Edelweiss Aggressive Hybrid Fund Plan B- Growth
Edelweiss Aggressive Hybrid Fund Plan B- Growth: Mutual Fund Overview
Edelweiss Aggressive Hybrid Fund Plan B- Growth is an Aggressive Hybrid mutual fund with over 16.74 years of performance history. The scheme manages an AUM of ₹3545.92 Cr and has a NAV of ₹61.05. It is rated 'Not Rated' stars by analysts. Investors can begin a SIP with as little as ₹100.0, making it accessible for all types of investors. In the last 1 year, the fund has delivered a return of 7.99%.
Hybrid, Aggressive Hybrid, Principal at very high risk
1 Year Return 7.99% at 12 Mar 2026 07:43 PM
Fund Details
NAV 61.05
Sub-Type Aggressive Hybrid
Rating Not Rated
Min. SIP Amount ₹100.0
Fund Age(Year) 16.74
Fund Size(in Crores) 3545.92
Fund Performance
1 Month -5.33%
3 Month -3.84%
6 Month -3.09%
1 Year 7.99%
3 Year 15.2%
5 Year 13.53%
Know This Fund
As on 12 Mar 2026
Investment strategy that balances risk & reward by dividing the investment portfolio among different types of asset classes.
Equity (76.26%) Market Cap Small Cap 9.45 Mid Cap 14.67 Large Cap 52.13 Top Sectors Financial 21.54 Healthcare 8.61 Energy 8.26 Services 6.58 Automobile 6.02 Communication 4.93 Technology 4.89 Capital Goods 2.82 Consumer Staples 2.66 Metals & Mining 2.61 Chemicals 2.6 Materials 2.38 Construction 1.83 Consumer Discretionary 0.59 Insurance 0 Top Holding Aptus Value Housing Finance India 0.2 Avenue Supermarts 1.05 ICICI Bank 4.81 NTPC 2.69 Orkla India 0.08 Bharti Airtel 3.09 Steel Authority Of India 1.03 MRF 0.58 Bharti Airtel Ltd. - (Partly Paid up Equity Shares (Rights Issue)) 0.38 UPL 0.6 Tenneco Clean Air India 0.13 R R Kabel 0.44 Indiqube Spaces 0.14 Time Technoplast 0.45 MCX 0.83 Navin Fluorine International 0.49 Hindustan Unilever 0.71 Tata Steel 0.4 Marico 0.59 GE Vernova T&D 1.4 Bharat Petroleum Corporation 1.06 Wakefit Innovations 0.15 Mphasis 0.42 Apollo Hospitals Enterprise 0.81 Infosys 2.08 Neuland Laboratories 0.45 Larsen & Toubro 1.48 Interglobe Aviation 0.93 Maruti Suzuki India 0.6 Fortis Healthcare 0.84 SRF 0.3 Glenmark Pharmaceuticals 0.98 Bajaj Finserv 0.37 Premier Energies 0.53 CCL Products 0.37 Torrent Pharmaceuticals 0.51 Tech Mahindra 0.77 Swiggy 1.13 Mahindra & Mahindra 1.29 Muthoot Finance 1.26 Union Bank of India 0.66 Sun Pharmaceutical Industries 1.92 Tata Consultancy 1.61 Hindalco Industries 1.17 Cholamandalam Financial 0.26 Hindustan Petroleum Corporation 0.75 Canara Bank 0.74 BSE 0.8 Coromandel International 0.32 Ultratech Cement 0.72 TruAlt Bioenergy 0.13 ONGC 0.55 Indian Bank 0.8 ITC 0.9 HDFC Bank 4.04 RBL Bank 0.54 Ather Energy 0.35 Abbott India 0.17 Shree Cement 0.53 Anant Raj 0.35 Brigade Hotel Ventures 0.07 Axis Bank 0.96 Bharat Electronics 0.96 Divi's Laboratories 0.7 Bajaj Finance 1.99 Biocon 1.34 Aadhar Housing Fin 0.03 TVS Motor Company 0.73 V2 Retail 0.51 Bharti Hexacom 0.5 Vodafone Idea 0.45 AU Small Finance Bank 0.57 Laurus Labs 0.9 Indus Towers 0.51 Eternal 0.75 Solar Industries India 0.89 Akzo Nobel India 0.69 Bharat Dynamics 0.46 Medi Assist Healthcare Services 0.37 State Bank of India 4.29 TVS Motor Company - Pref. Shares 0.01 Gabriel India 0.42 Ashok Leyland 1.12 Craftsman Automation 0.33 ZF Commercial 0.47 Reliance Industries 2.55
