
Edelweiss Aggressive Hybrid Fund(G)-Direct Plan
+13.58%
5Y annualised
+13.58%
5Y annualised
-0.55% 1D
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Buy, Hold or Sell?
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NAV : 09 Sep 2026
₹76.03
Min. SIP amount
₹100
Fund size (AUM)
3907 Cr
Expense ratio
0.38%
Launched on
07 Jan 2013
Lock-in period
N/A
Benchmark
Nifty 50
Fund Plan
Direct
NAV : 09 Sep 2026
₹76.03
Min. SIP amount
₹100
Fund size (AUM)
3907 Cr
Expense ratio
0.38%
Launched on
07 Jan 2013
Lock-in period
N/A
Benchmark
Nifty 50
Fund Plan
Direct
SIP Calculator + Returns
Monthly investment
₹8,000
Stock Allocation
Fund Composition
Large Cap
48.17%
Mid Cap
15.04%
Small Cap
10.59%
Others
26.21%
Sector Allocation
Bank
12.61%
Cash & Cash Equivalents And Net Assets
11.85%
Healthcare
8.95%
Automobile & Ancillaries
7.96%
Corporate Debt
7.66%
Finance
6.86%
Telecom
3.90%
Fmcg
3.75%
Others
35.02%
Minimum investments
Returns vs rankings
Exit load, stamp duty and tax
Exit load
Nil upto 10% of units and 1% for remaining units on or before 90D, Nil after 90D
No exit load after holding period
Stamp duty on investment: 0.005% (from July 1st, 2020)
from July 1st 2020
Tax implication
If you redeem within less than 1 year, returns are taxed as per your Income Tax slab. If you redeem after more than 1 year, returns are taxed at 12.5%.
Fund management
Bhavesh Jain
Present
Bharat Lahoti
Present
Rahul Dedhia
Present
Kedar Karnik
Present
Similar/Peer Fund Comparison
Bank of India Aggressive Hybrid Fund(G)-Direct Plan
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HSBC Aggressive Hybrid Active FOF(G)-Direct Plan
Bandhan Aggressive Hybrid Fund(G)-Direct Plan
HSBC Aggressive Hybrid Fund(G)-Direct Plan
SBI Aggressive Hybrid Fund(G)-Direct Plan
FAQs
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