Edelweiss Aggressive Hybrid A

All Cap

Diversified

Hybrid

India Multi Asset

Others

Emotionally driven

Investor Profile

4–7 yearsInvestment Horizon

HNI, UHNI, Retail Investor, Mass AffluentTarget Segments

SEBI registered equity mutual fund suitable for all investor categoriesRegulatory Fit

Edelweiss Aggressive Hybrid A Growth mixes stocks and bonds for balanced growth and stability.

What This Strategy Does

Edelweiss Aggressive Hybrid A Growth is an equity flexi-cap fund which captures India's ₹200 trillion consumption and financialization opportunity through a multi-cap, sector-diversified approach, deploying capital across financials, industrials, and consumer sectors to achieve broad-based earnings growth.

Performance and Risk Analysis

Historical returns, volatility patterns, and how this fund has performed relative to its benchmark.

Fund Performance

1.2% AnnuallyAlpha

+11.2% vs +9.2% benchmarkSince Inception

+10.6% vs +6.1% benchmark3Y Annualized

+10.1% vs +4.5% benchmark5Y Annualized

Edelweiss Aggressive Hybrid A

Benchmark Index

Benchmark Performance Comparison

Edelweiss Aggressive Hybrid Fund

NIFTY 50 + FD Returns

Given the product’s limited performance history, the assessment considers the fund house’s track record and the historical performance of comparable strategies managed by the same fund house, which follow similar investment approaches. Such comparisons provide historical context only and do not represent the performance of the new product or indicate its future returns.

Risk Profile

Standard Deviation12.4%

Maximum Drawdown-11.8% | Oct 2024

Sharpe Ratio0.05

Beta1.05

Upside Capture115%

Disclaimer: Products compared like fixed deposits may provide fixed guaranteed returns. Mutual Funds investments are subject to market risk, read all scheme related documents carefully before investing. Past performance is not an indicator of future returns.

Strategy Details

A closer look at the investment thesis, portfolio construction, and current holdings.

Core Investment Theme

Delivers dynamic asset allocation across equities and fixed income to capture upside while managing volatility. By actively adjusting market exposures, this approach aims to participate in bull markets while providing downside protection during corrections. The impact is a smoother return profile that compounds steadily over time while limiting severe drawdowns. Suitable for investors seeking to grow wealth with lower risk than pure equity investing.

Portfolio Holdings Overview

SectoralAllocation

Capital Goods17.69%

Technology7.23%

Financial Services25.7%

Services15.64%

Energy & Infra6.61%

Utilities3.08%

Consumers24.06%

Geographic Allocation

Domestic100%

Top Stock Holdings

CompanySectorAllocation

ICICI Bank LtdFinancial Services4.43%

Clearing Corporation Of India Ltd.Utilities4.42%

Edelweiss Ultra Short Term Dir GrUtilities3.76%

Bharti Airtel LtdServices3.05%

HDFC Bank LtdFinancial Services2.96%

Reliance Industries LtdEnergy & Infra2.85%

State Bank of IndiaFinancial Services2.83%

Net Receivables/(Payables)Utilities2.82%

Sun Pharmaceuticals Industries LtdServices2.24%

NTPC LtdUtilities1.91%

Fund House Management

The asset management company’s track record, AUM scale, and fund manager credentials.

Fund Manager Track Record

Rahul Dedhia

Lead Portfolio Manager

Mr. Rahul Dedhia has experience of 18 years. Manages 134 funds at KFin Technologies Ltd with an AUM of approximately ₹36,540 Cr Holds a M.B.A. degree.

Kedar Karnik

Co-Portfolio Manager

Mr. Kedar Karnik has experience of 22 years. Manages 118 funds at KFin Technologies Ltd with an AUM of approximately ₹17,930 Cr Holds a B.E. degree.

Bharat Lahoti

Co-Portfolio Manager

Mr. Bharat Lahoti has experience of 20 years. Manages 177 funds at KFin Technologies Ltd with an AUM of approximately ₹28,490 Cr Holds a MMS degree.

CW Expert Take

Edelweiss brings capital markets expertise to fund management. Their investment teams leverage deep sectoral knowledge from the parent group's domain experience. The fund house combines fundamental research with market structure understanding, useful across equity positioning and credit cycle navigation.

59 years

Combined Team Experience

₹ 82,960 Cr

Assets Under Management

Firm Overview

AMCKFin Technologies Ltd

Operational & Regulatory Details

What it costs to invest, transaction mechanics, and regulatory disclosures you should know.

Costs and Fees

Total Expense Ratio (TER)2.11%

Exit Load1%

Regulatory & Tax Information

INF754K01202

ISIN

DailyDealing Frequency

CRISIL Hybrid 35+65 - Agg TR INRBenchmark

LTCG | >1Year 12.5%% on gain above 1.25 Lakh

STCG | <1Year 20%%

Tax Implications (India)