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    Edelweiss Aggressive Hybrid Fund vs Edelweiss Balanced Advantage Fund

    Direct Plan, Growth option · Data as on 30-10-2026

    Edelweiss Aggressive Hybrid Fund is an Aggressive Hybrid fund and Edelweiss Balanced Advantage Fund is a Balanced Advantage fund. In the 3 years to 30-10-2026, Edelweiss Aggressive Hybrid Fund (Direct) returned 12.8% a year and Edelweiss Balanced Advantage Fund (Direct) returned 10.6% a year. Edelweiss Aggressive Hybrid Fund charges 0.69% a year and Edelweiss Balanced Advantage Fund 0.81% (Direct plans). Their portfolios overlap 48.6%: they hold 62 of the same securities.

    Edelweiss Aggressive Hybrid Fund

    Aggressive Hybrid

    3 year return
    12.8%
    Expense ratio
    0.69%
    NAV
    ₹73.75
    See Edelweiss Aggressive Hybrid Fund

    Edelweiss Balanced Advantage Fund

    Balanced Advantage

    3 year return
    10.6%
    Expense ratio
    0.81%
    NAV
    ₹59.87
    See Edelweiss Balanced Advantage Fund

    Which is better, Edelweiss Aggressive Hybrid or Edelweiss Balanced Advantage? Key differences

    It depends on what you want from the fund. These are the differences in numbers, from the data on this page.

    • Edelweiss Aggressive Hybrid returned more over 5 years: 12.6% a year against 8.9%.
    • Edelweiss Aggressive Hybrid returned more over 3 years: 12.8% a year against 10.6%.
    • Edelweiss Aggressive Hybrid costs less: 0.69% a year against 0.81% (Direct plans).
    • Edelweiss Balanced Advantage swung less over 3 years: a standard deviation of 9.2% a year against 10.6%.
    • Edelweiss Balanced Advantage fell less in its worst fall since 22-01-2013: −16.2% against −28.6%.
    • Edelweiss Balanced Advantage holds more in large companies: 58.4% of the fund in large caps against 48.3%.
    • Edelweiss Balanced Advantage is the larger fund: ₹12,880 Cr against ₹3,875 Cr.
    • Their portfolios overlap 48.6%: 62 of the same holdings.

    Past returns do not promise future returns. This page is information, not investment advice.

    Key facts

    From each fund's scheme summary document and AMFI

    FactEdelweiss Aggressive Hybrid FundEdelweiss Balanced Advantage Fund
    Fund houseEdelweiss Mutual FundEdelweiss Mutual Fund
    CategoryAggressive HybridBalanced Advantage
    AUM₹3,875 Cr (30-09-2026)₹12,880 Cr (30-09-2026)
    NAV₹73.75 (Direct)₹59.87 (Direct)
    Expense ratio (Direct)0.69%0.81%
    Expense ratio (Regular)2.07%1.93%
    RiskometerVery HighVery High
    BenchmarkCRISIL Hybrid 35+65 - Aggressive IndexNIFTY 50 Hybrid Composite Debt 50:50 Index
    Launch date12-08-200920-08-2009
    Minimum investment₹100₹100
    Lock inNoneNone
    Fund managersBharat Lahoti, Bhavesh Jain, Kedar Karnik, Rahul DedhiaBhavesh Jain, Bharat Lahoti, Rahul Dedhia, Kedar Karnik
    Exit loadExit Load for units in excess of 10% of the investment,1% will be charged for redemption within 90 days.• 10% of the units allotted shall be redeemed without any Exit Load on or before completion of 90 days from the date of allotment of units. Any redemption in excess of such limit within 90 days from the date of allotment shall be subject to the following Exit Load: • If redeemed or switched out on or before completion of 90 days from the date of allotment of units - 1.00% • If redeemed or switched out after completion of 90 days from the date of allotment of units - NIL

    Edelweiss Aggressive Hybrid vs Edelweiss Balanced Advantage: Returns Comparison

    Returns as on 30-10-2026. Up to one year they are absolute returns. Longer periods are a rate per year.

    Fund1M3M6M1Y3Y5Y10Y
    Edelweiss Aggressive Hybrid Fund (Direct)−0.12%−3.09%+0.07%−1.98%+12.76%+12.64%+13.16%
    Edelweiss Balanced Advantage Fund (Direct)+0.39%−1.92%+1.39%+0.50%+10.56%+8.93%+11.84%
    Aggressive Hybrid average−0.88%−3.67%−0.27%−3.33%+10.77%+9.35%+11.60%
    Balanced Advantage average−0.55%−2.88%+0.08%−2.08%+9.14%+8.35%+9.91%

    Category average: the average of the 29 Aggressive Hybrid funds and the 38 Balanced Advantage funds, same plan type.

