Edelweiss Aggressive Hybrid Fund vs Edelweiss Large Cap Fund
Direct Plan, Growth option · Data as on 30-10-2026
Edelweiss Aggressive Hybrid Fund is an Aggressive Hybrid fund and Edelweiss Large Cap Fund is a Large Cap fund. In the 3 years to 30-10-2026, Edelweiss Aggressive Hybrid Fund (Direct) returned 12.8% a year and Edelweiss Large Cap Fund (Direct) returned 10.4% a year. Edelweiss Aggressive Hybrid Fund charges 0.69% a year and Edelweiss Large Cap Fund 0.97% (Direct plans). Their portfolios overlap 48.2%: they hold 45 of the same securities.
Edelweiss Aggressive Hybrid Fund
Aggressive Hybrid
- 3 year return
- 12.8%
- Expense ratio
- 0.69%
- NAV
- ₹73.75
Edelweiss Large Cap Fund
Large Cap
- 3 year return
- 10.4%
- Expense ratio
- 0.97%
- NAV
- ₹93.92
Which is better, Edelweiss Aggressive Hybrid or Edelweiss Large Cap? 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 9.5%.
- Edelweiss Aggressive Hybrid returned more over 3 years: 12.8% a year against 10.4%.
- Edelweiss Aggressive Hybrid costs less: 0.69% a year against 0.97% (Direct plans).
- Edelweiss Aggressive Hybrid swung less over 3 years: a standard deviation of 10.6% a year against 13.0%.
- Edelweiss Aggressive Hybrid fell less in its worst fall since 08-01-2013: −28.6% against −35.1%.
- Edelweiss Large Cap holds more in large companies: 80.6% of the fund in large caps against 48.3%.
- Edelweiss Aggressive Hybrid is the larger fund: ₹3,875 Cr against ₹1,366 Cr.
- Their portfolios overlap 48.2%: 45 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 Large Cap Fund |
|---|---|---|
| Fund house | Edelweiss Mutual Fund | Edelweiss Mutual Fund |
| Category | Aggressive Hybrid | Large Cap |
| AUM | ₹3,875 Cr (30-09-2026) | ₹1,366 Cr (30-09-2026) |
| NAV | ₹73.75 (Direct) | ₹93.92 (Direct) |
| Expense ratio (Direct) | 0.69% | 0.97% |
| Expense ratio (Regular) | 2.07% | 2.42% |
| Riskometer | Very High | Very High |
| Benchmark | CRISIL Hybrid 35+65 - Aggressive Index | Nifty 100 TRI |
| Launch date | 12-08-2009 | 20-05-2009 |
| Minimum investment | ₹100 | ₹100 |
| Lock in | None | None |
| Fund managers | Bharat Lahoti, Bhavesh Jain, Kedar Karnik, Rahul Dedhia | Bharat Lahoti, Bhavesh Jain |
| 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 1%, if redeemed within 90 days. |
Edelweiss Aggressive Hybrid vs Edelweiss Large Cap: 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 Large Cap Fund (Direct) | +0.92% | −3.81% | −0.41% | −5.79% | +10.37% | +9.46% | +12.90% |
| Aggressive Hybrid average | −0.88% | −3.67% | −0.27% | −3.33% | +10.77% | +9.35% | +11.60% |
| Large Cap average | +0.62% | −4.36% | −1.05% | −6.33% | +10.38% | +8.23% | +11.81% |
Category average: the average of the 29 Aggressive Hybrid funds and the 35 Large Cap funds, same plan type.
Edelweiss Aggressive Hybrid vs Edelweiss Large Cap: Year-wise Returns
| Year | Aggressive HybridEdelweiss Aggressive Hybrid | Large CapEdelweiss Large Cap |
|---|---|---|
| 2026to date | −2.20% | −6.66% |
| 2025 | +7.61% | +8.86% |
| 2024 | +22.20% | +16.41% |
| 2023 | +27.70% | +27.63% |
| 2022 | +7.44% | +5.03% |
| 2021 | +29.45% | +25.17% |
Edelweiss Aggressive Hybrid vs Edelweiss Large Cap: Rolling Returns
Every holding period of both funds, against Nifty 100 TRI, the benchmark of Edelweiss Large Cap Fund
Rolling returns
Every 3-year holding period, 2,664 of them, one for each trading day from 08-01-2016 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.
