Showing Funds Performance since Sep 07, 2020

| Duration | Fund Return(%) | Category Average(%) | Category Best(%) |
|---|---|---|---|
| 1M | 4.35 | 1.38 | 126.25 |
| 6M | -2.67 | 1.78 | 126.25 |
| 1Y | 6.08 | 6.26 | 126.25 |
| 3Y | 15.55 | 15.41 | 126.25 |
Edelweiss Aggressive Hybrid Fund - Plan B Growth managed by Edelweiss Mutual Fund,is a Aggressive Hybridscheme with Assets Under Management of ₹3,309 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.
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 |
|---|---|---|---|
| This FundUTI Aggressive Hybrid Fund Growth | 5 | 6115.27 CR | 1.88 |
| This FundEdelweiss Aggressive Hybrid Fund - Plan B Growth | 0 | 3308.9 CR | 2.36 |
| This FundNippon India Aggressive Hybrid Fund - Segregated Portfolio 1 Growth | 0 | 3700.53 CR |
| Fund Name | 1Y | 3Y |
|---|---|---|
| This FundUTI Aggressive Hybrid Fund Growth | 5.2927 | 53.3269 |
| This FundEdelweiss Aggressive Hybrid Fund - Plan B Growth | 6.0833 | 54.2624 |
| This FundNippon India Aggressive Hybrid Fund - Segregated Portfolio 1 Growth | 126.2548 | 126.2548 |