Should I invest in Edelweiss Aggressive Hybrid Fund?

We don't give personal investment advice. Edelweiss Aggressive Hybrid Fund - Direct Plan - IDCW 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: 16.1%. 5-year CAGR: 6.90%.

Edelweiss

Edelweiss Aggressive Hybrid Fund - Direct Plan - IDCW Option

Latest NAV

₹32.0100

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	+0.22%	+6.60%	-6.38	29 / 58	Q2
1W	-1.45%	+5.20%	-6.65	31 / 58	Q3
2W	-0.87%	+6.18%	-7.05	41 / 58	Q3
1M	-1.63%	+5.07%	-6.70	35 / 58	Q3
3M	-2.44%	+4.49%	-6.93	32 / 58	Q3
6M	-6.07%	+1.53%	-7.60	32 / 58	Q3
YTD	-5.94%	+1.04%	-6.97	32 / 58	Q3
1Y	-5.21%	+5.41%	-10.62	37 / 58	Q3
2Y	-0.71%	+4.56%	-5.27	38 / 57	Q3
3Y	+7.78%	+10.78%	-3.00	37 / 58	Q3
4Y	+8.08%	+10.80%	-2.72	37 / 55	Q3
5Y	+6.90%	+9.86%	-2.96	37 / 52	Q3
7Y	+6.44%	+10.11%	-3.67	35 / 48	Q3
10Y	+6.31%	+8.06%	-1.75	19 / 31	Q3
Inception	+7.73%	+8.46%	-0.73	34 / 58	Q3

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	-5.94%	-6.04%	+0.10	27 / 50
2025	-0.32%	+7.92%	-8.24	35 / 56
2024	+14.73%	+14.90%	-0.17	26 / 56
2023	+18.21%	+18.81%	-0.60	29 / 56
2022	-0.24%	+1.96%	-2.20	38 / 53
2021	+18.28%	+21.02%	-2.75	37 / 54
2020	+1.35%	+13.62%	-12.27	46 / 52
2019	+6.79%	+3.69%	+3.10	20 / 47
2018	-0.15%	-8.13%	+7.98	9 / 35
2017	+17.63%	+15.92%	+1.70	18 / 35
2016	-6.47%	+0.88%	-7.35	26 / 28

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

+9.91%

152 windows

min -23.8% · max 55.9%

76% positive

3-Year rolling

+7.88%

127 windows

min -5.6% · max 19.4%

94% positive

5-Year rolling

+7.38%

103 windows

min -3.4% · max 14.9%

95% positive

7-Year rolling

+6.92%

79 windows

min 3.3% · max 9.0%

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

10.40%

3-year · annualised

Sharpe ratio

0.15

vs risk-free 6.5%

Sortino ratio

0.21

Downside-only deviation

Max drawdown

-16.11%

Sep 2024 → Mar 2026

% positive months

72.2%

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 - IDCW Option - Direct Plan	HDFC	₹17.2110	3 Jun 2026
NIPPON INDIA AGGRESSIVE HYBRID FUND - SEGREGATED PORTFOLIO 2 - DIRECT Plan - IDCW Option	Nippon India	₹0.0000	3 Jun 2026
SBI Equity Hybrid Fund - Direct Plan - Income Distribution cum Capital Withdrawal Option (IDCW)	SBI	₹99.9127	3 Jun 2026
ICICI Prudential Equity & Debt Fund - Direct Plan - Annual IDCW	ICICI Prudential	₹27.9300	3 Jun 2026
Invesco India Aggressive Hybrid Fund - Direct Plan - IDCW (Payout / Reinvestment)	Invesco	₹23.1247	3 Jun 2026
Bandhan Aggressive Hybrid Fund-Direct Plan IDCW	Bandhan	₹21.1180	3 Jun 2026
quant Aggressive Hybrid Fund-IDCW Option-Direct Plan	Quant	₹69.7436	3 Jun 2026
Aditya Birla Sun Life Equity Hybrid'95 Fund -DIRECT - IDCW	Aditya Birla Sun Life	₹281.8300	3 Jun 2026
Franklin India Aggressive Hybrid Fund - Direct - IDCW	Franklin India	₹32.9866	3 Jun 2026
Mirae Asset Aggressive Hybrid Fund - Direct Plan - IDCW	Mirae Asset	₹20.5210	3 Jun 2026

