Should I invest in Edelweiss Aggressive Hybrid Fund?

We don't give personal investment advice. Edelweiss Aggressive Hybrid Fund - Regular 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: 20.0%. 5-year CAGR: 3.77%.

Edelweiss

Edelweiss Aggressive Hybrid Fund - Regular Plan - IDCW Option

Latest NAV

₹25.3500

As of

3 Jun 2026

4,114 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	+0.20%	+0.09%	+0.11	18 / 33	Q3
1W	-1.52%	-1.58%	+0.06	19 / 33	Q3
2W	-1.09%	-0.53%	-0.57	25 / 33	Q4
1M	-1.94%	-2.04%	+0.11	20 / 33	Q3
3M	-3.28%	-2.12%	-1.16	21 / 33	Q3
6M	-7.69%	-5.78%	-1.90	20 / 33	Q3
YTD	-7.32%	-5.97%	-1.35	21 / 33	Q3
1Y	-8.29%	-1.00%	-7.29	29 / 33	Q4
2Y	-3.74%	+3.07%	-6.82	27 / 33	Q4
3Y	+4.54%	+9.48%	-4.94	24 / 32	Q3
4Y	+4.85%	+10.33%	-5.49	24 / 30	Q4
5Y	+3.77%	+9.61%	-5.84	24 / 29	Q4
7Y	+3.53%	+9.61%	-6.08	25 / 28	Q4
10Y	+4.01%	+8.73%	-4.72	11 / 13	Q4
Inception	+5.64%	+7.75%	-2.11	23 / 33	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	-7.32%	-5.92%	-1.39	20 / 28
2025	-3.39%	-0.84%	-2.56	21 / 32
2024	+11.52%	+15.73%	-4.20	26 / 32
2023	+14.77%	+20.31%	-5.54	24 / 32
2022	-3.14%	+1.23%	-4.38	23 / 29
2021	+15.25%	+19.99%	-4.74	24 / 30
2020	-0.96%	+16.86%	-17.82	29 / 29
2019	+4.89%	+2.13%	+2.76	15 / 27
2018	-0.90%	-4.28%	+3.38	10 / 14
2017	+16.64%	+17.35%	-0.72	11 / 14
2016	-6.90%	-0.78%	-6.11	11 / 12

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

+6.94%

192 windows

min -25.2% · max 55.4%

64% positive

3-Year rolling

+6.57%

168 windows

min -6.7% · max 21.6%

91% positive

5-Year rolling

+6.68%

143 windows

min -4.3% · max 12.6%

95% positive

7-Year rolling

+5.91%

119 windows

min 1.8% · max 9.3%

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

10.40%

3-year · annualised

Sharpe ratio

-0.14

vs risk-free 6.5%

Sortino ratio

-0.20

Downside-only deviation

Max drawdown

-19.99%

Sep 2024 → Mar 2026

% positive months

69.4%

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
Invesco India Aggressive Hybrid Fund - Regular Plan - IDCW (Payout / Reinvestment)	Invesco	₹20.5015	3 Jun 2026
Bandhan Aggressive Hybrid Fund-Regular Plan IDCW	Bandhan	₹18.4860	3 Jun 2026
Mirae Asset Aggressive Hybrid Fund - Regular Plan - IDCW	Mirae Asset	₹16.5000	3 Jun 2026
HSBC Aggressive Hybrid Fund - Regular Annual IDCW	HSBC	₹16.4066	3 Jun 2026
Baroda BNP Paribas Aggressive Hybrid Fund- REGULAR PLAN- IDCW OPTION	Baroda BNP Paribas	₹15.2547	3 Jun 2026
Axis Aggressive Hybrid Fund - Regular Plan - Monthly IDCW	Axis	₹12.1500	3 Jun 2026
BANK OF INDIA MID & SMALL CAP EQUITY & DEBT FUND - REGULAR PLAN IDCW	Bank of India	₹33.0600	3 Jun 2026
Groww Aggressive Hybrid Fund (formerly known as Indiabulls Equity Hybrid Fund)- Regular Plan- - Income Distribution cum capital withdrawal Option (Payout & Reinvestment)	Groww	₹19.9339	3 Jun 2026
JM Aggressive Hybrid Fund (Regular) - Annual IDCW		₹31.2903	3 Jun 2026
Mahindra Manulife Aggressive Hybrid Fund - Regular Plan - Monthly IDCW	Mahindra Manulife	₹17.7095	3 Jun 2026

