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10549
29993
Edelweiss Aggressive Hybrid Fund - Plan B Growth
14.53
1.10
14.34
-1.41
-1.86
-3.00
11.43
7
1.95
14.34
Edelweiss Aggressive Hybrid Fund - Plan B (G)
1.95
14.29
1.19
3.5
5 Years
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  • NAV

    62.42

    15 May 2026

  • -0.24%

     1 Day

  • 14.53%

    3Y CAGR returns

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  • ₹ 100

    Min SIP

  • ₹ 100

    Min Lumpsum

  • 1.91%

    Expense Ratio

  • NA

     Rating

  • 3,627 Cr

    Fund Size

  • 16 Years

    Fund Age

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Scheme Performance

Returns and Ranks ( as on 15 May 2026 )

  • 1Y Returns
  • 3Y Returns
  • 5Y Returns
  • MAX Returns
  • Trailing Returns
  • 1.10%
  • 14.53%
  • 14.34%
  • 11.43

By Holding By Sector By Asset
7.82%
4.30%
3.84%
3.73%
3.55%
76.76%
View All

  • 5.95Alpha
  • 3.18SD
  • 0.78Beta
  • 0.58Sharpe

Exit Load & Tax Implication

  • Exit Load
  • 10% of the units alloted shall be redeemed without any Exit Load on or before completion of 90 days from the date of allotment shall be subject to the following Exit Load: 1.00% - If redeemed or switched out before completion of 90 days from the date of alotment. Nil - If redeemed or switched out after 90 days from the date of allotment.
  • Tax implication
  • Returns are taxed as per your Income Tax slab.

Fund 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 realized.

Fund Managers

Bharat Lahoti

Risk-o-meter

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moderate Moderate Moderately
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Peer Comparison

  • Fund Name
View all schemes

29993
  • Fund Name

  • Address :
  • Edelwiess House, Off.C.S.T. Road, Kalina, Mumbai - 400 098.
    • Contact :
    • +91022 40979737
    • Email ID :
    • EMFHelp@Edelweissmf.com
Mutual Fund by Category
Equity Debt Hybrid

Large Cap

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FAQs

Edelweiss Aggressive Hybrid Fund - Plan B Growth has delivered 11.45% since inception

The NAV of Edelweiss Aggressive Hybrid Fund - Plan B Growth is ₹62.57 as of 15 May 2026

The expense ratio of Edelweiss Aggressive Hybrid Fund - Plan B Growth is 1.91 % as of 15 May 2026

The AUM of Edelweiss Aggressive Hybrid Fund - Plan B Growth 3627.22 CR as of 15 May 2026

The minimum SIP amount of Edelweiss Aggressive Hybrid Fund - Plan B Growth is 100

The top stock holdings of Edelweiss Aggressive Hybrid Fund - Plan B Growth are

  1. C C I - 7.82%
  2. ICICI Bank - 4.30%
  3. N A B A R D - 3.84%
  4. SBI - 3.73%
  5. HDFC Bank - 3.55%

The top sectors Edelweiss Aggressive Hybrid Fund - Plan B Growth has invested in are

  1. - 0%

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