Edelweiss Aggressive Hybrid A Growth
- Aggressive Allocation
- Hybrid
- Very High Risk
Rating:
4
Key Metrics
Aum
₹3,784.00 Cr
Expense Ratio
2.20%
Exit Load
1.00%
Min. Investment
₹100.00
Min. SIP
₹100.00
Launch Date
12 Aug 2009
CAGR Returns
| Period | Absolute(%) | Annualised(%) |
|---|---|---|
| 1 Month | +2.16% | -- |
| 3 Months | +4.44% | -- |
| 6 Months | +1.41% | -- |
| 1 Year | +5.59% | +5.59% |
| 2 Years | -- | +4.44% |
| 3 Years | +45.92% | +13.42% |
| 5 Years | +84.9% | +13.08% |
| Since Launch | +562.32% | 0% |
Holdings as on 12 Aug 2026
| Name | Value (₹Cr) | Holding % |
|---|---|---|
| Clearing Corporation Of India Ltd. | 209.79 | 5.54 |
| ICICI Bank | 157.03 | 4.15 |
| National Bank For Agriculture And Rural Development | 140.68 | 3.72 |
| HDFC Bank | 133.05 | 3.52 |
| Bharti Airtel | 124.76 | 3.30 |
| Reliance Industries | 115.29 | 3.05 |
| State Bank of India | 109.56 | 2.90 |
| NTPC | 95.87 | 2.53 |
| Sun Pharmaceutical Industries | 84.08 | 2.22 |
| Aditya Birla Capital Limited | 75.10 | 1.98 |
Morning Star Rating
Rating:
4
Risk
Return
Risk & Volitility
0.55
Sharpe Ratio
11.40%
Std. Deviation
3.63%
Tracking Error
-2.00%
Alpha
1.12
Beta
Peer Comparison
| Fund Name | 1Y | 3Y | 5Y |
|---|---|---|---|
| Edelweiss Aggressive Hybrid B Growth | +5.6% | +13.45% | +13.14% |
| Mahindra Manulife Aggressive Hybrid Fund Regular Growth | +1.66% | +12.07% | +11.57% |
| Franklin India Aggressive Hybrid Fund Growth | +1.47% | +10.66% | +9.88% |
| Tata Aggressive Hybrid Fund Regular Growth | +4% | +8.89% | +8.94% |
| Edelweiss Aggressive Hybrid A Growth | +5.59% | +13.42% | +13.08% |
Results are calculated on CAGR basis
About Fund
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 3784.00 crores & has delivered CAGR of 13.08 in the last 5 years. The fund has an exit load of 1.00% and an expense ratio of 2.20%. 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 Medium & High respectively.
The fund has a present cash holding of %. The top holdings of the fund include Clearing Corporation Of India Ltd., ICICI Bank, National Bank For Agriculture And Rural Development, HDFC Bank.
The major sectors where the fund is invested are Regional Banks, Biotechnology & Drugs, Consumer Financial Services, Software & Programming.
Some of the similar funds are Edelweiss Aggressive Hybrid B Growth, Mahindra Manulife Aggressive Hybrid Fund Regular Growth, Franklin India Aggressive Hybrid Fund Growth, Tata Aggressive Hybrid Fund Regular Growth, Edelweiss Aggressive Hybrid A Growth. Edelweiss Aggressive Hybrid A Growth has a sharpe ratio of 0.55 & a standard deviation of 11.40%.
FAQs
According to the morning star rating Edelweiss Aggressive Hybrid A Growth has a Medium risk & High return.
Edelweiss Aggressive Hybrid A Growth is managed by Kedar Karnik,Bhavesh Jain,Bharat Lahoti,Rahul Dedhia.
The expense ratio of Edelweiss Aggressive Hybrid A Growth is 2.20%.
The 5 year annualized return on Edelweiss Aggressive Hybrid A Growth is 13.08% & it has generated 5.59% in the last 1 year.
The minimum investment in Edelweiss Aggressive Hybrid A Growth is 100 Rs.
Edelweiss Aggressive Hybrid A Growth has an AUM of 3784.00 crores.
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