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Edelweiss Aggressive Hybrid Fund Direct Growth-1.47%

13.16%
1 Year Return
Equity
Mid Cap
3.0star
6M
1Y
3Y
5Y
All

Fund Details

Edelweiss Aggressive Hybrid Fund Direct Growth

RiskModerately High
Min SIP Amount₹500
Expense Ratio0.53%
NAV₹32.25 (27 Jan 2021)
Fund Started08 Jan 2013
Fund Size22 Cr

Returns

1Y
3Y*
5Y*
Since inception*
Fund Returns
13.2%
7.6%
11.5%
12.4%
Category Average
12.8%
5.5%
11.2%
-
Rank Within Category
27
-
-
-
*All returns are annualized.
SIP
ONE TIME
Minimum SIP amount500
Amount Per Month₹5,000
Duration
1Y back
3Y back
5Y back
Would have become
0
with 13.2% returns per annum

Comparison

Data not available
Pros
1. Lower expense ratio - 0.57%
2. Exit load is zero
3. 1Y Returns are higher than the category average returns
4. 3Y Returns are higher than the category average returns
Cons
1. Asset under management(AUM) is less than 100 Crs. Watch expense ratio when AUM is very low

Top Holdings

NameSectorInstrument% Assets
Edelweiss Liquid Super Institutional Direct-GrowthFinancialMutual Fund9.0%
HDFC Bank Ltd.FinancialEquity7.4%
Infosys Ltd.TechnologyEquity5.5%
ICICI Bank Ltd.FinancialEquity5.1%
Axis Bank Ltd.FinancialEquity3.0%
Reliance Industries Ltd - Partly Paid EquityEnergyPPE2.7%
Larsen & Toubro Ltd.ConstructionEquity2.6%
Tata Consultancy Services Ltd.TechnologyEquity2.5%
Gland Pharma Ltd.HealthcareEquity2.3%
Reserve Bank of IndiaFinancialT-Bills2.2%
See All

Fund Managers

Gautam Kaul
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Bharat Lahoti
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Hardik Verma
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Edelweiss Aggressive Hybrid Fund Direct Growth Details

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 ₹22 Cr and the Latest NAV as of 27 Jan 2021 is ₹32.25.

The Edelweiss Aggressive Hybrid Fund Direct Growth is rated Moderately High risk. Minimum SIP Investment is set to 500. Minimum Lumpsum Investment is 5000.

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.

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
30 Apr 2008
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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