Edelweiss Value Opportunities Fund

GrowthHybrid Aggressive Fund

63.030

17.69%

not rated

  • 1M
  • 3M
  • 6M
  • 1YR
  • 3YR
  • 5YR
  • 10YR
  • Since Inception

Performance

Monthly SIP of      for

Total investment 36,000

Total Value Gain Return %
This Fund

46,022

10,022

16.60%

Bank FD

39,824

3,824

6.5%
Gold

40,770

4,770

8.00%

Fund Information

  • -

  • Growth

  • 2.31%

  • Hybrid- Aggressive Fund

  • Nifty 50 Arbitrage Index

  • 16 Jun 2009

  • Edelweiss Mutual Funds know more

Fund Managed By

Return Comparison

Fund Name 1 Month 3 Months 6 Months 1 Year 2 Years 3 Years 5 Years 10 Years
Category Best 1.99% 5.72% 16.80% 13.67% 20.27% 20.76% 24.30% 16.09%
Category Average 0.26% 2.00% 10.56% 2.25% 15.29% 14.25% 16.94% 12.19%
Edelweiss Value Opportunities Fund 0.59% 2.09% 11.07% 2.87% 18.40% 17.69% 19.44% 12.98%
JM Aggressive Hybrid Fund -0.13% 2.86% 8.13% -6.65% 19.53% - - -
ICICI Prudential Equity & Debt Fund 1.99% 2.95% 12.71% 5.97% 20.27% - - -
Edelweiss Aggressive Hybrid Fund 0.58% 2.08% 11.07% 2.87% 18.36% 17.61% 19.38% 12.93%
Mahindra Manulife Hybrid Equity Nivesh Yojana 0.94% 2.02% 12.07% 2.81% 18.50% 16.88% 19.67% -
Invesco India Aggressive Hybrid Fund 0.33% 1.72% 11.47% 3.49% 19.28% - - -

Fund Portfolio Details

Equity 76.50%

Debt 18.24%

Others 5.26%

Portfolio Holdings shown is as of 30 Apr 2024

Riskometer

Investors understand that their principal
will be at Very High risk