Edelweiss Aggressive Hybrid Fund vs Edelweiss Equity Savings Fund
Direct Plan, Growth option · Data as on 30-10-2026
Edelweiss Aggressive Hybrid Fund is an Aggressive Hybrid fund and Edelweiss Equity Savings Fund is an Equity Savings fund. In the 3 years to 30-10-2026, Edelweiss Aggressive Hybrid Fund (Direct) returned 12.8% a year and Edelweiss Equity Savings Fund (Direct) returned 10.9% a year. Edelweiss Aggressive Hybrid Fund charges 0.69% a year and Edelweiss Equity Savings Fund 1.08% (Direct plans). Their portfolios overlap 45.7%: they hold 64 of the same securities.
Edelweiss Aggressive Hybrid Fund
Aggressive Hybrid
- 3 year return
- 12.8%
- Expense ratio
- 0.69%
- NAV
- ₹73.75
Edelweiss Equity Savings Fund
Equity Savings
- 3 year return
- 10.9%
- Expense ratio
- 1.08%
- NAV
- ₹30.25
Which is better, Edelweiss Aggressive Hybrid or Edelweiss Equity Savings? 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 9.3%.
- Edelweiss Aggressive Hybrid returned more over 3 years: 12.8% a year against 10.9%.
- Edelweiss Aggressive Hybrid costs less: 0.69% a year against 1.08% (Direct plans).
- Edelweiss Equity Savings swung less over 3 years: a standard deviation of 3.9% a year against 10.6%.
- Edelweiss Equity Savings fell less in its worst fall since 28-11-2016: −9.5% against −28.6%.
- Edelweiss Aggressive Hybrid is the larger fund: ₹3,875 Cr against ₹1,704 Cr.
- Their portfolios overlap 45.7%: 64 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
| Fact | Edelweiss Aggressive Hybrid Fund | Edelweiss Equity Savings Fund |
|---|---|---|
| Fund house | Edelweiss Mutual Fund | Edelweiss Mutual Fund |
| Category | Aggressive Hybrid | Equity Savings |
| AUM | ₹3,875 Cr (30-09-2026) | ₹1,704 Cr (30-09-2026) |
| NAV | ₹73.75 (Direct) | ₹30.25 (Direct) |
| Expense ratio (Direct) | 0.69% | 1.08% |
| Expense ratio (Regular) | 2.07% | 2.08% |
| Riskometer | Very High | Moderate |
| Benchmark | CRISIL Hybrid 35+65 - Aggressive Index | Nifty Equity Savings Index |
| Launch date | 12-08-2009 | 13-10-2014 |
| Minimum investment | ₹100 | ₹100 |
| Lock in | None | None |
| Fund managers | Bharat Lahoti, Bhavesh Jain, Kedar Karnik, Rahul Dedhia | Bharat Lahoti, Bhavesh Jain, Rahul Dedhia, Kedar Karnik |
| Exit load | Exit Load for units in excess of 10% of the investment,1% will be charged for redemption within 90 days. | Exit load of 0.25%, if redeemed within 30 days. |
Edelweiss Aggressive Hybrid vs Edelweiss Equity Savings: Returns Comparison
Returns as on 30-10-2026. Up to one year they are absolute returns. Longer periods are a rate per year.
| Fund | 1M | 3M | 6M | 1Y | 3Y | 5Y | 10Y |
|---|---|---|---|---|---|---|---|
| Edelweiss Aggressive Hybrid Fund (Direct) | −0.12% | −3.09% | +0.07% | −1.98% | +12.76% | +12.64% | +13.16% |
| Edelweiss Equity Savings Fund (Direct) | −0.68% | +0.27% | +3.54% | +5.36% | +10.93% | +9.34% | -- |
| Aggressive Hybrid average | −0.88% | −3.67% | −0.27% | −3.33% | +10.77% | +9.35% | +11.60% |
| Equity Savings average | −0.02% | −0.68% | +1.71% | +2.12% | +8.55% | +7.55% | -- |
Category average: the average of the 29 Aggressive Hybrid funds and the 23 Equity Savings funds, same plan type.
