Axis Equity Hybrid Fund vs Edelweiss Aggressive Hybrid Fund compare
Edelweiss Aggressive Hybrid Fund - Regular Plan - Growth Option
Axis Aggressive Hybrid Fund - Regular Plan - Growth Option
Chart Comparison
Overview
Scheme Name | Edelweiss Aggressive Hybrid Fund - Regular Plan - Growth Option | Axis Aggressive Hybrid Fund - Regular Plan - Growth Option |
---|---|---|
Fund | Edelweiss Aggressive Hybrid Fund - Regular Plan - Growth Option | Axis Aggressive Hybrid Fund - Regular Plan - Growth Option |
Investment Plan | Growth | Growth |
Level of Risk | Very High | Very High |
Asset Size (Cr) | ₹2994 Cr | ₹1527 Cr |
Min Investment | ₹100 | ₹500 |
Min SIP Invesment | ₹100 | ₹100 |
Min Addl Investment | ₹100 | ₹100 |
Launch Date | 12 Aug 2009 | 09 Aug 2018 |
Category | Aggressive | Aggressive |
Fund Type | Open Ended | Open Ended |
Benchmark | CRISIL Hybrid 35+65 Aggressive TRI | CRISIL Hybrid 35+65 Aggressive TRI |
Turn Over | 81% | 0.0% |
Expense Ratio | 1.95 | 2.16 |
Manager | Dhawal Dalal | R Sivakumar |
ISIN Code | INF754K01202 | INF846K01E90 |
Exits Load | Edelweiss Aggressive Hybrid Fund - Growth charges 1.0% of sell value; if fund sold before 90 days. There are no other charges./365 | Axis Aggressive Hybrid Fund - Growth charges 1.0% of sell value; if fund sold before 365 days. There are no other charges./365 |
Trailing Lumpsum Returns
Scheme Name | Edelweiss Aggressive Hybrid Fund - Regular Plan - Growth Option | Axis Aggressive Hybrid Fund - Regular Plan - Growth Option |
---|---|---|
1 Month | 2.51% | 2.78% |
6 Month | 12.48% | 11.21% |
1 Year | 2.09% | 0.19% |
3 Year | 17.6% | 10.82% |
5 Year | 19.84% | 13.47% |
SIP Return Analysis
Scheme Name | Edelweiss Aggressive Hybrid Fund - Regular Plan - Growth Option | Axis Aggressive Hybrid Fund - Regular Plan - Growth Option |
---|---|---|
6 Month | 3.06% | 2.54% |
1 Year | 10.33% | 8.09% |
3 Year | 15.89% | 11.64% |
5 Year | 16.29% | 10.39% |
Rolling Lumpsum Returns
Scheme Name | Edelweiss Aggressive Hybrid Fund - Regular Plan - Growth Option | Axis Aggressive Hybrid Fund - Regular Plan - Growth Option |
---|---|---|
1 Year | 10.16% | 12.71% |
3 Year | 12.85% | 11.39% |
5 Year | 11.99% | 12.32% |
Risk Management
Scheme Name | Edelweiss Aggressive Hybrid Fund - Regular Plan - Growth Option | Axis Aggressive Hybrid Fund - Regular Plan - Growth Option |
---|---|---|
Standard Deviation | 9.86% | 10.02% |
Sharp | 0.94% | 0.27% |
Beta | 1.07% | 1.09% |
Alpha | 3.98% | -2.64% |
Fund Managers
Scheme Name | Edelweiss Aggressive Hybrid Fund - Regular Plan - Growth Option | Axis Aggressive Hybrid Fund - Regular Plan - Growth Option |
---|---|---|
Name | Dhawal Dalal | R Sivakumar |
Total AUM | ₹25974 Cr | ₹9709 Cr |
Funds Managed | 12 | 10 |
Edelweiss Aggressive Hybrid Fund - Regular Plan - Growth Option | Axis Aggressive Hybrid Fund - Regular Plan - Growth Option |
Market Cap
Scheme Name |
Edelweiss Aggressive Hybrid Fund - Regular Plan - Growth Option |
Axis Aggressive Hybrid Fund - Regular Plan - Growth Option |
---|---|---|
Others | 32.35 | 27.08 |
Large Cap | 45.84 | 51.6 |
Mid Cap | 14.61 | 11.26 |
Small Cap | 7.21 | 10.06 |
Sector Allocation
Scheme Name |
Edelweiss Aggressive Hybrid Fund - Regular Plan - Growth Option |
Axis Aggressive Hybrid Fund - Regular Plan - Growth Option |
---|---|---|
Others | 26.39 | 23.38 |
Communication Services | 4.42 | 3.59 |
Energy | 2.67 | 5.58 |
Utilities | 2.56 | 1.93 |
Industrials | 7.3 | 9.08 |
Technology | 9.24 | 8.11 |
Consumer Cyclical | 7.24 | 8.54 |
Consumer Defensive | 4.23 | 2 |
Basic Materials | 4.93 | 4.84 |
Financial Services | 21.93 | 24.04 |
Healthcare | 8.77 | 7.19 |
Real Estate | 0.31 | 1.71 |
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