Edelweiss Aggressive Hybrid Fund - Direct (IDCW) - Mutual Fund Analysis | Complete Fund Review with Performance, Portfolio, and Risk Analysis
Comprehensive analysis of Edelweiss Aggressive Hybrid Fund - Direct (IDCW) (17614) providing detailed insights into fund performance, portfolio holdings, risk metrics, expense ratios, and investment recommendations.
Edelweiss Aggressive Hybrid Fund - Direct (IDCW)
Edelweiss Asset Mgt Ltd
The investment objective of the Scheme is to generate long term growth of capital and current income through a portfolio investing predominantly in equity and equity related instruments and the balance in debt and money market securities . However, there is no assurance that the investment objective of the Scheme will be realized.
Fund Health Radar
A comprehensive at-a-glance view of key mutual fund health indicatorsHover or click any card to view detailed metrics
Performance
Moderate Returns
Risk
High Risk
Expenses
Low Expense Ratio
Portfolio Mix
Balanced Mix
Management
Experienced Team
Quality Score
Average Quality
Edelweiss Aggressive Hybrid Fund - Direct (IDCW) - NAV History (1Y)
Showing 1Y NAV history
Performance across different time periods
Neutral Entry Point
Fund shows mixed signals. Consider your investment timeline and risk tolerance.
Review detailed analysis and consider dollar-cost averaging through SIPs.
Neutral Entry Point
Fund shows mixed signals. Consider your investment timeline and risk tolerance.
Review detailed analysis and consider dollar-cost averaging through SIPs.
Key Factors Analysis
Alpha Generation
Outperformance vs benchmark
Management Stability
Fund manager experience
Cost Efficiency
Fund management costs
1-Year Returns
Recent performance momentum
Equity Exposure
Market exposure level
Long-term Track Record
Historical performance consistency
Fund Size
Assets under management
Risk Assessment
Risk-adjusted returns
Investment Timing Insights
See how your money can grow and compare with popular investment options
Your Investment
Compare With Popular Options
Disclaimer: Returns are illustrative and based on assumed rates. Mutual fund investments are subject to market risk. Please read scheme documents carefully.
Risk Metrics (3 Years)
Risk Level
| Company | Industry | % Assets |
|---|---|---|
| Net CA & Others | Debt Others | 9.03% |
| N A B A R D | Debt Others | 6.37% |
| ICICI Bank Ltd | Banks | 6.33% |
| HDFC Bank Ltd | Banks | 4.71% |
| Bharti Airtel Ltd | Telecom-Service | 2.66% |
| Aditya Birla Capital Ltd | Finance - Investment / Others | 2.54% |
| Reliance Industries Ltd | Refineries | 2.22% |
| Sun Pharmaceutical Industries Ltd | Pharmaceuticals | 1.95% |
| Infosys Ltd | IT - Software | 1.88% |
| HDFC Life Insurance Company Ltd | Insurance | 1.69% |
Sector Breakdown
Compare against Aggressive Hybrid Fund category average
Performance Summary
This comparison shows how the fund performs relative to the Aggressive Hybrid Fund category average. Positive values indicate outperformance, while negative values show underperformance.
Compare with similar funds in Aggressive Hybrid Fund category
Edelweiss Aggressive Hybrid Fund - Direct (IDCW) vs Category Average
Similar Funds Comparison
| Fund Name | NAV | 6M | 1Y | 3Y |
|---|---|---|---|---|
| Aditya Birla SL Equity Hybrid '95 Fund-Direct (G) | ₹1741.88 | 12.80% | 0.68% | 13.59% |
| Aditya Birla SL Equity Hybrid '95 Fund (G) | ₹1552.40 | 12.36% | -0.09% | 12.72% |
| Tata Aggressive Hybrid Fund - Direct (G) | ₹497.97 | 11.43% | -1.97% | 12.47% |
| Quant Aggressive Hybrid Fund - Direct (G) | ₹474.11 | 15.54% | -4.68% | 12.89% |
| ICICI Pru Equity & Debt Fund - Direct (G) | ₹451.40 | 13.99% | 4.57% | 20.12% |
| Tata Aggressive Hybrid Fund - Regular (G) | ₹442.53 | 10.90% | -2.88% | 11.41% |
| UTI-Aggressive Hybrid Fund - Direct (G) | ₹438.83 | 9.78% | -1.05% | 16.47% |
| Quant Aggressive Hybrid Fund (G) | ₹433.87 | 14.78% | -5.93% | 11.34% |
| Canara Robeco Equity Hybrid Fund - Direct (G) | ₹416.58 | 13.43% | 1.59% | 14.50% |
| UTI-Aggressive Hybrid Fund (G) | ₹407.38 | 9.42% | -1.69% | 15.74% |
Category Average Returns
Bharat Lahoti
A seasoned investment professional with over 13 years of experience in equity research and fund management. Known for consistent performance and a disciplined investment approach focused on quality growth stocks.