Edelweiss Aggressive Hybrid Fund Direct-Growth

  • 3 Months
  • 6 Months
  • 1 Year
  • 3 Years
  • 5 Years
  • RSI
3 Months Returns : -0.51%
NAV: ₹76.83 as on Thu Nov 05, 2026
Fund NAV

Fund Overview of Edelweiss Aggressive Hybrid Fund Direct-Growth

  • ₹3,875.0 Cr
    AUM
  • ₹76.83
    NAV
  • 0.70%
    Expense Ratio
  • Hybrid
    Fund Category
As on Thu Nov 05, 2026
Calculate your Returns
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Minimum amount you can invest: ₹500

Maximum amount you can invest: ₹1,00,000

We have used a return rate of 15% for our calculations.

The total value of your investment after 10 years will be
₹ 1,39,328.64
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Edelweiss Aggressive Hybrid Fund Direct-Growth Return Comparison

Tenure Absolute(%) Annualised(%) Category Average(%)
3 Months -0.51% NA 2.67%
6 Months 3.81% NA 10.68%
1 Year 2.59% 2.59% 2.84%
2 Years 11.04% 5.38% 17.05%
3 Years 47.90% 13.94% 16.22%
5 Years 86.79% 13.31% 18.30%
7 Years 179.87% 15.84% NA
10 Years 266.86% 13.88% 12.71%
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As on Thu Nov 05, 2026

Asset Allocation of Edelweiss Aggressive Hybrid Fund Direct-Growth

equities

75.74%

debt instruments

18.90%

other assets or cash equivalents

2.92%
Large Cap: 65.59%
Mid Cap: 19.20%
Small Cap: 15.21%
Other: 0.00%
Top Holdings
Others Cblo
11.12%
Others Cblo
10.53%
Others Cblo
10.54%
Others Cblo
9.77%
Others Cblo
9.77%
 
Top Sectors
Unspecified
112.97%
Financial
17.99%
N/A
10.37%
Detailed Portfolio Analysis
As on Thu Nov 05, 2026
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About Fund

About Edelweiss Aggressive Hybrid Fund Direct-Growth

Edelweiss Aggressive Hybrid Fund Direct-Growth is one Hybrid mutual fund offered by Edelweiss Mutual Fund. Launched on 07 Jan 2013, the fund aims To create wealth and income in the long term. Investment in equity and equity-related securities and fixed income instruments. It manages assets worth ₹3,875.0 crore as on Wed Sep 30, 2026. The expense ratio stands at 0.7%.
The portfolio allocation consists of 75.74% in equities, 18.90% in debt instruments, 2.92% in other assets or cash equivalents.Managed by Bharat Lahoti, it has delivered a return of 2.59% in the last year, a total return since inception of 13.74%.
Considering individual goals individuals may review best sip to invest as part of the long-term financial strategy.

Read more
  • Pranavi Kulkarni

    Fund Manager

  • Ms. Kulkarni is a BE Computer Science, MBA Finance

    Manager Education

  • Rahul Dedhia

    Fund Manager

  • Mr. Dedhia is a B.E. (Electronics) and also holds a PGeMBA - Finance.

    Manager Education

  • Bhavesh Jain

    Fund Manager

  • Mr. Jain is a MMS (Finance) from Mumbai University.

    Manager Education

  • Bharat Lahoti

    Fund Manager

  • Mr. Lahoti is a B.E. (Electronics & Communication) from Mumbai University and MMS (Finance) from N L Dalmia Institute of Management Studies

    Manager Education

Key Metrics of Edelweiss Aggressive Hybrid Fund Direct-Growth

  • Standard Deviation
    11.71%
  • Mean
    12.81%
  • Sharpe Ratio
    0.62%
  • Sortino Ratio
    0.79%

Edelweiss Aggressive Hybrid Fund Direct-Growth Fund Details

Fund Names Edelweiss Aggressive Hybrid Fund Direct-Growth
Inception Date 07 Jan 2013
Lock In No Lock-in
 
Risk Principal at very high risk
Category Average Annual Returns 2.84
More Details
Highest NAV in last 52 weeks & Lowest NAV in last 52 weeks

Compare Mutual Funds
Edelweiss Aggressive Hybrid Fund Direct-Growth Fund Returns Comparison

Compare Edelweiss Aggressive Hybrid Fund Direct-Growth with other mutual funds in the same category

