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Edelweiss Aggressive Hybrid Fund - Direct Plan - IDCW Option

Edelweiss · Aggressive Hybrid
High
₹31.11
Current NAV
29 Oct 2026
-9.8%
1Y Return
5.0%
3Y CAGR
4.8%
5Y CAGR
Watchlist
NAV History (1 Year)
Analysis & Suitability
Pros / Upsides
  • Highly cost-efficient with a low expense ratio of 0.43%.
  • Generates significant excess returns relative to benchmark index (Alpha: 6.63).
  • Very large asset base (AUM: ₹12,680 Cr) indicating high investor trust and liquidity.
Cons / Risks
  • Subject to high equity market volatility and short-term capital fluctuations.
  • Sluggish 3-year performance, lagging behind primary equity benchmarks.
Suitable for
  • Long-term wealth creation (5+ years horizon) like retirement or child education.
  • Systematic investments (SIP) for long-term target goal-based planning.
Not suitable for
  • Short-term goals (under 3 years) where preserving the capital is the main priority.
  • Short-term trading or speculative investment horizons.
Risk Profile: High Risk
Low Moderate High Very High
Risk Metrics
1.13
Sharpe Ratio
0.43
Beta
6.63
Alpha
1.28
Sortino
Fund Details
Fund House Edelweiss
Category Aggressive Hybrid
AUM ₹12680 Cr
Expense Ratio 0.43%
Min SIP ₹500
Min Lumpsum ₹1000
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