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Edelweiss Aggressive Hybrid Fund-Direct Plan-Growth Option

Edelweiss Mutual Fund · Hybrid · mandate: 65–80% equity, rest debt · benchmark: —
AUM (all plans)
3,643 cr
TER direct / regular
0.84% / 2.21%
CAGR (full)
16.2%
Sharpe (full)
0.94
Sharpe (bull ≤Sep-24)
3.85
Sharpe (sideways Oct-24→)
-0.18
Max drawdown
-21.1%
Months of data
163
Percentile ranks this fund within its peer pool; the leaderboard Score is the weighted average of its fiscal-year percentiles (equity: active-return-rank blended with IR-rank).

Equity curve

2013201420152016201720182019202020212022202320242025202690344598Fund (NAV=100)Risk-free 6%/yrCategory median (Aggressive Hybrid Fund)

Drawdown

20132014201520162017201820192020202120222023202420252026-21-110Drawdown %

Fiscal-year record

FYReturnvs categorySharpemonths
FY2222.1%4.8%1.9312
FY236.9%5.0%0.1112
FY2436.8%6.3%3.4812
FY2512.2%2.0%0.4812
FY26-0.0%0.7%-0.5112
FY27*12.7%0.4%2.215
Active/Fund returns are TOTALS over the months covered — never annualized (FY27* is year-to-date; a * row covers only part of the year). %ile is the fund's percentile within its peer pool for that year.

Monthly returns (%)

JanFebMarAprMayJunJulAugSepOctNovDecYear
2013-6.6+0.2+4.4+1.7-3.5-1.9-4.0+5.7+8.2-1.3+4.5+6.4
2014-4.6+3.7+4.0+1.2+8.2+7.5+1.1+2.6+2.5+4.8+3.6-0.6+38.9
2015+4.0+0.3-1.7-2.3+4.5-2.5+4.8-4.6+1.7-0.6-1.4+0.9+2.7
2016-4.1-5.4+8.2+1.4+1.4+1.3+4.7+1.9-0.6+1.0-5.4-2.9+0.6
2017+3.9+4.3+3.4+2.7+0.2-0.5+5.7-1.3-0.9+4.2-0.5+2.9+26.8
2018+3.4-4.4-3.2+4.6+0.0-0.9+4.4+2.7-5.9-2.7+2.3+1.0+0.8
2019-0.4-0.2+4.3+1.0+1.2+0.2-3.4+0.4+3.2+2.7+1.4+1.3+12.1
2020+0.4-3.2-18.4+10.1-2.0+5.0+4.8+3.1-1.1+2.2+10.2+6.1+14.5
2021-1.5+6.4+1.0+0.6+5.5+2.7+2.1+4.6+1.7+0.5+1.1+1.7+29.5
2022+0.0-2.8+2.6-0.2-2.5-3.2+6.5+3.6-1.2+4.0+2.6-1.7+7.4
2023-0.6-0.8+0.8+3.1+3.0+4.1+3.6-0.2+2.5-1.7+6.2+5.2+27.7
2024+2.4+2.2+1.6+2.7+0.7+5.9+4.7+1.8+2.0-4.7+0.0+1.2+22.2
2025-3.1-5.0+6.1+2.3+2.6+3.4-1.9-1.0+1.0+2.9+0.6-0.1+7.6
2026-2.5+1.0-7.9+7.7+0.1+1.6+2.0+0.8+2.2

Quarterly average AUM & estimated net flows

2013201420152016201720182019202020212022202320242025202601,8213,643AUM (quarter avg), ₹cr
-157425
Quarterly net flow estimate: AUM_q − AUM_(q−1)·(1+quarter return). AUM shown is the quarter AVERAGE (AMFI central disclosure). Positive = net inflows, ₹cr.
Source: AMFI's official all-scheme NAV history (portal report; official NAV history, net of TER by construction). Monthly returns are month-end NAV chains; stale prints (>7 days before month-end) drop out rather than carry. Benchmark series are the median of plain-vanilla direct-plan index funds tracking each index (TRI minus ~10-25bp/yr tracking drag — verified against true-TRI chains). Direct plans, growth option only. Sharpe uses rf 6%, arithmetic monthly convention. Independence: all figures are computed from mandatory public disclosures with a fixed methodology applied identically to every fund — no fund can pay for inclusion, exclusion, placement, or altered presentation, and any material commercial relationship will be disclosed on the affected pages. Nothing here is investment advice; past performance does not predict future returns. Generated 2026-08-25 05:37Z · data through Aug 2026 · leaderboard · PMS leaderboard
Feedback, inputs, or bug reports are appreciated — @vivekrmr on X · LinkedIn.