Edelweiss Aggressive Hybrid Fund - Plan B Growth Return
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Showing Funds Performance since Sep 07, 2020
Edelweiss Aggressive Hybrid Fund - Plan B Growth Fund Overview
Min. investment
SIP ₹100 & Lump. ₹100
AUM (Fund size)
₹3,667 Cr
Lock In Period
N/A
Expense Ratio
2.36
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.
Benchmark
CRISIL Hybrid 35+65 - Aggressive Index
Summary
Edelweiss Aggressive Hybrid Fund - Plan B Growth NAV is ₹63.32 as of 19 Jun, 2026. Edelweiss Aggressive Hybrid Fund - Plan B Growth has delivered 46.29% returns since its launch. The minimum SIP investment amount in Edelweiss Aggressive Hybrid Fund - Plan B Growth is ₹100. The AUM of Edelweiss Aggressive Hybrid Fund - Plan B Growth is ₹3,667 Cr. The expense ratio of the fund is 2.36%, and its benchmark is CRISIL Hybrid 35+65 - Aggressive Index. The current exit load of the fund 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 last 1M months, Edelweiss Aggressive Hybrid Fund - Plan B Growth has delivered 1.01% returns.
Edelweiss Aggressive Hybrid Fund - Plan B Growth Calculate Returns
You would have got
Your Investment Amount
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Growth Review
| Duration | Fund Return(%) | Category Average(%) | Category Best(%) |
|---|---|---|---|
| 1M | 1.01 | 0.34 | 126.25 |
| 6M | -0.93 | 1.87 | 126.25 |
| 1Y | 1.11 | 4.35 | 126.25 |
| 3Y | 13.52 | 12.94 | 126.25 |
Portfolio Analysis
- Equity: 76.77%
- Debt: 22.65%
- Others
As on: 2026-05-31
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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 ₹3,667 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 |
|---|---|---|---|
| HSBC Aggressive Hybrid Fund Growth | 5 | 5504.8 CR | 1.86 |
| Kotak Aggressive Hybrid Fund - Growth | 4 | 8670.03 CR | 1.79 |
| Edelweiss Aggressive Hybrid Fund - Plan B Growth | 0 | 3667.1 CR | 2.36 |
| Nippon India Aggressive Hybrid Fund - Segregated Portfolio 1 Growth | 0 | 3937.15 CR |
| Fund Name | 1Y | 3Y |
|---|---|---|
| This FundHSBC Aggressive Hybrid Fund Growth | 4.9324 | 44.3798 |
| This FundKotak Aggressive Hybrid Fund - Growth | 3.6795 | 44.8043 |
| This FundEdelweiss Aggressive Hybrid Fund - Plan B Growth | 1.1065 | 46.2877 |
| This FundNippon India Aggressive Hybrid Fund - Segregated Portfolio 1 Growth | 126.2548 | 126.2548 |
Edelweiss Aggressive Hybrid Fund - Plan B Growth 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 : 1.01%
- 6 Months : -0.93%
- 1 Year : 1.11%
- 3 Years : 13.52%
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 ₹3,667 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.