Edelweiss Aggressive Hybrid vs Edelweiss Equity Savings: Year-wise Returns
| Year | Aggressive HybridEdelweiss Aggressive Hybrid | Equity SavingsEdelweiss Equity Savings |
|---|---|---|
| 2026to date | −2.20% | +4.53% |
| 2025 | +7.61% | +9.03% |
| 2024 | +22.20% | +14.47% |
| 2023 | +27.70% | +14.29% |
| 2022 | +7.44% | +4.65% |
| 2021 | +29.45% | +13.07% |
Edelweiss Aggressive Hybrid vs Edelweiss Equity Savings: Rolling Returns
Every holding period of both funds
Rolling returns
Every 3-year holding period, 1,709 of them, one for each trading day from 28-11-2019 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.
Edelweiss Aggressive Hybrid Fund (Direct)
Edelweiss Equity Savings Fund (Direct)
to
Jun 2020Aug 2018
to
Aug 2021Oct 2019
to
Oct 2022Dec 2020
to
Dec 2023Mar 2022
to
Mar 2025Apr 2023
to
Apr 2026
How the periods spread
| Fund | Below 0% | 0-5% | 5-10% | 10-15% | 15-20% | 20-25% | Above 25% | Mean | Median | Lowest | Highest |
|---|---|---|---|---|---|---|---|---|---|---|---|
| Edelweiss Aggressive Hybrid | 0.4 | 7.7 | 5.8 | 17.8 | 42.0 | 24.4 | 2.0 | 16.4% | 17.6% | −1.8% | 28.8% |
| Edelweiss Equity Savings | 0.0 | 0.0 | 22.9 | 77.1 | 0.0 | 0.0 | 0.0 | 10.7% | 10.9% | 5.1% | 13.7% |
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 28-11-2016. Past returns do not promise future returns.
Edelweiss Aggressive Hybrid vs Edelweiss Equity Savings: 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
₹10,000 on the first trading day of every month, from 01-11-2016 to 30-10-2026: 120 instalments, ₹12,00,000 in all.
| Investment | Invested | Value now | Gain | Return a year |
|---|---|---|---|---|
| Edelweiss Aggressive HybridEdelweiss Aggressive Hybrid Fund (Direct) | ₹12,00,000 | ₹24,84,996 | ₹12,84,996 | 14.0% |
| Edelweiss Equity SavingsEdelweiss Equity Savings Fund (Direct) | ₹12,00,000 | ₹20,39,932 | ₹8,39,932 | 10.2% |
Edelweiss Aggressive HybridEdelweiss Aggressive Hybrid Fund (Direct)
Edelweiss Equity SavingsEdelweiss Equity Savings 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 Equity Savings: Risk and Drawdowns
How much each fund swings, and the worst fall over the same days
Risk and return
| Measure | Edelweiss Aggressive Hybrid Fund (Direct) | Edelweiss Equity Savings Fund (Direct) |
|---|---|---|
| Return (CAGR) | −1.98% | +5.36% |
| Standard deviation | 10.63% | 4.38% |
| Sharpe ratio | -0.68 | 0.03 |
| Sortino ratio | -0.91 | 0.04 |
| Maximum drawdown | −9.9% (30-03-2026) | −3.5% (23-03-2026) |
| Beta | -- | -- |
| Alpha | -- | -- |
From daily NAVs, 30-10-2025 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.
| Measure | Edelweiss Aggressive Hybrid Fund (Direct) | Edelweiss Equity Savings Fund (Direct) |
|---|---|---|
| Return (CAGR) | +12.76% | +10.93% |
| Standard deviation | 10.61% | 3.94% |
| Sharpe ratio | 0.63 | 1.25 |
| Sortino ratio | 0.86 | 1.74 |
| Maximum drawdown | −12.0% (28-02-2025) | −3.5% (23-03-2026) |
| 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.
| Measure | Edelweiss Aggressive Hybrid Fund (Direct) | Edelweiss Equity Savings Fund (Direct) |
|---|---|---|
| Return (CAGR) | +12.64% | +9.34% |
| Standard deviation | 10.59% | 4.24% |
| Sharpe ratio | 0.65 | 0.84 |
| Sortino ratio | 0.88 | 1.16 |
| Maximum drawdown | −12.0% (28-02-2025) | −4.9% (20-06-2022) |
| Beta | -- | -- |
| Alpha | -- | -- |
From daily NAVs, 29-10-2021 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.
| Measure | Edelweiss Aggressive Hybrid Fund (Direct) | Edelweiss Equity Savings Fund (Direct) |
|---|---|---|
| Return (CAGR) | +13.43% | +10.34% |
| Standard deviation | 12.38% | 4.72% |
| Sharpe ratio | 0.60 | 1.05 |
| Sortino ratio | 0.81 | 1.46 |
| Maximum drawdown | −28.6% (23-03-2020) | −9.5% (23-03-2020) |
| Beta | -- | -- |
| Alpha | -- | -- |
From daily NAVs, 08-01-2013 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.
