Edelweiss Aggressive Hybrid Fund Regular Growth-0.30%

0.15%
1 Year Return
Equity
Mid Cap
3.0star
6M
1Y
3Y
5Y
All

Fund Details

Edelweiss Aggressive Hybrid Fund Regular Growth

RiskModerately High
Min SIP Amount₹500
Expense Ratio2.36%
NAV26.18 (29 Oct 2020)
Fund Started11 Aug 2009
Fund Size17 Cr

Returns

1Y
3Y*
5Y*
Since inception*
Edelweiss Aggressive Hybrid Fund Regular Growth
0.1%
3.1%
6.0%
9.0%
Category Average
1.4%
2.3%
6.8%
-
Rank within category
25
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
    0
    with 0.1% annual returns

    Comparison

    Data not available
    Pros
    1. Exit load is zero
    2. Age is more than 10 years
    3. 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
    2. Risk-adjusted returns are lower compared to the category
    3. Risk is higher compared to the benchmark
    4. 1Y Returns are lower than the benchmark
    5. 3Y Returns are lower than the benchmark
    6. 5Y Returns are lower than the benchmark
    7. Asset under management(AUM) is less than 100 Crs. Watch expense ratio when AUM is very low
    8. Risk-adjusted returns are lower compared to the category
    9. 1Y Returns are lower than the category average returns
    10. 5Y Returns are lower than the category average returns
    11. 10Y Returns are lower than the category average returns

    Top Holdings

    NameSectorInstrument% Assets
    Infosys Ltd.TechnologyEquity5.5%
    ICICI Bank Ltd.FinancialEquity4.5%
    Reliance Industries Ltd - Partly Paid EquityEnergyPPE3.1%
    Reserve Bank of IndiaFinancialT-Bills2.9%
    Bharti Airtel Ltd.CommunicationEquity2.9%
    Larsen & Toubro Ltd.ConstructionEquity2.3%
    Axis Bank Ltd.FinancialEquity1.9%
    ITC Ltd.FMCGEquity1.9%
    Tata Consultancy Services Ltd.TechnologyEquity1.9%
    Housing Development Finance Corpn. Ltd.FinancialEquity1.9%
    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 Invesco Mutual Fund, 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

    Edelweiss Aggressive Hybrid Fund Regular Growth Details

    Edelweiss Aggressive Hybrid Fund Regular Growth is a Equity Mutual Fund Scheme launched by Edelweiss Mutual Fund. This scheme was made available to investors on 11 Aug 2009. Gautam Kaul, Bharat Lahoti is the Current Fund Manager of Edelweiss Aggressive Hybrid Fund Regular Growth fund.The fund currently has an Asset Under Management(AUM) of ₹17 Cr and the Latest NAV as of 29 Oct 2020 is ₹26.18.

    The Edelweiss Aggressive Hybrid Fund Regular 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

    Compare Funds

    Edelweiss Aggressive Hybrid Fund Regular Growth
    VS
    search

    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,
    Similar Funds
    Data not available