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) | ₹3413 Cr | ₹1575 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 | 0.99% | 0.91% |
| 6 Month | 1.82% | 2.52% |
| 1 Year | 5% | 5.27% |
| 3 Year | 16.96% | 11.84% |
| 5 Year | 16.49% | 10.33% |
SIP Return Analysis
| Scheme Name | Edelweiss Aggressive Hybrid Fund - Regular Plan - Growth Option | Axis Aggressive Hybrid Fund - Regular Plan - Growth Option |
|---|---|---|
| 6 Month | 2.42% | 2.69% |
| 1 Year | 11.56% | 11.49% |
| 3 Year | 13.88% | 11.31% |
| 5 Year | 15% | 10.11% |
Rolling Lumpsum Returns
| Scheme Name | Edelweiss Aggressive Hybrid Fund - Regular Plan - Growth Option | Axis Aggressive Hybrid Fund - Regular Plan - Growth Option |
|---|---|---|
| 1 Year | 9.84% | 11.22% |
| 3 Year | 13.5% | 11.25% |
| 5 Year | 12.11% | 12.42% |
Risk Management
| Scheme Name | Edelweiss Aggressive Hybrid Fund - Regular Plan - Growth Option | Axis Aggressive Hybrid Fund - Regular Plan - Growth Option |
|---|---|---|
| Standard Deviation | 8.47% | 10.51% |
| Sharp | 1.03% | 0.52% |
| Beta | 1.11% | 1.18% |
| Alpha | 3.67% | -1.55% |
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 | 25.54 | 24.28 |
| Large Cap | 52.13 | 60.48 |
| Small Cap | 11.01 | 8.83 |
| Mid Cap | 13.09 | 6.45 |
Sector Allocation
| Scheme Name |
Edelweiss Aggressive Hybrid Fund - Regular Plan - Growth Option |
Axis Aggressive Hybrid Fund - Regular Plan - Growth Option |
|---|---|---|
| Others | 25.53 | 22.54 |
| Telecom - Services | 4.58 | 3.3 |
| Petroleum Products | 3.47 | 6.26 |
| IT - Software | 3.64 | 6.23 |
| Auto Components | 3.15 | 1.84 |
| Construction | 1.47 | 4.38 |
| Non - Ferrous Metals | 0.86 | 0.48 |
| Leisure Services | 0.13 | - |
| Pharmaceuticals & Biotechnology | 5.58 | 4.82 |
| Banks | 17.98 | 16.09 |
| Chemicals & Petrochemicals | 1.63 | 0.99 |
| Financial Technology (Fintech) | 0.01 | - |
| Healthcare Services | 1.39 | 2.1 |
| Commercial Services & Supplies | 0.49 | 0.66 |
| Cement & Cement Products | 1.97 | - |
| Electrical Equipment | 2.99 | 2.71 |
| Ferrous Metals | 0.33 | 0.51 |
| Industrial Products | 0.8 | - |
| Retailing | 2.38 | 2.59 |
| Realty | 0.65 | 1.91 |
| Automobiles | 4.57 | 3.22 |
| Agricultural Food & other Products | 1.05 | - |
| Capital Markets | 1.32 | - |
| Gas | 0.36 | - |
| Finance | 5.05 | 6.49 |
| Diversified FMCG | 1.43 | 0.7 |
| Fertilizers & Agrochemicals | 0.8 | 0.74 |
| Food Products | 0.26 | 0.68 |
| Oil | 0.49 | 0.06 |
| Cigarettes & Tobacco Products | 0.61 | - |
| Aerospace & Defense | 1.11 | 1.29 |
| Consumer Durables | 0.7 | 1.9 |
| Insurance | 1.49 | 1.79 |
| Transport Services | 1.11 | 0.51 |
| Power | 2.39 | 2.01 |
| Beverages | - | 0.7 |
| Household Products | - | 1.08 |
| Consumable Fuels | - | 0.04 |
| Industrial Manufacturing | - | 1.42 |
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