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
Tata Mutual Fund
Tata Aggressive Hybrid Fund -Direct Plan- Growth Option
3Y returns
10.9%
past performance*
5Y returns
12.1%
past performance*
0.98%Expense ratio
₹4.0K 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₹469.1
1D—
Expense0.98%
AUM₹4.0K Cr
Min SIP₹100
Min Lumpsum₹5,000
Trailing returns (CAGR)
| 1W | 1M | 3M | 6M | 1Y | 3Y | 5Y | 10Y |
|---|---|---|---|---|---|---|---|
| -1.19% | +3.20% | -2.21% | -4.19% | +1.43% | +10.94% | +12.12% | +10.91% |
🎯 OnePaisa Verdict
4.7/ 10
Below AverageBreakdown
- Returns5/10
- Consistency6/10
- Risk1/10
- Cost5/10
- Size7/10
💡 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
-3.37%
₹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.
vs Category (Aggressive Hybrid)
This fund (1Y)
+1.43%
Rank #3 of 5
Category average (1Y)
+1.87%
Quartile Q3
Beats 40% of aggressive hybrid funds on 1Y return.
Risk Analysis
- Std Deviation (1Y)10.38%Moderate
- Max Drawdown (1Y)-12.62%Moderate
- Sharpe Ratio (1Y)-0.49Poor
- Sortino Ratio (1Y)-0.48Poor
💡 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
+7.76%
2025
-6.17%
2026
💰 What This Fund Costs You
Expense ratio: 0.98%
That is ₹980 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
Poor risk-adjusted returns
Sharpe ratio of -0.49 means you’re not being adequately compensated for the risk taken.
📊 SIP Calculator — Tata Aggressive Hybrid Fund -Direct Plan- Growth Option
Estimated corpus
₹4.14 L
- Total invested
- ₹3.00 L
- Estimated gain
- ₹1.14 L (+38%)
▮ Invested▮ Gains
How it stacks up vs alternatives
- Fixed Deposit (7%)₹3.60 L
- Category average (14.6%)₹4.43 L
- This fund (12.12%)₹4.14 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 1.4% · Risk (std dev) 10.4%
SweetGrowthSlowAvoidLow riskHigh risk
Safe but slow
Stable but modest returns — suits capital preservation.
Sharpe ratio of -0.49 confirms poor risk-adjusted returns.
🛡️ Downside Protection
If the broader market falls 20%, this fund is expected to fall about 16.8%.
Based on 1Y max drawdown of -12.6% versus a typical market correction of ~-15%. Historical fall ratio ≈ 0.84× market. Average protection.
⚠️ Estimate, not a guarantee. Actual market falls vary.
💸 Expense Impact (₹10K/month for 20 years at 12% gross)
- This fund — Direct (0.98%)₹87.59 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 ₹5.83 L. Index fund would still beat it by ₹10.98 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 - 30 Days : 0.5 %
- 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.
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