Edelweiss Aggressive Hybrid Fund vs Aditya Birla Sun Life Equity Hybrid 95 Fund compare
Aditya Birla Sun Life Equity Hybrid 95 Fund - Regular Plan-Growth
Edelweiss Aggressive Hybrid Fund - Regular Plan - Growth Option
Chart Comparison
Overview
| Scheme Name | Aditya Birla Sun Life Equity Hybrid 95 Fund - Regular Plan-Growth | Edelweiss Aggressive Hybrid Fund - Regular Plan - Growth Option |
|---|---|---|
| Fund | Aditya Birla Sun Life Equity Hybrid 95 Fund - Regular Plan-Growth | Edelweiss Aggressive Hybrid Fund - Regular Plan - Growth Option |
| Investment Plan | Growth | Growth |
| Level of Risk | Very High | Very High |
| Asset Size (Cr) | ₹7559 Cr | ₹3317 Cr |
| Min Investment | ₹100 | ₹100 |
| Min SIP Invesment | ₹1000 | ₹100 |
| Min Addl Investment | ₹100 | ₹100 |
| Launch Date | 10 Feb 1995 | 12 Aug 2009 |
| Category | Aggressive | Aggressive |
| Fund Type | Open Ended | Open Ended |
| Benchmark | CRISIL Hybrid 35+65 Aggressive TRI | CRISIL Hybrid 35+65 Aggressive TRI |
| Turn Over | 85% | 81% |
| Expense Ratio | 1.86 | 1.95 |
| Manager | Dhaval Joshi | Dhawal Dalal |
| ISIN Code | INF209K01BT5 | INF754K01202 |
| Exits Load | Aditya Birla Sun Life Equity Hybrid 95 Fund - Regular Plan - Growth charges 1.0% of sell value; if fund sold before 90 days. There are no other charges./365 | Edelweiss Aggressive Hybrid Fund - Growth charges 1.0% of sell value; if fund sold before 90 days. There are no other charges./365 |
Trailing Lumpsum Returns
| Scheme Name | Aditya Birla Sun Life Equity Hybrid 95 Fund - Regular Plan-Growth | Edelweiss Aggressive Hybrid Fund - Regular Plan - Growth Option |
|---|---|---|
| 1 Month | 1.98% | 1.53% |
| 6 Month | 5.35% | 5.06% |
| 1 Year | 8.1% | 9.42% |
| 3 Year | 13.59% | 16.81% |
| 5 Year | 14.66% | 18.41% |
SIP Return Analysis
| Scheme Name | Aditya Birla Sun Life Equity Hybrid 95 Fund - Regular Plan-Growth | Edelweiss Aggressive Hybrid Fund - Regular Plan - Growth Option |
|---|---|---|
| 6 Month | 2.17% | 2.02% |
| 1 Year | 12.03% | 11.62% |
| 3 Year | 13% | 14.95% |
| 5 Year | 12.07% | 15.61% |
Rolling Lumpsum Returns
| Scheme Name | Aditya Birla Sun Life Equity Hybrid 95 Fund - Regular Plan-Growth | Edelweiss Aggressive Hybrid Fund - Regular Plan - Growth Option |
|---|---|---|
| 1 Year | 14.62% | 9.92% |
| 3 Year | 14.33% | 13.22% |
| 5 Year | 14.77% | 12.06% |
Risk Management
| Scheme Name | Aditya Birla Sun Life Equity Hybrid 95 Fund - Regular Plan-Growth | Edelweiss Aggressive Hybrid Fund - Regular Plan - Growth Option |
|---|---|---|
| Standard Deviation | 9.21% | 9.66% |
| Sharp | 0.79% | 1.01% |
| Beta | 1.1% | 1.08% |
| Alpha | 0.68% | 3.02% |
Fund Managers
| Scheme Name | Aditya Birla Sun Life Equity Hybrid 95 Fund - Regular Plan-Growth | Edelweiss Aggressive Hybrid Fund - Regular Plan - Growth Option |
|---|---|---|
| Name | Dhaval Joshi | Dhawal Dalal |
| Total AUM | ₹361932 Cr | ₹25974 Cr |
| Funds Managed | 55 | 12 |
| Aditya Birla Sun Life Equity Hybrid 95 Fund - Regular Plan-Growth | Edelweiss Aggressive Hybrid Fund - Regular Plan - Growth Option |
Market Cap
| Scheme Name |
Aditya Birla Sun Life Equity Hybrid 95 Fund - Regular Plan-Growth |
Edelweiss Aggressive Hybrid Fund - Regular Plan - Growth Option |
|---|---|---|
| Others | 28.24 | 30.22 |
| Large Cap | 55.11 | 48.14 |
| Small Cap | 7.59 | 7.54 |
| Mid Cap | 9.06 | 14.11 |
Sector Allocation
| Scheme Name |
Aditya Birla Sun Life Equity Hybrid 95 Fund - Regular Plan-Growth |
Edelweiss Aggressive Hybrid Fund - Regular Plan - Growth Option |
|---|---|---|
| Others | 21.2 | 25.1 |
| Energy | 3.85 | 2.59 |
| Industrials | 8.48 | 6.48 |
| Technology | 7.08 | 7.77 |
| Consumer Cyclical | 11.91 | 8.63 |
| Basic Materials | 5.94 | 5.79 |
| Financial Services | 25.03 | 23.33 |
| Healthcare | 5.71 | 9 |
| Real Estate | 1.59 | 0.32 |
| Consumer Defensive | 5.2 | 4.27 |
| Utilities | 1.04 | 2.79 |
| Communication Services | 2.96 | 3.93 |
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