Edelweiss Aggressive Hybrid Fund Direct-Growth

Bank Of India Aggressive Hybrid Fund Direct-Growth

Bank Of India Aggressive Hybrid Fund Direct-IDCW

Compare more funds

Start An Sip Today Watch Your Money Grow

Top Performing Mutual Funds

Fund Names AUM (Cr) 1M 3M 1Yr 3Yr 5Yr
Bank Of India Aggressive Hybrid Fund Direct-Growth trend ₹2,196 -1.28% -0.94% 10.30% 15.79% 14.06%
Bank Of India Aggressive Hybrid Fund Direct-IDCW trend ₹2,196 -1.28% -0.94% 10.30% 15.79% 14.06%
ICICI Prudential Retirement Fund - Hybrid Aggressive Plan Direct-Growth trend ₹1,268 -0.17% -5.38% 0.77% 17.06% 13.58%
ICICI Prudential Retirement Fund - Hybrid Aggressive Plan Direct-IDCW trend ₹1,268 -0.17% -5.38% 0.77% 17.06% 13.58%
ICICI Prudential Aggressive Hybrid Fund Direct-Growth trend ₹50,706 2.74% -2.48% -0.89% 13.20% 13.27%
ICICI Prudential Aggressive Hybrid Fund Direct-IDCW Half Yearly trend ₹50,706 2.74% -2.48% -0.89% 13.20% 13.27%
ICICI Prudential Aggressive Hybrid Fund Direct-IDCW Monthly trend ₹50,706 2.74% -2.48% -0.89% 13.20% 13.27%
ICICI Prudential Aggressive Hybrid Fund Direct-IDCW Yearly trend ₹50,706 2.74% -2.48% -0.89% 13.20% 13.27%
Edelweiss Aggressive Hybrid Fund Direct-Growth trend ₹3,875 3.34% -1.64% 1.18% 13.42% 13.00%
Edelweiss Aggressive Hybrid Fund Direct-IDCW trend ₹3,875 3.34% -1.64% 1.18% 13.42% 13.00%
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increase growth is based on 1-month returns of the funds & Top fund are based on 3Y Returns

More funds from Edelweiss Mutual Fund

Fund Names AUM (Cr) 1M 3M 6M 1Yr 3Yr
Edelweiss Aggressive Hybrid Fund Regular-Growth increase ₹3,875 3.21% -1.97% 1.61% -0.26% 11.66%
Edelweiss Aggressive Hybrid Fund Regular-IDCW increase ₹3,875 3.21% -1.97% 1.61% -0.26% 11.66%
Edelweiss Aggressive Hybrid Fund Direct-IDCW increase ₹3,875 3.34% -1.64% 2.32% 1.18% 13.42%
Edelweiss Nifty Largemidcap250 Plus 8-13 Yr G-sec 70:30 Index Fund Regular-Growth increase ₹47 2.59% -3.67% -0.01% - -
Edelweiss Nifty Largemidcap250 Plus 8-13 Yr G-sec 70:30 Index Fund Direct-Growth increase ₹47 2.66% -3.49% 0.35% - -
Edelweiss Nifty Largemidcap250 Plus 8-13 Yr G-sec 70:30 Index Fund Regular-IDCW Monthly increase ₹47 2.59% -3.67% -0.01% - -
Edelweiss Nifty Largemidcap250 Plus 8-13 Yr G-sec 70:30 Index Fund Direct-IDCW Monthly increase ₹47 2.66% -3.49% 0.35% - -
Edelweiss Nifty Largemidcap250 Plus 8-13 Yr G-sec 70:30 Index Fund Regular-IDCW Quarterly increase ₹47 2.59% -3.67% -0.01% - -
Edelweiss Nifty Largemidcap250 Plus 8-13 Yr G-sec 70:30 Index Fund Direct-IDCW Quarterly increase ₹47 2.66% -3.49% 0.35% - -
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increase growth is based on 1-month returns of the funds

