Return

  • 1M
  • 3M
  • 6M
  • 1Y
  • 3Y
  • 5Y
This Fund:
Sensex:
BankFD:

Showing Funds Performance since Sep 07, 2020

Fund Overview

Min. investment

SIP ₹100 & Lump. ₹100

AUM (Fund size)

3,309 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 62.75 NAV as of Apr 17,2026 and returns since inception of 54.26%. Minimum investments start at SIP ₹100. The Edelweiss Aggressive Hybrid Fund - Plan B Growth AUM is ₹3,309 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 4.35% returns, against a category average of 1.38% and a category best of 126.25%.

Calculate Returns

You would have got

close_grey_icon
No Data Found
Your Investment Amount
  • 1
  • 2
  • 3
  • 4
  • 5

Growth Review

DurationFund Return(%)Category Average(%)Category Best(%)
1M4.351.38126.25
6M-2.671.78126.25
1Y6.086.26126.25
3Y15.5515.41126.25

Portfolio Analysis

  • Equity: 71.61%
  • Debt: 28.39%
  • Others
As on: 2026-03-31
View allocation % by

1. ICICI Bank Ltd.4.50%
2. HDFC Bank Ltd.3.69%
3. Axis Bank Ltd.0.86%
4. AU Small Finance Bank Ltd.0.54%
5. RBL Bank Ltd.0.53%
6. Kotak Mahindra Bank Ltd.0.22%

1. Sun Pharmaceutical Industries Ltd.2.08%
2. Glenmark Pharmaceuticals Ltd.1.05%
3. Laurus Labs Ltd.0.89%
4. Biocon Ltd.0.74%
5. Divi's Laboratories Ltd.0.69%
6. Torrent Pharmaceuticals Ltd.0.53%
7. Neuland Laboratories Ltd.0.45%
8. Abbott India Ltd.0.14%

1. State Bank of India3.74%
2. Indian Bank0.74%
3. Canara Bank0.62%
4. Union Bank of India0.57%

1. Bharti Airtel Ltd.3.63%
2. Bharti Hexacom Ltd.0.46%
3. Vodafone Idea Ltd.0.39%

1. Reliance Industries Ltd.2.78%
2. Bharat Petroleum Corporation Ltd.0.83%
3. Hindustan Petroleum Corporation Ltd.0.61%

1. Bajaj Finance Ltd.1.72%
2. Muthoot Finance Ltd.1.27%
3. Manappuram Finance Ltd.0.76%
4. SBFC Finance Ltd.0.03%

1. Tata Consultancy Services Ltd.1.55%
2. Billionbrains Garage Ventures Ltd.0.45%
3. Mphasis Ltd.0.40%
4. Tech Mahindra Ltd.0.00%
5. Infosys Ltd.0.00%

1. NTPC Ltd.2.37%

1. Mahindra & Mahindra Ltd.1.20%
2. Maruti Suzuki India Ltd.0.64%

1. Larsen & Toubro Ltd.1.76%

1. Multi Commodity Exchange Of India Ltd.0.87%
2. BSE Ltd.0.85%

1. Bharat Electronics Ltd.0.92%
2. Bharat Dynamics Ltd.0.35%
3. Data Patterns (India) Ltd.0.22%

1. GE Vernova T&D India Limited1.42%

1. Steel Authority of India Ltd.1.01%
2. Tata Steel Ltd.0.39%

1. TVS Motor Company Ltd.0.86%
2. Eicher Motors Ltd.0.51%

1. Avenue Supermarts Ltd.1.27%

1. Fortis Healthcare Ltd.0.76%
2. Apollo Hospitals Enterprise Ltd.0.49%

1. Hindalco Industries Ltd.1.20%

1. Eternal Ltd.0.75%
2. Swiggy Ltd.0.28%

About Fund

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.

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 Name1Y3Y
This FundUTI Aggressive Hybrid Fund Growth5.292753.3269
This FundEdelweiss Aggressive Hybrid Fund - Plan B Growth6.083354.2624
This FundNippon India Aggressive Hybrid Fund - Segregated Portfolio 1 Growth126.2548126.2548

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 : 4.35%
  • 6 Months : -2.67%
  • 1 Year : 6.08%
  • 3 Years : 15.55%
Returns of Edelweiss Aggressive Hybrid Fund - Plan B Growth are updated daily based on NAV of ₹ 62.75 as on Apr 17,2026. Since inception, the return has been 54.26%.

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 ₹3,309 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