Edelweiss Aggressive Hybrid Fund Direct Growth Review 2026: NAV, Returns, Portfolio & Should You Invest?

Edelweiss Aggressive Hybrid Fund Direct Growth Plan has a NAV of ₹76.03 as of 09 Sep 2026 and scheme assets of ₹3,907 Cr. Its 1-year, 3-year and 5-year returns are 3.82%, 13.27% and 13.58%, and it is marked High Risk.

Our view is that this is a fund for investors who can stay with equity-led hybrid volatility and give the portfolio time. The longer track record is healthier than the latest 1-year figure, and the mix of equities, debt and cash-like positions suggests a fund that can participate in rallies while still keeping some ballast.

Quick facts

Particular	Details
NAV	₹76.03 as of 09 Sep 2026
AUM	₹3,907 Cr
Expense Ratio	0.38%
Launch Date	07 Jan 2013
Min SIP	₹100
Risk Category	High Risk
Benchmark	Nifty 50
Fund Category	Hybrid
Exit Load	Nil upto 10% of units and 1% for remaining units on or before 90D, Nil after 90D
Fund Managers	Bhavesh Jain, Bharat Lahoti, Rahul Dedhia, Kedar Karnik

The fund is managed by Bhavesh Jain, Bharat Lahoti, Rahul Dedhia and Kedar Karnik.

Source data date: as of 09 Sep 2026

Performance

Period	Fund return	Benchmark return
1M	-1.8%	-4.69%
3M	4.41%	0.93%
1Y	3.82%	-7.16%
3Y	13.27%	6%
5Y	13.58%	5.87%

The recent profile is mixed but not weak. The fund has slipped over the latest month, yet it still held up better than the benchmark over the same window. The 3-month return is stronger than the benchmark, which tells us the fund has recovered better over the shorter recent stretch.

Over 1 year, the gap versus the benchmark is notable because the benchmark has been negative while the fund stayed positive. That matters for investors who want a hybrid fund to soften equity-market weakness without giving up all upside.

The 3-year and 5-year figures both show a steadier compounding pattern. At 13.27% and 13.58%, the fund has stayed comfortably ahead of the benchmark’s 3-year and 5-year returns of 6% and 5.87%. Our view is that the longer record is more persuasive than the latest month, because the recent data shows normal volatility rather than a structural break in the fund’s behaviour.

Overall, the fund’s return pattern suggests a portfolio that can participate meaningfully in market advances, but it can still experience short-term pullbacks. That is consistent with a high-risk hybrid strategy rather than a low-fluctuation income-oriented fund.

Source data date: as of 09 Sep 2026

Should you BUY or HOLD Edelweiss Aggressive Hybrid?

A fund's past returns alone don't tell you whether you should buy it today or continue holding it.

The right decision depends on factors such as your current allocation, purchase price, risk profile, investment horizon and the role this fund plays in your overall portfolio.

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Peer comparison

Fund	1Y return	3Y return	5Y return
Edelweiss Aggressive Hybrid Fund Direct Growth Plan	3.82%	13.27%	13.58%
Bank of India Aggressive Hybrid Fund Direct Growth Plan	16.72%	17.24%	15.03%
HSBC Multi Asset Active FOF Direct Growth Plan	15.45%	15.43%	12.38%
Quant Aggressive Hybrid Fund Direct Growth Plan	11.83%	13%	13.19%
Navi Aggressive Hybrid Fund Direct Growth Plan	10.06%	12%	11.52%
HSBC Aggressive Hybrid Active FOF Direct Growth Plan	9.12%	12.58%	11.02%

This assessment is prepared by Uniapps Investment Adviser Pvt. Ltd. under SEBI Registered Investment Adviser registration INA000017639.

Compared with the peer set, the fund’s 1-year return is clearly lower than the stronger recent numbers shown by Bank of India Aggressive Hybrid Fund Direct Growth Plan and HSBC Multi Asset Active FOF Direct Growth Plan. That said, the 3-year and 5-year returns remain competitive within the group and are close to the better longer-term figures among the listed peers.

The short-term picture and the longer-term picture do not fully match. Recent returns trail several peers, but the 3-year and 5-year record is still respectable and shows that the fund has been able to compound at a solid pace over time. For investors, that means the fund’s appeal is less about recent momentum and more about whether they want a steadier long-term hybrid allocation.

