Compare Mutual Funds
Up to 4 funds, side-by-side. Best value in each row is highlighted in emerald with a ⭐.
Building your comparison…
| Field | Edelweiss Aggressive Hybrid Fund-Direct Plan-Growth Option Edelweiss Mutual Fund |
|---|---|
| Fund overview | |
| OnePaisa Score | 7.0/10 · Good |
| Fund house | Edelweiss Mutual Fund |
| Category | Hybrid Scheme - Aggressive Hybrid Fund · aggressive_hybrid |
| Type | Open Ended Schemes |
| Plan | Direct |
| Launch date | Jan 2013 |
| AUM | ₹3.5K Cr |
| Morningstar | 5★ |
| Performance returns | |
| 1Y return | +4.47% |
| 3Y return (CAGR) | +17.35% |
| 5Y return (CAGR) | +16.84% |
| 10Y return (CAGR) | +14.07% |
| Benchmark | CRISIL Hybrid 35+65 - Agg TR INR |
| Category avg 1Y | +1.87% |
| SIP returns | |
| SIP 1Y | +1.08% |
| Risk metrics | |
| Risk level | Very High Risk |
| Volatility (Std Dev 1Y) | 10.34% |
| Sharpe ratio (1Y) | -0.20 |
| Sharpe ratio (3Y) | 1.05 |
| Sortino ratio (1Y) | -0.19 |
| Max drawdown (1Y) | -9.93% |
| Category rank (1Y) | #1 of 5 |
| Quartile (1Y) | Q1 ★ |
| Costs | |
| Expense ratio | 0.36% |
| Exit load | 0 - 90 Days : 1.0 % |
| Portfolio | |
| NAV | ₹72.13 |
| Min SIP | ₹100 |
| Min lump sum | ₹100 |
| Tax & redemption | |
| Tax treatment | Equity-taxation if >65% equity, else slab |
| Lock-in period | None |