Recent NAVs

Date	NAV
3 Jun 2026	₹32.0100
2 Jun 2026	₹32.0100
1 Jun 2026	₹31.9400
29 May 2026	₹32.2000
27 May 2026	₹32.5300
26 May 2026	₹32.4800
25 May 2026	₹32.5100
22 May 2026	₹32.2000
21 May 2026	₹32.1600
20 May 2026	₹32.3700

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 - IDCW Option is ₹32.0100. It's a Aggressive Hybrid Fund from Edelweiss, run as a Direct plan IDCW (dividend) option. NAVs update once per business day from the AMFI feed.

Edelweiss Aggressive Hybrid Fund - Direct Plan - IDCW 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 - IDCW 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 - IDCW Option has delivered a absolute return of -5.21% — -10.62 pp behind the Aggressive Hybrid Fund category average of 5.41%. The fund ranks #37 of 58 in its category — the third (Q3) quartile.

Over the trailing 3-year window, Edelweiss Aggressive Hybrid Fund - Direct Plan - IDCW Option has delivered a CAGR of 7.78% — -3 pp behind the Aggressive Hybrid Fund category average of 10.78%. The fund ranks #37 of 58 in its category — the third (Q3) quartile.

Over the trailing 5-year window, Edelweiss Aggressive Hybrid Fund - Direct Plan - IDCW Option has delivered a CAGR of 6.90% — -2.96 pp behind the Aggressive Hybrid Fund category average of 9.86%. The fund ranks #37 of 52 in its category — the third (Q3) quartile.

₹1 lakh invested in Edelweiss Aggressive Hybrid Fund - Direct Plan - IDCW Option exactly 10 years ago would be worth approximately ₹184,390 today — a multiplier of 1.84×, based on the 10-year CAGR of 6.31%. The category average over the same window would have grown ₹1 lakh to ₹217,039.

A ₹10,000 monthly SIP in Edelweiss Aggressive Hybrid Fund - Direct Plan - IDCW Option over the last 5 years — total invested ₹600,000 — would be worth ₹680,692 today. That's an XIRR (money-weighted annualised return) of 4.99%.

A ₹10,000 monthly SIP for 10 years in Edelweiss Aggressive Hybrid Fund - Direct Plan - IDCW Option = ₹1,200,000 invested. It would currently be worth ₹1,689,268 (multiplier 1.41×). XIRR: 6.65%. 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 - IDCW Option ranks #37 out of 52 funds in the Aggressive Hybrid Fund category — that places it in the third quartile (Q3) — below the median. The category average return over the same window is 9.86%; this fund delivered 6.90%.

The worst peak-to-trough decline Edelweiss Aggressive Hybrid Fund - Direct Plan - IDCW Option has experienced over the last 5-year window is 16.11% — its NAV fell from a high on 27 Sep 2024 to a low on 30 Mar 2026. 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 - IDCW Option averaged 7.38% (best 14.86%, worst -3.38%). 95% of rolling windows ended positive. The 5-year Sharpe ratio is 0.08 — weak risk-adjusted performance.

In calendar year 2025, Edelweiss Aggressive Hybrid Fund - Direct Plan - IDCW Option returned -0.32% — lagging the Aggressive Hybrid Fund category average of 7.92% by 8.24 pp. It ranked #35 of 56 in its category that year.

Edelweiss Aggressive Hybrid Fund - Direct Plan - IDCW 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 - IDCW 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: 16.1%. 5-year CAGR: 6.90%.

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