Edelweiss Aggressive Hybrid Fund Idcw Direct Plan

31.25
NAV (Apr 23,2024)

Introducing the Edelweiss Aggressive Hybrid Fund - IDCW - Direct Plan, a unique investment opportunity in the Indian market. This fund offers a growth-oriented investment strategy with a focus on aggressive returns. With a minimum investment of just ₹100, investors can benefit from the fund's established date of January 7, 2013. The fund's current expense ratio is 0.21%, providing investors an efficient investment avenue. With a high PE ratio of 33.45 and PB ratio of 6.10, this fund is worth considering for your investment portfolio.

Edelweiss Aggressive Hybrid Fund Idcw Direct Plan Latest Trend

  • 1M
  • 2M
  • 3M

Edelweiss Aggressive Hybrid Fund Idcw Direct Plan Latest Trend

Risk Ratios

  • P/E Ratio
    UM_URBAN_MONEY

    33.45
  • P/B Ratio
    UM_URBAN_MONEY

    6.10
  • Alpha
    UM_URBAN_MONEY

    0.03
  • Beta
    UM_URBAN_MONEY

    1.03
  • Sharpe
    UM_URBAN_MONEY

    0.22
  • Sortino
    UM_URBAN_MONEY

    0.39

Fund Overview

Expense ratio
UM_URBAN_MONEY

0.21%

Exit Load
UM_URBAN_MONEY

0%

Lock-in
UM_URBAN_MONEY

No Lock-in

AUM (Fund Size)
UM_URBAN_MONEY

1169.89 Cr

Index
UM_URBAN_MONEY

Min. Investment
UM_URBAN_MONEY

SIP ₹100.00

Scheme Riskometer

Investors understand that their principal will be at
Very High

Investment Return Calculator

as on Apr 25, 2024

Total Invested Amount

3 Months Absolute Return (In %)

6 Months Absolute Return (In %)

1 Year Absolute Return (In %)

3 Year Absolute Return (In %)

5 Year Absolute Return (In %)

10,551.96 (5.52%)11,778.3 (17.78%)13,587.42 (35.87%)18,161.32 (81.61%)23,029.44 (130.29%)
31,655.88 (5.52%)35,334.9 (17.78%)40,762.26 (35.87%)54,483.96 (81.61%)69,088.32 (130.29%)
52,759.8 (5.52%)58,891.5 (17.78%)67,937.1 (35.87%)90,806.6 (81.61%)1,15,147.2 (130.29%)
84,415.68 (5.52%)94,226.4 (17.78%)1,08,699.36 (35.87%)1,45,290.56 (81.61%)1,84,235.52 (130.29%)
1,05,519.6 (5.52%)1,17,783 (17.78%)1,35,874.2 (35.87%)1,81,613.2 (81.61%)2,30,294.4 (130.29%)

