Should I invest in Edelweiss Aggressive Hybrid Fund?

We don't give personal investment advice. Edelweiss Aggressive Hybrid Fund-Direct Plan-Growth Option is suitable for an investor whose:horizon is 3-5 years — too short for pure equity, too long for pure debtwants a single fund that automatically rebalances between equity and debtis comfortable trading some upside for lower volatility vs a pure equity fundCross-check the numbers above against alternatives before deciding. Worst 5-year drawdown: 12.0%. 5-year CAGR: 14.92%.

Edelweiss

Edelweiss Aggressive Hybrid Fund-Direct Plan-Growth Option

Latest NAV

₹73.3200

As of

3 Jun 2026

3,298 NAV records on file

NAV history & peer comparison

All NAVs split-adjusted and normalised to 100 at the start of the selected period, so funds with very different absolute NAV scales can be compared on one axis.

Period

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Returns matrix

Fund return alongside the category average and peer rank for every standard window. Returns under one year are absolute; one year and longer are compound annualised (CAGR).

Window	Fund	Category avg	+/− vs avg	Rank	Quartile
1D	+0.21%	+4.36%	-4.16	19 / 30	Q3
1W	-1.47%	+2.94%	-4.41	22 / 30	Q3
2W	-0.23%	+4.15%	-4.38	17 / 30	Q3
1M	-1.00%	+3.24%	-4.23	13 / 30	Q2
3M	-0.49%	+3.65%	-4.14	11 / 30	Q2
6M	-2.38%	+0.91%	-3.29	10 / 30	Q2
YTD	-2.85%	+0.57%	-3.42	9 / 30	Q2
1Y	+2.02%	+5.12%	-3.10	12 / 30	Q2
2Y	+6.43%	+6.03%	+0.40	6 / 30	Q1
3Y	+15.56%	+13.60%	+1.95	6 / 30	Q1
4Y	+16.00%	+13.47%	+2.53	5 / 29	Q1
5Y	+14.92%	+12.07%	+2.86	5 / 27	Q1
7Y	+15.44%	+13.22%	+2.22	6 / 25	Q1
10Y	+13.92%	+12.69%	+1.22	5 / 19	Q2
Inception	+13.81%	+12.86%	+0.96	7 / 30	Q1

Quartile legend: Q1 top 25% Q2 25-50% Q3 50-75% Q4 bottom 25%

Calendar-year returns

Full-year performance vs category average. Current year is partial (year-to-date).

Year	Fund	Category avg	+/− vs avg	Rank
2026 YTD	-2.85%	-3.75%	+0.90	8 / 29
2025	+7.12%	+10.33%	-3.22	12 / 30
2024	+22.11%	+17.99%	+4.12	7 / 30
2023	+27.17%	+21.88%	+5.29	4 / 30
2022	+7.44%	+3.88%	+3.56	6 / 28
2021	+29.09%	+26.63%	+2.47	8 / 27
2020	+14.34%	+15.17%	-0.82	13 / 26
2019	+11.82%	+9.11%	+2.71	10 / 24
2018	+1.53%	-1.88%	+3.41	5 / 20
2017	+25.54%	+25.86%	-0.32	10 / 20
2016	+0.25%	+6.34%	-6.09	16 / 17

Rolling returns

Removes start-date bias by averaging CAGR over every overlapping N-year window in the fund's history. Higher average plus tight min/max plus high "% positive" = consistent.

1-Year rolling

+16.21%

152 windows

min -17.6% · max 57.5%

93% positive

3-Year rolling

+14.65%

127 windows

min -1.0% · max 26.7%

99% positive

5-Year rolling

+14.32%

103 windows

min 1.5% · max 24.4%

100% positive

7-Year rolling

+13.83%

79 windows

min 9.0% · max 17.3%

100% positive

SIP returns — historical "what if"

If you had invested every month in this fund over the chosen period, this is what your investment would be worth today.

