Hybrid Scheme - Aggressive Hybrid FundEdelweiss Mutual Fund

Edelweiss Aggressive Hybrid Fund- Plan B-Growth Option

₹61.3500▼ 0.1600 (0.26%)

Scheme Type

Open Ended Schemes

NAV History

-1.67%

365 data points · Period: 1Y

Returns

CAGR

-0.26%

+2.90%

-3.39%

+7.74%

+14.13%

+14.00%

Returns over 1Y are annualized (CAGR). Past performance ≠ future results.

Growth of ₹10,000

Hypothetical

1Y Ago

₹9,833

-1.7%

3Y Ago

₹16,413

+64.1%

5Y Ago

₹26,040

+160.4%

Past performance ≠ future results

Fund Analytics

Score: 58.9 / 100

Performance

Total Returns

Simple return over period

+2.13%

CAGR

Compound annual growth rate

+2.13%

Growth of ₹10K

Hypothetical investment value

₹10,213

SIP XIRR

SIP internal rate of return

-6.20%

Risk

Volatility (Ann.)

Std deviation of returns

9.87%LOW

Max Drawdown

Worst peak-to-trough

-8.41%

Sharpe Ratio

Risk-adjusted return

-0.39POOR

Sortino Ratio

Downside risk-adjusted return

-0.54POOR

Benchmark

Beta

Market sensitivity

0.74DEF

Alpha

Excess return vs benchmark

+0.47%

Tracking Error

Deviation from benchmark

4.42%

Information Ratio

Alpha per unit tracking error

0.11

Treynor Ratio

Return per unit systematic risk

-5.22

Capture

Upside Capture

Participation in market gains

75.15%

Downside Capture

Participation in market losses

72.51%

Rolling Returns

1Y Rolling CAGR

Avg 20.1% (-1.3% – 57.0%)

Risk-free rate: 6% (10Y G-Sec) · Benchmark: Nifty BeES ETF · As of 2026-03-25

vs Nifty 50

Pre-computed

PeriodFundNifty 50Alpha

1Y+2.1%+0.1%

+0.5%

3Y+15.4%+12.2%

+4.7%

5Y+14.0%+11.0%

+4.3%

Beta

1Y: 0.743Y: 0.755Y: 0.73

Outperforming the Nifty 50 index

Pre-computed metrics. Benchmark: Nippon India ETF Nifty BeES. Alpha = Fund CAGR − Index CAGR.

SIP Calculator

Auto-filled

Monthly

₹500₹1L

Period

Return (%)•

Invested

₹3,00,000

Wealth Gained

₹1,88,289

Total Value

₹4,88,289

*Based on historical CAGR. Projections are illustrative, not guaranteed