Calculate Your Mutual Fund Returns

  • 500
  • 1 Lac
Years
  • 1
  • 30
%
  • 1
  • 30

Total investment

+

Profit

Fund Portfolio Allocation

  • Holdings
  • Sectors

Name

Assets

  • EDELWEISS LIQUID FUND DIRECT PL GR8.92%
  • GOVT OF INDIA RED8.40%
  • Clearing Corporation of India Ltd6.75%
  • ICICI Bank Ltd4.08%
  • HDFC Bank Ltd3.66%
  • ITC Ltd3.32%
  • Larsen & Toubro Ltd2.96%
  • Reliance Industries Ltd2.71%
  • Bharti Airtel Ltd2.34%
  • NTPC Ltd2.26%
  • SIDBI NCD SR VIII RED2.13%
  • HCL Technologies Ltd2.11%
  • Infosys Ltd1.95%
  • Axis Bank Ltd1.93%
  • Sun Pharmaceutical Industries Ltd1.91%
  • State Bank of India1.88%
  • NHB LTD NCD RED1.70%
  • Maruti Suzuki India Ltd1.59%
  • Tata Motors Ltd1.51%
  • Kotak Mahindra Bank Ltd1.18%
  • Hindustan Unilever Ltd1.07%
  • Bajaj Finance Ltd1.05%
  • Tata Consultancy Services Ltd1.03%
  • Bharat Petroleum Corporation Ltd1.02%
  • IndusInd Bank Ltd0.93%
  • Shriram Finance Ltd0.83%
  • TVS Motor Company Ltd0.80%
  • Oil India Ltd0.80%
  • Mazagon Dock Shipbuilders Ltd0.78%
  • Zydus Lifesciences Ltd0.75%
  • Oil & Natural Gas Corporation Ltd0.75%
  • Britannia Industries Ltd0.75%
  • Titan Company Ltd0.73%
  • Power Grid Corporation of India Ltd0.73%
  • KPIT Technologies Ltd0.69%
  • Supreme Industries Ltd0.68%
  • Torrent Power Ltd0.67%
  • Bajaj Finserv Ltd0.67%
  • The Phoenix Mills Ltd0.65%
  • APL Apollo Tubes Ltd0.65%
  • Solar Industries India Ltd0.63%
  • InterGlobe Aviation Ltd0.62%
  • Mahindra & Mahindra Ltd0.62%
  • Eicher Motors Ltd0.58%
  • The Indian Hotels Company Ltd0.58%
  • Samhi Hotels Ltd0.57%
  • Prestige Estates Projects Ltd0.56%
  • REC Ltd0.56%
  • Aurobindo Pharma Ltd0.54%
  • Sundaram Finance Ltd0.54%
  • IDFC Ltd0.54%
  • Cholamandalam Financial Holdings Ltd0.53%
  • Power Finance Corporation Ltd0.53%
  • Hindalco Industries Ltd0.53%
  • Birlasoft Ltd0.52%
  • ICICI Lombard General Insurance Co Ltd0.51%
  • Indian Bank0.51%
  • Tata Technologies Ltd0.50%
  • Tata Steel Ltd0.50%
  • Fedbank Financial Services Ltd0.50%
  • Dr Reddy s Laboratories Ltd0.50%
  • Central Depository Services I Ltd0.48%
  • Yatra Online Ltd0.48%
  • Alkem Laboratories Ltd0.47%
  • Kaynes Technology India Ltd0.46%
  • Blue Jet Healthcare Ltd0.45%
  • Torrent Pharmaceuticals Ltd0.45%
  • Lupin Ltd0.44%
  • The Ramco Cements Ltd0.44%
  • Bank of Baroda0.43%
  • Cello World Ltd0.42%
  • Concord Biotech Ltd0.39%
  • Cholamandalam Investment & Finance Company Ltd0.38%
  • Ajanta Pharma Ltd0.36%
  • Home First Finance Company India Ltd0.35%
  • Ultratech Cement Ltd0.35%
  • Cummins India Ltd0.35%
  • Innova Captab Ltd0.35%
  • Landmark Cars Ltd0.34%
  • CCL Products India Ltd0.33%
  • JSW Infrastructure Ltd0.31%
  • Go Fashion India Ltd0.26%
  • SKF India Ltd0.23%
  • R R Kabel Ltd0.19%
  • Accrued Interest0.19%
  • EDELWEISS NIFTY INDEX FUND0.18%
  • Inox India Ltd0.07%
  • BROOKFIELD INDIA REAL ESTATE TRUST0.02%
  • Net Receivables Payables0.02%
  • Persistent Systems Ltd0.01%

Holdings Analysis

Peer Comparison

Pick your choice with our quick comparitive analysis

  • 6M
  • 1Y
  • 3Y
  • 5Y
Mutual Fund SchemesCategoryRiskAbsolute Return (6M)

Quant Absolute Fund - GrowthQuant Absolute Fund - Growth

HYBRID

Very High

26.96%

Tata Hybrid Equity Fund - Regular Plan - GrowthTata Hybrid Equity Fund - Regular Plan - Growth

