Mutual Funds Blogs Videos

No results found

did not match any result. Please try again.

Clear Search BackGround
Need Help?
0
Diwali Decoration Items Diwali Decoration Items

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

Link copied to clipboard!

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

Invest Now

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

Invest Now

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) ₹7372 Cr ₹3045 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 0.58% 0.82%
6 Month 9.6% 8.98%
1 Year 2.27% 3.04%
3 Year 14.4% 18.17%
5 Year 15.92% 19.96%

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 1.67% 1.98%
1 Year 10.22% 11.27%
3 Year 12.88% 15.34%
5 Year 12.08% 15.9%

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 15.6% 10.04%
3 Year 15.9% 13.02%
5 Year 16.47% 12.03%

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% 9.73%
Sharp 0.77% 1.03%
Beta 0.12% 1.09%
Alpha 6.58% 3.37%

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 28.7 32.35
Large Cap 54.4 45.84
Small Cap 8.07 7.21
Mid Cap 8.83 14.61

Sector Allocation

Scheme Name

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

Edelweiss Aggressive Hybrid Fund - Regular Plan - Growth Option

Others 21.26 26.39
Energy 3.83 2.67
Industrials 8.5 7.3
Technology 7.33 9.24
Consumer Cyclical 11.75 7.24
Basic Materials 5.9 4.93
Financial Services 24.59 21.93
Healthcare 5.88 8.77
Real Estate 1.51 0.31
Consumer Defensive 4.9 4.23
Utilities 1.58 2.56
Communication Services 2.97 4.42

Top Comparisons

Nippon India Multi Cap Fund-Growth Plan-Bonus Option Nippon India Multi Cap Fund-Growth Plan-Bonus Option

3Y Returns%

VS

Tata Multicap Fund - Regular Plan - Growth Tata Multicap Fund - Regular Plan - Growth

3Y Returns0%

Compare Now

BANDHAN Equity Savings Fund - Regular Plan - Growth BANDHAN Equity Savings Fund - Regular Plan - Growth

3Y Returns7.96%

VS

Baroda BNP Paribas Equity Savings Fund - Regular Plan - Growth Baroda BNP Paribas Equity Savings Fund - Regular Plan - Growth

3Y Returns10.48%

Compare Now

PGIM India Overnight Fund - Regular Plan- Growth Option PGIM India Overnight Fund - Regular Plan- Growth Option

3Y Returns6.37%

VS

Edelweiss Overnight Fund - Regular Plan - Growth Edelweiss Overnight Fund - Regular Plan - Growth

3Y Returns6.35%

Compare Now

Nippon India Floater Fund - Regular Plan - Growth Option Nippon India Floater Fund - Regular Plan - Growth Option

3Y Returns8%

VS

Tata Floating Rate Fund-Regular Plan-Growth Tata Floating Rate Fund-Regular Plan-Growth

3Y Returns7.41%

Compare Now
Add to Cart Successfully