Income Distribution Declared for Edelweiss Aggressive Hybrid Fund

Edelweiss Mutual Fund has announced an income distribution of ₹0.20 per unit for its Edelweiss Aggressive Hybrid Fund under the IDCW option. This distribution is applicable to both regular and direct plans, with January 28, 2025, as the record date.

Fund Allocation Breakdown

As of December 31, 2024, the Edelweiss Aggressive Hybrid Fund allocated 75.81% of its investments to equities, 24.24% to debt, 0.01% to real estate, and -0.06% to cash and cash equivalents. This mix shows its focus on equities while maintaining some exposure to fixed-income instruments.

Details and Launch

The Edelweiss Aggressive Hybrid Fund was launched on January 7, 2013, and has since delivered a return of 14.68% as of the latest data. The fund’s assets under management (AUM) stand at ₹2,363 crore. It tracks the CRISIL Hybrid 35+65 Aggressive Index and falls under the “Very High” risk category.

Features

The fund requires a minimum investment of ₹100, which also applies to additional investments and SIPs. Withdrawals can be made for as low as ₹1, providing flexibility to investors. The fund does not have a lock-in period but charges an exit load of 1% for redemptions exceeding 10% of the investment within 90 days.

Investment Approach

The fund plans to achieve long-term growth and generate income by investing primarily in equity and equity-related instruments, with the remaining portion in debt and money market securities. This approach makes it a balanced consideration for investors who are willing to accept moderate risk for higher potential returns over a longer time.

Suitability

These funds balance equity and debt exposure, making them suitable for those seeking returns that could beat inflation without taking on the higher volatility of pure equity funds. However, it is important to weigh the risks associated as this announcement provides an update for investors holding or considering the Edelweiss Aggressive Hybrid Fund.

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Disclaimer: This blog has been written exclusively for educational purposes. The securities mentioned are only examples and not recommendations. This does not constitute a personal recommendation/investment advice. It does not aim to influence any individual or entity to make investment decisions. Recipients should conduct their own research and assessments to form an independent opinion about investment decisions. 

Mutual Fund investments are subject to market risks, read all scheme-related documents carefully.