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) | ₹3317 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 | -1.14% | -1.05% |
| 6 Month | 2.15% | 2.57% |
| 1 Year | 4.15% | 2.97% |
| 3 Year | 16.01% | 10.95% |
| 5 Year | 16.42% | 10.26% |
SIP Return Analysis
| Scheme Name | Edelweiss Aggressive Hybrid Fund - Regular Plan - Growth Option | Axis Aggressive Hybrid Fund - Regular Plan - Growth Option |
|---|---|---|
| 6 Month | 0.95% | 1.63% |
| 1 Year | 9.94% | 10.46% |
| 3 Year | 13.69% | 11.08% |
| 5 Year | 14.84% | 9.94% |
Rolling Lumpsum Returns
| Scheme Name | Edelweiss Aggressive Hybrid Fund - Regular Plan - Growth Option | Axis Aggressive Hybrid Fund - Regular Plan - Growth Option |
|---|---|---|
| 1 Year | 9.86% | 11.29% |
| 3 Year | 13.4% | 11.23% |
| 5 Year | 12.1% | 12.45% |
Risk Management
| Scheme Name | Edelweiss Aggressive Hybrid Fund - Regular Plan - Growth Option | Axis Aggressive Hybrid Fund - Regular Plan - Growth Option |
|---|---|---|
| Standard Deviation | 9.65% | 9.90% |
| Sharp | 0.94% | 0.43% |
| Beta | 1.08% | 1.12% |
| Alpha | 2.94% | -2.07% |
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 | 29.1 | 28.63 |
| Large Cap | 47.01 | 54.34 |
| Mid Cap | 14.77 | 8.22 |
| Small Cap | 9.12 | 8.81 |
Sector Allocation
| Scheme Name |
Edelweiss Aggressive Hybrid Fund - Regular Plan - Growth Option |
Axis Aggressive Hybrid Fund - Regular Plan - Growth Option |
|---|---|---|
| Others | 23.18 | 23.89 |
| Communication Services | 4.59 | 3.3 |
| Energy | 4.15 | 6.36 |
| Utilities | 2.75 | 2.01 |
| Technology | 6.27 | 8.95 |
| Consumer Cyclical | 10.44 | 7.91 |
| Industrials | 5.69 | 8.95 |
| Consumer Defensive | 3.57 | 2.59 |
| Basic Materials | 5.6 | 2.71 |
| Healthcare | 7.69 | 6.93 |
| Financial Services | 25.18 | 24.48 |
| Real Estate | 0.89 | 1.91 |
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