Period

Total invested

₹ —

Today's value

₹ —

XIRR

Annualised

Wealth multiplier

Period	Total invested	Today's value	XIRR	Wealth multiplier

XIRR is the annualised internal rate of return on the SIP cash flow — invariant to the monthly amount. "Today's value" and "Total invested" scale linearly with the slider. Past performance does not guarantee future returns. Excludes exit load and taxes.

Risk profile

Risk-adjusted return and volatility, computed from monthly NAV returns over the trailing 3-year and 5-year windows.

Std deviation

10.41%

3-year · annualised

Sharpe ratio

0.83

vs risk-free 6.5%

Sortino ratio

1.34

Downside-only deviation

Max drawdown

-12.02%

Sep 2024 → Feb 2025

% positive months

75.0%

Share of monthly returns > 0 over the 3-year window

Sharpe / Sortino use a risk-free rate of 6.5% (1-year T-bill proxy). Higher Sharpe = more return per unit of total risk; higher Sortino = more return per unit of downside risk.

Peers in Aggressive Hybrid Fund

Scheme	Fund house	NAV	As of
HDFC Hybrid Equity Fund - Growth Option - Direct Plan	HDFC	₹119.4090	3 Jun 2026
Nippon India Aggressive Hybrid Fund - Segregated Portfolio 2 - Direct Plan - Growth Plan	Nippon India	₹0.0000	3 Jun 2026
SBI EQUITY HYBRID FUND - DIRECT PLAN - Growth	SBI	₹341.4430	3 Jun 2026
ICICI Prudential Equity & Debt Fund - Direct Plan - Growth	ICICI Prudential	₹436.8700	3 Jun 2026
Invesco India Aggressive Hybrid Fund - Direct Plan - Growth	Invesco	₹23.2255	3 Jun 2026
Bandhan Aggressive Hybrid Fund-Direct Plan Growth	Bandhan	₹30.2350	3 Jun 2026
quant Aggressive Hybrid Fund-Growth Option-Direct Plan	Quant	₹503.5497	3 Jun 2026
Aditya Birla Sun Life Equity Hybrid'95 Fund - Direct Plan-Growth	Aditya Birla Sun Life	₹1,656.1400	3 Jun 2026
Franklin India Aggressive Hybrid Fund - Direct - Growth	Franklin India	₹297.9456	3 Jun 2026
Mirae Asset Aggressive Hybrid Fund - Direct Plan - Growth	Mirae Asset	₹37.9930	3 Jun 2026

Recent NAVs

Date	NAV
3 Jun 2026	₹73.3200
2 Jun 2026	₹73.3100
1 Jun 2026	₹73.1600
29 May 2026	₹73.7600
27 May 2026	₹74.5000
26 May 2026	₹74.4000
25 May 2026	₹74.4700
22 May 2026	₹73.7600
21 May 2026	₹73.6700
20 May 2026	₹73.6600

Frequently asked questions

These answers are generated from this fund's live metrics — NAV, returns, peer rank, drawdown, SIP backtest. Numbers refresh nightly after AMFI's NAV feed lands.

As of 03 Jun 2026, the NAV of Edelweiss Aggressive Hybrid Fund-Direct Plan-Growth Option is ₹73.3200. It's a Aggressive Hybrid Fund from Edelweiss, run as a Direct plan Growth option. NAVs update once per business day from the AMFI feed.

Edelweiss Aggressive Hybrid Fund-Direct Plan-Growth Option has NAV history starting from 08 Jan 2013, a track record of about 13 years 4 months. That's enough history to evaluate the fund across one or two market cycles. Look at rolling returns rather than point-to-point to judge consistency.

Edelweiss Aggressive Hybrid Fund-Direct Plan-Growth Option is managed by Edelweiss. It's classified by AMFI under the 'Aggressive Hybrid Fund' SEBI category, which determines its peer set and tax treatment.

