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MF_118624

Edelweiss Aggressive Hybrid Fund-Direct Plan-Growth Option

Hybrid Scheme - Aggressive Hybrid Fund

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End Amount
₹56,993.82
Initial: ₹10000.0 (Lumpsum)
Annualized Return (CAGR)
13.42%
MF_118624 Return
Benchmark CAGR
11.57%
Nifty 50
Inflation Adj. CAGR
8.18%
Real Annualized Return
Alpha
0.03
Excess Return vs Benchmark
Beta
0.76
Volatility vs Benchmark
Sharpe Ratio
0.61
Risk-Adjusted Return
Sortino Ratio
0.91
Downside Risk-Adjusted
Parameters (amount, dates, benchmark) can be changed by clicking the Change Settings button or dropdown above. Click to expand
₹
Capital is parked in this source symbol and transferred monthly into the target.
Interval in months to rebalance portfolio constituents (for portfolio strategies).
Calculate and show 3Yr, 5Yr, 7Yr, and 10Yr rolling monthly return correlations across symbols (disabled by default for faster backtests).
Performance Chart
Win Ratios against Benchmark: Nifty 50
Period Win Ratio (%) Avg Win over Benchmark (%) Avg Loss over Benchmark (%)
30 days 55% 13% 24%
60 days 56% 10% 14%
90 days 57% 8% 11%
180 days 59% 7% 6%
1Yr 61% 5% 4%
3Yr 64% 4% 2%
5Yr 61% 2% 1%
7Yr 62% 2% 1%
10Yr 100% 1% 0%
Rolling Returns Annualized % Comparison Format: Current Value | 2.5th Pct | Median Value | 97.5th Pct
Period Edelweiss Aggressive Hybrid Fund-Direct Plan-Growth Option Nifty 50
30 days -1.5% | -54.4% | 18.1% | 145.1% 26.6% | -61.9% | 14.2% | 180.7%
60 days -24.3% | -38.7% | 17.5% | 98.9% -23.0% | -45.3% | 16.8% | 120.0%
90 days -16.5% | -30.3% | 16.3% | 85.2% -25.0% | -37.7% | 15.4% | 102.4%
1 Year -2.0% | -6.5% | 11.8% | 48.4% -10.0% | -14.9% | 12.3% | 55.8%
3 Years 12.8% | 3.3% | 15.6% | 24.4% 7.7% | 3.5% | 13.4% | 23.9%
5 Years 12.4% | 4.8% | 13.9% | 23.8% 6.4% | 4.9% | 13.7% | 21.6%
7 Years 15.2% | 9.8% | 13.6% | 17.2% 11.2% | 8.2% | 13.4% | 15.7%
10 Years 13.1% | 12.8% | 14.3% | 16.1% 11.7% | 11.3% | 13.3% | 15.0%
Periods of Negative Return (Drawdowns) 16 Periods
Start Date End Date Duration Max Drop (%) Benchmark & Other Symbols Max Drop Start Value Min Value End Value
Jan. 28, 2013 May 15, 2013 107 days 10% Nifty 50: 9% 10015 9011 10077
May 17, 2013 Oct. 29, 2013 165 days 14% Nifty 50: 14% 10147 8702 10147
Jan. 1, 2014 March 6, 2014 64 days 6% Nifty 50: 5% 10595 10008 10618
Dec. 4, 2014 Jan. 3, 2015 30 days 6% Nifty 50: 6% 14892 14026 14892
March 3, 2015 April 11, 2015 39 days 5% Nifty 50: 7% 15665 14876 15703
April 13, 2015 July 16, 2015 94 days 9% Nifty 50: 10% 15703 14351 15711
Aug. 5, 2015 July 28, 2016 358 days 15% Nifty 50: 18% 16097 13686 16144
Sept. 8, 2016 March 16, 2017 189 days 12% Nifty 50: 12% 16747 14784 16824
Jan. 24, 2018 Aug. 8, 2018 196 days 9% Nifty 50: 9% 20093 18269 20116
Aug. 31, 2018 May 25, 2019 267 days 11% Nifty 50: 14% 20556 18323 20580
July 4, 2019 Sept. 21, 2019 79 days 6% Nifty 50: 10% 20835 19521 20873
Feb. 20, 2020 Nov. 7, 2020 261 days 29% Nifty 50: 37% 22318 15935 22481
Jan. 17, 2022 Aug. 13, 2022 208 days 12% Nifty 50: 16% 33454 29544 33478
Sept. 27, 2024 June 26, 2025 272 days 12% Nifty 50: 15% 56638 49830 57009
Jan. 2, 2026 July 21, 2026 200 days 10% Nifty 50: 15% 58686 52859 58717
Aug. 10, 2026 Oct. 30, 2026 81 days 7% Nifty 50: 10% 59830 55742 56994