    Edelweiss Aggressive Hybrid vs Edelweiss Balanced Advantage: Year-wise Returns

    YearAggressive HybridEdelweiss Aggressive HybridBalanced AdvantageEdelweiss Balanced Advantage
    2026to date−2.20%−0.61%
    2025+7.61%+8.27%
    2024+22.20%+14.39%
    2023+27.70%+20.28%
    2022+7.44%+3.53%
    2021+29.45%+20.41%

    Edelweiss Aggressive Hybrid vs Edelweiss Balanced Advantage: Rolling Returns

    Every holding period of both funds

    Rolling returns

    Every 3-year holding period, 2,654 of them, one for each trading day from 22-01-2016 to 30-10-2026: the yearly return (CAGR) of each, plotted on the day it ended. One lucky or unlucky start day cannot flatter or hide a fund.

    −5%0%5%10%15%20%25%30%
    Dec 2013
    to
    Dec 2016
    Oct 2015
    to
    Oct 2018
    Jul 2017
    to
    Jul 2020
    May 2019
    to
    May 2022
    Mar 2021
    to
    Mar 2024
    Dec 2022
    to
    Dec 2025
    Edelweiss Aggressive Hybrid Fund (Direct)Edelweiss Balanced Advantage Fund (Direct)

    How the periods spread

    FundBelow 0%0-5%5-10%10-15%15-20%20-25%Above 25%MeanMedianLowestHighest
    Edelweiss Aggressive Hybrid0.24.918.024.034.517.01.314.8%15.6%−1.8%28.8%
    Edelweiss Balanced Advantage0.00.724.153.421.40.40.012.6%13.0%3.4%20.8%

    The table shows the % of periods in each return band; a darker cell holds more of them. Lumpsum: the yearly rate (CAGR) from a period's first NAV to its last. SIP: the XIRR of the monthly instalments. Every fund is measured over the days all of them have, from 22-01-2013. Past returns do not promise future returns.

    Edelweiss Aggressive Hybrid vs Edelweiss Balanced Advantage: SIP and Lumpsum Returns

    What the same monthly or one-time investment would be worth in each fund today, from their own NAV history

    Growth of an investment

    Step up each year
    PeriodFor

    ₹10,000 on the first trading day of every month, from 08-01-2013 to 30-10-2026: 166 instalments, ₹16,60,000 in all.

    InvestmentInvestedValue nowGainReturn a year
    Edelweiss Aggressive HybridEdelweiss Aggressive Hybrid Fund (Direct) ₹16,60,000 ₹45,80,679 ₹29,20,679 13.6%
    Edelweiss Balanced AdvantageEdelweiss Balanced Advantage Fund (Direct) ₹16,60,000 ₹39,07,477 ₹22,47,477 11.6%
    ₹0₹10.0 L₹20.0 L₹30.0 L₹40.0 L₹50.0 L
    2014201620182020202220242026
    Edelweiss Aggressive HybridEdelweiss Aggressive Hybrid Fund (Direct)Edelweiss Balanced AdvantageEdelweiss Balanced Advantage Fund (Direct)Amount invested

    From each plan's published NAV (Growth option), over the same days. Return a year: XIRR for a SIP, CAGR for a lumpsum, shown for a year or more. It does not include exit load, stamp duty or tax. Past returns do not promise future returns.

    Edelweiss Aggressive Hybrid vs Edelweiss Balanced Advantage: Risk and Drawdowns

    How much each fund swings, and the worst fall over the same days

    Risk and return

    MeasureEdelweiss Aggressive Hybrid Fund (Direct)Edelweiss Balanced Advantage Fund (Direct)
    Return (CAGR)+12.76%+10.56%
    Standard deviation10.61%9.18%
    Sharpe ratio0.630.49
    Sortino ratio0.860.67
    Maximum drawdown−12.0% (28-02-2025)−11.1% (28-02-2025)
    Beta----
    Alpha----

    From daily NAVs, 30-10-2023 to 30-10-2026. Standard deviation: how much the daily value swings, scaled to a year. Sharpe: return above the risk-free rate (NSE's overnight rate index) per unit of swing. Sortino: the same, counting only the falls. Beta and alpha compare each fund with its own benchmark's TRI.

