3 Year return

21.93%
Launched on January 2013 (11 years)

Investment Details

₹100

Minimum SIP Amount

₹100

Minimum one time investment

Fund has no lock-in period

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Risk Involved

scale

Your principal will be at

Very High Risk

Scheme Information

Asset Under Management

₹1440.35 Cr.

Expense Ratio

0.24% (inclusive of GST)

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.

Ratings

ARQ Rating
3

Ratings by other agencies

4
4
5

Tax Implications

Withdrawal within 1 year

Exit load + 15% tax on gains

Withdrawal after 1 year

10% tax on gains over ₹1 Lakh per financial year

Fund Holdings

Holdings

Edelweiss Mutual Fund Managers

BL

Bharat Lahoti

Fund Manager since Sep 2017

Fund House Details

Edelweiss Mutual Fund

Edelweiss Mutual Fund Asset management company

AUM ₹147,767.86 Cr.
No. of Schemes 150
Setup Date NA

Peer Comparison

Comparison with other similar funds

Schemes by Edelweiss Mutual Fund

List of mutual fund schemes by AMC

About Edelweiss Aggressive Hybrid Fund Direct Plan Growth

Edelweiss Aggressive Hybrid Fund Direct Plan Growth is an Aggressive Hybrid mutual fund scheme operated by Edelweiss Mutual Fund. The scheme was launched on January 1, 2013. The Edelweiss Aggressive Hybrid Fund Direct Growth is a medium-sized fund in its category. The fund is open-ended, which means that it can issue and redeem units on a daily basis. This makes it a more liquid option than a closed-ended fund. The fund has a lower expense ratio than most other Aggressive Hybrid funds charge. This indicates that the fund charges lower fees, which can help to improve your returns.

Investment Objectives of the Scheme

The fund aims to generate long-term capital appreciation by investing in a mix of equity and debt instruments. To fund manager has invested the majority of corpus in equity, which would help in achieving the objective.

Key Features of The Fund

5-year return 18.29%
Expense Ratio 0.24%
Fund Manager Bharat Lahoti
Fund Size ₹1440.35 Cr
Risk Profile Very High

Is This Scheme Right for Me?

The Edelweiss Aggressive Hybrid Fund Direct Plan Growth is suitable for investors who want to generate wealth in the long term but also reduce their risk exposure. The fund's equity exposure is higher than that of a balanced fund, but it is lower than that of a pure equity fund. This makes it a good option for investors who are not comfortable with the high volatility of pure equity funds. However, it is important to remember that all investments carry some risk. You should do your own research before investing in any mutual fund.

AMC Contact Details

Name Edelweiss Mutual Fund
Launch Date 2009
Addresss Edelweiss House, Off. C.S.T Road, Kalina, Mumbai - 400 098
Contact 1800 425 0090
Email EMFHelp@edelweissmf.com
Website https://www.edelweissmf.com/

Disclaimer: Mutual funds are subject to market risk. Read all scheme-related documents carefully to make informed-decision.

FAQs

What is today's NAV of Edelweiss Aggressive Hybrid Fund?

NAV, or Net Asset Value, is the price of a single unit of a mutual fund. It is calculated by dividing the current value of holdings held by the mutual fund scheme at the end of the day by the total number of units issued. The NAV changes every day. The NAV of Edelweiss Aggressive Hybrid Fund Apr 22 2024 is 61.37

What is the AUM of Edelweiss Aggressive Hybrid Fund?

Short for Asset Under Management, AUM means the total assets held by a mutual fund scheme. The AUM of the fund changes every day based on the fluctuation in the price of the underlying assets. Fund houses don't update AUM on a daily basis. They only update it at the end of the month and release it within a few days of the following month. The AUM of Edelweiss Aggressive Hybrid Fund is 1440.35 crore.

What is the expense ratio of Edelweiss Aggressive Hybrid Fund?

The expense ratio is the annual charges you pay to the mutual fund house for managing your investments. It is a percentage of Assets Under Management. It is deducted from the fund’s returns. The expense ratio of Edelweiss Aggressive Hybrid Fund is 0.24%

What are the returns of Edelweiss Aggressive Hybrid Fund since inception?

The Edelweiss Aggressive Hybrid Fund was launched on Jan 01 2013. The fund has delivered a CAGR of 14.72 since inception.

What is the minimum SIP amount to invest in Edelweiss Aggressive Hybrid Fund?

A Systematic Investment Plan (SIP) in mutual funds allows you to invest small amounts periodically instead of a one-time investment. The frequency of investment can be monthly, quarterly, half-yearly or annually, as per your convenience. The minimum SIP for Edelweiss Aggressive Hybrid Fund is 100.

How do I invest in Edelweiss Aggressive Hybrid Fund?

  1. Make sure you are logged in to Angel One.
  2. Select the type of investment: SIP or one-time.
  3. In case of an SIP, select the amount and date and click ‘Start SIP’. In case of a one-time investment, enter just the amount.
  4. Proceed by clicking the pay button and choosing your mode of payment.
  5. Your portfolio will be updated with this investment in 3-5 working days.

How to start an SIP in Edelweiss Aggressive Hybrid Fund?

  1. Click on the ‘Invest’ button.
  2. Enter your desired SIP amount and the SIP date.
  3. You can uncheck the ‘Make first payment now’ box if you don’t want to make the payment right away.
  4. Choose your payment method between UPI and Net Banking.
  5. Make your payment.
  6. Your SIP is created.

How do I automate an SIP in Edelweiss Aggressive Hybrid Fund?

  1. Once you create an SIP, click on ‘Set up autopay’
  2. Select your desired verification method - debit card, net banking or Aadhar method credentials - and click on submit.
  3. Once you verify the OTP, your mandate request will be created.

How can I withdraw/redeem my investment in Edelweiss Aggressive Hybrid Fund?

  1. Go to the ‘Investments’ section and click on the mutual fund scheme you want to withdraw.
  2. Enter the amount you want to withdraw and tap the ‘Withdraw’ button.
  3. Verify the details on the ‘Confirm withdraw’ screen.
  4. Select the bank account in which you want to receive the funds.
  5. You will receive your funds within three working days of placing the order.
  6. You can track your order in the ‘Orders’ section.