Edelweiss Aggressive Hybrid Fund Direct Growth

Hybrid
Aggressive Hybrid
Very High Risk
24.82%
3Y annualised
-0.06% 1D
1M
6M
1Y
3Y
5Y
All
NAV: 26 Sep 2023₹51.93
Min. SIP amount₹100
Rating4
Fund size₹822.90Cr

Return calculator

Monthly SIP
One-Time
₹5,000 per month
Over the past
Total investment of 0
Would have become (%)

Returns and rankings

Category: Hybrid Aggressive Hybrid
Annualised returns
Absolute returns
1Y3Y5YAll
Fund returns22.5%24.8%15.4%13.8%
Category average13.9%19.2%12.1%NA
Rank with in category75NANA
Understand terms

Holdings (83)

NameSectorInstrumentAssets
FinancialEquity4.6%
FinancialEquity4.5%
EnergyEquity3.6%
Consumer StaplesEquity3.3%
SovereignGOI Sec3.1%
Small Industries Devp. Bank of India Ltd.
FinancialDebenture3.0%
SovereignGOI Sec3.0%
ConstructionEquity2.9%
TechnologyEquity2.8%
TechnologyEquity2.6%
See All

Expense ratio, exit load and tax

Expense ratio: 0.57%

Inclusive of GST

Exit load

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

Stamp duty

0.005% (from July 1st, 2020)

Tax implication

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.

Understand terms
Check past data

Minimum investment amounts

Min. for 1st investment₹5,000
Min. for 2nd investment onwards₹500
Min. for SIP₹100

Fund management

Dhawal Dalal
Nov 2021 - Present
View details

Education
Mr. Dalal is a B.E and MBA.
Experience
Prior to joining Edelweiss AMC he has worked with DSP Mutual Fund, Merrill Lynch Asset Management, Private Client Group and MLAM.
Also manages these schemes

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

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

Fund house & investment objective

Fund house contact details

Address
Edelweiss HouseOff C.S.T. Road,Kalina Mumbai 400098
Phone
+91 22 4093 3400
Launch Date
30 Apr 2008
E-mail
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,

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