Edelweiss Aggressive Hybrid Fund Plan C- Growth

Fund Details

NAV 9.84

Sub-Type Aggressive Hybrid

Rating Not Rated

Min. SIP Amount ₹500.0

Fund Age(Year) 16.48

Fund Size(in Crores) 3480.41

Fund Performance

1 Month 0.0%

3 Month 0.0%

6 Month 0.0%

1 Year 0.0%

3 Year 0.0%

5 Year 0.0%

Know This Fund

As on 05 Feb 2026

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

Equity (76.73%) Market Cap Small Cap 13.45 Large Cap 51.07 Mid Cap 12.21 Top Sectors Financial 23.18 Energy 8.29 Automobile 8.1 Healthcare 7.63 Services 6.89 Communication 4.55 Technology 4.51 Materials 2.73 Consumer Staples 2.32 Capital Goods 2.04 Construction 1.9 Chemicals 1.55 Metals & Mining 1.5 Consumer Discretionary 0.78 Insurance 0.74 Unclassified 0.1 Top Holding Eternal 0.87 Akzo Nobel India 0.87 Craftsman Automation 0.35 Axis Bank 0.65 Home First Finance Company India 0.33 BSE 0.56 Anant Raj 0.37 Punjab National Bank 0.36 ZF Commercial 0.47 State Bank of India 3.57 Solar Industries India 0.82 Tech Mahindra 0.92 Hindustan Petroleum Corporation 0.87 Larsen & Toubro 1.44 JSW Cement 0.15 Ultratech Cement 0.68 Tata Consultancy 0.96 Mahindra & Mahindra 1.7 FSN E-Commerce Ventures 0.7 Maruti Suzuki India 1.61 KFin Technologies 0.44 HDFC Life Insurance 0.74 Navin Fluorine International 0.73 Bharti Airtel Ltd. - (Partly Paid up Equity Shares (Rights Issue)) 0.44 V2 Retail 0.63 GE Vernova T&D 1.16 Indian Bank 0.69 Medi Assist Healthcare Services 0.69 Cholamandalam Financial 0.29 Avenue Supermarts 1.05 CCL Products 0.35 Gabriel India 0.43 ICICI Prudential Asset Management Company 0.1 AU Small Finance Bank 0.61 MRF 0.65 Ashok Leyland 0.96 ICICI Bank 4.29 Hindalco Industries 1.15 RBL Bank 0.54 Wakefit Innovations 0.15 Apollo Hospitals Enterprise 0.74 Fortis Healthcare 0.8 Bharti Hexacom 0.58 Canara Bank 0.74 Tata Steel 0.35 Bharti Airtel 3.53 Bajaj Finserv 0.39 Sri Lotus Developers and Realty 0.08 WeWork India Management 0.1 Swiggy 1.48 Bharat Petroleum Corporation 1.07 Vikram Solar 0.12 HDFC Bank 4.6 Union Bank of India 0.51 Biocon 0.55 Aptus Value Housing Finance India 0.41 Torrent Pharmaceuticals 0.46 NTPC 2.37 Sun Pharmaceutical Industries 1.69 Glenmark Pharmaceuticals 0.95 LG Electronics India 0.63 Infosys 2.63 Brigade Hotel Ventures 0.1 Reliance Industries 2.92 Kotak Mahindra Bank 1.34 Seshaasai Technologies 0.01 UNO Minda 0.23 Orkla India 0.25 Ather Energy 0.7 Urban Company (UrbanClap) 0.09 Divi's Laboratories 0.71 Bharat Electronics 0.88 Cholamandalam Investment and Finance Company 0.36 Abbott India 0.18 Indiqube Spaces 0.25 TruAlt Bioenergy 0.16 Nephrocare Health Services 0.02 Premier Energies 0.77 Godfrey Phillips India 0.23 Laurus Labs 0.94 TVS Motor Company - Pref. Shares 0.01 Bajaj Finance 1.59 JK Cement 0.36 Granules India 0.58 TVS Motor Company 0.71 Muthoot Finance 1.46 ITC 1.4 Time Technoplast 0.67 Tenneco Clean Air India 0.29 Interglobe Aviation 0.44