Edelweiss Aggressive Hybrid Fund Direct-Growth Calculator

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Top Mutual Funds

Fund Names AUM (Cr) NAV 3Yr 5Yr 10Yr
SBI Aggressive Hybrid Fund-Growth trend ₹86,163 ₹312.85 11.89% 8.79% 11.50%
SBI Aggressive Hybrid Fund Direct Plan-Growth trend ₹86,163 ₹348.51 12.63% 9.52% 12.34%
SBI Aggressive Hybrid Fund-IDCW trend ₹86,163 ₹66.30 11.89% 8.79% 11.50%
SBI Aggressive Hybrid Fund Direct Plan-IDCW trend ₹86,163 ₹101.98 12.63% 9.52% 12.34%
ICICI Prudential Aggressive Hybrid Fund-Growth trend ₹50,706 ₹400.23 12.54% 12.62% 14.40%
ICICI Prudential Aggressive Hybrid Fund Direct-Growth trend ₹50,706 ₹447.35 13.20% 13.27% 15.24%
ICICI Prudential Aggressive Hybrid Fund Direct-IDCW Half Yearly trend ₹50,706 ₹27.74 13.20% 13.27% 15.24%
ICICI Prudential Aggressive Hybrid Fund-IDCW Half Yearly trend ₹50,706 ₹24.09 12.54% 12.62% 14.40%
ICICI Prudential Aggressive Hybrid Fund Direct-IDCW Monthly trend ₹50,706 ₹69.17 13.20% 13.27% 15.24%
ICICI Prudential Aggressive Hybrid Fund-IDCW Monthly trend ₹50,706 ₹41.96 12.54% 12.62% 14.40%
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Top funds are based on Fund AUM

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Edelweiss Aggressive Hybrid Fund Direct-Growth Detailed Portfolio

Stocks Sector % of Holding Value
Others CbloUnspecified11.12%₹379.66 Cr
Others CbloUnspecified10.53%₹366.61 Cr
Others CbloUnspecified10.54%₹348.71 Cr
Others CbloUnspecified9.77%₹324.06 Cr
Others CbloUnspecified9.77%₹324.06 Cr
Others CbloUnspecified7.82%₹283.48 Cr
Others CbloUnspecified6.95%₹246.52 Cr
Net ReceivablesUnspecified8.05%₹240.99 Cr
Others CbloUnspecified5.54%₹209.79 Cr
Others CbloUnspecified5.54%₹209.79 Cr
Others CbloUnspecified5.54%₹209.79 Cr
Others CbloUnspecified5.54%₹209.79 Cr
Others CbloUnspecified5.85%₹202.04 Cr
Edelweiss Bond Fund Direct-growthUnspecified5.20%₹201.67 Cr
Edelweiss Bond Fund Direct-growthUnspecified5.20%₹201.67 Cr
5.19%₹201.01 Cr
5.19%₹201.01 Cr
Icici Bank LtdFinancial5.59%₹190.82 Cr
National Bank For Agriculture And Rural Development Sr 23a 7.40 Bd 30jn26 Fvrs10lacFinancial6.37%₹190.81 Cr
National Bank For Agriculture And Rural Development Sr 23a 7.40 Bd 30jn26 Fvrs10lacFinancial6.03%₹190.52 Cr
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Frequently Asked Questions

Edelweiss Aggressive Hybrid Fund Direct-Growth

What is the current AUM of Edelweiss Aggressive Hybrid Fund Direct-Growth?

As of Wed Sep 30, 2026, Edelweiss Aggressive Hybrid Fund Direct-Growth manages assets worth ₹3,875.0 crore

How has Edelweiss Aggressive Hybrid Fund Direct-Growth performed recently?

  • 3 Months: -0.51%
  • 6 Months: 3.81%

What is the long-term performance of Edelweiss Aggressive Hybrid Fund Direct-Growth?

  • 3 Years CAGR: 13.94%
  • 5 Years CAGR: 13.31%
  • Since Inception: 13.74%

What is the portfolio composition of Edelweiss Aggressive Hybrid Fund Direct-Growth?

Equity: 75.74%, Debt: 18.90%, Others: 2.92%.

Who manages Edelweiss Aggressive Hybrid Fund Direct-Growth?

Edelweiss Aggressive Hybrid Fund Direct-Growth is managed by Bharat Lahoti from Edelweiss Mutual Fund.

What is the market-cap allocation of Edelweiss Aggressive Hybrid Fund Direct-Growth?

Large Cap: 65.59%, Mid Cap: 19.20%, Small Cap: 15.21%.

Which are the top companies Edelweiss Aggressive Hybrid Fund Direct-Growth has invested in?

  • Others CBLO – 11.12% of the fund's portfolio
  • Others CBLO – 10.53% of the fund's portfolio
  • Others CBLO – 10.54% of the fund's portfolio
  • Others CBLO – 9.77% of the fund's portfolio
  • Others CBLO – 9.77% of the fund's portfolio

Which are the major sectors Edelweiss Aggressive Hybrid Fund Direct-Growth focuses on?

  • Unspecified – 112.97% of the fund's portfolio
  • Financial – 17.99% of the fund's portfolio
  • Other – 10.37% of the fund's portfolio
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