MonitorDirect · GrowthWatch before adding
Edelweiss Aggressive Hybrid Fund
Edelweiss Mutual FundHybrid Scheme - Aggressive Hybrid Fund13.8 years
The scheme seeks 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.
- NAV
- 73.23
- 27 Oct 2026
- 1Y
- -2.8%
- Trailing CAGR
- AUM
- ₹3,997.71 Cr
- 31 Aug 2026
- Volatility
- Medium
- 12.5% annualized
Buying brief
Should you add this fund?
Evidence on this desk, framed as a purchase checklist - not SEBI-registered advice.
As of 27 Oct 2026
Stance
Watch before adding
Recent evidence is mixed. Compare peers before increasing exposure.
In three lines
Fits if · The fund beat the category median in 71% of rolling 3-year windows.
Fits if · Three-year return is above the category median.
Prefer peers if · Prefer Franklin India Aggressive Hybrid Fund if you want a same-category peer with stronger evidence.
Buy checklist
History depth
Pass
13.8 years of path to read.
Engine status
Watch
Recent evidence is mixed. Compare peers before increasing exposure.
Expense ratio
Pass
0.71% TER (Direct). Lower cost compounds on long SIPs.
Drawdown vs peers
Pass
Peak-to-trough -28.6%. Ask whether you can hold through a similar fall.
Vs category
Pass
71% of rolling 3Y windows beat the category median, same plan and option.
Manager tenure
Watch
Kedar Karnik · 0.8 years on the scheme.
Exit load
n/a
No exit-load summary on file.
Tax / wrapper
Pass
Direct Growth, no ELSS lock flagged. Equity LTCG rules still apply after one year - not tax advice.
Portfolio concentration
Pass
Top 10 holdings ≈ 30.9% of the portfolio.
Browse category
Same-category peers are preloaded into compare when available.
Before you buy or SIP
Behaviour and wrappers - the usual India MF failure modes - not a buy instruction.
Drawdown rehearsal
This scheme’s worst fall on file is about 29%. Before you SIP, ask whether you would keep contributing through a similar drop - pausing on fear is the usual India MF failure mode.
SIP discipline
Monitor is recent mixed evidence - keep the SIP unless the buying brief says prefer peers, then swap with intent.
NAV
Path not in current snapshots
n/a
Returns
Trailing CAGR and simulated monthly SIP XIRR from daily NAV. Category comparison uses the median of comparable share classes in the peer set.
Trailing CAGR
Point-to-point, calendar-day annualized
- 1Y-2.8%
- 3Y+12.6%
- 5Y+12.1%
- 10Y+13.1%
- SI+13.4%
SIP XIRR
Equal monthly instalments to latest NAV
- 1Y-2.6%
- 3Y+4.6%
- 5Y+10.8%
- 10Y+13.9%
- Since inception
- +13.4%
- Calendar-day CAGR
- Excess 1Y
- +1.7%
- Category median, same plan and option
- 3Y win rate
- +71%
- Windows beating the median
- 3Y percentile
- 83
- Vs comparable share classes
- SIP 3Y XIRR
- +4.6%
- Simulated monthly SIP
- Worst rolling 3Y
- -1.8%
- 2648 daily-ending windows
- Median rolling 3Y
- +15.6%
- Calendar-day CAGR
- Positive rolling 5Y
- +100%
- 2156 daily-ending windows
Drawdown
Peak to trough from a running NAV high, with the path and recovery episodes.
- Max drawdown
- -28.6%
- Worst peak-to-trough
- Current
- -5.4%
- Below last peak
- Current spell
- 78 days
- Days below latest peak
- Time below peak
- +85%
- NAV observations
Drawdown
Path not in current snapshots
n/a
- Average recovery
- 12 days
- 193 recovered episodes
- Longest recovery
- 231 days
- Trough to prior peak
20 Feb 2020 – 9 Nov 2020
Trough 23 Mar 2020 · recovered in 231 days
-28.6%
5 Aug 2015 – 28 Jul 2016
Trough 25 Feb 2016 · recovered in 154 days
-15.0%
17 May 2013 – 29 Oct 2013
Trough 28 Aug 2013 · recovered in 62 days
-14.2%
27 Sept 2024 – 26 Jun 2025
Trough 28 Feb 2025 · recovered in 118 days
-12.0%
Dimensions
0–100 reads of named metrics. The mean is unweighted and only uses dimensions with data.
Returns
83
Vs category
61
Consistency
71
Risk-adjusted
56
Drawdown
29
Mean
60
Decision
Quantitative engine reasons behind the buying stance. An explanation can only restate what is already here.
Monitor
Buying stance
Watch before adding
Recent evidence is mixed. Compare peers before increasing exposure.
Why this status
No status reasons yet. History is still thin.
Supporting reads
- The fund beat the category median in 71% of rolling 3-year windows.
- Three-year return is above the category median.
- Risk-adjusted return sits above the documented risk-free proxy.
Portfolio
31 Aug 2026 · 114 holdings · top 10 are 30.9%.
- Top 5
- 18.6%
- Top 10
- 30.9%
- Largest holding
- 4.4%
- Effective holdings
- 59.7
ICICI Bank Ltd
Financial
4.4%
Others CBLO
Unspecified
4.4%
Edelweiss Ultra Short Term Fund Direct-Growth
Unspecified
3.8%
Bharti Airtel Ltd
Technology
3.0%
HDFC Bank Ltd
Financial
3.0%
Worth investigating
Same-category peers with enough history to inspect beside this fund - including tradeoffs.
Franklin India Aggressive Hybrid Fund
Franklin Templeton Mutual Fund
- 1Y
- -7.9%
- 3Y
- +8.8%
- Vol
- 11.1%
- Max DD
- -27.8%
- Sharpe
- 0.64
- 3Y win
- +79%
- Lower volatility
- Shallower drawdown
- Higher win rate vs category
Caveat: Higher TER · Lower trailing returns
DSP Aggressive Hybrid Fund
DSP Mutual Fund
- 1Y
- -7.3%
- 3Y
- +9.7%
- Vol
- 12.0%
- Max DD
- -28.8%
- Sharpe
- 0.59
- 3Y win
- +74%
- Lower volatility
- Higher win rate vs category
Caveat: Deeper drawdown · Higher TER · Lower trailing returns
Quant Aggressive Hybrid Fund
quant Mutual Fund
- 1Y
- +2.1%
- 3Y
- +13.1%
- Vol
- 13.1%
- Max DD
- -28.7%
- Sharpe
- 0.77
- 3Y win
- +80%
- Higher win rate vs category
- Higher trailing returns
Caveat: Higher volatility · Deeper drawdown · Higher TER
Bandhan Aggressive Hybrid Fund
Bandhan Mutual Fund
- 1Y
- +0.4%
- 3Y
- +14.0%
- Vol
- 12.4%
- Max DD
- -31.5%
- Sharpe
- 0.53
- 3Y win
- +63%
- Lower volatility
- Higher trailing returns
Caveat: Deeper drawdown · Higher TER
LIC MF Aggressive Hybrid Fund
LIC Mutual Fund
- 1Y
- -2.5%
- 3Y
- +10.8%
- Vol
- 12.2%
- Max DD
- -28.2%
- Sharpe
- 0.38
- 3Y win
- +20%
- Lower volatility
- Shallower drawdown
Caveat: Higher TER · Lower trailing returns