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Axis Equity Hybrid Fund vs Edelweiss Aggressive Hybrid Fund compare

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tortoise-icon Edelweiss Aggressive Hybrid Fund - Regular Plan - Growth Option

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tortoise-icon Axis 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 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 ₹1570 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 -1.12% -1.66%
6 Month 8.89% 7%
1 Year 4.43% 3.01%
3 Year 16.88% 9.64%
5 Year 19.69% 13.35%

SIP Return Analysis

Scheme Name Edelweiss Aggressive Hybrid Fund - Regular Plan - Growth Option Axis Aggressive Hybrid Fund - Regular Plan - Growth Option
6 Month 2.91% 1.66%
1 Year 6.54% 3.06%
3 Year 15.56% 10.69%
5 Year 16.25% 10.01%

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 9.81% 9.92%
Sharp 1.10% 0.46%
Beta 1.07% 1.08%
Alpha 3.82% -2.51%

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 30.94 27.41
Large Cap 46.09 50.35
Mid Cap 15.34 10.75
Small Cap 7.62 11.49

Sector Allocation

Scheme Name

Edelweiss Aggressive Hybrid Fund - Regular Plan - Growth Option

Axis Aggressive Hybrid Fund - Regular Plan - Growth Option

Others 25.9 22.6
Communication Services 4.07 4.03
Energy 2.78 5.21
Utilities 2.44 1.86
Industrials 8.1 8.98
Technology 8.59 7.75
Consumer Cyclical 6.8 7.98
Consumer Defensive 4.76 1.94
Basic Materials 5.51 5.22
Financial Services 22.19 25.09
Healthcare 8.55 7.28
Real Estate 0.32 2.05

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