| Risk | Moderately High |
|---|---|
| Min SIP Amount | ₹500 |
| Expense Ratio | 0.57% |
| NAV | ₹25.77 (03 Jul 2020) |
|---|---|
| Fund Started | 08 Jan 2013 |
| Fund Size | ₹12 Cr |
| Name | Sector | Instrument | % Assets |
|---|---|---|---|
| ICICI Bank Ltd. | Financial | Equity | 5.4% |
| Bharti Airtel Ltd. | Communication | Equity | 4.1% |
| Reliance Industries Ltd. | Energy | Equity | 3.9% |
| Infosys Ltd. | Technology | Equity | 3.5% |
| National Thermal Power Corp. Ltd. | Energy | Equity | 2.8% |
| ITC Ltd. | FMCG | Equity | 2.5% |
| Federal Bank Ltd. | Financial | Fixed Deposits | 2.5% |
| Axis Bank Ltd. | Financial | Equity | 2.2% |
| Larsen & Toubro Ltd. | Construction | Equity | 2.1% |
| Divi's Laboratories Ltd. | Healthcare | Equity | 1.9% |
Edelweiss Aggressive Hybrid Fund Direct Growth is a Equity Mutual Fund Scheme launched by Edelweiss Mutual Fund. This scheme was made available to investors on 08 Jan 2013. Gautam Kaul, Bharat Lahoti is the Current Fund Manager of Edelweiss Aggressive Hybrid Fund Direct Growth fund.The fund currently has an Asset Under Management(AUM) of ₹12 Cr and the Latest NAV as of 03 Jul 2020 is ₹25.77.
The Edelweiss Aggressive Hybrid Fund Direct Growth is rated Moderately High risk. Minimum SIP Investment is set to 500. Minimum Lumpsum Investment is 5000.
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.
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.