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) | ₹7614 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 | -0.12% | -0.95% |
| 6 Month | 4.17% | 3.28% |
| 1 Year | 5.67% | 4.66% |
| 3 Year | 13.91% | 16.13% |
| 5 Year | 13.16% | 16.56% |
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 | 1.29% | 0.25% |
| 1 Year | 10.54% | 7.72% |
| 3 Year | 12.44% | 13.49% |
| 5 Year | 11.92% | 14.91% |
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 | 14.5% | 9.86% |
| 3 Year | 14.3% | 13.4% |
| 5 Year | 14.75% | 12.1% |
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% | 9.65% |
| Sharp | 0.8% | 0.94% |
| Beta | 1.14% | 1.08% |
| Alpha | 1.19% | 2.94% |
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 | 28.3 | 29.1 |
| Large Cap | 55.73 | 47.01 |
| Small Cap | 7.22 | 9.12 |
| Mid Cap | 8.75 | 14.77 |
Sector Allocation
| Scheme Name |
Aditya Birla Sun Life Equity Hybrid 95 Fund - Regular Plan-Growth |
Edelweiss Aggressive Hybrid Fund - Regular Plan - Growth Option |
|---|---|---|
| Others | 20.44 | 23.18 |
| Energy | 4.28 | 4.15 |
| Industrials | 7.65 | 5.69 |
| Technology | 7.63 | 6.27 |
| Consumer Cyclical | 11.68 | 10.44 |
| Basic Materials | 5.82 | 5.6 |
| Financial Services | 26.25 | 25.18 |
| Healthcare | 5.11 | 7.69 |
| Real Estate | 1.43 | 0.89 |
| Consumer Defensive | 5.16 | 3.57 |
| Utilities | 1.36 | 2.75 |
| Communication Services | 3.2 | 4.59 |
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