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Mutual Funds

Edelweiss Aggressive Hybrid Fund - Plan B

Ed

Edelweiss Aggressive Hybrid Fund - Plan B

Aggressive Hybrid
Not Rated

NAV (2026-07-14)

63.71

AUM

₹3,784 Cr

Exp. Ratio: 2.15%

RISK LEVEL

Very High

Returns & Performance

1 Year1.14%0.07% vs cat avg
3 Year12.65%1.44% vs cat avg
5 Year12.84%2.39% vs cat avg
Since Launch11.45%--

Fund vs Category Average

1Y
1.14%-0.07%
3Y
12.65%+1.44%
5Y
12.84%+2.39%

Pros & Cons

Pros

Strong 3Y track record vs category
Above category avg 5Y returns
No lock-in period

Cons

1Y returns trail category average
Higher expense ratio (2.15%)
ISININF754K01160
NAV₹63.71
NAV Date2026-07-14
AUM₹3,784 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..

Top Holdings

Holdings data not available for this scheme