Edelweiss Aggressive Hybrid A Growth

• Alpha -2.00%
• Beta 1.12
• Sharpe Ratio1.50
• Std Deviation 8.99%
• Tracking Error 3.63%

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 reaIized and the Scheme does not assure or guarantee any returns.

The Edelweiss Aggressive Hybrid A Growth has an AUM of 1951.63 crores & has delivered CAGR of 20.05% in the last 5 years. The fund has an exit load of 1.00% and an expense ratio of 2.00%. The minimum investment in Edelweiss Aggressive Hybrid A Growth is Rs 100 and the minimum SIP is Rs 100.

As per morningstar the risk & return rating of the fund are Moderate & Exceptional respectively.

The top holdings of the fund include ICICI Bank, Hdb Financial Services Limited, HDFC Bank & NTPC.

The major sectors where the fund is invested are Regional Banks, Software & Programming, Auto & Truck Manufacturers & Biotechnology & Drugs.

Some of the similar funds are Edelweiss Aggressive Hybrid B Growth, Mahindra Manulife Aggressive Hybrid Fund Regular Growth, Franklin India Equity Hybrid Fund Growth, Axis Equity Hybrid Fund Regular Growth, Edelweiss Aggressive Hybrid A Growth. Edelweiss Aggressive Hybrid A Growth has a sharpe ratio of 1.50 & a standard deviation of 8.99%.