Hybrid Scheme - Aggressive Hybrid FundEdelweiss Mutual Fund

Edelweiss Aggressive Hybrid Fund-Direct Plan-Growth Option

₹72.1900▼ 0.1900 (0.26%)

Scheme Type

Open Ended Schemes

NAV History

+0.59%

365 data points · Period: 1Y

Returns

CAGR

-0.26%

+2.91%

-3.13%

+9.38%

+15.90%

+15.95%

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

Growth of ₹10,000

Hypothetical

1Y Ago

₹10,059

+0.6%

3Y Ago

₹17,685

+76.8%

5Y Ago

₹29,429

+194.3%

Past performance ≠ future results

Fund Analytics

Score: 59.1 / 100

Performance

Total Returns

Simple return over period

+3.67%

CAGR

Compound annual growth rate

+3.67%

Growth of ₹10K

Hypothetical investment value

₹10,367

SIP XIRR

SIP internal rate of return

-4.76%

Risk

Volatility (Ann.)

Std deviation of returns

9.88%LOW

Max Drawdown

Worst peak-to-trough

-8.12%

Sharpe Ratio

Risk-adjusted return

-0.24POOR

Sortino Ratio

Downside risk-adjusted return

-0.32POOR

Benchmark

Beta

Market sensitivity

0.74DEF

Alpha

Excess return vs benchmark

+2.01%

Tracking Error

Deviation from benchmark

4.43%

Information Ratio

Alpha per unit tracking error

0.45

Treynor Ratio

Return per unit systematic risk

-3.14

Capture

Upside Capture

Participation in market gains

76.31%

Downside Capture

Participation in market losses

71.58%

Rolling Returns

1Y Rolling CAGR

Avg 22.3% (0.2% – 59.9%)

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

vs Nifty 50

Pre-computed

PeriodFundNifty 50Alpha

1Y+3.7%+0.1%

+2.0%

3Y+17.2%+12.2%

+6.6%

5Y+15.9%+11.0%

+6.3%

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

₹2,32,535

Total Value

₹5,32,535

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