Aditya Birla Sun Life Equity Hybrid 95 Fund vs Edelweiss Aggressive Hybrid Fund compare
Aditya Birla Sun Life Equity Hybrid 95 Fund - Regular Plan-Growth
Edelweiss Aggressive Hybrid Fund - Regular Plan - Growth Option
Chart Comparison
Overview
| Scheme Name | Aditya Birla Sun Life Equity Hybrid 95 Fund - Regular Plan-Growth | Edelweiss Aggressive Hybrid Fund - Regular Plan - Growth Option |
|---|---|---|
| Fund | Aditya Birla Sun Life Equity Hybrid 95 Fund - Regular Plan-Growth | Edelweiss Aggressive Hybrid Fund - Regular Plan - Growth Option |
| Investment Plan | Growth | Growth |
| Level of Risk | Very High | Very High |
| Asset Size (Cr) | ₹7559 Cr | ₹3317 Cr |
| Min Investment | ₹100 | ₹100 |
| Min SIP Invesment | ₹1000 | ₹100 |
| Min Addl Investment | ₹100 | ₹100 |
| Launch Date | 10 Feb 1995 | 12 Aug 2009 |
| Category | Aggressive | Aggressive |
| Fund Type | Open Ended | Open Ended |
| Benchmark | CRISIL Hybrid 35+65 Aggressive TRI | CRISIL Hybrid 35+65 Aggressive TRI |
| Turn Over | 85% | 81% |
| Expense Ratio | 1.86 | 1.95 |
| Manager | Dhaval Joshi | Dhawal Dalal |
| ISIN Code | INF209K01BT5 | INF754K01202 |
| Exits Load | Aditya Birla Sun Life Equity Hybrid 95 Fund - Regular Plan - Growth charges 1.0% of sell value; if fund sold before 90 days. There are no other charges./365 | Edelweiss Aggressive Hybrid Fund - Growth charges 1.0% of sell value; if fund sold before 90 days. There are no other charges./365 |
Trailing Lumpsum Returns
| Scheme Name | Aditya Birla Sun Life Equity Hybrid 95 Fund - Regular Plan-Growth | Edelweiss Aggressive Hybrid Fund - Regular Plan - Growth Option |
|---|---|---|
| 1 Month | 0.7% | -0.45% |
| 6 Month | 4.6% | 3.12% |
| 1 Year | 4.46% | 4.68% |
| 3 Year | 13.22% | 15.68% |
| 5 Year | 13.72% | 17.1% |
SIP Return Analysis
| Scheme Name | Aditya Birla Sun Life Equity Hybrid 95 Fund - Regular Plan-Growth | Edelweiss Aggressive Hybrid Fund - Regular Plan - Growth Option |
|---|---|---|
| 6 Month | 3.17% | 2.22% |
| 1 Year | 14.19% | 11.73% |
| 3 Year | 13.49% | 14.81% |
| 5 Year | 12.47% | 15.63% |
Rolling Lumpsum Returns
| Scheme Name | Aditya Birla Sun Life Equity Hybrid 95 Fund - Regular Plan-Growth | Edelweiss Aggressive Hybrid Fund - Regular Plan - Growth Option |
|---|---|---|
| 1 Year | 14.52% | 9.88% |
| 3 Year | 14.31% | 13.33% |
| 5 Year | 14.76% | 12.08% |
Risk Management
| Scheme Name | Aditya Birla Sun Life Equity Hybrid 95 Fund - Regular Plan-Growth | Edelweiss Aggressive Hybrid Fund - Regular Plan - Growth Option |
|---|---|---|
| Standard Deviation | 9.21% | 9.66% |
| Sharp | 0.79% | 1.01% |
| Beta | 1.1% | 1.08% |
| Alpha | 0.68% | 3.02% |
Fund Managers
| Scheme Name | Aditya Birla Sun Life Equity Hybrid 95 Fund - Regular Plan-Growth | Edelweiss Aggressive Hybrid Fund - Regular Plan - Growth Option |
|---|---|---|
| Name | Dhaval Joshi | Dhawal Dalal |
| Total AUM | ₹361932 Cr | ₹25974 Cr |
| Funds Managed | 55 | 12 |
| Aditya Birla Sun Life Equity Hybrid 95 Fund - Regular Plan-Growth | Edelweiss Aggressive Hybrid Fund - Regular Plan - Growth Option |
Market Cap
| Scheme Name |
Aditya Birla Sun Life Equity Hybrid 95 Fund - Regular Plan-Growth |
Edelweiss Aggressive Hybrid Fund - Regular Plan - Growth Option |
|---|---|---|
| Others | 22.88 | 30.2 |
| Large Cap | 59.69 | 47.44 |
| Mid Cap | 9.48 | 13.91 |
| Small Cap | 7.92 | 8.45 |
Sector Allocation
| Scheme Name |
Aditya Birla Sun Life Equity Hybrid 95 Fund - Regular Plan-Growth |
Edelweiss Aggressive Hybrid Fund - Regular Plan - Growth Option |
|---|---|---|
| Others | 20.01 | 24.14 |
| Petroleum Products | 4.09 | - |
| Electrical Equipment | 0.7 | - |
| IT - Software | 6.98 | - |
| Retailing | 2.66 | - |
| Construction | 2.72 | - |
| Non - Ferrous Metals | 1.39 | - |
| Banks | 19.5 | - |
| Pharmaceuticals & Biotechnology | 4.5 | - |
| Industrial Manufacturing | 1 | - |
| Commercial Services & Supplies | 0.24 | - |
| Auto Components | 2.55 | - |
| Cement & Cement Products | 2.61 | - |
| Consumer Durables | 2.64 | - |
| Realty | 1.31 | - |
| Chemicals & Petrochemicals | 1.13 | - |
| Automobiles | 4.43 | - |
| Personal Products | 0.78 | - |
| Finance | 4.47 | - |
| IT - Services | 0.47 | - |
| Diversified FMCG | 1.28 | - |
| Insurance | 1.42 | - |
| Transport Infrastructure | 1.51 | - |
| Agricultural Food & other Products | 1.01 | - |
| Diversified Metals | 0.63 | - |
| Power | 1.43 | - |
| Fertilizers & Agrochemicals | 0.51 | - |
| Aerospace & Defense | 1.19 | - |
| Industrial Products | 0.32 | - |
| Telecom - Services | 3.15 | - |
| Healthcare Services | 0.66 | - |
| Transport Services | 0.37 | - |
| Beverages | 1.26 | - |
| Ferrous Metals | 0.35 | - |
| Leisure Services | 0.5 | - |
| Textiles & Apparels | 0.2 | - |
| Communication Services | - | 4.12 |
| Energy | - | 2.87 |
| Utilities | - | 2.65 |
| Technology | - | 8.47 |
| Consumer Cyclical | - | 8.29 |
| Industrials | - | 6.38 |
| Consumer Defensive | - | 4.12 |
| Basic Materials | - | 5.65 |
| Healthcare | - | 9.37 |
| Financial Services | - | 22.99 |
| Real Estate | - | 0.96 |
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