Debt & Others (23.75%) Sector Allocation Net Payables -1.7 Mutual Fund 6.5 Real Estate Investment Trusts 0 Debt Credit Ratings AAA 12.32 Cash & Call Money 5.9 A1+ 3.96 SOV 1.43 AA 0.03 Debt Category Bharti Telecom 1.4 Edelweiss Nifty 50 Index Direct-G 0.07 GOI 0.58 Aditya Birla Finance 2.13
Comparison with same funds
Equity, Flexi Cap funds Aditya Birla Sun Life Aggressive Hybrid Omni FoF Regular-Growth Ret 1M -4.5% Ret 1Y 9.14% Ret 3Y 13.04% Ret 5Y 10.5%
Equity, Flexi Cap funds Aditya Birla Sun Life Aggressive Hybrid Omni FoF Regular-IDCW Quarterly Ret 1M -4.5% Ret 1Y 9.14% Ret 3Y 13.04% Ret 5Y 10.5%
Equity, Flexi Cap funds Aditya Birla Sun Life Aggressive Hybrid Omni FoF Regular-IDCW Quarterly Payout Ret 1M -4.5% Ret 1Y 9.14% Ret 3Y 13.04% Ret 5Y 10.5%
Equity, Flexi Cap funds Aditya Birla Sun Life Equity Hybrid '95 Fund Regular-Growth Ret 1M -6.4% Ret 1Y 7.35% Ret 3Y 12.87% Ret 5Y 9.54%
Equity, Flexi Cap funds Aditya Birla Sun Life Equity Hybrid '95 Fund Regular-IDCW Ret 1M -6.4% Ret 1Y 7.35% Ret 3Y 12.87% Ret 5Y 9.54%
Equity, Flexi Cap funds Aditya Birla Sun Life Equity Hybrid '95 Fund Regular-IDCW Reinvestment Ret 1M -6.4% Ret 1Y 7.35% Ret 3Y 12.87% Ret 5Y 9.54%
Equity, Flexi Cap funds Aditya Birla Sun Life Retirement Fund - The 40s Plan Regular-Growth Ret 1M -4.88% Ret 1Y 9.35% Ret 3Y 13.51% Ret 5Y 7.97%
Equity, Flexi Cap funds Aditya Birla Sun Life Retirement Fund - The 40s Plan Regular-IDCW Ret 1M -4.88% Ret 1Y 9.35% Ret 3Y 13.51% Ret 5Y 7.97%
Equity, Flexi Cap funds Aditya Birla Sun Life Retirement Fund - The 40s Plan Regular-IDCW Reinvestment Ret 1M -4.88% Ret 1Y 9.35% Ret 3Y 13.51% Ret 5Y 7.97%
Equity, Flexi Cap funds Axis Aggressive Hybrid Fund Regular-Growth Ret 1M -5.1% Ret 1Y 6.87% Ret 3Y 11.21% Ret 5Y 8.19%
Equity, Flexi Cap funds Axis Aggressive Hybrid Fund Regular-IDCW Monthly Payout Ret 1M -5.1% Ret 1Y 6.87% Ret 3Y 11.21% Ret 5Y 8.19%
Charges & Taxes Expense Ratio
Returns are taxed as per your Income Tax Slab.
Expense Ratio (Inclusive of GST): 2.15%
Exit Load 1.0%
Stamp Duty 0.005%
Fund Management
The various expenses, charges and taxes associated with your Mutual Fund
Kedar Karnik
Education Mr. Karnik is a BE and has done his Masters in Management Studies from Jamnalal Bajaj Institute of Management Studies.
Experience Prior to joining Edelwiess Mutual Fund he was associated with DSP MF, Axis Asset Management. He has also worked with HSBC and CRISIL Ltd..
Pranavi Kulkarni
Education Ms. Kulkarni is a BE Computer Science, MBA Finance
Experience Prior to joining Mirae Asset Mutual Fund, she has worked with Edelweiss Mutual Fund, CRISIL Ltd. and Yes Bank.
Dhawal Dalal
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.
Bhavesh Jain
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.
Bharat 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.
Rahul Dedhia
Education Mr. Dedhia is a B.E. (Electronics) and also holds a PGeMBA - Finance.
Experience Prior to joining Edelweiss Mutual Fund, he has worked with PGIM India Mutual Fund as Assistant Fund Manager.
Riskometer
Mutual Fund Investments are subject to market risk. Read all scheme related documents carefully.
Principal at very high risk
AMC and Fund details
Rank (total sets) 0
Date of Incorporation 2009-06-16
Total AUM 170941.27
The Scheme Seeks to generate returns from a portfolio of pure debt oriented funds accessed through the diverse investment styles of underlying schemes selected in accordance with the BSLAMC process.
Take Your Next Step
