly
Edelweiss Low Duration Super Institutional Direct Plan IDCW Weekly
Edelweiss Low Duration Super Institutional Direct Plan Growth
Edelweiss Low Duration Super Institutional Direct Plan IDCW Daily
Edelweiss Low DurationSuper Institutional Direct Plan IDCW Fortnightly
Edelweiss Low Duration Fund Super Institutional Segregated Asset Growth
Edelweiss Money Market Fund Regular Growth
Edelweiss Money Market Fund Institutional IDCW
Edelweiss Money Market Fund Regular IDCW
Edelweiss Money Market Fund Regular IDCW Yearly
Edelweiss Money Market Fund Direct IDCW
Edelweiss Money Market Fund Direct IDCW Yearly
Edelweiss Money Market Fund Direct Growth
Edelweiss Short Term Fund Regular Growth
Edelweiss Short Term Fund Regular IDCW Weekly
Edelweiss Short Term Fund Regular IDCW Fortnightly
Edelweiss Short Term Fund Regular IDCW Monthly
Edelweiss Short Term Fund Regular IDCW
Edelweiss Short Term Fund Direct IDCW
Edelweiss Short Term Fund Direct Growth
Edelweiss Short Term Fund Direct IDCW Monthly
Edelweiss Short Term Fund Growth
Edelweiss Banking and PSU Debt Fund Regular Growth
Edelweiss Banking and PSU Debt Fund Regular IDCW
Edelweiss Banking and PSU Debt Fund Direct Growth
Edelweiss Banking and PSU Debt Fund Direct IDCW
Edelweiss Banking and PSU Debt Fund Regular IDCW Weekly
Edelweiss Banking and PSU Debt Fund Direct IDCW Weekly
Edelweiss Banking and PSU Debt Fund Regular IDCW Monthly
Edelweiss Banking and PSU Debt Fund Direct IDCW Monthly
Edelweiss Banking and PSU Debt Fund Regular IDCW Fortnightly
Edelweiss Government Securities Fund Regular Growth
Edelweiss Government Securities Fund Direct Growth
Edelweiss Government Securities Fund Regular IDCW
Edelweiss Government Securities Fund Regular IDCW Weekly
Edelweiss Government Securities Fund Direct IDCW Weekly
Edelweiss Government Securities Fund Regular IDCW Monthly
Edelweiss Government Securities Fund Direct IDCW Monthly
Edelweiss Government Securities Fund Regular IDCW Yearly
Edelweiss Fixed Maturity Plan Series 38 Regular Growth
Edelweiss Corporate Bond Fund Direct Growth
Edelweiss Corporate Bond Fund Direct IDCW
Edelweiss Corporate Bond Fund Regular Growth
Edelweiss Corporate Bond Fund Regular IDCW
Edelweiss Corporate Bond Fund Regular IDCW Weekly
Edelweiss Corporate Bond Fund Regular IDCW Fortnightly
Edelweiss Corporate Bond Fund Regular IDCW Monthly
Edelweiss Corporate Bond Fund Regular IDCW Yearly
Edelweiss Liquid Unclaimed IDCW Above 3 yrs
Edelweiss Liquid Unclaimed Redemption Upto 3 Yrs
Edelweiss Liquid Unclaimed IDCW Upto 3 Yrs
Edelweiss Balanced Advantage Fund Regular IDCW Monthly
Edelweiss Balanced Advantage Fund Direct IDCW Monthly
Edelweiss Overnight Fund Direct IDCW Yearly
Edelweiss Overnight Fund Direct IDCW Monthly
Edelweiss Overnight Fund Regular Growth
Edelweiss Overnight Fund Direct Growth
BHARAT Bond ETF April 2023 Regular Growth
BHARAT Bond ETF April 2030 Regular Growth
BHARAT Bond FOF April 2023 Regular Growth
BHARAT Bond FOF April 2023 Direct Growth
BHARAT Bond FOF April 2023 Direct IDCW
BHARAT Bond FOF April 2023 Regular IDCW
BHARAT Bond FOF April 2030 Regular Growth
BHARAT Bond FOF April 2030 Direct IDCW
BHARAT Bond FOF April 2030 Regular IDCW
BHARAT Bond FOF April 2030 Direct Growth
BHARAT Bond ETF April 2025 Regular Growth
