edelweiss-aggressive-hybrid-fund-direct-g

Edelweiss Aggressive Hybrid Fund - Direct (G)

  1. Equity
  2. Low Risk-Return Funds
  • NAV as on Jul 01, 2025 ₹74.15
  • Total Returns 15.01% p.a.

Historical NAV, Returns and Performance

  • High
  • Low
  • CAGR
edelweiss-aggressive-hybrid-fund-direct-g

Overview of Edelweiss Aggressive Hybrid Fund - Direct (G)

  • Fund House
    Edelweiss Aggressive Hybrid Fund
  • Fund Size
    ₹2,749 Cr
  • Expense Ratio
    0.39%
  • Benchmark
    CRISIL Hybrid 35+65 - Aggressive Index
  • Risk Level
    Very High
  • Inception Date
    Jan 08, 2013
  • Lock-in period
    0
  • Exit Load
    10% of the units alloted shall be redeemed without any Exit Load on or before completion of 90 days from the date of allotment shall be subject to the following Exit Load: 1.00% - If redeemed or switched out before completion of 90 days from the date of alotment. Nil - If redeemed or switched out after 90 days from the date of allotment.
  • Minimum SIP Investment
    ₹100
  • Minimum Lump sum Investment
    ₹100
  • Short Term Capital Gains
    20% (if redeemed within 1 year)
  • Long Term Capital Gains
    12.5% on profit of ₹1,25,000 if redeemed after 1 year

Edelweiss Aggressive Hybrid Fund - Direct (G) Returns Calculator

Investment type

Years
Total Invested Amount
₹ 12,00,000
Profit
₹ 12,00,000
Total Projected Returns
₹ 12,00,000
Annualised Returns
p.a.
Years
Total Invested Amount
Profit
₹1,00,000
Total Projected Returns
₹1,00,000
Annualised Returns
% p.a.

Edelweiss Aggressive Hybrid Fund - Direct (G) Performance vs Category

Time Period

  • 1 month
  • 3 months
  • 6 months
  • 1 year
  • 3 years
  • 5 years

This Fund

  • 3.27%
  • 9.53%
  • 5.33%
  • 10.29%
  • 23.63%
  • 23.78%

Category Average

  • 2.78%
  • 8.58%
  • 4.72%
  • 7.02%
  • 18.76%
  • 20.05%

Fund Asset Allocation

Top holdings

Top Sectors

  • Debt
    20.93%
  • Banks
    15.03%
  • Pharmaceuticals & Biotech
    7.72%
  • IT-Software
    6.18%
  • Others
    5.14%
  • Finance
    4.46%

More about Edelweiss Aggressive Hybrid Fund - Direct (G)

Edelweiss Aggressive Hybrid Fund - Direct (G) is a mutual fund under the Low Risk-Return Funds category, managed by Edelweiss Mutual Fund. It was launched on 23 Aug 2007, and has been active for over 18 years. As of 31 Mar 2025 the fund manages assets worth ₹2,749 Crores. The expense ratio is 0.39%.

This fund generated returns of 10.29% in the last 1 year. Since its inception, it has provided an average annual return of 15.01%.

The fund's investments are mainly concentrated in sectors like Debt, Banks, Pharmaceuticals & Biotech, IT-Software and Others.

The top five holdings in this fund include prominent companies such as N A B A R D, ICICI Bank, HDFC Bank, Edelweiss Liquid Fund - Direct (G) and C C I.

Fund Managers

  • Pranavi Kulkarni
  • Rahul Dedhia
  • Bhavesh Jain
  • Bharat Lahoti

Investment Objective

The investment objective of the Scheme is 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 . However, there is no assurance that the investment objective of the Scheme will be realized.

edelweiss-aggressive-hybrid-fund-direct-g

Frequently Asked Questions about Edelweiss Aggressive Hybrid Fund - Direct (G)

  1. Are {{fund_type}} risky?

    These funds are low-risk as they invest in safe assets like government bonds and high-rated debt.

  2. Should I invest in {{fund_type}}?

    Yes, if you prioritize capital preservation and want steady, modest returns.

  3. How long should I stay invested in {{fund_type}}?

    These funds are suitable for short to medium-term goals, generally one to three years.

  4. Can I withdraw my investment from {{fund_type}} anytime?

    Yes, you can withdraw anytime, though holding for the investment term is recommended.

  5. What are the expenses involved in {{fund_type}}?

    Expenses are low, usually between 0.5% and 1%, due to the focus on low-risk assets.

Join the growing tribe of 5,00,000+ Appreciators

Close | Icon

Thanks for joining our iOS waitlist. We will keep you posted.

Powered by Viral Loops
Close | Icon

Powered by Viral Loops.

Contact Appreciate

Share your details and we will contact you.

Get Appreciate

Invest as little as Re.1 in US Stocks

  • Star Icon
  • Star Icon
  • Star Icon
  • Star Icon
  • Star Icon
  • 300
Thank you. We will get in touch with you shortly.
Invest now