Source data date: as of 09 Sep 2026

Portfolio: where your money goes

Holding	Sector	Weight
Clearing Corporation of India Ltd.	Cash & Cash Equivalents and Net Assets	11.47%
ICICI Bank Ltd.	Bank	4.19%
Bharti Airtel Ltd.	Telecom	3.4%
HDFC Bank Ltd.	Bank	3.19%
Reliance Industries Ltd.	Crude Oil	2.98%
State Bank of India	Bank	2.81%
NTPC Ltd.	Power	2.39%
Sun Pharmaceutical Industries Ltd.	Healthcare	2.3%
7.65% HDB Fin Serv NCD 10-09-27**	Corporate Debt	1.92%
7.92% Aditya Birla Cap NCD Red 27-12-27**	Corporate Debt	1.92%

The largest holding is Clearing Corporation of India Ltd. at 11.47%, which is large enough to matter even before we look at the rest of the portfolio. After that, the weights step down fairly quickly, with the tenth holding at 1.92%. That drop from the first to the tenth holding suggests that no single equity or debt position dominates the visible list in isolation.

The top 10 holdings together account for approximately 36.57% of the portfolio, and there are 72 disclosed holdings in total. That combination points to a fund that is not tightly concentrated in just a handful of names, even though the leading position is meaningful. In practical terms, the more diffuse tail may help reduce the impact of any one position, while the top names can still influence short-term moves.

To see all holdings, visit the Edelweiss Aggressive Hybrid Fund Direct Growth Plan page

Source data date: as of 09 Sep 2026

Who should invest

This fund fits investors who can tolerate High Risk volatility and want a hybrid allocation with a meaningful equity tilt. The 3-year and 5-year returns are much stronger than the latest 1-year figure, so the fund looks better suited to investors with a longer horizon rather than those judging it on a single weak stretch.

The benchmark comparison is constructive over longer periods, and the peer comparison shows that the fund’s recent year has been softer than several alternatives even though its longer record remains solid. The main trade-off is that investors may accept near-term swings in exchange for a portfolio that has historically compounded better over multi-year periods.

Tax and exit load

Holding period	Tax rate	Description
Units held less than 1 year	20%	Short-term capital gains tax
Units held more than 1 year	12.5%	Long-term capital gains tax

The exit load is nil up to 10% of units and 1% for the remaining units on or before 90 days, and nil after 90 days.

Source data date: as of 09 Sep 2026

Frequently asked questions

What is the current NAV of Edelweiss Aggressive Hybrid Fund Direct Growth Plan?

The current NAV is ₹76.03 as of 09 Sep 2026.

What are the fund’s 1-year, 3-year and 5-year returns?

The fund’s returns are 3.82% over 1 year, 13.27% over 3 years and 13.58% over 5 years.

How has the fund performed against the benchmark?

It has beaten the benchmark over 1 year, 3 years and 5 years. The benchmark returns are -7.16%, 6% and 5.87% over those periods.

How does it compare with the peer funds listed here?

Its 1-year return is lower than several peers in the list, but its 3-year and 5-year returns remain solid and competitive. The longer record looks stronger than the most recent year.

What is the minimum SIP amount?

The minimum SIP amount is ₹100.

Who manages the fund and what is the exit load?

The fund is managed by Bhavesh Jain, Bharat Lahoti, Rahul Dedhia and Kedar Karnik. The exit load is nil up to 10% of units and 1% for the remaining units on or before 90 days, and nil after 90 days.

Bottom line

Edelweiss Aggressive Hybrid Fund Direct Growth Plan has a weaker recent year than its longer history, but the 3-year and 5-year numbers still point to decent compounding over time. Against the benchmark, the fund looks stronger across the full set of displayed periods, while the peer set shows a softer recent stretch but respectable longer-term returns. The portfolio’s leading holding is meaningful, yet the broader list is spread across many names, which may keep single-stock influence in check. It is most relevant for investors who can accept High Risk behaviour and stay invested long enough for the longer pattern to matter.

Published on 10 September 2026 at 4:40 PM IST

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RIA disclosure

Mutual fund investments are subject to market risks. Read all scheme-related documents carefully before investing. This review is prepared by Uniapps Investment Adviser Pvt. Ltd. (earlier known as Uniapps Global Research Pvt. Ltd.) under SEBI Registered Investment Adviser registration INA000017639 for general informational purposes and is not personalized investment advice.