Edelweiss Aggressive Hybrid Fund Plan B IDCW

Equity
Mid Cap
Very High Risk
Payout
17.18%
3Y annualised
-0.16% 1D
1M
6M
1Y
3Y
5Y
All
NAV: 31 Oct 2024₹61.32
Min. SIP amountNot Supported
RatingNA
Fund size₹2,197.84Cr

Return calculator

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

Returns and rankings

Category: Equity Mid Cap
Annualised returns
Absolute returns
1Y3Y5YAll
Fund returns32.7%17.2%18.2%12.6%
Category average30.3%13.5%16.2%NA
Rank with in category12510NA
Understand terms

Holdings (96)

NameSectorInstrumentAssets
FinancialEquity5.46%
FinancialDebenture3.56%
FinancialEquity3.48%
CommunicationEquity2.94%
EnergyEquity2.75%
HealthcareEquity2.64%
GOI
SovereignGOI Sec2.47%
SovereignGOI Sec2.43%
EnergyEquity2.42%
AutomobileEquity2.36%
See All

Expense ratio, exit load and tax

Expense ratio: 2.31%

Inclusive of GST

Exit load

For units in excess of 10% of the investment,1% will be charged for redemption within 365 days.

Stamp duty

0.005% (from July 1st, 2020)

Tax implication

If you redeem within one year, returns are taxed at 20%. If you redeem after one year, returns exceeding Rs 1.25 lakh in a financial year are taxed at 12.5%.

Understand terms
Check past data

Minimum investment amounts

Min. for 1st investmentNot Supported
Min. for 2nd investment onwardsNot Supported
Min. for SIPNot Supported

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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