Edelweiss Aggressive Hybrid Fund (Direct)
Edelweiss Large Cap Fund (Direct)
Nifty 100 TRI
to
Nov 2016Sept 2015
to
Sept 2018Jul 2017
to
Jul 2020May 2019
to
May 2022Mar 2021
to
Mar 2024Dec 2022
to
Dec 2025
How the periods spread
| Fund | Below 0% | 0-5% | 5-10% | 10-15% | 15-20% | 20-25% | Above 25% | Mean | Median | Lowest | Highest | Beat benchmark |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Edelweiss Aggressive Hybrid | 0.2 | 4.9 | 17.9 | 24.3 | 34.4 | 17.0 | 1.3 | 14.7% | 15.6% | −1.8% | 28.8% | 63% |
| Edelweiss Large Cap | 0.3 | 2.6 | 10.2 | 37.3 | 37.9 | 9.7 | 2.0 | 14.9% | 14.9% | −2.4% | 31.4% | 82% |
| Nifty 100 TRI | 0.9 | 3.8 | 11.1 | 47.1 | 30.7 | 5.1 | 1.4 | 13.6% | 13.8% | −5.0% | 31.4% | -- |
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. The benchmark is Nifty 100 TRI, over the same periods. "Beat benchmark" counts the periods in which the fund did better. Every fund is measured over the days all of them have, from 08-01-2013. Past returns do not promise future returns.
Edelweiss Aggressive Hybrid vs Edelweiss Large Cap: 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 08-01-2013 to 30-10-2026: 166 instalments, ₹16,60,000 in all.
| Investment | Invested | Value now | Gain | Return a year |
|---|---|---|---|---|
| Edelweiss Aggressive HybridEdelweiss Aggressive Hybrid Fund (Direct) | ₹16,60,000 | ₹45,80,679 | ₹29,20,679 | 13.6% |
| Edelweiss Large CapEdelweiss Large Cap Fund (Direct) | ₹16,60,000 | ₹43,45,753 | ₹26,85,753 | 13.0% |
Edelweiss Aggressive HybridEdelweiss Aggressive Hybrid Fund (Direct)
Edelweiss Large CapEdelweiss Large Cap 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 Large Cap: 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 Large Cap Fund (Direct) |
|---|---|---|
| Return (CAGR) | −1.98% | −5.79% |
| Standard deviation | 10.63% | 13.48% |
| Sharpe ratio | -0.68 | -0.82 |
| Sortino ratio | -0.91 | -1.09 |
| Maximum drawdown | −9.9% (30-03-2026) | −13.5% (30-03-2026) |
| Beta | -- | 0.96 |
| Alpha | -- | +2.34% |
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 Large Cap Fund (Direct) |
|---|---|---|
| Return (CAGR) | +12.76% | +10.37% |
| Standard deviation | 10.61% | 13.05% |
| Sharpe ratio | 0.63 | 0.33 |
| Sortino ratio | 0.86 | 0.46 |
| Maximum drawdown | −12.0% (28-02-2025) | −17.1% (28-02-2025) |
| Beta | -- | 0.94 |
| Alpha | -- | +1.46% |
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 Large Cap Fund (Direct) |
|---|---|---|
| Return (CAGR) | +12.64% | +9.46% |
| Standard deviation | 10.59% | 13.34% |
| Sharpe ratio | 0.65 | 0.27 |
| Sortino ratio | 0.88 | 0.37 |
| Maximum drawdown | −12.0% (28-02-2025) | −17.1% (28-02-2025) |
| Beta | -- | 0.94 |
| Alpha | -- | +2.31% |
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 Large Cap Fund (Direct) |
|---|---|---|
| Return (CAGR) | +13.43% | +13.49% |
| Standard deviation | 12.38% | 14.90% |
| Sharpe ratio | 0.60 | 0.50 |
| Sortino ratio | 0.81 | 0.68 |
| Maximum drawdown | −28.6% (23-03-2020) | −35.1% (23-03-2020) |
| Beta | -- | 0.92 |
| Alpha | -- | +1.98% |
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 Large Cap Fund (Direct)
Nifty 100 TRI
| 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 Large Cap Fund (Direct) | −35.1% | 13-02-2020 | 23-03-2020 | 05-11-2020 | 7 months | −7.6% |
| Nifty 100 TRI | −37.9% | 17-01-2020 | 23-03-2020 | 06-11-2020 | 7 months | −10.1% |
From daily values since 08-01-2013, 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 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 Large Cap Fund (Direct)
Nifty 100 TRI
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 Large Cap Fund (Direct)
Nifty 100 TRI
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 Large Cap Fund (Direct)
Nifty 100 TRI
Against Nifty 100 TRI
| Fund | Up capture | Down capture | Tracking error |
|---|---|---|---|
| Edelweiss Aggressive Hybrid Fund (Direct) | 86% | 69% | 5.19% |
| Edelweiss Large Cap Fund (Direct) | 101% | 92% | 3.21% |
From month-end values since 08-01-2013. Up capture: a fund's average month when the benchmark rose, as % of the benchmark's; above 100% it gained more. Down capture: the same for months the benchmark fell; below 100% it fell less. Tracking error: how far the monthly returns strayed from the benchmark's, a year; an index fund aims near 0.
