Edelweiss Aggressive Hybrid Fund Direct Growth

Edelweiss Aggressive Hybrid Fund Direct Growth is a hybrid fund. This fund was started on 1 January, 2013. The fund is managed by Bhavesh Jain, Rahul Dedhia, Bharat Lahoti. This fund gives you the benefit of diversification.

1. Edelweiss Aggressive Hybrid Fund Direct Growth has ₹2290 Cr worth of assets under management (AUM) as on Jan 2025 and is less than category average.
2. The fund has an expense ratio 0.3.
   

Edelweiss Aggressive Hybrid Fund Direct Growth has given a CAGR return of 14.72% since inception. Over the last 1, 3 and 5 years the fund has given a CAGR return of 13.94%, 18.17% and 26.79% respectively.

Edelweiss Aggressive Hybrid Fund Direct Growth has allocated its funds majorly in Corporate, Financial Services, Government, Cash Equivalent, Health, Tech, Consumer Cyclical, Industrial, Energy, Utilities, Consumer Defensive, Basic Materials, Communication, Real Estate, Securitize.

As it is a aggressive allocation mutual fund the taxation is as follows:
If the fund is equity oriented i.e. asset allocation of more than 65% in equity instruments:
For short term (less than a year) capital gains will be taxed at 20%
For long term (more than 1 year) capital gains will be taxed at 12.5% without indexation benefit
Long term gains up to Rs 1 lakh are exempt from taxation (more than 12 months).

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.

Minimum investment for lump sum payment is INR 100.00 and for SIP is INR 100.00. Edelweiss Aggressive Hybrid Fund Direct Growth has no lock in period.