Edelweiss Mutual Fund
Edelweiss Aggressive Hybrid Fund-Direct Plan-Growth Option
7.0Q1★5
- NAV
- ₹72.79
- Expense
- 0.36%
- AUM
- ₹3.5 K Cr
- 1Y
- +4.5%
- 3Y
- +17.4%
- 5Y
- +16.8%
#1 of 5
Min SIP: ₹100Ideal: 5+ yearsVery High Risk
DSP Mutual Fund
DSP Aggressive Hybrid Fund - Direct Plan - Growth
3Y returns
15.1%
past performance*
5Y returns
12.6%
past performance*
0.66%Expense ratio
₹11.9K CrFund size
A licensed partner advisor will guide you — free, no PAN or bank details needed now.
*Past performance does not guarantee future returns. Returns are historical and subject to market risk.
NAV₹381.04
1D—
Expense0.66%
AUM₹11.9K Cr
Min SIP₹100
Min Lumpsum₹100
Trailing returns (CAGR)
| 1W | 1M | 3M | 6M | 1Y | 3Y | 5Y | 10Y |
|---|---|---|---|---|---|---|---|
| -1.49% | +2.75% | -2.24% | -5.18% | -1.93% | +15.11% | +12.58% | +13.28% |
🎯 OnePaisa Verdict
4.1/ 10
Below AverageBreakdown
- Returns3/10
- Consistency4/10
- Risk1/10
- Cost7/10
- Size9/10
- Large, well-established fund (₹12K Cr AUM)
- 4★ Morningstar rating
💡 Ratings are not guarantees. Past performance does not predict future results.
SIP Returns
Simulated ₹10,000/month systematic investment plan, computed from NAV history.
1 Year SIP
-5.28%
₹1.17 L value on ₹1.20 L invested
3 Year SIP
—
Not enough NAV history yet.
5 Year SIP
—
Not enough NAV history yet.
vs Category (Aggressive Hybrid)
This fund (1Y)
-1.93%
Rank #5 of 5
Category average (1Y)
+1.87%
Quartile Q4
Beats 0% of aggressive hybrid funds on 1Y return.
Risk Analysis
- Std Deviation (1Y)9.61%Low
- Max Drawdown (1Y)-11.29%Moderate
- Sharpe Ratio (1Y)-0.88Poor
- Sortino Ratio (1Y)-0.86Poor
💡 Higher Sharpe = better risk-adjusted returns. Above 1.0 is good, above 2.0 is excellent. Drawdown is the worst peak-to-trough decline.
Calendar Year Returns
+4.20%
2025
-5.58%
2026
💰 What This Fund Costs You
Expense ratio: 0.66%
That is ₹660 per year on every ₹1 lakh invested.
10-year impact on ₹1 lakh (assuming 12% gross return)
Without this expense, ₹1 lakh would have grown to ₹3.11 L.
🎯 Is This Fund Right For You?
- Ideal horizon
- 5+ years
- Minimum: 3 years
- Risk profile
- Moderately High
- SIP recommended
- ✅ Yes
- Monthly
65-80% equity, 20-35% debt. Equity growth with debt cushion. Single-fund solution for moderate risk.
Suitable goals
- Moderate-risk wealth creation
- Single-fund portfolio for beginners
Suitable for
- Investors wanting equity + debt in one fund
- Moderate-risk tolerance
- Beginners who do not want to manage allocation
Not suitable for
- Pure equity seekers
- Very conservative investors
🧾 Taxation
This is an Hybrid Fund (equity-taxed).
- Short-term (Less than 1 year)
- 20%
- Long-term (1 year or more)
- 12.5%
- LTCG exemption
- ₹1.25 lakh per financial year
- TDS
- No TDS for resident Indians
💡 Worked example
Invest ₹1,00,000 and gain ₹25,000 over 2 years:
- Tax type: LTCG (12.5% LTCG)
- Taxable gain: ₹0
- Tax owed: ₹0 (within exemption)
- You keep: ₹1,25,000
Aggressive Hybrid and Balanced Advantage funds with >65% equity allocation — taxed identically to equity funds.