Debt & Others (23.28%) Sector Allocation Real Estate Investment Trusts 0 Cash 0.19 Non Convertible Debenture 2.18 Debt Credit Ratings AAA 12.57 Cash & Call Money 9.49 SOV 0.69 A1+ 0.39 AA+ 0.02 Debt Category Others 9.4 Brookfield India Real Estate Trust REIT 0.0 Bharti Telecom 1.43 Aditya Birla Housing Finance 0.73

Comparison with same funds

Equity, Flexi Cap funds Aditya Birla Sun Life Aggressive Hybrid Omni FoF Regular-Growth Ret 1M -2.04% Ret 1Y 9.82% Ret 3Y 14.05% Ret 5Y 11.68%

Equity, Flexi Cap funds Aditya Birla Sun Life Aggressive Hybrid Omni FoF Regular-IDCW Quarterly Ret 1M -2.04% Ret 1Y 9.82% Ret 3Y 14.05% Ret 5Y 11.68%

Equity, Flexi Cap funds Aditya Birla Sun Life Aggressive Hybrid Omni FoF Regular-IDCW Quarterly Payout Ret 1M -2.04% Ret 1Y 9.82% Ret 3Y 14.05% Ret 5Y 11.68%

Equity, Flexi Cap funds Aditya Birla Sun Life Equity Hybrid '95 Fund Regular-Growth Ret 1M -1.22% Ret 1Y 8.47% Ret 3Y 14.8% Ret 5Y 11.61%

Equity, Flexi Cap funds Aditya Birla Sun Life Equity Hybrid '95 Fund Regular-IDCW Ret 1M -1.22% Ret 1Y 8.47% Ret 3Y 14.8% Ret 5Y 11.61%

Equity, Flexi Cap funds Aditya Birla Sun Life Equity Hybrid '95 Fund Regular-IDCW Reinvestment Ret 1M -1.22% Ret 1Y 8.47% Ret 3Y 14.8% Ret 5Y 11.61%

Equity, Flexi Cap funds Aditya Birla Sun Life Retirement Fund - The 40s Plan Regular-Growth Ret 1M -1.28% Ret 1Y 8.4% Ret 3Y 14.04% Ret 5Y 9.36%

Equity, Flexi Cap funds Aditya Birla Sun Life Retirement Fund - The 40s Plan Regular-IDCW Ret 1M -1.28% Ret 1Y 8.4% Ret 3Y 14.04% Ret 5Y 9.36%

Equity, Flexi Cap funds Aditya Birla Sun Life Retirement Fund - The 40s Plan Regular-IDCW Reinvestment Ret 1M -1.28% Ret 1Y 8.4% Ret 3Y 14.04% Ret 5Y 9.36%

Equity, Flexi Cap funds Axis Aggressive Hybrid Fund Regular-Growth Ret 1M -2.07% Ret 1Y 6.14% Ret 3Y 12.04% Ret 5Y 9.39%

Equity, Flexi Cap funds Axis Aggressive Hybrid Fund Regular-IDCW Monthly Payout Ret 1M -2.07% Ret 1Y 6.14% Ret 3Y 12.04% Ret 5Y 9.39%

Charges & Taxes Expense Ratio

Returns are taxed as per your Income Tax Slab.

Expense Ratio (Inclusive of GST): 0%

Exit Load 1.0%

Stamp Duty 0.005%

Fund Management

The various expenses, charges and taxes associated with your Mutual Fund

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.

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.

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 Edelweiss Mutual Fund, she has worked with CRISIL Ltd. and Yes Bank.

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.

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 2009-08-12

Total AUM 2025-12-31

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.