    Drawdowns

    How far below its previous high each one was on every day: the falls an investor had to sit through. 0% means it was at a new high.

    −30%−25%−20%−15%−10%−5%0%
    2014201620182020202220242026
    Edelweiss Aggressive Hybrid Fund (Direct)Edelweiss Balanced Advantage Fund (Direct)
    FundWorst fallHigh before itBottomBack at the highTime to climb backBelow its high today
    Edelweiss Aggressive Hybrid Fund (Direct)−28.6%20-02-202023-03-202009-11-20208 months−4.7%
    Edelweiss Balanced Advantage Fund (Direct)−16.2%12-02-202023-03-202007-07-20203 months−3.6%

    From daily values since 22-01-2013, the first day every fund has.

    Rolling standard deviation

    Whether the swings have grown or calmed over time: the standard deviation of daily changes over every 3-year window, scaled to a year, plotted on the window's last day. Higher means a bumpier ride.

    0%5%10%15%20%
    20172019202120232025
    Edelweiss Aggressive Hybrid Fund (Direct)Edelweiss Balanced Advantage Fund (Direct)

    Edelweiss Aggressive Hybrid vs Edelweiss Balanced Advantage: Portfolio Overlap

    From each fund's latest monthly portfolio: Edelweiss Aggressive Hybrid Fund, September 2026; Edelweiss Balanced Advantage Fund, September 2026

    Holdings in common

    Overlap
    48.6%
    Held by both
    62
    Only in Edelweiss Aggressive Hybrid
    46
    Only in Edelweiss Balanced Advantage
    65
    Security% of Edelweiss Aggressive Hybrid% of Edelweiss Balanced Advantage
    ICICI Bank Ltd.4.16%4.67%
    HDFC Bank Ltd.3.05%4.04%
    Reliance Industries Ltd.2.73%3.63%
    State Bank of India2.64%2.33%
    Bharti Airtel Ltd.3.05%1.72%
    Infosys Ltd.1.62%2.57%
    Larsen & Toubro Ltd.1.62%3.03%
    Titan Company Ltd.1.59%1.48%
    Tech Mahindra Ltd.1.79%1.43%
    Mahindra & Mahindra Ltd.1.39%1.32%

    Overlap: for each holding both funds own, the smaller of its two weights, added up. 48.6% means 48.6% of each fund's money sits in positions the other also holds. Matched by ISIN. Cash and hedged positions are left out.

    Largest holdings only in Edelweiss Aggressive Hybrid Fund

    Security% of fund
    EDELWEISS MONEY MARKET FUND - DIRECT PL5.20%
    EDELWEISS ULTRA SHORT TERM FUND5.19%
    7.65% HDB FIN SERV NCD 10-09-271.93%
    7.92% ADITYA BIRLA CAP NCD RED 27-12-271.93%
    Steel Authority of India Ltd.1.03%

    Largest holdings only in Edelweiss Balanced Advantage Fund

    Security% of fund
    7.51% SIDBI SR V NCD RED 12-06-20281.35%
    7.3789% ADITYA BIRLA CAP SR B2 14-02-281.15%
    Vedanta Ltd.1.03%
    HCL Technologies Ltd.1.01%
    7.9% MAH & MAH FIN AB2026 21-02-280.97%

    Asset and sector split

    Share of each fund, from its latest monthly portfolio

    Asset allocation

    AssetEdelweiss Aggressive HybridEdelweiss Balanced Advantage
    Equity74.3%79.0%
    Debt8.2%9.3%
    Cash and others17.4%11.7%

    Market cap of stocks

    Market capEdelweiss Aggressive HybridEdelweiss Balanced Advantage
    Large Cap48.3%58.4%
    Mid Cap13.9%13.1%
    Small Cap10.7%6.7%
    Not on AMFI's list1.5%0.8%

    Share of the whole fund. Groups follow AMFI's latest list: Large Cap is the 100 largest companies, Mid Cap the next 150, Small Cap the rest.

    Largest sectors

    SectorEdelweiss Aggressive HybridEdelweiss Balanced Advantage
    Banks12.8%14.9%
    IT - Software4.5%7.2%
    Pharmaceuticals & Biotechnology6.0%3.7%
    Automobiles3.4%5.7%
    Auto Components5.5%3.7%
    Finance4.6%5.5%
    Retailing4.0%3.8%
    Petroleum Products2.7%3.9%

    The six largest sectors of each fund's stocks, % of the fund.