HYBRID

Very High

14.00%

LIC MF Aggressive Hybrid Fund - GrowthLIC MF Aggressive Hybrid Fund - Growth

HYBRID

Very High

12.24%

SBI Equity Hybrid Fund - Regular Plan - IDCWSBI Equity Hybrid Fund - Regular Plan - IDCW

HYBRID

Very High

11.06%

Mirae Asset Aggressive Hybrid Fund - Regular Plan - GrowthMirae Asset Aggressive Hybrid Fund - Regular Plan - Growth

HYBRID

Very High

10.60%

Axis Equity Hybrid Fund - Regular Plan - GrowthAxis Equity Hybrid Fund - Regular Plan - Growth

HYBRID

Very High

10.54%

Navi Aggressive Hybrid Fund - Regular Plan - GrowthNavi Aggressive Hybrid Fund - Regular Plan - Growth

HYBRID

Very High

10.30%

IDBI Hybrid Equity Fund - GrowthIDBI Hybrid Equity Fund - Growth

HYBRID

Very High

9.90%

HDFC Hybrid Equity Fund - GrowthHDFC Hybrid Equity Fund - Growth

HYBRID

Very High

7.93%

Motilal Oswal Equity Hybrid Fund - Regular Plan - GrowthMotilal Oswal Equity Hybrid Fund - Regular Plan - Growth

HYBRID

Very High

7.87%

Mutual Fund SchemesCategoryRiskAbsolute Return (6Y)

Invesco India Aggressive Hybrid Fund - Regular Plan - GrowthInvesco India Aggressive Hybrid Fund - Regular Plan - Growth

HYBRID

Very High

34.36%

Shriram Aggressive Hybrid Fund - Regular Plan - GrowthShriram Aggressive Hybrid Fund - Regular Plan - Growth

HYBRID

Very High

32.01%

Mahindra Manulife Aggressive Hybrid Fund - Regular Plan - GrowthMahindra Manulife Aggressive Hybrid Fund - Regular Plan - Growth

HYBRID

Very High

28.62%

DSP Equity & Bond Fund - Regular Plan - GrowthDSP Equity & Bond Fund - Regular Plan - Growth

HYBRID

Very High

28.47%

LIC MF Aggressive Hybrid Fund - GrowthLIC MF Aggressive Hybrid Fund - Growth

HYBRID

Very High

23.51%

Mirae Asset Aggressive Hybrid Fund - Regular Plan - GrowthMirae Asset Aggressive Hybrid Fund - Regular Plan - Growth

HYBRID

Very High

22.90%

Axis Equity Hybrid Fund - Regular Plan - GrowthAxis Equity Hybrid Fund - Regular Plan - Growth

HYBRID

Very High

21.36%

SBI Equity Hybrid Fund - Regular Plan - IDCWSBI Equity Hybrid Fund - Regular Plan - IDCW

HYBRID

Very High

21.35%

HDFC Hybrid Equity Fund - GrowthHDFC Hybrid Equity Fund - Growth

HYBRID

Very High

21.15%

IDBI Hybrid Equity Fund - GrowthIDBI Hybrid Equity Fund - Growth

HYBRID

Very High

13.44%

Mutual Fund SchemesCategoryRiskAbsolute Return (6Y)

ICICI Prudential Equity & Debt Fund - GrowthICICI Prudential Equity & Debt Fund - Growth

HYBRID

Very High

25.71%

JM Aggressive Hybrid Fund - GrowthJM Aggressive Hybrid Fund - Growth

HYBRID

Very High

22.58%

UTI Aggressive Hybrid Fund - Regular Plan - GrowthUTI Aggressive Hybrid Fund - Regular Plan - Growth

HYBRID

Very High

18.42%

Nippon India Equity Hybrid Fund - GrowthNippon India Equity Hybrid Fund - Growth

HYBRID

Very High

18.32%

Mahindra Manulife Aggressive Hybrid Fund - Regular Plan - GrowthMahindra Manulife Aggressive Hybrid Fund - Regular Plan - Growth