Edelweiss Aggressive Hybrid Fund (Direct)
Edelweiss Equity Savings Fund (Direct)
| Fund | Worst fall | High before it | Bottom | Back at the high | Time to climb back | Below its high today |
|---|---|---|---|---|---|---|
| Edelweiss Aggressive Hybrid Fund (Direct) | −28.6% | 20-02-2020 | 23-03-2020 | 09-11-2020 | 8 months | −4.7% |
| Edelweiss Equity Savings Fund (Direct) | −9.5% | 13-02-2020 | 23-03-2020 | 23-06-2020 | 3 months | −1.5% |
From daily values since 28-11-2016, 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 1-year window, scaled to a year, plotted on the window's last day. Higher means a bumpier ride.
Edelweiss Aggressive Hybrid Fund (Direct)
Edelweiss Equity Savings Fund (Direct)
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.
Edelweiss Aggressive Hybrid Fund (Direct)
Edelweiss Equity Savings Fund (Direct)
Whether the swings have grown or calmed over time: the standard deviation of daily changes over every 5-year window, scaled to a year, plotted on the window's last day. Higher means a bumpier ride.
Edelweiss Aggressive Hybrid Fund (Direct)
Edelweiss Equity Savings Fund (Direct)
Edelweiss Aggressive Hybrid vs Edelweiss Equity Savings: Portfolio Overlap
From each fund's latest monthly portfolio: Edelweiss Aggressive Hybrid Fund, September 2026; Edelweiss Equity Savings Fund, September 2026
Holdings in common
- Overlap
- 45.7%
- Held by both
- 64
- Only in Edelweiss Aggressive Hybrid
- 44
- Only in Edelweiss Equity Savings
- 91
| Security | % of Edelweiss Aggressive Hybrid | % of Edelweiss Equity Savings |
|---|---|---|
| EDELWEISS ULTRA SHORT TERM FUND | 5.19% | 4.41% |
| ICICI Bank Ltd. | 4.16% | 4.58% |
| HDFC Bank Ltd. | 3.05% | 4.92% |
| Bharti Airtel Ltd. | 3.05% | 3.10% |
| Reliance Industries Ltd. | 2.73% | 2.93% |
| EDELWEISS MONEY MARKET FUND - DIRECT PL | 5.20% | 2.20% |
| 7.65% HDB FIN SERV NCD 10-09-27 | 1.93% | 2.92% |
| Steel Authority of India Ltd. | 1.03% | 4.26% |
| BROOKFIELD INDIA REAL ESTATE TRUST | 0.94% | 1.22% |
| Hindalco Industries Ltd. | 0.88% | 1.49% |
| Multi Commodity Exchange Of India Ltd. | 0.85% | 1.64% |
| Kotak Mahindra Bank Ltd. | 1.51% | 0.84% |
| BAGMANE PRIME OFFICE REIT | 0.95% | 0.83% |
| Billionbrains Garage Ventures Ltd. | 1.29% | 0.82% |
| EDELWEISS LOW DURATION FUND | 0.81% | 3.69% |
| Axis Bank Ltd. | 0.78% | 1.44% |
| Eternal Ltd. | 0.90% | 0.75% |
| 7.3763% BAJAJ FIN LTD OPT III R 26-06-28 | 0.64% | 1.45% |
| RBL Bank Ltd. | 0.62% | 0.73% |
| Grasim Industries Ltd. | 0.69% | 0.61% |
| State Bank of India | 2.64% | 0.59% |
| Mahindra & Mahindra Ltd. | 1.39% | 0.58% |
| 7.48% NABARD NCD SR 25G RED 15-09-2028 | 0.64% | 0.58% |
| Bajaj Finance Ltd. | 1.27% | 0.56% |
| 7.10% GOVT OF INDIA RED 18-04-2029 | 0.52% | 0.59% |
| Divi's Laboratories Ltd. | 0.51% | 0.65% |
| NSE India Ltd. | 0.51% | 0.56% |
| Vodafone Idea Ltd. | 0.50% | 2.42% |
| Titan Company Ltd. | 1.59% | 0.48% |
| RAAJMARG INFRA INVESTMENT TRUST | 0.48% | 0.71% |
| ITC Ltd. | 1.30% | 0.46% |
| Glenmark Pharmaceuticals Ltd. | 0.91% | 0.46% |
| Neuland Laboratories Ltd. | 0.69% | 0.44% |
