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Edelweiss Aggressive Hybrid Fund - Direct Growth

Hybrid | Aggressive Hybrid Fund

(NAV as of 31/10/2024)
69.26 (-0.16)

3Y Returns

19.01%

Min SIP

100

Min Lumpsum

100

Expense Ratio

0.21%

Fund Size

1170 Cr

Inception Date

07-Jan-13

Fund Manager

Bharat Lahoti

Exit Load

Nil upto 10% of units and 1% for remaining units on or before 90D, Nil after 90D.

Wealthzi View

Interest Rate Sensitivity

Market Risk / Risk Taken Compared to Benchmark

Fund Size

SIP Returns

Risk Adjusted Returns

Portfolio Credit Quality

Extra Returns Over Benchmark

Returns Consistency

Performance Against Inflation

Overall Fund Zi Tag

Asset Allocation

Equity

71.71%

Debt & Others

28.29%

Market Cap Allocation

Large Cap

52.32%

Mid Cap

12.15%

Small Cap

7.23%

Other Cap

28.29%

Sector Allocation

Govt-Sec

17.67%

Banks

16.64%

Cash/Deposits/Margins/Treps/Repo/Swaps

9.28%

Pharmaceuticals

6.49%

Finance

6.32%

Top Ten Holdings

7.06% GOVT OF INDIA RED 10-04-2028

11.86%

Clearing Corporation of India Limited

10.69%

ICICI Bank Ltd

3.89%

ITC Ltd

2.93%

HDFC Bank Ltd

2.90%

Investment Objective

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.

Fund House Detail

AMC Name

Edelweiss Asset Management Limited

Address

Edelweiss HouseOff. C.S.T Road, Kalina,Mumbai - 400 098

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Mutual Fund investments are subject to market risks, read all scheme related documents carefully.
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