Recent NAVs

Date	NAV
3 Jun 2026	₹25.3500
2 Jun 2026	₹25.3400
1 Jun 2026	₹25.2900
29 May 2026	₹25.5000
27 May 2026	₹25.7600
26 May 2026	₹25.7300
25 May 2026	₹25.7500
22 May 2026	₹25.5100
21 May 2026	₹25.4800
20 May 2026	₹25.6900

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 - Regular Plan - IDCW Option is ₹25.3500. It's a Aggressive Hybrid Fund from Edelweiss, run as a Regular plan IDCW (dividend) option. NAVs update once per business day from the AMFI feed.

Edelweiss Aggressive Hybrid Fund - Regular Plan - IDCW Option has NAV history starting from 16 Sep 2009, a track record of about 16 years 8 months. Long-tenured funds like this have weathered multiple market cycles — the 2008 crash, 2013 taper tantrum, 2020 COVID drawdown — which makes their returns more credible than a 3-year track record alone.

Edelweiss Aggressive Hybrid Fund - Regular 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 - Regular Plan - IDCW Option has delivered a absolute return of -8.29% — -7.29 pp behind the Aggressive Hybrid Fund category average of -1.00%. The fund ranks #29 of 33 in its category — the bottom (Q4) quartile.

Over the trailing 3-year window, Edelweiss Aggressive Hybrid Fund - Regular Plan - IDCW Option has delivered a CAGR of 4.54% — -4.94 pp behind the Aggressive Hybrid Fund category average of 9.48%. The fund ranks #24 of 32 in its category — the third (Q3) quartile.

Over the trailing 5-year window, Edelweiss Aggressive Hybrid Fund - Regular Plan - IDCW Option has delivered a CAGR of 3.77% — -5.84 pp behind the Aggressive Hybrid Fund category average of 9.61%. The fund ranks #24 of 29 in its category — the bottom (Q4) quartile.

₹1 lakh invested in Edelweiss Aggressive Hybrid Fund - Regular Plan - IDCW Option exactly 10 years ago would be worth approximately ₹148,187 today — a multiplier of 1.48×, based on the 10-year CAGR of 4.01%. The category average over the same window would have grown ₹1 lakh to ₹231,009.

A ₹10,000 monthly SIP in Edelweiss Aggressive Hybrid Fund - Regular Plan - IDCW Option over the last 5 years — total invested ₹600,000 — would be worth ₹626,584 today. That's an XIRR (money-weighted annualised return) of 1.71%.

A ₹10,000 monthly SIP for 10 years in Edelweiss Aggressive Hybrid Fund - Regular Plan - IDCW Option = ₹1,200,000 invested. It would currently be worth ₹1,455,887 (multiplier 1.21×). XIRR: 3.79%. 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 - Regular Plan - IDCW Option ranks #24 out of 29 funds in the Aggressive Hybrid Fund category — that places it in the bottom quartile (Q4) — material underperformance. The category average return over the same window is 9.61%; this fund delivered 3.77%.

The worst peak-to-trough decline Edelweiss Aggressive Hybrid Fund - Regular Plan - IDCW Option has experienced over the last 5-year window is 19.99% — 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 - Regular Plan - IDCW Option averaged 6.68% (best 12.59%, worst -4.25%). 95% of rolling windows ended positive. The 5-year Sharpe ratio is -0.21 — negative risk-adjusted performance.

In calendar year 2025, Edelweiss Aggressive Hybrid Fund - Regular Plan - IDCW Option returned -3.39% — lagging the Aggressive Hybrid Fund category average of -0.84% by 2.56 pp. It ranked #21 of 32 in its category that year.

Edelweiss Aggressive Hybrid Fund - Regular 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 - Regular 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: 20.0%. 5-year CAGR: 3.77%.

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