Showing Funds Performance since Sep 07, 2020

| Duration | Fund Return(%) | Category Average(%) | Category Best(%) |
|---|---|---|---|
| 1M | -0.85 | -0.56 | 4.06 |
| 6M | -3.20 | 1.28 | 28.72 |
| 1Y | 0.56 | 4.65 | 67.52 |
| 3Y | 14.60 | 15.96 | 153.05 |
Edelweiss Aggressive Hybrid Fund Growth managed by Edelweiss Mutual Fund,is a Multi-capscheme with Assets Under Management of ₹3,627 Crore. The fund benchmarks its performance against the CRISIL Hybrid 35+65 - Aggressive Index while maintaining an expense ratio of 1.91. 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.
Mr. Bhavesh Jain has done his Masters in Management Studies (Finance) from the Mumbai University and has a total work experience of over five years in the equity market segment. Prior to being appointed as an Assistant Fund Manager - Equity, he was designated as a Dealer of all the Equity Schemes of the Fund for over two years. He was also associated with Edelweiss Securities Limited as SGX Nifty Arbitrage Trader.
| Fund Name | Ratings | AUM | Expense Ratio |
|---|---|---|---|
| Invesco India Multicap Fund Growth | 1 | 3995.4 CR | 1.9 |
| Sundaram Multi Cap Fund Growth | 3 | 2806.71 CR | 2.82 |
| Edelweiss Aggressive Hybrid Fund Growth | 4 | 3627.22 CR | 1.91 |
| Kotak Gold ETF Growth | 0 | 14339.53 CR | 0.52 |
| Fund Name | 1Y | 3Y |
|---|---|---|
| This FundInvesco India Multicap Fund Growth | -6.2859 | 50.1057 |
| This FundSundaram Multi Cap Fund Growth | -2.0315 | 50.4959 |
| This FundEdelweiss Aggressive Hybrid Fund Growth | 0.5597 | 50.5026 |
| This FundKotak Gold ETF Growth | 67.5225 | 153.0467 |