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 | ₹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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