Home Funds Edelweiss Aggressive Hybrid Fund - Regular Plan -

Edelweiss Aggressive Hybrid Fund - Regular Plan - Growth Option

Edelweiss · Aggressive Hybrid
High
₹64.16
Current NAV
25 Jun 2026
12.6%
1Y Return
8.1%
3Y CAGR
13.1%
5Y CAGR
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Analysis & Suitability
Pros / Upsides
  • Excellent risk-adjusted performance (Sharpe Ratio: 1.86).
  • Very large asset base (AUM: ₹20,910 Cr) indicating high investor trust and liquidity.
  • Well-diversified portfolio aligned with the Aggressive Hybrid mandate.
Cons / Risks
  • Subject to high equity market volatility and short-term capital fluctuations.

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
1.86
Sharpe Ratio
0.86
Beta
1.86
Alpha
2.34
Sortino
Fund Details
Fund House Edelweiss
Category Aggressive Hybrid
AUM ₹20910 Cr
Expense Ratio 1.66%
Min SIP ₹500
Min Lumpsum ₹1000
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