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
Franklin Templeton Mutual Fund
| 1W | 1M | 3M | 6M | 1Y | 3Y | 5Y | 10Y |
|---|---|---|---|---|---|---|---|
| -1.06% | +3.31% | -0.51% | -3.88% | +1.10% | +14.64% | +13.07% | +12.29% |
Breakdown
Simulated ₹10,000/month systematic investment plan, computed from NAV history.
1 Year SIP
-2.63%
₹1.18 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)
+1.10%
Rank #4 of 5
Category average (1Y)
+1.87%
Quartile Q4
Beats 20% 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.
Bottom quartile performer
Ranked #4 of 5 in its category (bottom 25%). Most peers are doing better.
Poor risk-adjusted returns
Sharpe ratio of -0.56 means you’re not being adequately compensated for the risk taken.
Estimated corpus
₹4.25 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 1.1% · Risk (std dev) 9.6%
Safe but slow
Stable but modest returns — suits capital preservation.
Sharpe ratio of -0.56 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: 0.89%
That is ₹890 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.
If the broader market falls 20%, this fund is expected to fall about 14.2%.
Based on 1Y max drawdown of -10.7% versus a typical market correction of ~-15%. Historical fall ratio ≈ 0.71× market. Average protection.
⚠️ Estimate, not a guarantee. Actual market falls vary.
Choosing this Direct plan over a Regular plan saves about ₹6.89 L. Index fund would still beat it by ₹9.92 L thanks to its lower expense ratio.
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