Edelweiss Aggressive Hybrid vs Edelweiss Large Cap: Portfolio Overlap
From each fund's latest monthly portfolio: Edelweiss Aggressive Hybrid Fund, September 2026; Edelweiss Large Cap Fund, September 2026
Holdings in common
- Overlap
- 48.2%
- Held by both
- 45
- Only in Edelweiss Aggressive Hybrid
- 63
- Only in Edelweiss Large Cap
- 36
| Security | % of Edelweiss Aggressive Hybrid | % of Edelweiss Large Cap |
|---|---|---|
| ICICI Bank Ltd. | 4.16% | 7.64% |
| HDFC Bank Ltd. | 3.05% | 7.26% |
| Reliance Industries Ltd. | 2.73% | 5.39% |
| State Bank of India | 2.64% | 2.77% |
| Bharti Airtel Ltd. | 3.05% | 2.60% |
| Sun Pharmaceutical Industries Ltd. | 2.12% | 2.66% |
| Tech Mahindra Ltd. | 1.79% | 2.10% |
| Infosys Ltd. | 1.62% | 2.79% |
| Larsen & Toubro Ltd. | 1.62% | 4.42% |
| Titan Company Ltd. | 1.59% | 2.89% |
| Kotak Mahindra Bank Ltd. | 1.51% | 1.39% |
| Mahindra & Mahindra Ltd. | 1.39% | 3.11% |
| NTPC Ltd. | 1.95% | 1.30% |
| ITC Ltd. | 1.30% | 1.92% |
| Bajaj Finance Ltd. | 1.27% | 2.68% |
| Tata Consultancy Services Ltd. | 1.11% | 1.60% |
| Craftsman Automation Ltd. | 1.15% | 0.95% |
| Eternal Ltd. | 0.90% | 1.24% |
| InterGlobe Aviation Ltd. | 0.88% | 0.93% |
| Solar Industries India Ltd. | 0.87% | 1.63% |
| Axis Bank Ltd. | 0.78% | 3.10% |
| Ultratech Cement Ltd. | 0.74% | 1.43% |
| Avenue Supermarts Ltd. | 0.82% | 0.69% |
| Grasim Industries Ltd. | 0.69% | 0.90% |
| Schaeffler India Ltd. | 0.66% | 1.00% |
| Steel Authority of India Ltd. | 1.03% | 0.62% |
| GE Vernova T&D India Limited | 0.77% | 0.62% |
| FSN E-Commerce Ventures Ltd. | 0.66% | 0.60% |
| Glenmark Pharmaceuticals Ltd. | 0.91% | 0.51% |
| TVS Motor Company Ltd. | 0.75% | 0.51% |
| Radico Khaitan Ltd. | 0.67% | 0.51% |
| Divi's Laboratories Ltd. | 0.51% | 0.58% |
| NSE India Ltd. | 0.51% | 0.72% |
| Oil & Natural Gas Corporation Ltd. | 0.47% | 0.92% |
| CG Power and Industrial Solutions Ltd. | 0.51% | 0.46% |
| Tata Steel Ltd. | 0.46% | 0.53% |
| Apollo Hospitals Enterprise Ltd. | 0.46% | 1.79% |
| Hindalco Industries Ltd. | 0.88% | 0.43% |
| Hindustan Unilever Ltd. | 0.41% | 0.78% |
| Lupin Ltd. | 0.46% | 0.40% |
| Fortis Healthcare Ltd. | 0.63% | 0.39% |
| Zydus Lifesciences Ltd. | 0.39% | 0.55% |
| Krishna Inst of Medical Sciences Ltd. | 0.38% | 0.49% |
| Eicher Motors Ltd. | 0.69% | 0.37% |
| Ashok Leyland Ltd. | 0.37% | 0.46% |
Overlap: for each holding both funds own, the smaller of its two weights, added up. 48.2% means 48.2% 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 PL | 5.20% |
| EDELWEISS ULTRA SHORT TERM FUND | 5.19% |
| 7.65% HDB FIN SERV NCD 10-09-27 | 1.93% |
| 7.92% ADITYA BIRLA CAP NCD RED 27-12-27 | 1.93% |
| Billionbrains Garage Ventures Ltd. | 1.29% |
Largest holdings only in Edelweiss Large Cap Fund
| Security | % of fund |
|---|---|
| Milky Mist Dairy Food Ltd. | 1.24% |
| Marico Ltd. | 1.01% |
| ICICI Prudential Asset Mgmt Co Ltd. | 0.92% |
| Maruti Suzuki India Ltd. | 0.88% |
| Symbiotec Pharmalab Ltd. | 0.87% |
Asset and sector split
Share of each fund, from its latest monthly portfolio
Asset allocation
| Asset | Edelweiss Aggressive Hybrid | Edelweiss Large Cap |
|---|---|---|
| Equity | 74.3% | 98.2% |