    Edelweiss Aggressive Hybrid vs Edelweiss Balanced Advantage: Expense Ratio

    What each plan charges a year, from AMFI's expense ratio file

    ChargeEdelweiss Aggressive Hybrid FundEdelweiss Balanced Advantage Fund
    Total expense ratio (Direct)0.69%0.81%
    Base expense ratio (Direct)0.36%0.52%
    Total expense ratio (Regular)2.07%1.93%
    Base expense ratio (Regular)1.55%1.47%

    The expense ratio comes out of the fund's assets every day, so every return on this page is already after it. Base expense ratio: the fund house's own fee. The total adds brokerage, transaction costs, and levies with GST.

    More comparisons

    Each fund against the others of its category

    Edelweiss Aggressive Hybrid Fund vs Edelweiss Balanced Advantage Fund: Frequently Asked Questions

    What is the difference between Edelweiss Aggressive Hybrid Fund and Edelweiss Balanced Advantage Fund?

    Edelweiss Aggressive Hybrid Fund is an Aggressive Hybrid fund, Edelweiss Balanced Advantage Fund is a Balanced Advantage fund, run by Edelweiss Mutual Fund. Their portfolios overlap 48.6%. Edelweiss Aggressive Hybrid Fund charges 0.69% a year and Edelweiss Balanced Advantage Fund 0.81%.

    Which has given higher returns, Edelweiss Aggressive Hybrid Fund or Edelweiss Balanced Advantage Fund?

    Over 1 year: Edelweiss Aggressive Hybrid Fund −1.98%, Edelweiss Balanced Advantage Fund +0.50%. Over 3 years: Edelweiss Aggressive Hybrid Fund +12.76% a year, Edelweiss Balanced Advantage Fund +10.56% a year. Over 5 years: Edelweiss Aggressive Hybrid Fund +12.64% a year, Edelweiss Balanced Advantage Fund +8.93% a year. As on 30-10-2026. Past returns do not promise future returns.

    Which has the lower expense ratio, Edelweiss Aggressive Hybrid Fund or Edelweiss Balanced Advantage Fund?

    Edelweiss Aggressive Hybrid Fund charges less: 0.69% a year against 0.81%. These are the Direct plans' total expense ratios reported to AMFI.

    How much do Edelweiss Aggressive Hybrid Fund and Edelweiss Balanced Advantage Fund overlap?

    48.6%. They hold 62 of the same securities, the largest shared ones being ICICIBANK, HDFCBANK, RELIANCE. From each fund's latest monthly portfolio.

    Which is riskier, Edelweiss Aggressive Hybrid Fund or Edelweiss Balanced Advantage Fund?

    On SEBI's riskometer, Edelweiss Aggressive Hybrid Fund is rated Very High and Edelweiss Balanced Advantage Fund Very High. Over 3 years, the standard deviation of daily returns was 10.61% and 9.18% a year.

    Which is better for SIP, Edelweiss Aggressive Hybrid Fund or Edelweiss Balanced Advantage Fund?

    Over the last 5 years, a monthly SIP of ₹10,000 from 01-10-2021 to 30-10-2026 grew to ₹8,07,220 in Edelweiss Aggressive Hybrid Fund (XIRR 11.0% a year) and ₹7,60,678 in Edelweiss Balanced Advantage Fund (XIRR 8.6% a year). Both received 61 instalments. Past returns do not promise future returns.

    Can I invest in both Edelweiss Aggressive Hybrid Fund and Edelweiss Balanced Advantage Fund?

    Yes. 48.6% of each fund's money sits in the same holdings, so a large part of the two investments would move together.

    Who manages Edelweiss Aggressive Hybrid Fund and Edelweiss Balanced Advantage Fund?

    Edelweiss Aggressive Hybrid Fund: Bharat Lahoti, Bhavesh Jain, Kedar Karnik, Rahul Dedhia. Edelweiss Balanced Advantage Fund: Bhavesh Jain, Bharat Lahoti, Rahul Dedhia, Kedar Karnik.

    Sources: NAV and expense ratio from AMFI. Holdings from each fund house's monthly portfolio statement. Fund facts from each scheme summary document.

    This page is information, not investment advice. Mutual fund investments are subject to market risks; read all scheme related documents carefully. Past returns do not promise future returns. Figures come from AMFI, NSE, BSE and each fund house's own documents.

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