🚨 Things to Watch
Below category average
Returns of -1.9% trail the category average of 1.9% by 3.8%.
Bottom quartile performer
Ranked #5 of 5 in its category (bottom 25%). Most peers are doing better.
Poor risk-adjusted returns
Sharpe ratio of -0.88 means you’re not being adequately compensated for the risk taken.
Negative 1-year returns
This fund has returned -1.9% over the past year. Short-term negative returns are normal for equity — check 3Y/5Y for the full picture.
📊 SIP Calculator — DSP Aggressive Hybrid
Estimated corpus
₹4.19 L
- Total invested
- ₹3.00 L
- Estimated gain
- ₹1.19 L (+40%)
▮ Invested▮ Gains
How it stacks up vs alternatives
- Fixed Deposit (7%)₹3.60 L
- Category average (14.6%)₹4.43 L
- This fund (12.58%)₹4.19 L
⚠️ Projection based on past CAGR. Actual returns may vary. Markets are subject to risk; past performance is not a guarantee of future results.
▶Show Advanced Analysis
📈 Risk vs Return
Return -1.9% · Risk (std dev) 9.6%
SweetGrowthSlowAvoidLow riskHigh risk
Safe but slow
Stable but modest returns — suits capital preservation.
Sharpe ratio of -0.88 confirms poor risk-adjusted returns.
🛡️ Downside Protection
If the broader market falls 20%, this fund is expected to fall about 15.1%.
Based on 1Y max drawdown of -11.3% versus a typical market correction of ~-15%. Historical fall ratio ≈ 0.75× market. Average protection.
⚠️ Estimate, not a guarantee. Actual market falls vary.
💸 Expense Impact (₹10K/month for 20 years at 12% gross)
- This fund — Direct (0.66%)₹91.41 L
- Index fund (0.10%)₹98.57 L
- Regular plan (~1.50%)₹81.76 L
Choosing this Direct plan over a Regular plan saves about ₹9.65 L. Index fund would still beat it by ₹7.16 L thanks to its lower expense ratio.
Fund information
- Scheme category
- Hybrid Scheme - Aggressive Hybrid Fund
- Benchmark
- CRISIL Hybrid 35+65 - Agg TR INR
- Inception
- 2013-01-01
- Lock-in
- None
- Exit load
- 0 - 12 Months : 1.0 %
- Plan
- Direct
- Option
- Growth
Data freshness
- NAV as of: 2026-10-22
- Metrics calculated: 2026-10-23
- Source: mfapi.in, AMFI India
NAV trend
See how a SIP grows in this fund
Use the SIP Calculator with this fund's historical CAGR to project a monthly investment.
Similar Aggressive Hybrid funds
Nippon India Mutual Fund
Nippon India Aggressive Hybrid Fund Growth Plan
5.5Q23
- NAV
- ₹115
- Expense
- 1.03%
- AUM
- ₹4.1 K Cr
- 1Y
- +4.3%
- 3Y
- +14.9%
- 5Y
- +14.2%
#2 of 5
Min SIP: ₹100Ideal: 5+ yearsVery High Risk
Tata Mutual Fund
Tata Aggressive Hybrid Fund -Direct Plan- Growth Option
4.9Q33
- NAV
- ₹469.1
- Expense
- 0.98%
- AUM
- ₹4.0 K Cr
- 1Y
- +1.4%
- 3Y
- +10.9%
- 5Y
- +12.1%
#3 of 5
Min SIP: ₹100Ideal: 5+ yearsVery High Risk
Franklin Templeton Mutual Fund
Franklin India Aggressive Hybrid Fund - Direct
4.3Q43
- NAV
- ₹291.34
- Expense
- 0.89%
- AUM
- ₹2.3 K Cr
- 1Y
- +1.1%
- 3Y
- +14.6%
- 5Y
- +13.1%
#4 of 5
Min SIP: ₹100Ideal: 5+ yearsVery High Risk