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Showing Funds Performance since Sep 07, 2020
Fund Overview
Min. investment
SIP ₹100 & Lump. ₹100
AUM (Fund size)
₹3,546 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 ₹59.67 NAV as of Mar 13,2026 and returns since inception of 52.16%. Minimum investments start at SIP ₹100. The Edelweiss Aggressive Hybrid Fund - Plan B Growth AUM is ₹3,546 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 -5.58% returns, against a category average of -1.70% and a category best of 126.25%.
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Growth Review
| Duration | Fund Return(%) | Category Average(%) | Category Best(%) |
|---|---|---|---|
| 1M | -5.58 | -1.70 | 126.25 |
| 6M | -3.96 | 1.40 | 126.25 |
| 1Y | 7.39 | 6.24 | 126.25 |
| 3Y | 15.02 | 14.31 | 126.25 |
Portfolio Analysis
- Equity: 75.97%
- Debt: 24.03%
- Others
As on: 2026-01-31
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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 ₹3,546 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 Name | Ratings | AUM | Expense Ratio |
|---|---|---|---|
| This FundBandhan Aggressive Hybrid Fund Growth | 2 | 1747.21 CR | 2.06 |
| This FundJM Aggressive Hybrid Fund Growth | 3 | 735.49 CR | 2.34 |
| This FundEdelweiss Aggressive Hybrid Fund - Plan B Growth | 0 | 3545.93 CR | 2.36 |
| This FundNippon India Aggressive Hybrid Fund - Segregated Portfolio 1 Growth | 0 | 4063.06 CR |
| Fund Name | 1Y | 3Y |
|---|---|---|
| This FundBandhan Aggressive Hybrid Fund Growth | 11.8855 | 51.4548 |
| This FundJM Aggressive Hybrid Fund Growth | 0.7629 | 52.1162 |
| This FundEdelweiss Aggressive Hybrid Fund - Plan B Growth | 7.3943 | 52.1554 |
| This FundNippon India Aggressive Hybrid Fund - Segregated Portfolio 1 Growth | 126.2548 | 126.2548 |
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 : -5.58%
- 6 Months : -3.96%
- 1 Year : 7.39%
- 3 Years : 15.02%
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 ₹3,546 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