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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 ₹2749 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 3.03% 2.88%
6 Month 4.32% 3.51%
1 Year 5.1% 7.42%
3 Year 16.6% 21.19%
5 Year 18.17% 21.26%

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 8.48% 7.94%
1 Year 12.37% 12.74%
3 Year 15.51% 18.51%
5 Year 14.09% 18.1%

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 9.21% 10.35%
Sharp 0.76% 1.10%
Beta 1.07% 1.04%
Alpha -0.03% 3.45%

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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 23.15 26.46
Large Cap 58.05 49.27
Small Cap 8.88 6.9
Mid Cap 9.91 17.37

Sector Allocation

Scheme Name

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

Edelweiss Aggressive Hybrid Fund - Regular Plan - Growth Option

Others 20.26 25.18
Petroleum Products 4.05 -
Electrical Equipment 1.66 -
IT - Software 7.05 -
Retailing 2.3 -
Construction 2.7 -
Diversified FMCG 1.66 -
Non - Ferrous Metals 1.05 -
Banks 19.16 -
Pharmaceuticals & Biotechnology 4.36 -
Industrial Manufacturing 1.21 -
Healthcare Services 1.14 -
Auto Components 2.81 -
Cement & Cement Products 2.26 -
Realty 1.27 -
Consumer Durables 2.83 -
Chemicals & Petrochemicals 1.16 -
Automobiles 3.89 -
Personal Products 0.87 -
Finance 4.53 -
IT - Services 0.56 -
Insurance 1.57 -
Transport Infrastructure 1.47 -
Agricultural Food & other Products 0.97 -
Diversified Metals 0.56 -
Power 0.97 -
Fertilizers & Agrochemicals 0.44 -
Aerospace & Defense 1.5 -
Industrial Products 0.24 -
Telecom - Services 2.93 -
Transport Services 0.5 -
Ferrous Metals 0.31 -
Leisure Services 0.33 -
Beverages 1.16 -
Textiles & Apparels 0.26 -
Communication Services - 3.05
Energy - 2.76
Utilities - 3.16
Technology - 7.83
Consumer Cyclical - 7.79
Industrials - 9.06
Consumer Defensive - 4.08
Basic Materials - 5.01
Financial Services - 23.36
Healthcare - 8.38
Real Estate - 0.34

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