Edelweiss Aggressive Hybrid Fund - Plan B Growth Return
- 1M
- 3M
- 6M
- 1Y
- 3Y
- 5Y
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Showing Funds Performance since Sep 07, 2020
Edelweiss Aggressive Hybrid Fund - Plan B Growth Fund Overview
SIP ₹100 & Lump. ₹100
₹3,998 Cr
N/A
2.36
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.
CRISIL Hybrid 35+65 - Aggressive Index
Edelweiss Aggressive Hybrid Fund - Plan B Growth Calculate Returns
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Growth Review
| Duration | Fund Return(%) | Category Average(%) | Category Best(%) |
|---|---|---|---|
| 1M | -3.03 | -0.75 | 126.25 |
| 6M | 5.63 | 4.03 | 126.25 |
| 1Y | 0.51 | 4.50 | 126.25 |
| 3Y | 11.31 | 14.78 | 126.25 |
Portfolio Analysis
- Equity: 77.15%
- Debt: 21.86%
- Others
About Fund Edelweiss Aggressive Hybrid Fund - Plan B Growth
Edelweiss Aggressive Hybrid Fund - Plan B Growth managed by Edelweiss Mutual Fund,is a Aggressive Hybridscheme with Assets Under Management of ₹3,998 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.
Fund Managers
Bhavesh Jain
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.
Peer Comparison
| Fund Name | Ratings | AUM | Expense Ratio |
|---|---|---|---|
| Kotak Aggressive Hybrid Fund - Growth | 4 | 9,334 CR | 1.87 |
| JM Aggressive Hybrid Fund Growth | 3 | 699 CR | 2.68 |
| Edelweiss Aggressive Hybrid Fund - Plan B Growth | 0 | 3,997 CR | 2.36 |
| Nippon India Aggressive Hybrid Fund - Segregated Portfolio 1 Growth | 0 | 4,072 CR |
| Fund Name | 1Y | 3Y |
|---|---|---|
| This FundKotak Aggressive Hybrid Fund - Growth | 1.6957 | 37.5644 |
| This FundJM Aggressive Hybrid Fund Growth | -1.0347 | 37.5753 |
| This FundEdelweiss Aggressive Hybrid Fund - Plan B Growth | 0.5072 | 37.9078 |
| This FundNippon India Aggressive Hybrid Fund - Segregated Portfolio 1 Growth | 126.2548 | 126.2548 |
Edelweiss Aggressive Hybrid Fund - Plan B Growth FAQs
- 1 Month : -3.03%
- 6 Months : 5.63%
- 1 Year : 0.51%
- 3 Years : 11.31%
