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Edelweiss Aggressive Hybrid Fund - Plan B
Aggressive Hybrid
Not Rated
NAV (2026-09-11)
₹64.06
AUM
₹3,997.71 Cr
Exp. Ratio: 2.15%
RISK LEVEL
Very High
Returns & Performance
1 Year1.68%0.05% vs cat avg
3 Year11.18%1.47% vs cat avg
5 Year11.63%2.38% vs cat avg
Since Launch11.37%2.02% vs cat avg
Fund vs Category Average
1Y
1.68%+0.05%
3Y
11.18%+1.47%
5Y
11.63%+2.38%
Pros & Cons
Pros
✔Outperforms category avg on 1Y returns
✔Strong 3Y track record vs category
✔Above category avg 5Y returns
✔No lock-in period
Cons
✖Higher expense ratio (2.15%)
✖Returns since launch below category avg
ISININF754K01160
NAV₹64.06
NAV Date2026-09-11
AUM₹3,997.71 Cr
Expense Ratio2.15%
RiskVery High
RatingNot Rated / 5
Min SIP Amount₹100
Max SIP Amount₹999999999
Min Additional Inv.₹1000
SIP AllowedYes
Plan TypeRegular
Plan OptionGrowth
Is NFONo
Fund House Incorp.2008-04-30
INVESTMENT OBJECTIVE
The scheme seeks to generate long term growth of capital and current income through a portfolio investing predominantly in equity and equity related instruments and the balance in debt and money market securities.
Exit Load1.00%
Stamp duty on investment0.005% (from July 1st, 2020)
Tax implicationsIf you redeem within one year, your returns will be taxed at 20%. For redemptions after one year, returns exceeding ₹1.25 lakh in a financial year will be taxed at 12.5%.
Kedar Karnik
Mr. Karnik is a BE and has done his Masters in Management Studies from Jamnalal Bajaj Institute of Management Studies.
Prior to joining Edelwiess Mutual Fund he was associated with DSP MF, Axis Asset Management. He has also worked with HSBC and CRISIL Ltd..
Common questions about this fund, answered from scheme data
The latest Net Asset Value (NAV) of Edelweiss Aggressive Hybrid Fund - Plan B is ₹64.06 as of 2026-09-11.
Edelweiss Aggressive Hybrid Fund - Plan B is classified as a Aggressive Hybrid fund.
Edelweiss Aggressive Hybrid Fund - Plan B is managed by Edelweiss Mutual Fund.
The Assets Under Management (AUM) of Edelweiss Aggressive Hybrid Fund - Plan B is ₹3,997.71 Cr.
The expense ratio of Edelweiss Aggressive Hybrid Fund - Plan B is 2.15%.
Edelweiss Aggressive Hybrid Fund - Plan B is managed by Kedar Karnik.
The minimum SIP investment for Edelweiss Aggressive Hybrid Fund - Plan B is ₹100.
The exit load for Edelweiss Aggressive Hybrid Fund - Plan B is 1%.
As per the SEBI Riskometer, Edelweiss Aggressive Hybrid Fund - Plan B carries a Very High risk level.
Edelweiss Aggressive Hybrid Fund - Plan B has delivered 1.68% (1Y), 11.18% (3Y) and 11.63% (5Y) annualised returns as of 2026-09-11.
Edelweiss Aggressive Hybrid Fund - Plan B was launched on 2008-04-30.
Open an account with Indiabulls Securities, complete your KYC, and invest via SIP or a one-time lumpsum through our platform.
A Systematic Investment Plan (SIP) lets you invest a fixed amount at regular intervals (e.g., monthly) instead of a single lumpsum.
There is no separate brokerage on mutual fund units. The AMC charges an expense ratio, which is already reflected in the NAV. An exit load may apply if you redeem before the specified period.
Mutual fund NAVs are declared once per business day after market close, in line with SEBI norms.
The FAQs above are generated from data provided by the AMC and are for educational purposes only. They do not constitute financial advice, buy/sell recommendations, or return guarantees. Mutual fund investments are subject to market risks — read all scheme-related documents carefully before investing. Past performance is not indicative of future returns.
