Edelweiss Mutual Fund
Edelweiss Aggressive Hybrid Fund-Direct Plan-Growth Option7.0Q1★5
- NAV
- ₹73.2
- Expense
- 0.36%
- AUM
- ₹354592.5 L Cr
- 1Y
- +4.5%
- 3Y
- +17.4%
- 5Y
- +16.8%
#1 of 5
Min SIP: ₹100Ideal: 5+ years
DSP Mutual Fund
| 1W | 1M | 3M | 6M | 1Y | 3Y | 5Y | 10Y |
|---|---|---|---|---|---|---|---|
| -1.49% | +2.75% | -2.24% | -5.18% | -1.93% | +15.11% | +12.58% | +13.28% |
Breakdown
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.
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.
💡 Higher Sharpe = better risk-adjusted returns. Above 1.0 is good, above 2.0 is excellent. Drawdown is the worst peak-to-trough decline.
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
Estimated corpus
₹4.19 L
How it stacks up vs alternatives
⚠️ Projection based on past CAGR. Actual returns may vary. Markets are subject to risk; past performance is not a guarantee of future results.
Return -1.9% · Risk (std dev) 9.6%
Safe but slow
Stable but modest returns — suits capital preservation.
Sharpe ratio of -0.88 confirms poor risk-adjusted returns.
Use the SIP Calculator with this fund's historical CAGR to project a monthly investment.
Edelweiss Mutual Fund
Edelweiss Aggressive Hybrid Fund-Direct Plan-Growth Option💡 Ratings are not guarantees. Past performance does not predict future results.
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.
Portfolio holdings updated monthly
AMFI publishes scheme portfolios monthly. Check back after the next disclosure cycle for top holdings and sector allocation.
65-80% equity, 20-35% debt. Equity growth with debt cushion. Single-fund solution for moderate risk.
This is an Hybrid Fund (equity-taxed).
💡 Worked example
Invest ₹1,00,000 and gain ₹25,000 over 2 years:
Aggressive Hybrid and Balanced Advantage funds with >65% equity allocation — taxed identically to equity funds.
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.
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.
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.
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