NRI from all over the world (excluding U.S.A. & Canada) can invest in this fund
SBNRI is a certified Mutual Fund distributor registered with Association of Mutual Funds in India (AMFI) with Reg. No. 246671
₹61.84
-0.69%
NAV as on 17 Dec 24, 12:00 AM
very high risk
aggressive allocation
hybrid (nc)
NAV as on 17 Dec 24, 12:00 AM
very high risk
aggressive allocation
hybrid (nc)
22.04%p.a.
Last 1Y
17.77%p.a.
Last 3Y
18.11%p.a.
Last 5Y
0.00%p.a.
Since Inception
About Edelweiss Aggressive Hybrid A Growth for NRIs
NRIs can achieve long-term capital appreciation by investing in the Edelweiss Aggressive Hybrid A Growth scheme from Edelweiss Asset Management Limited. It is a Aggressive Allocation mutual fund scheme that predominantly invests in Aggressive Allocation stocks of companies. Launched on Aug 2009, Edelweiss Aggressive Hybrid A Growth is Aggressive Allocation fund of its category with 2,267.39 Cr fund under management as on Dec 2024. The expense ratio of this fund is less than that of most other Fund category Aggressive Allocation funds.
- Edelweiss Aggressive Hybrid A Growth delivered 22.0% annual returns during the last year. It has delivered 0.0% average annual returns since the fund was launched.
- Edelweiss Aggressive Hybrid A Growth scheme tends to consistently deliver higher returns than most schemes in the same category.
- The scheme has predominantly invested in hybrid (nc)
Fund Objective
The investment objective of the scheme is to generate long term growth of capital and current income through a portfolio investing predominantly in equity and equity related instruments and the balance in debt and money market securities. However, there is no assurance that the investment objective of the Scheme will be reaIized and the Scheme does not assure or guarantee any returns.
Top 10 Holdings
ICICI Bank Ltd
6.04%
7.26% Govt Stock 2033
5.66%
HDFC Bank Ltd
4.64%
Hdb Financial Services Ltd.
3.28%
6.54% Govt Stock 2032
3.26%
Bharti Airtel Ltd
2.95%
NTPC Ltd
2.75%
Sun Pharmaceuticals Industries Ltd
2.53%
Infosys Ltd
2.21%
Reliance Industries Ltd
2.14%
Fund Managers
- Bhavesh Jain (Oct 2015 - Present)
- Bharat Lahoti (Oct 2021 - Present)
- Rahul Dedhia (Jul 2024 - Present)
- Pranavi Kulkarni (Aug 2024 - Present)
Key Information
View Scheme Document
Edelweiss Aggressive Hybrid A Growth SIP Calculator
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NRI Mutual Fund Tax on Edelweiss Aggressive Hybrid A Growth
Just like for resident investors, capital gains from mutual fund investments are subject to income tax for NRI investors.
| Fund Type | Short-term Capital Gains (STCG) Tax | Long-term Capital Gains (LTCG) Tax |
|---|---|---|
| Equity mutual funds | 15% | 10% (above Rs. 1 lakh LTCG) without indexation* |
| Debt & other types of funds | At tax slab rate | 20% with indexation benefits |
How can NRIs invest in Edelweiss Aggressive Hybrid A Growth?
NRIs and OCIs can download the SBNRI app to invest in mutual funds from the country of their residence. Here are a few simple steps you need to take:
- Complete your NRI KYC: Type in your personal details and attach supporting documents, like:
- PAN Number
- Overseas address proof: Any of – Water/electricity bill, postpaid mobile/internet bill, rent agreement, driving license, etc.
- Passport – front and back
- Passport size photograph
- signature
If all details are correct, your KYC will be approved within 7 to 8 business days.
- Onboarding: After KYC, you need to share the following details to complete onboarding process and start investing in Edelweiss Aggressive Hybrid A Growth
- Onboarding: After KYC, you need to share the following details to complete onboarding process and start investing:
- City and country of birth
- NRE/NRO bank account statement/ canceled cheque for the latest 3 months
- Nominee details
Similar Funds
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3Y Return
SBI Equity Hybrid Fund Growth
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12.3%
ICICI Prudential Equity & Debt Fund Growth
very high risk | equity
20.3%
HDFC Hybrid Equity Fund Growth
very high risk | hybrid (nc)
14.3%
Frequently Asked Questions
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