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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 ₹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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