HYBRID

Very High

18.16%

Franklin India Equity Hybrid Fund - GrowthFranklin India Equity Hybrid Fund - Growth

HYBRID

Very High

16.64%

Baroda BNP Paribas Aggressive Hybrid Fund - Regular Plan - GrowthBaroda BNP Paribas Aggressive Hybrid Fund - Regular Plan - Growth

HYBRID

Very High

14.60%

Union Aggressive Hybrid Fund - Regular Plan - GrowthUnion Aggressive Hybrid Fund - Regular Plan - Growth

HYBRID

Very High

14.40%

Aditya Birla Sun Life Equity Hybrid '95 Fund - GrowthAditya Birla Sun Life Equity Hybrid '95 Fund - Growth

HYBRID

Very High

13.02%

HSBC Equity Hybrid Fund - Regular Plan - GrowthHSBC Equity Hybrid Fund - Regular Plan - Growth

HYBRID

Very High

11.88%

Mutual Fund SchemesCategoryRiskAbsolute Return (6Y)

Canara Robeco Equity Hybrid Fund - Regular Plan - GrowthCanara Robeco Equity Hybrid Fund - Regular Plan - Growth

HYBRID

Very High

15.03%

Franklin India Equity Hybrid Fund - GrowthFranklin India Equity Hybrid Fund - Growth

HYBRID

Very High

14.71%

DSP Equity & Bond Fund - Regular Plan - GrowthDSP Equity & Bond Fund - Regular Plan - Growth

HYBRID

Very High

14.54%

Mirae Asset Aggressive Hybrid Fund - Regular Plan - GrowthMirae Asset Aggressive Hybrid Fund - Regular Plan - Growth

HYBRID

Very High

14.25%

Invesco India Aggressive Hybrid Fund - Regular Plan - GrowthInvesco India Aggressive Hybrid Fund - Regular Plan - Growth

HYBRID

Very High

13.02%

Sundaram Aggressive Hybrid Fund - GrowthSundaram Aggressive Hybrid Fund - Growth

HYBRID

High

12.98%

Motilal Oswal Equity Hybrid Fund - Regular Plan - GrowthMotilal Oswal Equity Hybrid Fund - Regular Plan - Growth

HYBRID

Very High

12.95%

Groww Aggressive Hybrid Fund - Regular Plan - GrowthGroww Aggressive Hybrid Fund - Regular Plan - Growth

HYBRID

Very High

12.69%

Shriram Aggressive Hybrid Fund - Regular Plan - GrowthShriram Aggressive Hybrid Fund - Regular Plan - Growth

HYBRID

Very High

12.44%

Nippon India Equity Hybrid Fund - GrowthNippon India Equity Hybrid Fund - Growth

HYBRID

Very High

11.36%

Fund Managers

BL

Mr. Bharat LahotiFund Manager

Before joining Edelweiss Asset Management Limited as a Fund Manager - Equity and Key Person, he was associated with D.E. Shaw India Software Pvt. Ltd. as a Senior Manager - Fundamental Research.

BJ

Mr. Bhavesh JainAssistant Fund Manager -Equity

Mr. Bhavesh Jain has a total work experience of over five years in the equity market segment. Prior to being appointed as an Assistant Fund Manager - Equity, he was designated as a Dealer of all the Equity Schemes of the Fund for over two years. He was also associated with Edelweiss Securities Limited as SGX Nifty Arbitrage Trader.

DD

Mr. Dhawal DalalExce. Vice President & Head - Fixed Income

Mr. Dhawal Dalal has over 15 Years of experience in fixed Income , Fund Management, Research and Trading. From jan 2012 he is a Exec. Vice president and Fund Manager of fixed Income. Prior to this he held senior positions in DSP BlackRock Investment Managers Pvt. Ltd. and Merrill Lynch Investment Managers

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