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) | ₹7368 Cr | ₹3161 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 | 0.93% | 0.84% |
6 Month | 8.99% | 8.32% |
1 Year | 3.62% | 4.14% |
3 Year | 14.2% | 17.8% |
5 Year | 15.89% | 19.89% |
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 | 2.32% | 2.41% |
1 Year | 11.88% | 12.15% |
3 Year | 13.48% | 15.77% |
5 Year | 12.47% | 16.23% |
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 | 15.6% | 10.04% |
3 Year | 15.9% | 13.02% |
5 Year | 16.47% | 12.03% |
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% | 9.73% |
Sharp | 0.77% | 1.03% |
Beta | 0.12% | 1.09% |
Alpha | 6.58% | 3.37% |
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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