+91 73377 40002

8AM - 8PM

Asset Size:18Cr
Expense Ratio:2.41%
Fund Manager(s):Bharat Lahoti,Gautam Kaul,Hardik Verma,
5year Returns:8.62%

Edelweiss Aggressive Hybrid A Growth

Edelweiss       

Balanced Equity
Aggressive Allocation

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Rank (of 245)

Not Ranked

Annualized Returns(5 yrs)

8.62%

Investment Horizon

>3 Yr

Doubled Money

8yrs 4m

Returns since August 12th, 2009

NA

Min Investment ₹500

Amount Invested

57.2L

Projected Wealth Gained

43.5L

Projected Maturity Amount

1Cr

Edelweiss     

Balanced Equity
Aggressive Allocation

Nav : 29 ( 0.03%) December 2nd, 2020

People currently viewing this : 1

Upwardly's Take :

These funds invest predominantly in Equity (65-80%) with rest allocation in debt. Investors looking for exposure to equity but wanting more stability than pure Equity funds should invest in this fund. Only 10% long-term tax on capital gains above 1 lakh.

Invest in these funds with minimum of 3 years horizon for your medium to long term goals like Retirement, Children's education etc

Min Investment ₹500

Amount Invested

57.2L

Projected Wealth Gained

43.5L

Projected Maturity Amount

1Cr

Rank (of 245)

Not Ranked

Annualized Returns(5 yrs)

8.62%

Investment Horizon

>3 Yr

Doubled Money

8yrs 4m

Returns since August 12th, 2009

NA

FUND PAST PERFORMANCE

Fund's historical return with Fixed Deposit



Invested for

3m
6m
1y
3y
5y

3 and 6 Months returns are absolute

Assuming 30% tax bracket

FUND MULTIPLIER

Time it would have taken to make your money double (2x), quadruple (4x) and quintuple (5x)

Time Take To Multiply

2x
4x
5x

TOP 5 HOLDING INVESTED IN

TOP 5 SECTORS INVESTED IN

FUND DETAIL INFORMATION

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 reaIized and the Scheme does not assure or guarantee any returns.

Basic Details
Fund House
Edelweiss
Launch Date
August 12th, 2009
Expense Ratio
2.41%
Fund Category Risk
Moderate
Std Dev (1Yr)
25.717
Std Dev (3Yr)
16.522
Std Dev (5Yr)
14.712
Asset Size
18Cr
Investment Details
Investment Plan
Growth
Exit Load
No Exit Load
YTM
3.09 %
Modified Duration
0.04
Contact Details
Phone No.
+91 22 40979900