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Aditya Birla Sun Life Equity Hybrid 95 Fund vs Edelweiss Aggressive Hybrid Fund compare

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tortoise-icon Aditya Birla Sun Life Equity Hybrid 95 Fund - Regular Plan-Growth

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tortoise-icon Edelweiss Aggressive Hybrid Fund - Regular Plan - Growth Option

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Chart Comparison

Overview Trailing Returns SIP Returns Rolling Returns Risk Managers Market Cap Sectors

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) ₹7313 Cr ₹2371 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 1.85 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 2.75% 1.79%
6 Month 2.15% 3.41%
1 Year 8.61% 10.79%
3 Year 14.22% 19.03%
5 Year 20.05% 23.01%

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 5.43% 5.37%
1 Year 6.6% 8.07%
3 Year 14.95% 18.47%
5 Year 13.92% 18.16%

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 16.33% 10.27%
3 Year 16.28% 12.41%
5 Year 16.39% 11.84%

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% 9.903%
Sharp 0.47% 0.882%
Beta 1.1% 1.029%
Alpha -1.49% 3.399%

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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 23.31 28.42
Large Cap 57.59 50.97
Small Cap 9.57 5.21
Mid Cap 9.42 15.41

Sector Allocation

Scheme Name

Aditya Birla Sun Life Equity Hybrid 95 Fund - Regular Plan-Growth

Edelweiss Aggressive Hybrid Fund - Regular Plan - Growth Option

Others 20.45 28.01
Petroleum Products 4.05 -
Electrical Equipment 1.63 -
IT - Software 7.27 -
Retailing 2.44 -
Construction 3.06 -
Diversified FMCG 1.47 -
Non - Ferrous Metals 1.14 -
Banks 17.76 -
Pharmaceuticals & Biotechnology 4.55 -
Industrial Manufacturing 1.13 -
Healthcare Services 1.16 -
Auto Components 2.65 -
Cement & Cement Products 2.3 -
Realty 1.21 -
Consumer Durables 2.87 -
Chemicals & Petrochemicals 1.6 -
Automobiles 4.2 -
Personal Products 0.85 -
Finance 4.63 -
IT - Services 0.54 -
Insurance 1.38 -
Transport Infrastructure 1.39 -
Agricultural Food & other Products 0.91 -
Diversified Metals 0.47 -
Power 1.09 -
Fertilizers & Agrochemicals 0.51 -
Aerospace & Defense 1.26 -
Industrial Products 0.22 -
Telecom - Services 3.06 -
Transport Services 0.59 -
Ferrous Metals 0.31 -
Leisure Services 0.38 -
Beverages 1.14 -
Textiles & Apparels 0.22 -
Energy - 4.7
Utilities - 3.93
Technology - 7.17
Consumer Cyclical - 8.63
Healthcare - 11.34
Industrials - 5.43
Consumer Defensive - 3.77
Basic Materials - 2.49
Financial Services - 21.01
Communication Services - 2.7
Real Estate - 0.82

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