Hybrid Scheme - Aggressive Hybrid FundEdelweiss Mutual Fund

Edelweiss Aggressive Hybrid Fund - Plan B - IDCW Option

₹63.7800▲ 0.0800 (0.13%)

Scheme Type

Open Ended Schemes

NAV History

+4.85%

365 data points · Period:1Y

Returns

CAGR

—

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

Growth of ₹10,000

Hypothetical

1Y Ago

₹10,485

+4.8%

3Y Ago

₹16,409

+64.1%

5Y Ago

₹26,107

+161.1%

Past performance ≠ future results

Fund Analytics

Score: 57.1 / 100

Performance

Total Returns

Simple return over period

+1.37%

CAGR

Compound annual growth rate

+1.37%

Growth of ₹10K

Hypothetical investment value

₹10,137

SIP XIRR

SIP internal rate of return

-0.93%

Risk

Volatility (Ann.)

Std deviation of returns

9.64%LOW

Max Drawdown

Worst peak-to-trough

-8.41%

Sharpe Ratio

Risk-adjusted return

-0.48POOR

Sortino Ratio

Downside risk-adjusted return

-0.65POOR

Benchmark

Beta

Market sensitivity

0.77DEF

Alpha

Excess return vs benchmark

+2.78%

Tracking Error

Deviation from benchmark

3.98%

Information Ratio

Alpha per unit tracking error

0.70

Treynor Ratio

Return per unit systematic risk

-6.02

Capture

Upside Capture

Participation in market gains

75.92%

Downside Capture

Participation in market losses

69.76%

Rolling Returns

1Y Rolling CAGR

Avg 19.1% (-1.3% – 52.9%)

Risk-free rate: 6% (10Y G-Sec) · Benchmark: Nifty BeES ETF · As of 2026-05-22

vs Nifty 50

Pre-computed

PeriodFundNifty 50Alpha

1Y+1.4%-3.6%

+2.8%

3Y+14.6%+9.9%

+5.6%

5Y+13.6%+10.4%

+4.4%

Beta

1Y:0.773Y:0.765Y: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