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OmniAsset › Mutual funds › Edelweiss Aggressive Hybrid Fund

Edelweiss Aggressive Hybrid Fund

Aggressive Hybrid fund benchmarked to CRISIL Hybrid 35+65 - Aggressive Index. Every figure below is read from one dated snapshot; what the snapshot cannot prove is left out, never estimated.

Latest NAV2 Sep 202665.49
CategoryAggressive Hybrid
PlanRegular · Growth
Launched8 Jun 2009
Risk labelthe scheme's own riskometerVery High Risk
Legal benchmarkSEBI Tier-1CRISIL Hybrid 35+65 - Aggressive Index
Expense ratiodirect plan, a year2.12%
AUM₹3,015 Cr
Growth of ₹10,000₹17,5952 Sep 2021 to 2 Sep 2026
₹17,781₹15,688₹13,596₹11,504₹9,412Sep 2021Nov 2022Mar 2024Jun 2025Sep 2026
₹17,595 (+12.0% a year) Edelweiss Aggressive Hybrid Fund

Performance (trailing, annualised)

1Y annualised4.05%
3Y annualised12.56%
5Y annualised11.97%
10Y annualised12.00%

Point-to-point from the fund's own published NAV; a period the history does not span is left out.

SIP returns

SIP 1Y (₹10,000 a month)invested ₹1,20,000 → worth ₹1,23,3905.26%
SIP 3Y (₹10,000 a month)invested ₹3,60,000 → worth ₹4,01,8637.27%
SIP 5Y (₹10,000 a month)invested ₹6,00,000 → worth ₹7,98,90511.39%

₹10,000 on the first of every month, valued at the latest NAV, as an annualised rate (XIRR).

Calendar years

Calendar 202127.09%
Calendar 20225.33%
Calendar 202325.42%
Calendar 202420.17%
Calendar 20255.96%

Rolling returns

Rolling 1Y · average829 windows since 12 Aug 201012.24%
Rolling 1Y · median9.30%
Rolling 1Y · worst window-22.14%
Rolling 1Y · best window58.56%
Rolling 1Y · windows positive84%
Rolling 3Y · average725 windows since 16 Aug 201212.14%
Rolling 3Y · median13.70%
Rolling 3Y · worst window-3.64%
Rolling 3Y · best window25.37%
Rolling 3Y · windows positive96%
Rolling 5Y · average622 windows since 13 Aug 201412.34%
Rolling 5Y · median12.29%
Rolling 5Y · worst window0.94%
Rolling 5Y · best window24.53%
Rolling 5Y · windows positive100%

Every window of that length in the published history, so one lucky start date cannot flatter the fund.

Risk

Volatility (3Y)10.65%
Downside deviation (3Y)7.73%
Maximum drawdown-12.60%

Management

Fund managerMr. Bharat Lahoti (Equity portion), Mr. Bhavesh Jain (Equity portion), Mr. Kedar Karnik (Debt portion), Mr. Rahul Dedhia (Debt portion)
Managing since1 Oct 2021

Related

Source: the OmniAsset signed reference snapshot, as of 4 Sep 2026. Figures are deterministic; missing data is withheld, never estimated. See methodology and data sources. Not investment advice.

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