Over the trailing 1-year window, Edelweiss Aggressive Hybrid Fund-Direct Plan-Growth Option has delivered a absolute return of 2.02% — -3.1 pp behind the Aggressive Hybrid Fund category average of 5.12%. The fund ranks #12 of 30 in its category — the second (Q2) quartile.

Over the trailing 3-year window, Edelweiss Aggressive Hybrid Fund-Direct Plan-Growth Option has delivered a CAGR of 15.56% — +1.95 pp ahead of the Aggressive Hybrid Fund category average of 13.60%. The fund ranks #6 of 30 in its category — the top (Q1) quartile.

Over the trailing 5-year window, Edelweiss Aggressive Hybrid Fund-Direct Plan-Growth Option has delivered a CAGR of 14.92% — +2.86 pp ahead of the Aggressive Hybrid Fund category average of 12.07%. The fund ranks #5 of 27 in its category — the top (Q1) quartile.

₹1 lakh invested in Edelweiss Aggressive Hybrid Fund-Direct Plan-Growth Option exactly 10 years ago would be worth approximately ₹368,022 today — a multiplier of 3.68×, based on the 10-year CAGR of 13.92%. The category average over the same window would have grown ₹1 lakh to ₹330,355.

A ₹10,000 monthly SIP in Edelweiss Aggressive Hybrid Fund-Direct Plan-Growth Option over the last 5 years — total invested ₹600,000 — would be worth ₹830,491 today. That's an XIRR (money-weighted annualised return) of 12.95%.

A ₹10,000 monthly SIP for 10 years in Edelweiss Aggressive Hybrid Fund-Direct Plan-Growth Option = ₹1,200,000 invested. It would currently be worth ₹2,596,335 (multiplier 2.16×). XIRR: 14.75%. Long-horizon SIP results matter more than point-to-point returns because they smooth out entry timing.

On a 5-year basis, Edelweiss Aggressive Hybrid Fund-Direct Plan-Growth Option ranks #5 out of 27 funds in the Aggressive Hybrid Fund category — that places it in the top quartile (Q1) — strong outperformance. The category average return over the same window is 12.07%; this fund delivered 14.92%.

The worst peak-to-trough decline Edelweiss Aggressive Hybrid Fund-Direct Plan-Growth Option has experienced over the last 5-year window is 12.02% — its NAV fell from a high on 27 Sep 2024 to a low on 28 Feb 2025. Drawdown is a useful gauge of how much short-term pain you'd have endured to capture the long-term return.

Across all 5-year rolling windows, Edelweiss Aggressive Hybrid Fund-Direct Plan-Growth Option averaged 14.32% (best 24.43%, worst 1.53%). 100% of rolling windows ended positive. The 5-year Sharpe ratio is 0.80 — reasonable risk-adjusted performance.

In calendar year 2025, Edelweiss Aggressive Hybrid Fund-Direct Plan-Growth Option returned 7.12% — lagging the Aggressive Hybrid Fund category average of 10.33% by 3.22 pp. It ranked #12 of 30 in its category that year.

Edelweiss Aggressive Hybrid Fund-Direct Plan-Growth Option is a Hybrid scheme. Tax treatment follows its actual equity allocation as disclosed by the AMC: at least 65% equity behaves like an equity fund (12.5% LTCG over 12 months, 20% STCG); 35-65% equity often gets an equity-style treatment with a 24-month threshold; under 35% equity is taxed at slab rate like a debt fund. Check the AMC's latest factsheet for the current classification.

We don't give personal investment advice. Edelweiss Aggressive Hybrid Fund-Direct Plan-Growth Option is suitable for an investor whose:

horizon is 3-5 years — too short for pure equity, too long for pure debt
wants a single fund that automatically rebalances between equity and debt
is comfortable trading some upside for lower volatility vs a pure equity fund

Cross-check the numbers above against alternatives before deciding. Worst 5-year drawdown: 12.0%. 5-year CAGR: 14.92%.

Educational content only — not investment advice. Tax rules summarised above reflect Budget 2024; consult a qualified adviser before transacting.