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
Tata Mutual Fund
| 1W | 1M | 3M | 6M | 1Y | 3Y | 5Y | 10Y |
|---|---|---|---|---|---|---|---|
| -1.19% | +3.20% | -2.21% | -4.19% | +1.43% | +10.94% | +12.12% | +10.91% |
Breakdown
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.
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.
💡 Higher Sharpe = better risk-adjusted returns. Above 1.0 is good, above 2.0 is excellent. Drawdown is the worst peak-to-trough decline.
Poor risk-adjusted returns
Sharpe ratio of -0.49 means you’re not being adequately compensated for the risk taken.
Estimated corpus
₹4.14 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 1.4% · Risk (std dev) 10.4%
Safe but slow
Stable but modest returns — suits capital preservation.
Sharpe ratio of -0.49 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: 0.98%
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.
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 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.
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.
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