| Debt | 8.2% | 0.0% |
| Cash and others | 17.4% | 1.8% |
Market cap of stocks
| Market cap | Edelweiss Aggressive Hybrid | Edelweiss Large Cap |
|---|---|---|
| Large Cap | 48.3% | 80.6% |
| Mid Cap | 13.9% | 11.6% |
| Small Cap | 10.7% | 1.9% |
| Not on AMFI's list | 1.5% | 4.1% |
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 Large Cap |
|---|---|---|
| Banks | 12.8% | 22.5% |
| IT - Software | 4.5% | 8.3% |
| Pharmaceuticals & Biotechnology | 6.0% | 7.3% |
| Petroleum Products | 2.7% | 5.9% |
| Auto Components | 5.5% | 4.1% |
| Automobiles | 3.4% | 4.9% |
| Finance | 4.6% | 3.7% |
| Construction | 1.6% | 4.4% |
| Retailing | 4.0% | 3.0% |
The six largest sectors of each fund's stocks, % of the fund.
Edelweiss Aggressive Hybrid vs Edelweiss Large Cap: Expense Ratio
What each plan charges a year, from AMFI's expense ratio file
| Charge | Edelweiss Aggressive Hybrid Fund | Edelweiss Large Cap Fund |
|---|---|---|
| Total expense ratio (Direct) | 0.69% | 0.97% |
| Base expense ratio (Direct) | 0.36% | 0.60% |
| Total expense ratio (Regular) | 2.07% | 2.42% |
| Base expense ratio (Regular) | 1.55% | 1.84% |
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 Large Cap Fund: Frequently Asked Questions
What is the difference between Edelweiss Aggressive Hybrid Fund and Edelweiss Large Cap Fund?
Edelweiss Aggressive Hybrid Fund is an Aggressive Hybrid fund, Edelweiss Large Cap Fund is a Large Cap fund, run by Edelweiss Mutual Fund. Their portfolios overlap 48.2%. Edelweiss Aggressive Hybrid Fund charges 0.69% a year and Edelweiss Large Cap Fund 0.97%.
Which has given higher returns, Edelweiss Aggressive Hybrid Fund or Edelweiss Large Cap Fund?
Over 1 year: Edelweiss Aggressive Hybrid Fund −1.98%, Edelweiss Large Cap Fund −5.79%. Over 3 years: Edelweiss Aggressive Hybrid Fund +12.76% a year, Edelweiss Large Cap Fund +10.37% a year. Over 5 years: Edelweiss Aggressive Hybrid Fund +12.64% a year, Edelweiss Large Cap Fund +9.46% 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 Large Cap Fund?
Edelweiss Aggressive Hybrid Fund charges less: 0.69% a year against 0.97%. These are the Direct plans' total expense ratios reported to AMFI.
How much do Edelweiss Aggressive Hybrid Fund and Edelweiss Large Cap Fund overlap?
48.2%. They hold 45 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 Large Cap Fund?
On SEBI's riskometer, Edelweiss Aggressive Hybrid Fund is rated Very High and Edelweiss Large Cap Fund Very High. Over 3 years, the standard deviation of daily returns was 10.61% and 13.05% a year.
Which is better for SIP, Edelweiss Aggressive Hybrid Fund or Edelweiss Large Cap 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 ₹7,53,490 in Edelweiss Large Cap Fund (XIRR 8.3% a year). Both received 61 instalments. Past returns do not promise future returns.
Can I invest in both Edelweiss Aggressive Hybrid Fund and Edelweiss Large Cap Fund?
Yes. 48.2% 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 Large Cap Fund?
Edelweiss Aggressive Hybrid Fund: Bharat Lahoti, Bhavesh Jain, Kedar Karnik, Rahul Dedhia. Edelweiss Large Cap Fund: Bharat Lahoti, Bhavesh Jain.
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.