| EDEL CRI IBX AAA FIN S JN 28-DIRECT-GR | 0.44% | 0.56% |
| National Aluminium Company Ltd. | 0.42% | 1.05% |
| Hindustan Unilever Ltd. | 0.41% | 0.65% |
| Sun Pharmaceutical Industries Ltd. | 2.12% | 0.36% |
| NTPC Ltd. | 1.95% | 0.35% |
| Gabriel India Ltd. | 0.51% | 0.35% |
| JSW Steel Ltd. | 0.37% | 0.35% |
| Ultratech Cement Ltd. | 0.74% | 0.34% |
| Larsen & Toubro Ltd. | 1.62% | 0.33% |
| Aether Industries Ltd. | 0.37% | 0.31% |
| S.J.S. Enterprises Ltd. | 0.35% | 0.30% |
| CEAT Ltd. | 0.34% | 0.29% |
| Tech Mahindra Ltd. | 1.79% | 0.24% |
| Tata Consultancy Services Ltd. | 1.11% | 0.24% |
| GE Vernova T&D India Limited | 0.77% | 0.24% |
| Shriram Finance Ltd. | 0.71% | 0.22% |
| Bharat Heavy Electricals Ltd. | 0.37% | 0.22% |
| Infosys Ltd. | 1.62% | 0.21% |
| Apollo Hospitals Enterprise Ltd. | 0.46% | 0.21% |
| Schaeffler India Ltd. | 0.66% | 0.20% |
| CG Power and Industrial Solutions Ltd. | 0.51% | 0.20% |
| EDEL CRIS-IBX AAA NBFC-HFC-JUN 27 IND FD | 0.31% | 0.15% |
| TVS Motor Company Ltd. | 0.75% | 0.14% |
| CUBE HIGHWAYS TRUST | 0.14% | 0.77% |
| Muthoot Finance Ltd. | 0.74% | 0.10% |
| InterGlobe Aviation Ltd. | 0.88% | 0.09% |
| FSN E-Commerce Ventures Ltd. | 0.66% | 0.09% |
| Cholamandalam Financial Holdings Ltd. | 0.20% | 0.08% |
| Lupin Ltd. | 0.46% | 0.07% |
| Ashok Leyland Ltd. | 0.37% | 0.04% |
| JSW Energy Ltd. | 0.47% | 0.01% |
Overlap: for each holding both funds own, the smaller of its two weights, added up. 45.7% means 45.7% 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 |
|---|---|
| 7.92% ADITYA BIRLA CAP NCD RED 27-12-27 | 1.93% |
| 7.40% BHARTI TELE XXVIII 01-02-29 | 1.26% |
| Craftsman Automation Ltd. | 1.15% |
| Laurus Labs Ltd. | 0.97% |
| Solar Industries India Ltd. | 0.87% |
Largest holdings only in Edelweiss Equity Savings Fund
| Security | % of fund |
|---|---|
| Adani Green Energy Ltd. | 2.70% |
| EDELWEISS LIQUID FUND - DIRECT PL -GR | 2.51% |
| 7.18% GOVT OF INDIA RED 14-08-2033 | 1.47% |
| 7.35%BHARTI TELECO SRXXV 15-10-27 | 1.45% |
| NMDC Ltd. | 1.36% |
Asset and sector split
Share of each fund, from its latest monthly portfolio
Asset allocation
| Asset | Edelweiss Aggressive Hybrid | Edelweiss Equity Savings |
|---|---|---|
| Equity | 74.3% | 64.9% |
| Debt | 8.2% | 8.5% |
| Cash and others | 17.4% | 26.6% |
Market cap of stocks
| Market cap | Edelweiss Aggressive Hybrid | Edelweiss Equity Savings |
|---|---|---|
| Large Cap | 48.3% | 41.7% |
| Mid Cap | 13.9% | 14.3% |
| Small Cap | 10.7% | 6.7% |
| Not on AMFI's list | 1.5% | 2.3% |
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
| Sector | Edelweiss Aggressive Hybrid | Edelweiss Equity Savings |
|---|---|---|
| Banks | 12.8% | 15.0% |
| Pharmaceuticals & Biotechnology | 6.0% | 2.5% |
| Telecom - Services | 3.5% | 5.9% |
| Auto Components | 5.5% | 1.4% |
| Ferrous Metals | 1.9% | 4.7% |
| Finance | 4.6% | 2.3% |
| IT - Software | 4.5% | 1.0% |
| Capital Markets | 3.0% | 4.3% |
| Retailing | 4.0% | 1.1% |
| Power | 2.4% | 3.5% |
| Petroleum Products | 2.7% | 3.3% |
The six largest sectors of each fund's stocks, % of the fund.
