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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) ₹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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