Edelweiss Aggressive Hybrid Fund vs Nippon India Equity Hybrid Fund compare
Nippon India Aggressive Hybrid Fund - Regular - Growth
Edelweiss Aggressive Hybrid Fund - Regular Plan - Growth Option
Chart Comparison
Overview
| Scheme Name | Nippon India Aggressive Hybrid Fund - Regular - Growth | Edelweiss Aggressive Hybrid Fund - Regular Plan - Growth Option |
|---|---|---|
| Fund | Nippon India Aggressive Hybrid Fund - Regular - Growth | Edelweiss Aggressive Hybrid Fund - Regular Plan - Growth Option |
| Investment Plan | Growth | Growth |
| Level of Risk | Average | Very High |
| Asset Size (Cr) | ₹3960 Cr | ₹3161 Cr |
| Min Investment | ₹500 | ₹100 |
| Min SIP Invesment | ₹500 | ₹100 |
| Min Addl Investment | ₹500 | ₹100 |
| Launch Date | 08 Jun 2005 | 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 | 40% | 81% |
| Expense Ratio | 1.97 | 1.95 |
| Manager | Sushil Budhia | Dhawal Dalal |
| ISIN Code | INF204K01FW1 | INF754K01202 |
| Exits Load | Nippon India Equity Hybrid Fund - Growth charges 1.0% of sell value; if fund sold before 365 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 | Nippon India Aggressive Hybrid Fund - Regular - Growth | Edelweiss Aggressive Hybrid Fund - Regular Plan - Growth Option |
|---|---|---|
| 1 Month | 2.12% | 2.06% |
| 6 Month | 6.66% | 6.33% |
| 1 Year | 5.37% | 6.59% |
| 3 Year | 15.29% | 16.95% |
| 5 Year | 19.33% | 19.92% |
SIP Return Analysis
| Scheme Name | Nippon India Aggressive Hybrid Fund - Regular - Growth | Edelweiss Aggressive Hybrid Fund - Regular Plan - Growth Option |
|---|---|---|
| 6 Month | 0.96% | 0.57% |
| 1 Year | 8.18% | 7.63% |
| 3 Year | 12.41% | 13.87% |
| 5 Year | 13.64% | 15.04% |
Rolling Lumpsum Returns
| Scheme Name | Nippon India Aggressive Hybrid Fund - Regular - Growth | Edelweiss Aggressive Hybrid Fund - Regular Plan - Growth Option |
|---|---|---|
| 1 Year | 11.02% | 10.04% |
| 3 Year | 13.01% | 13.02% |
| 5 Year | 13.15% | 12.03% |
Risk Management
| Scheme Name | Nippon India Aggressive Hybrid Fund - Regular - Growth | Edelweiss Aggressive Hybrid Fund - Regular Plan - Growth Option |
|---|---|---|
| Standard Deviation | 9.03% | 9.66% |
| Sharp | 0.91% | 1.01% |
| Beta | 1.02% | 1.08% |
| Alpha | 1.87% | 3.02% |
Fund Managers
| Scheme Name | Nippon India Aggressive Hybrid Fund - Regular - Growth | Edelweiss Aggressive Hybrid Fund - Regular Plan - Growth Option |
|---|---|---|
| Name | Sushil Budhia | Dhawal Dalal |
| Total AUM | ₹29447 Cr | ₹25974 Cr |
| Funds Managed | 11 | 12 |
| Nippon India Aggressive Hybrid Fund - Regular - Growth | Edelweiss Aggressive Hybrid Fund - Regular Plan - Growth Option |
Market Cap
| Scheme Name |
Nippon India Aggressive Hybrid Fund - Regular - Growth |
Edelweiss Aggressive Hybrid Fund - Regular Plan - Growth Option |
|---|---|---|
| Others | 32.1 | 30.22 |
| Large Cap | 48.52 | 48.14 |
| Small Cap | 8.13 | 7.54 |
| Mid Cap | 11.25 | 14.11 |
Sector Allocation
| Scheme Name |
Nippon India Aggressive Hybrid Fund - Regular - Growth |
Edelweiss Aggressive Hybrid Fund - Regular Plan - Growth Option |
|---|---|---|
| Others | 23.22 | 25.1 |
| Communication Services | 3.97 | 3.93 |
| Energy | 3.72 | 2.59 |
| Industrials | 9.5 | 6.48 |
| Technology | 7.11 | 7.77 |
| Financial Services | 23.6 | 23.33 |
| Consumer Cyclical | 9.21 | 8.63 |
| Consumer Defensive | 3.45 | 4.27 |
| Healthcare | 4.91 | 9 |
| Basic Materials | 3.25 | 5.79 |
| Real Estate | 3.55 | 0.32 |
| Utilities | 4.51 | 2.79 |
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