The scheme seeks 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.
The Scheme seeks to generate capital appreciation / income from a portfolio, predominantly of equity & equity related instruments
27.3% of the combined portfolio weight is common between Edelweiss Aggressive Hybrid Fund Direct-Growth and HDFC Hybrid Equity Fund Direct Plan-Growth.
18 stocks appear in both portfolios.
The largest shared holding is ICICI Bank Ltd., at 4.15% of Edelweiss Aggressive Hybrid Fund Direct-Growth and 7.19% of HDFC Hybrid Equity Fund Direct Plan-Growth.
The two funds hold largely different portfolios, so holding both can genuinely diversify your equity exposure.
Largest common holdings
ICICI Bank Ltd.HDFC Bank Ltd.Reliance Industries Ltd.State Bank of IndiaBharti Airtel Ltd.Axis Bank Ltd.Larsen & Toubro Ltd.NTPC Ltd.
Edelweiss Aggressive Hybrid Fund Direct-Growth has delivered the higher 3-year CAGR (15.04% vs 7.96%). Edelweiss Aggressive Hybrid Fund Direct-Growth is the cheaper of the two with an expense ratio of 0.77% against 1.12%. HDFC Hybrid Equity Fund Direct Plan-Growth manages the larger corpus at ₹22.37k Cr. There is no single "better" fund — the right choice depends on your holding period, risk appetite and what you already own. Use the returns, risk and portfolio overlap tables above to judge which fits your portfolio, and remember that past returns do not guarantee future performance.
Over 1 year, Edelweiss Aggressive Hybrid Fund Direct-Growth returned 5.84% against -1.56% for HDFC Hybrid Equity Fund Direct Plan-Growth; and over 3 years, Edelweiss Aggressive Hybrid Fund Direct-Growth leads with a 15.04% CAGR versus 7.96%. Returns beyond one year are CAGR (annualised). Short-period returns are heavily influenced by market cycles, so compare over at least three to five years before drawing conclusions.
Edelweiss Aggressive Hybrid Fund Direct-Growth has the lower expense ratio at 0.77%, compared with 1.12% for HDFC Hybrid Equity Fund Direct Plan-Growth — a difference of 0.35% a year. The expense ratio is deducted from NAV daily, so a lower ratio directly improves your net return, though it should not be the only reason to pick a fund.
Both Edelweiss Aggressive Hybrid Fund Direct-Growth and HDFC Hybrid Equity Fund Direct Plan-Growth carry a "Very High" rating on the SEBI Riskometer. Within the same riskometer band, differences still show up in maximum drawdown, volatility and market-cap mix — all of which are compared in the tables above.
The portfolio overlap between the two funds is 27.3%, which is considered low. At this level the two funds hold largely different portfolios, so holding both can genuinely diversify your equity exposure. You can see the shared stocks in the overlap section above.
Yes — both are Hybrid: Aggressive Hybrid funds, which means they follow similar mandates and are benchmarked against comparable indices. That makes a direct comparison of returns, expense ratio and risk meaningful.
Edelweiss Aggressive Hybrid Fund Direct-Growth has a NAV of ₹77.03 and an AUM of ₹3.78k Cr, and was launched on 6 Jan 2013. HDFC Hybrid Equity Fund Direct Plan-Growth has a NAV of ₹126.37 and an AUM of ₹22.37k Cr, launched on 31 Dec 2012. NAV on its own says nothing about how expensive or cheap a fund is — only the return on it matters.
