Hybrid Scheme - Aggressive Hybrid FundEdelweiss Mutual Fund

Edelweiss Aggressive Hybrid Fund-Direct Plan-Growth Option

₹73.7600▲ 0.0900 (0.12%)

Scheme Type

Open Ended Schemes

NAV History

+7.22%

365 data points · Period:1Y

Returns

CAGR

—

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

Growth of ₹10,000

Hypothetical

1Y Ago

₹10,722

+7.2%

3Y Ago

₹17,671

+76.7%

5Y Ago

₹29,528

+195.3%

Past performance ≠ future results

Fund Analytics

Score: 57.3 / 100

Performance

Total Returns

Simple return over period

+2.87%

CAGR

Compound annual growth rate

+2.87%

Growth of ₹10K

Hypothetical investment value

₹10,287

SIP XIRR

SIP internal rate of return

+0.53%

Risk

Volatility (Ann.)

Std deviation of returns

9.66%LOW

Max Drawdown

Worst peak-to-trough

-8.12%

Sharpe Ratio

Risk-adjusted return

-0.32POOR

Sortino Ratio

Downside risk-adjusted return

-0.44POOR

Benchmark

Beta

Market sensitivity

0.77DEF

Alpha

Excess return vs benchmark

+4.30%

Tracking Error

Deviation from benchmark

3.98%

Information Ratio

Alpha per unit tracking error

1.08

Treynor Ratio

Return per unit systematic risk

-4.05

Capture

Upside Capture

Participation in market gains

77.20%

Downside Capture

Participation in market losses

68.75%

Rolling Returns

1Y Rolling CAGR

Avg 21.2% (0.2% – 55.8%)

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

vs Nifty 50

Pre-computed

PeriodFundNifty 50Alpha

1Y+2.9%-3.6%

+4.3%

3Y+16.4%+9.9%

+7.4%

5Y+15.5%+10.4%

+6.3%

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

₹2,32,535

Total Value

₹5,32,535

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