Edelweiss Aggressive Hybrid Direct Plan Payout of Income Distribution cum capital Wdrl Opt
AllocationAggressive Allocation
34.25
0.22(0.65%)
NAV as on 02 Jan, 2026
CAGR
18.90%
- AUM (Crs.)3,412.83
- Expense Ratio0.38 %
- Sharpe Ratio / Category Average1.19 / 0.75
- Standard Deviation / Category Average9.54 / 9.97
- Beta / Category Average1.09 / 1.08
- Portfolio Turnover / Category Average132.41 / 99.58
- Top 5 Stocks Wt.29.05
- Top 10 Stocks Wt.42.45
- Top 3 Sectors Wt.43.31
- Investment StyleLarge Growth
- Morningstar Rating
Portfolio
Asset Allocation
Weightage by Market Cap
Concentration
- No. of Stocks--
- Avg. Market Cap--
- Top 10 Stocks--
- Top 5 Stocks--
- Top 3 Sectors--
View Holdings
Fundamentals
| Measures | Fund | Category Average |
|---|
Risk Metrics
Peers
1Y3Y5Y10Y
| Mutual Fund | AUM (cr.) | 3YReturns |
|---|
Holdings
Stocks
Sector
About
- Fund Manager(s)Check HistoryBhavesh Jain, Dhawal Dalal, Bharat Lahoti, Rahul Dedhia, Pranavi Kulkarni
- Launch Date01 Jan, 2013
- BenchmarkS&P BSE 500
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. However, there is no assurance that the investment objective of the Scheme will be reaIized and the Scheme does not assure or guarantee any returns.
Riskometer
More Funds From
| Fund Name | Morningstar Rating | AUM (cr.) | 1Y Returns | 3Y Returns | 5Y Returns |
|---|