MonitorDirect · Growth
Edelweiss Aggressive Hybrid Fund
Edelweiss Mutual FundHybrid Scheme - Aggressive Hybrid Fund13.7 years
- NAV
- 74.72
- 15 Sept 2026
- 1Y
- +1.3%
- Trailing CAGR
- AUM
- ₹3,997.71 Cr
- 31 Aug 2026
- Volatility
- Medium
- 12.5% annualized
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+1.3%
- 3Y+12.3%
- 5Y+12.9%
- 10Y+13.4%
- SI+13.7%
SIP XIRR
Equal monthly instalments to latest NAV
- 1Y+1.0%
- 3Y+6.8%
- 5Y+12.0%
- 10Y+14.5%
- Since inception
- +13.7%
- Calendar-day CAGR
- Excess 1Y
- -1.1%
- Category median, same plan and option
- 3Y win rate
- +71%
- Windows beating the median
- 3Y percentile
- 75
- Vs comparable share classes
- Worst rolling 3Y
- -1.8%
- 2634 daily-ending windows
- Median rolling 3Y
- +15.7%
- Calendar-day CAGR
- Positive rolling 5Y
- +100%
- 2142 daily-ending windows
- SIP 3Y XIRR
- +6.8%
- Simulated monthly SIP
Drawdown
Peak to trough from a running NAV high. Move across the path to read a date.
Drawdown
Path not in current snapshots
n/a
- Average recovery
- 12 days
- 193 recovered episodes
- Longest recovery
- 231 days
- Trough to prior peak
- Current spell
- 36 days
- Days below latest peak
- Time below peak
- +85%
- NAV observations
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
75
Vs category
43
Consistency
71
Risk-adjusted
59
Drawdown
29
Mean
55
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%
Decision
Quantitative read of the live evidence. An explanation can only restate what is already here.
As of 15 Sept 2026
Monitor
Engine status
Monitor
Recent evidence
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.
Worth investigating
Same-category peers with enough history to inspect beside this fund.
Franklin India Aggressive Hybrid Fund
Franklin Templeton Mutual Fund
- 1Y
- -0.8%
- 3Y
- +9.4%
- Vol
- 11.1%
- Max DD
- -27.8%
- Sharpe
- 0.74
- 3Y win
- +80%
- Lower volatility
- Shallower drawdown
- Higher win rate vs category
Caveat: Higher TER · Lower trailing returns
DSP Aggressive Hybrid Fund
DSP Mutual Fund
- 1Y
- -4.7%
- 3Y
- +9.0%
- Vol
- 12.0%
- Max DD
- -28.8%
- Sharpe
- 0.65
- 3Y win
- +75%
- Lower volatility
- Higher win rate vs category
Caveat: Deeper drawdown · Higher TER · Lower trailing returns
Quant Aggressive Hybrid Fund
quant Mutual Fund
- 1Y
- +10.1%
- 3Y
- +12.4%
- Vol
- 13.0%
- Max DD
- -28.7%
- Sharpe
- 0.85
- 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
- +5.5%
- 3Y
- +13.3%
- Vol
- 12.4%
- Max DD
- -31.5%
- Sharpe
- 0.61
- 3Y win
- +62%
- Lower volatility
- Higher trailing returns
Caveat: Deeper drawdown · Higher TER
LIC MF Aggressive Hybrid Fund
LIC Mutual Fund
- 1Y
- +1.3%
- 3Y
- +10.3%
- Vol
- 12.2%
- Max DD
- -28.2%
- Sharpe
- 0.45
- 3Y win
- +19%
- Lower volatility
- Shallower drawdown
Caveat: Higher TER · Lower trailing returns