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Showing Funds Performance since Sep 07, 2020

Fund Overview

Min. investment

SIP ₹100 & Lump. ₹100

AUM (Fund size)

₹3,453 Cr

Lock In Period

N/A

Expense Ratio

2.36

Benchmark

CRISIL Hybrid 35+65 - Aggressive Index

Exit Load

10% of the units allotted shall be redeemed without any Exit Load on or before completion of 90 days from the date of allotment of units. Any redemption in excess of such limit within 90 days from the date of allotment shall be subject to the following Exit Load:If redeemed or switched out on or before completion of 90 days from the date of allotment of units - 1.00%If redeemed or switched out after completion of 90 days from the date of allotment of units - NIL.

Summary

Latest details for Edelweiss Aggressive Hybrid Fund - Plan B Growth include a ₹63.6 NAV as of Feb 13,2026 and returns since inception of 59.32%. Minimum investments start at SIP ₹100. The Edelweiss Aggressive Hybrid Fund - Plan B Growth AUM is ₹3,453 Cr, with a lock-in of N/A years, expense ratio of 2.36%, and benchmark CRISIL Hybrid 35+65 - Aggressive Index. Exit load is - 10% of the units allotted shall be redeemed without any Exit Load on or before completion of 90 days from the date of allotment of units. Any redemption in excess of such limit within 90 days from the date of allotment shall be subject to the following Exit Load:If redeemed or switched out on or before completion of 90 days from the date of allotment of units - 1.00%If redeemed or switched out after completion of 90 days from the date of allotment of units - NIL.. In the growth review for 1M Month/Year, the fund recorded 0.00% returns, against a category average of 0.00% and a category best of 0.00%.

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Growth Review

DurationFund Return(%)Category Average(%)Category Best(%)

Portfolio Analysis

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As on: 2025-12-31
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About Fund

Edelweiss Aggressive Hybrid Fund - Plan B Growth managed by Edelweiss Mutual Fund,is a Aggressive Hybridscheme with Assets Under Management of ₹3,453 Crore. The fund benchmarks its performance against the CRISIL Hybrid 35+65 - Aggressive Index while maintaining an expense ratio of 2.36. Under the expert guidance of Bhavesh Jain ,the fund implements a disciplined investment approach aligned with its mandate. The scheme requires a minimum investment of ₹500 for SIP and ₹1,000 for lump sum investments, making it accessible to diverse investor profiles.

Peer Comparison

Fund NameRatingsAUMExpense Ratio
This FundUTI Aggressive Hybrid Fund Growth56654.14 CR1.87
This FundBandhan Aggressive Hybrid Fund Growth21632.43 CR2.07
This FundEdelweiss Aggressive Hybrid Fund - Plan B Growth03453.04 CR2.36
This FundNippon India Aggressive Hybrid Fund - Segregated Portfolio 1 Growth04024.55 CR
Fund Name1Y3Y
This FundUTI Aggressive Hybrid Fund Growth10.375158.2559
This FundBandhan Aggressive Hybrid Fund Growth17.27758.2834
This FundEdelweiss Aggressive Hybrid Fund - Plan B Growth11.496459.3162
This FundNippon India Aggressive Hybrid Fund - Segregated Portfolio 1 Growth126.2548126.2548

FAQs

Edelweiss Aggressive Hybrid Fund - Plan B Growth's fund is managed by experienced SEBI-registered investment fund manager , who implements the fund's strategy through research-backed decisions while adhering to its stated objectives.

The expense ratio of Edelweiss Aggressive Hybrid Fund - Plan B Growth is 2.36. This expense ratio is calculated by dividing the fund's operating expenses by its net assets.

Edelweiss Aggressive Hybrid Fund - Plan B Growth’s fund performance is as follows:
  • 1 Month : %
  • 6 Months : %
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Returns of Edelweiss Aggressive Hybrid Fund - Plan B Growth are updated daily based on NAV of ₹ 63.6 as on Feb 13,2026. Since inception, the return has been 59.32%.

You can invest in Edelweiss Aggressive Hybrid Fund - Plan B Growth through SIP with a minimum of ₹500 monthly or make a lump sum investment of a minimum ₹1,000. Additional purchase minimums vary by scheme.

The fund size (AUM) of Edelweiss Aggressive Hybrid Fund - Plan B Growth is ₹3,453 crore. It changes based on market performance, inflows, and outflows.

You can track your investment in Edelweiss Aggressive Hybrid Fund - Plan B Growth through our website, our Choice FinX mobile app, regular statements, and email updates. Our customer support team is available for queries.
Min Inv Amount: ₹500