BHARAT Bond ETF April 2031 Regular Growth
BHARAT Bond FOF April 2025 Direct Growth
BHARAT Bond FOF April 2025 Regular IDCW
BHARAT Bond FOF April 2025 Regular Growth
BHARAT Bond FOF April 2031 Direct Growth
BHARAT Bond FOF April 2031 Regular IDCW
BHARAT Bond FOF April 2031 Regular Growth
Bharat Lahoti
Oct 2015 - Present
View Details
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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
Edelweiss Large Cap Fund Plan B Growth
Edelweiss Large Cap Fund Regular IDCW
Edelweiss Large Cap Fund Plan B IDCW
Edelweiss Large Cap Fund Plan C IDCW
Edelweiss Large Cap Fund Regular Growth
Edelweiss Aggressive Hybrid Fund Plan B IDCW
Edelweiss Aggressive Hybrid Fund Regular Growth
Edelweiss Aggressive Hybrid Fund Regular IDCW
Edelweiss Balanced Advantage Fund Regular Growth
Edelweiss Balanced Advantage Fund Regular IDCW Quarterly
Edelweiss Balanced Advantage Fund Direct IDCW Quarterly
Edelweiss Balanced Advantage Fund Direct Growth
Edelweiss Large Cap Fund Direct IDCW
Edelweiss Large Cap Fund Direct Growth
Edelweiss Aggressive Hybrid Fund Direct Growth
Edelweiss Aggressive Hybrid Fund Direct IDCW
Edelweiss Equity Savings Fund Direct Growth
Edelweiss Equity Savings Fund Direct IDCW
Edelweiss Equity Savings Fund Regular IDCW
Edelweiss Equity Savings Fund Direct Bonus
Edelweiss Equity Savings Fund Regular Growth
Edelweiss Equity Savings Fund Regular Bonus
Edelweiss Balanced Advantage Fund Regular IDCW Monthly
Edelweiss Balanced Advantage Fund Direct IDCW Monthly
Edelweiss Equity Savings Fund Direct IDCW Monthly
Edelweiss Equity Savings Fund Regular IDCW Monthly
Edelweiss Recently Listed IPO Fund Regular Growth
Edelweiss Recently Listed IPO Fund Regular IDCW
Edelweiss Recently Listed IPO Fund Direct IDCW
Edelweiss Recently Listed IPO Fund Direct Growth
Hardik Verma
Aug 2018 - Present
View Details
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Education
Mr. Verma is MBA & has done CFA Level 3.
Experience
Prior to joining Edelweiss Mutual Fund, he has worked with ICICI Securities.
Also manages these schemes
Edelweiss Large Cap Fund Plan B Growth
Edelweiss Large Cap Fund Regular IDCW
Edelweiss Large Cap Fund Plan B IDCW
Edelweiss Large Cap Fund Plan C IDCW
Edelweiss Large Cap Fund Regular Growth
Edelweiss Aggressive Hybrid Fund Plan B IDCW
Edelweiss Aggressive Hybrid Fund Regular Growth
Edelweiss Aggressive Hybrid Fund Regular IDCW
Edelweiss Large Cap Fund Direct IDCW
Edelweiss Large Cap Fund Direct Growth
Edelweiss Aggressive Hybrid Fund Direct Growth
Edelweiss Aggressive Hybrid Fund Direct IDCW
Edelweiss Exchange Traded Fund Nifty 50
Edelweiss Exchange Traded Fund Nifty Bank
Edelweiss ETF Nifty 100 Quality 30
Edelweiss Greater China Equity Off shore Fund Regular Growth
Edelweiss Greater China Equity Off shore Fund Direct Growth
Edelweiss ASEAN Equity Off Shore Fund Regular Growth
Edelweiss ASEAN Equity Off Shore Fund Direct Growth
Edelweiss US Value Equity Offshore Fund Regular Growth
Edelweiss US Value Equity Offshore Fund Direct Growth
Edelweiss Europe Dynamic Equity Offshore Fund Regular Growth
Edelweiss Europe Dynamic Equity Offshore Fund Direct Growth
Edelweiss Emerging Markets Opportunities Equity Offshore Fund Direct Growth
Edelweiss Emerging Markets Opportunities Equity Offshore Fund Regular Growth
