Edelweiss Aggressive Hybrid Fund Plan B-Growth

Fund Details

NAV 62.2

Sub-Type Aggressive Hybrid

Rating Not Rated

Min. SIP Amount ₹100.0

Fund Age(Year) 17.37

Fund Size(in Crores) 3874.95

Fund Performance

1 Month -0.35%

3 Month -3.35%

6 Month -1.14%

1 Year -3.77%

3 Year 11.04%

5 Year 10.79%

Know This Fund

As on 30 Oct 2026

Investment strategy that balances risk & reward by dividing the investment portfolio among different types of asset classes.

Equity (74.71%) Market Cap Mid Cap 14.84 Small Cap 10.51 Large Cap 49.36 Top Sectors Financial 19.53 Healthcare 8.01 Automobile 7.96 Energy 5.73 Services 5.19 Capital Goods 4.64 Technology 4.52 Consumer Staples 4.32 Communication 3.56 Metals & Mining 3.16 Consumer Discretionary 2.24 Chemicals 2.16 Construction 2.01 Materials 1.73 Insurance 0 Top Holding Avenue Supermarts 0.82 Kotak Mahindra Bank 1.51 ICICI Bank 4.16 Mahindra & Mahindra Financial Services 0.34 CarTrade Tech 0.32 NTPC 1.95 Ceat 0.34 NSE 0.51 Bharti Airtel 3.05 Steel Authority Of India 1.03 MRF 0.73 Titan Company 1.59 Tenneco Clean Air India 0.21 R R Kabel 0.65 Apar Industries 0.73 MCX 0.85 Lupin 0.46 Hindustan Unilever 0.41 Navin Fluorine International 0.59 Tata Steel 0.46 JSW Steel 0.37 SJS Enterprises 0.35 FSN E-Commerce Ventures 0.66 GE Vernova T&D 0.77 Apollo Hospitals Enterprise 0.46 Billionbrains Garage Ventures 1.29 Infosys 1.62 Neuland Laboratories 0.69 Larsen & Toubro 1.62 Interglobe Aviation 0.88 CG Power 0.51 Fortis Healthcare 0.63 Glenmark Pharmaceuticals 0.91 CCL Products 0.34 Premier Energies 0.58 Tech Mahindra 1.79 CreditAccess Grameen 0.33 JSW Energy 0.47 Mahindra & Mahindra 1.39 Grasim Industries 0.69 Zydus Lifesciences 0.39 Muthoot Finance 0.74 Sun Pharmaceutical Industries 2.12 Tata Consultancy 1.11 Aditya Birla Capital 0.37 Hindalco Industries 0.88 Cholamandalam Financial 0.2 SBI Funds Management 0.39 Shriram Finance 0.71 Ultratech Cement 0.74 UNO Minda 0.43 ONGC 0.47 Schaeffler India 0.66 ITC 1.3 HDFC Bank 3.05 Varun Beverages 0.56 Ather Energy 0.64 RBL Bank 0.62 Prasol Chemicals 0.32 Axis Bank 0.78 Kanohar Electricals 0.26 Eicher Motors 0.69 Radico Khaitan 0.67 Divi's Laboratories 0.51 Bajaj Finance 1.27 Aether Industries 0.37 Bharat Heavy Electricals 0.37 Honasa Consumer 0.31 SBFC Finance 0.25 Aadhar Housing Fin 0.35 Vodafone Idea 0.5 TVS Motor Company 0.75 Laurus Labs 0.97 Eternal 0.9 Data Patterns (India) 0.27 Solar Industries India 0.87 Exide Industries 0.69 Meesho 0.76 Krishna Institute 0.38 Central Mine Planning & Design Institute 0.31 Bharat Dynamics 0.63 State Bank of India 2.64 The Phoenix Mills 0.39 National Aluminium Company 0.42 Gabriel India 0.51 Ashok Leyland 0.37 Entero Healthcare Solutions 0.5 Reliance Industries 2.73 ZF Commercial 0.4 Craftsman Automation 1.15

Debt & Others (25.289999999999996%) Sector Allocation Net Payables -0.55 Infrastructure Investment Trust 0.62 Mutual Fund 12.01 Debt Credit Ratings AAA 9.71 A1+ 8.59 Cash & Call Money 2.77 SOV 1.48 AA 0.08 Debt Category Edelweiss Money Market Direct-G 5.2 Raajmarg Infra Investment Trust 0.48 Bharti Telecom 1.26 Edelweiss Ultra Short Term Direct-G 5.19

Comparison with same funds

Equity, Flexi Cap funds Aditya Birla Sun Life Aggressive Hybrid Fund Regular-Growth Ret 1M -0.64% Ret 1Y -5.87% Ret 3Y 8.72% Ret 5Y 6.42%

Equity, Flexi Cap funds Aditya Birla Sun Life Aggressive Hybrid Fund Regular-IDCW Ret 1M -0.64% Ret 1Y -5.87% Ret 3Y 8.72% Ret 5Y 6.42%

Equity, Flexi Cap funds Aditya Birla Sun Life Aggressive Hybrid Fund Regular-IDCW Reinvestment Ret 1M -0.64% Ret 1Y -5.87% Ret 3Y 8.72% Ret 5Y 6.42%

Equity, Flexi Cap funds Aditya Birla Sun Life Aggressive Hybrid Omni FoF Regular-Growth Ret 1M -2.21% Ret 1Y -3.63% Ret 3Y 9.23% Ret 5Y 8.34%

Equity, Flexi Cap funds Aditya Birla Sun Life Aggressive Hybrid Omni FoF Regular-IDCW Quarterly Ret 1M -2.21% Ret 1Y -3.63% Ret 3Y 9.23% Ret 5Y 8.34%

Equity, Flexi Cap funds Aditya Birla Sun Life Aggressive Hybrid Omni FoF Regular-IDCW Quarterly Payout Ret 1M -2.21% Ret 1Y -3.63% Ret 3Y 9.23% Ret 5Y 8.34%

Equity, Flexi Cap funds Aditya Birla Sun Life Retirement Fund - The 40s Plan Regular-Growth Ret 1M -1.18% Ret 1Y -5.49% Ret 3Y 9.19% Ret 5Y 7.0%

Equity, Flexi Cap funds Aditya Birla Sun Life Retirement Fund - The 40s Plan Regular-IDCW Ret 1M -1.18% Ret 1Y -5.49% Ret 3Y 9.19% Ret 5Y 7.0%

Equity, Flexi Cap funds Aditya Birla Sun Life Retirement Fund - The 40s Plan Regular-IDCW Reinvestment Ret 1M -1.18% Ret 1Y -5.49% Ret 3Y 9.19% Ret 5Y 7.0%

Equity, Flexi Cap funds Axis Aggressive Hybrid Fund Regular-Growth Ret 1M 0.0% Ret 1Y -4.68% Ret 3Y 8.67% Ret 5Y 4.91%

Equity, Flexi Cap funds Axis Aggressive Hybrid Fund Regular-IDCW Monthly Payout Ret 1M 0.0% Ret 1Y -4.68% Ret 3Y 8.67% Ret 5Y 4.91%

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

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.

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..

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.

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.

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.

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.

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 173112.93

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.