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Edelweiss-Aggressive-Hybrid-Fund-Plan-B-Growth-Option

(Erstwhile Edelweiss Multi-Asset Allocation Fund- Plan B-Growth Option)

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Category: Hybrid: Aggressive
Launch Date: 16-06-2009
Asset Class: Mixed Asset
Benchmark: CRISIL Hybrid 35+65 Aggressive TRI
Expense Ratio: 2.31% As on (31-10-2019)
Status: Open Ended Schemes
Minimum Investment: 100000.0
Minimum Topup: 1000.0
Total Assets: 469.51 Cr As on (28-02-2023)
Turn over: 102%
NAV as on 31-03-2023

39.77

0.42 (1.0561%)

CAGR Since Inception

10.52%

CRISIL Hybrid 35+65 Aggressive TRI 12.12%

PERFORMANCE of Edelweiss-Aggressive-Hybrid-Fund-Plan-B-Growth-Option

Scheme Performance (%)

Data as on - 31-03-2023

Yearly Performance (%)

Fund Managers

Dhawal Dalal, Bhavesh Jain, Bharat Lahoti

Investment Objective

The scheme seeks to generate returns through a combination of dividend income and capital appreciation by investing in a well diversified portfolio of Value Stocks

MONTHLY LUMPSUM RETURNS ( Invested amount 1,00,000)

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NAV Date NAV Units Market
Value		 Returns
(%)

RETURNS CALCULATOR for Edelweiss-Aggressive-Hybrid-Fund-Plan-B-Growth-Option

Growth of 10000 In SIP (Fund vs Benchmark)

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Growth of 10000 In LUMPSUM (Fund vs Benchmark)

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Rolling Returns

Rolling returns are the annualized returns of the scheme taken for a specified period (rolling returns period) on every day/week/month and taken till the last day of the duration. In this chart we are showing the annualized returns over the rolling returns period on every day from the start date and comparing it with the benchmark. Rolling returns is the best measure of a fund's performance. Trailing returns have a recency bias and point to point returns are specific to the period in consideration. Rolling returns, on the other hand, measures the fund's absolute and relative performance across all timescales, without bias.

Riskometer

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Key Performance and Risk Statistics of Edelweiss-Aggressive-Hybrid-Fund-Plan-B-Growth-Option

Key Statistics Volatility Sharpe Ratio Alpha Beta Yield to Maturity Average Maturity
Edelweiss-Aggressive-Hybrid-Fund-Plan-B-Growth-Option 16.52 0.72 1.5 0.86 7.18 2.01
Hybrid: Aggressive - - - - - -

PEER COMPARISION of Edelweiss-Aggressive-Hybrid-Fund-Plan-B-Growth-Option

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Data as on - 31-03-2023
Scheme Name Launch
Date		 1-Year
Ret (%)		 2-Yrs
Ret (%)		 3-Yrs
Ret (%)		 5-Yrs
Ret (%)		 10-Yrs
Ret (%)
Edelweiss Aggressive Hybrid Fund- Plan B-Growth Option 16-06-2009 4.96 12.11 23.62 11.5 12.85
HDFC Hybrid Equity Fund - Growth Plan 01-04-2005 6.61 12.18 25.92 10.78 14.9
JM Equity Hybrid Fund (Regular) -Growth Option 01-04-1995 5.83 10.31 29.35 10.13 12.06
ICICI Prudential Equity & Debt Fund - Growth 05-11-1999 5.65 18.61 31.1 13.84 15.94
Tata Hybrid Equity Fund- Regular Plan - Growth Option 08-10-1995 5.04 10.06 22.35 9.33 12.85
Edelweiss Aggressive Hybrid Fund - Regular Plan - Growth Option 12-08-2009 4.79 12.02 23.55 11.46 12.81
Nippon India Equity Hybrid Fund - Growth Plan 05-06-2005 4.45 10.81 25.14 5.38 11.28
UTI - Hybrid Equity Fund - Regular Plan - Growth 20-03-1995 4.24 11.79 26.35 9.3 11.8
Franklin India Equity Hybrid Fund - Growth Plan 10-12-1999 3.94 8.59 22.45 9.81 13.01
Motilal Oswal Equity Hybrid Fund (MOFEH) - Regular Plan Growth Option 05-09-2018 3.06 4.91 16.57 0.0 0.0

PORTFOLIO ANALYSIS of Edelweiss-Aggressive-Hybrid-Fund-Plan-B-Growth-Option

Asset Allocation (%)

Allocation Percentage (%)