Edelweiss Equity Savings Fund Direct Growth
Edelweiss Equity Savings Fund Direct IDCW
Edelweiss Equity Savings Fund Regular IDCW
Edelweiss Equity Savings Fund Direct Bonus
Edelweiss Equity Savings Fund Regular Growth
Edelweiss Equity Savings Fund Regular Bonus
Edelweiss Equity Savings Fund Direct IDCW Monthly
Edelweiss Equity Savings Fund Regular IDCW Monthly
Edelweiss US Technology Equity Fund of Fund Direct Growth
Edelweiss US Technology Equity Fund of Fund Regular Growth
Edelweiss MSCI India Domestic & World Healthcare 45 Index Fund Direct Growth
Edelweiss MSCI India Domestic & World Healthcare 45 Index Fund Direct IDCW
Edelweiss MSCI India Domestic & World Healthcare 45 Index Fund Regular Growth
Edelweiss MSCI India Domestic & World Healthcare 45 Index Fund Regular IDCW
Fund house & investment objective
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Edelweiss Mutual Fund
Rank (total assets)#15 in India
Total AUM45,403.24 Cr
Date of Incorporation30 Apr 2008
Edelweiss Aggressive Hybrid Fund Direct IDCW is a Hybrid Mutual Fund Scheme launched by Edelweiss Mutual Fund. This scheme was made available to inves
Edelweiss Aggressive Hybrid Fund Direct IDCW is a Hybrid Mutual Fund Scheme launched by Edelweiss Mutual Fund. This scheme was made available to investors on 30 Apr 2008. Gautam Kaul, Bharat Lahoti is the Current Fund Manager of Edelweiss Aggressive Hybrid Fund Direct IDCW fund.The fund currently has an Asset Under Management(AUM) of ₹45,403 Cr and the Latest NAV as of 02 Aug 2021 is ₹23.67.
The Edelweiss Aggressive Hybrid Fund Direct IDCW is rated Very High risk. Minimum SIP Investment is set to 500. Minimum Lumpsum Investment is 5000. ...Read more
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 i
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.
...Read more
Fund benchmarkCRISIL Hybrid 35+65 Aggressive
descriptionScheme Information Document(SID)
Fund house contact details
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Address
Tower 3, Wing B, Ground Floor, Kohinoor City Mall, Kohinoor City, Kirol Road, Kurla(W), Mumbai 400070
Phone
+91 22 40979900
Launch Date
30 Apr 2008
E-mail
[email protected]
Website
NA
Edelweiss Mutual Fund
Asset Management Company
Custodian
Standard Chartered Bank
Registrar & Transfer Agent
KFin Tech
Address
Karvy House, No. 46, 8-2-609/K, Avenue 4, Street No.1 Banjara Hills,
Email
[email protected]
Website
www.karvymfs.com
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Edelweiss Aggressive Hybrid Fund Direct IDCW
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	1Y	3Y	5Y	All
Fund returns	44.1%	14.1%	12.8%	13.5%
Category average	42.2%	12.7%	12.2%	NA
Rank with in category	19	NA	NA	NA

Name	Sector	Instrument	Assets
HDFC Bank Ltd.	Financial	Equity	5.6%
Infosys Ltd.	Technology	Equity	5.4%
ICICI Bank Ltd.	Financial	Equity	5.3%
GOI	Sovereign	GOI Sec	5.3%
State Bank of India	Financial	Equity	3.0%
Larsen & Toubro Ltd.	Construction	Equity	2.4%
Axis Bank Ltd.	Financial	Equity	2.2%
Tata Consultancy Services Ltd.	Technology	Equity	2.0%
Reliance Industries Ltd - Partly Paid Equity	Energy	PPE	1.9%
Bajaj Finance Ltd.	Financial	Equity	1.6%

Min. for 1st investment	₹500
Min. for 2nd investment onwards	₹5,000

Rating	3
Fund Size	₹56.65 Cr