Edelweiss Aggressive Hybrid Fund - Regular Plan - Growth Option
💡 Why Pick This Fund? Quantitative Strengths & Watch-outs
- Delivered positive returns in 96% of 3-year investment horizons.
- Strong capital defense: downside capture of 62% limits losses during market corrections.
- Generated +2.7% annualized alpha (excess return) over its benchmark.
- Consistently ranked #3 in its category with an MFIQ quantitative score of 6.5/10.
- Equities carry market risk; returns fluctuate and recommended investment horizon is 5+ years.
Key Statistics vs Category Median
Trailing Returns Comparison
| Period | Fund Return | Category Median | Difference |
|---|---|---|---|
| 1 Month | +6.33% | +6.16% | +0.17% |
| 3 Months | +0.95% | +1.07% | -0.12% |
| 6 Months | +5.44% | +5.38% | +0.06% |
| 1 Year | +3.11% | +2.59% | +0.52% |
| 3 Years CAGR | +12.29% | +10.89% | +1.40% |
| 5 Years CAGR | +11.54% | +8.84% | +2.70% |
| 7 Years CAGR | +14.18% | +12.32% | +1.86% |
| 10 Years CAGR | +12.69% | +11.96% | +0.73% |
| Since Inception | +11.65% | - | - |
📈 Monthly SIP vs Bank Fixed Deposit (FD) Replay
See how a regular monthly SIP in Edelweiss Aggressive Hybrid Fund compares against a standard 7.0% p.a. Bank Fixed Deposit.
Calendar Year Returns
| Year | Fund | Category Median | Gap |
|---|---|---|---|
| 2026 | +2.61% | +2.63% | -0.02% |
| 2025 | +5.96% | +6.01% | -0.05% |
| 2024 | +20.17% | +15.75% | +4.42% |
| 2023 | +25.42% | +20.35% | +5.07% |
| 2022 | +5.33% | +2.27% | +3.06% |
| 2021 | +27.09% | +23.77% | +3.32% |
| 2020 | +12.71% | +13.43% | -0.72% |
| 2019 | +10.39% | +10.39% | 0.00% |
| 2018 | -0.12% | -2.51% | +2.39% |
| 2017 | +26.12% | +25.44% | +0.68% |
| 2016 | +0.21% | +5.08% | -4.87% |
| 2015 | +2.22% | +2.88% | -0.66% |
| 2014 | +38.42% | +43.24% | -4.82% |
| 2013 | +7.54% | +7.10% | +0.44% |
| 2012 | +20.55% | +26.34% | -5.79% |
| 2011 | -24.03% | -18.20% | -5.83% |
| 2010 | +18.91% | +15.27% | +3.64% |
Daily Rolling Returns Summary
| Rolling Window | Minimum | Average | Median | Maximum | % Positive | % Beating Proxy |
|---|---|---|---|---|---|---|
| 1-Year Rolling | -24.03% | +12.07% | +9.21% | +63.13% | 83.4% | 56.9% |
| 3-Year Rolling | -4.35% | +12.14% | +13.47% | +26.54% | 96.1% | 51.8% |
| 5-Year Rolling | +0.38% | +12.32% | +12.23% | +24.68% | 100.0% | 46.8% |
Risk Profile & Deepest Drawdowns
Deepest Market Corrections (Depth >= 10%)
| Peak Date | Trough Date | Fall Depth | Months to Bottom | Recovery Period |
|---|---|---|---|---|
| 2020-02-20 | 2020-03-23 | -28.6% | 1 months | 8 months |
| 2010-11-09 | 2011-12-20 | -27.4% | 13 months | 28 months |
| 2015-08-05 | 2016-02-25 | -15.3% | 7 months | 5 months |
Portfolio & Asset Allocation
Statutory Asset Allocation Mandate (SEBI / SID)
| Instrument Category | Permitted Allocation Range |
|---|---|
| 1. Equity and Equity related Securities (including REITs) | 65%-80% 2. Debt & Money Market Instruments - 20%-35% 3. Units of InvITs - 0%-10% Please refer the Scheme Information Document for more details. |
Investment Objective & Strategy
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. However, there is no assurance that the investment objective of the Scheme will be realized and the Scheme does not assure or guarantee any returns.
ℹ️ Detailed monthly stock-level holdings for this scheme are updated periodically from asset management company statutory disclosures.
Fund Size Position
Currently managing Rs 4,149 cr (AMFI Daily Fund AUM as of 2026-11-11). Positioned as comfortable relative to Aggressive Hybrid schemes.
Fund Management
Cost & Capital Gains Taxation
From April 2026 the total expense ratio includes brokerage, transaction costs and statutory levies on top of the base fee.
Equity-oriented schemes: 20% short-term capital gains tax if sold within 12 months; 12.5% long-term capital gains tax on gains exceeding ₹1.25 lakh per financial year when held for more than 12 months.
Closest Aggressive Hybrid Peers by Rank
| Scheme | Score | 3Y Return | Expense | Downside | Fund Size | Compare |
|---|---|---|---|---|---|---|
| SBI AGGRESIVE HYBRID FUND | 6.7 | +12.79% | 1.39% | 56.4% | Rs 91,002 cr | Compare → |
| quant Aggressive Hybrid Fund | 4.7 | +12.97% | 2.60% | 65.6% | Rs 2,203 cr | Compare → |
| Bandhan Aggressive Hybrid Fund | 6.1 | +14.61% | 2.25% | 58.6% | Rs 2,971 cr | Compare → |
| HSBC Aggressive Hybrid Fund | 7.4 | +13.17% | 1.96% | 62.4% | Rs 5,877 cr | Compare → |
| Kotak Aggressive Hybrid Fund | 5.7 | +12.19% | 1.90% | 71.8% | Rs 9,449 cr | Compare → |
Frequently Asked Questions about Edelweiss Aggressive Hybrid Fund
What is the expense ratio of Edelweiss Aggressive Hybrid Fund?
Edelweiss Aggressive Hybrid Fund has a total expense ratio (TER) of 2.07% with a base expense ratio of 1.58%, compared to the Aggressive Hybrid category median of 2.20%.
Who manages Edelweiss Aggressive Hybrid Fund?
Edelweiss Aggressive Hybrid Fund is managed by Bharat Lahoti (tenure: 5.1 years since 2021-10-01).
What are the historical returns of Edelweiss Aggressive Hybrid Fund?
Edelweiss Aggressive Hybrid Fund delivered a 3-year CAGR of 12.29% and a 5-year CAGR of 11.54%. Its 1-year return stands at +3.11%.
How large is Edelweiss Aggressive Hybrid Fund?
Edelweiss Aggressive Hybrid Fund manages assets of Rs 4,149 cr, placing it in the 'comfortable' size band relative to Aggressive Hybrid peers.
How is Edelweiss Aggressive Hybrid Fund scored on MFIQ?
Edelweiss Aggressive Hybrid Fund holds an MFIQ Score of 6.5/10 (Average), based on a category percentile composite across returns, risk, consistency, and cost.
How risky is Edelweiss Aggressive Hybrid Fund?
Edelweiss Aggressive Hybrid Fund has an official SEBI riskometer rating of Very High. Over the analyzed period, its annualized standard deviation is 10.78% with a maximum historical drawdown of -28.61%.