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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 202625.78
CategoryAggressive Hybrid
PlanRegular · Idcw
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₹153 Cr
Growth of ₹10,000₹11,5092 Sep 2021 to 2 Sep 2026
₹13,411₹12,265₹11,120₹9,975₹8,830Sep 2021Nov 2022Mar 2024Jun 2025Sep 2026
₹11,509 (+2.9% a year) Edelweiss Aggressive Hybrid Fund

Performance (trailing, annualised)

1Y annualised-5.33%
3Y annualised3.38%
5Y annualised2.85%
10Y annualised3.65%

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 ₹1,17,150-4.36%
SIP 3Y (₹10,000 a month)invested ₹3,60,000 → worth ₹3,49,163-1.97%
SIP 5Y (₹10,000 a month)invested ₹6,00,000 → worth ₹6,30,5951.96%

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

Calendar years

Calendar 202115.54%
Calendar 2022-3.14%
Calendar 202315.30%
Calendar 202411.57%
Calendar 2025-2.98%

Rolling returns

Rolling 1Y · average824 windows since 16 Sep 20106.75%
Rolling 1Y · median4.33%
Rolling 1Y · worst window-25.01%
Rolling 1Y · best window55.41%
Rolling 1Y · windows positive65%
Rolling 3Y · average720 windows since 20 Sep 20126.62%
Rolling 3Y · median5.63%
Rolling 3Y · worst window-6.62%
Rolling 3Y · best window20.95%
Rolling 3Y · windows positive91%
Rolling 5Y · average617 windows since 17 Sep 20146.64%
Rolling 5Y · median6.84%
Rolling 5Y · worst window-4.03%
Rolling 5Y · best window13.69%
Rolling 5Y · windows positive95%

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

Risk

Volatility (3Y)10.93%
Downside deviation (3Y)8.22%
Maximum drawdown-19.99%

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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