Edelweiss Aggressive Hybrid vs Edelweiss Equity Savings: Expense Ratio
What each plan charges a year, from AMFI's expense ratio file
| Charge | Edelweiss Aggressive Hybrid Fund | Edelweiss Equity Savings Fund |
|---|---|---|
| Total expense ratio (Direct) | 0.69% | 1.08% |
| Base expense ratio (Direct) | 0.36% | 0.51% |
| Total expense ratio (Regular) | 2.07% | 2.08% |
| Base expense ratio (Regular) | 1.55% | 1.36% |
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
Compare Edelweiss Aggressive Hybrid with
Edelweiss Aggressive Hybrid Fund vs Edelweiss Equity Savings Fund: Frequently Asked Questions
What is the difference between Edelweiss Aggressive Hybrid Fund and Edelweiss Equity Savings Fund?
Edelweiss Aggressive Hybrid Fund is an Aggressive Hybrid fund, Edelweiss Equity Savings Fund is an Equity Savings fund, run by Edelweiss Mutual Fund. Their portfolios overlap 45.7%. Edelweiss Aggressive Hybrid Fund charges 0.69% a year and Edelweiss Equity Savings Fund 1.08%.
Which has given higher returns, Edelweiss Aggressive Hybrid Fund or Edelweiss Equity Savings Fund?
Over 1 year: Edelweiss Aggressive Hybrid Fund −1.98%, Edelweiss Equity Savings Fund +5.36%. Over 3 years: Edelweiss Aggressive Hybrid Fund +12.76% a year, Edelweiss Equity Savings Fund +10.93% a year. Over 5 years: Edelweiss Aggressive Hybrid Fund +12.64% a year, Edelweiss Equity Savings Fund +9.34% 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 Equity Savings Fund?
Edelweiss Aggressive Hybrid Fund charges less: 0.69% a year against 1.08%. These are the Direct plans' total expense ratios reported to AMFI.
How much do Edelweiss Aggressive Hybrid Fund and Edelweiss Equity Savings Fund overlap?
45.7%. They hold 64 of the same securities, the largest shared ones being EDELWEISS ULTRA SHORT TERM FUND, ICICIBANK, HDFCBANK. From each fund's latest monthly portfolio.
Which is riskier, Edelweiss Aggressive Hybrid Fund or Edelweiss Equity Savings Fund?
On SEBI's riskometer, Edelweiss Aggressive Hybrid Fund is rated Very High and Edelweiss Equity Savings Fund Moderate. Over 3 years, the standard deviation of daily returns was 10.61% and 3.94% a year.
Which is better for SIP, Edelweiss Aggressive Hybrid Fund or Edelweiss Equity Savings 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 ₹7,83,893 in Edelweiss Equity Savings Fund (XIRR 9.8% a year). Both received 61 instalments. Past returns do not promise future returns.
Can I invest in both Edelweiss Aggressive Hybrid Fund and Edelweiss Equity Savings Fund?
Yes. 45.7% 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 Equity Savings Fund?
Edelweiss Aggressive Hybrid Fund: Bharat Lahoti, Bhavesh Jain, Kedar Karnik, Rahul Dedhia. Edelweiss Equity Savings Fund: Bharat Lahoti, Bhavesh Jain, 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.