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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) ₹7465 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 1.86 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 1.98% 1.59%
6 Month -0.79% 0.58%
1 Year 5.57% 8.61%
3 Year 15.81% 20.24%
5 Year 18.73% 21.51%

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 6.36% 5.8%
1 Year 6.88% 7.41%
3 Year 14.28% 17.38%
5 Year 13.41% 17.48%

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% 10.25%
3 Year 16.05% 12.61%
5 Year 16.41% 11.94%

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 9.7% 9.903%
Sharp 0.8% 0.882%
Beta 1.07% 1.029%
Alpha -0.94% 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 23.37 28.42
Large Cap 58.53 50.97
Small Cap 8.55 5.21
Mid Cap 9.49 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 20.46 28.01
Petroleum Products 4.33 -
Electrical Equipment 1.61 -
IT - Software 6.9 -
Retailing 2.36 -
Construction 2.16 -
Diversified FMCG 1.51 -
Non - Ferrous Metals 1.06 -
Banks 19.12 -
Pharmaceuticals & Biotechnology 4.56 -
Industrial Manufacturing 1.12 -
Healthcare Services 1.16 -
Auto Components 2.53 -
Cement & Cement Products 2.29 -
Realty 1.21 -
Consumer Durables 2.88 -
Transport Infrastructure 1.93 -
Chemicals & Petrochemicals 1.18 -
Automobiles 3.85 -
Personal Products 0.91 -
Finance 4.44 -
IT - Services 0.5 -
Insurance 1.56 -
Agricultural Food & other Products 1.04 -
Diversified Metals 0.55 -
Power 1.05 -
Fertilizers & Agrochemicals 0.45 -
Aerospace & Defense 1.29 -
Industrial Products 0.19 -
Telecom - Services 3.12 -
Transport Services 0.5 -
Ferrous Metals 0.3 -
Leisure Services 0.37 -
Beverages 1.22 -
Textiles & Apparels 0.23 -
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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