Aditya Birla Sun Life Equity Hybrid 95 Fund vs Edelweiss Aggressive Hybrid Fund compare
Aditya Birla Sun Life Equity Hybrid 95 Fund - Regular Plan-Growth
Edelweiss Aggressive Hybrid Fund - Regular Plan - Growth Option
Chart Comparison
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 |
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