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) | ₹4134 Cr | ₹3413 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 | 0.2% | 0.97% |
| 6 Month | 2.71% | 1.71% |
| 1 Year | 6.8% | 6.11% |
| 3 Year | 15.68% | 17.15% |
| 5 Year | 15.55% | 16.09% |
SIP Return Analysis
| Scheme Name | Nippon India Aggressive Hybrid Fund - Regular - Growth | Edelweiss Aggressive Hybrid Fund - Regular Plan - Growth Option |
|---|---|---|
| 6 Month | 2.57% | 2.42% |
| 1 Year | 12.64% | 11.56% |
| 3 Year | 12.75% | 13.88% |
| 5 Year | 13.72% | 15% |
Rolling Lumpsum Returns
| Scheme Name | Nippon India Aggressive Hybrid Fund - Regular - Growth | Edelweiss Aggressive Hybrid Fund - Regular Plan - Growth Option |
|---|---|---|
| 1 Year | 10.85% | 9.82% |
| 3 Year | 13.58% | 13.53% |
| 5 Year | 13.09% | 12.11% |
Risk Management
| Scheme Name | Nippon India Aggressive Hybrid Fund - Regular - Growth | Edelweiss Aggressive Hybrid Fund - Regular Plan - Growth Option |
|---|---|---|
| Standard Deviation | 9.02% | 8.47% |
| Sharp | 0.94% | 1.03% |
| Beta | 1.05% | 1.11% |
| Alpha | 2.54% | 3.67% |
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 | 32.7 | 25.54 |
| Large Cap | 49.09 | 52.13 |
| Small Cap | 7.65 | 11.01 |
| Mid Cap | 10.57 | 13.09 |
Sector Allocation
| Scheme Name |
Nippon India Aggressive Hybrid Fund - Regular - Growth |
Edelweiss Aggressive Hybrid Fund - Regular Plan - Growth Option |
|---|---|---|
| Others | 22.17 | 25.53 |
| Communication Services | 4.29 | - |
| Energy | 3.97 | - |
| Industrials | 9.21 | - |
| Technology | 6.73 | - |
| Consumer Cyclical | 9.87 | - |
| Financial Services | 23.7 | - |
| Consumer Defensive | 3.76 | - |
| Healthcare | 4.68 | - |
| Basic Materials | 3.23 | - |
| Real Estate | 4.34 | - |
| Utilities | 4.03 | - |
| Telecom - Services | - | 4.58 |
| Petroleum Products | - | 3.47 |
| IT - Software | - | 3.64 |
| Auto Components | - | 3.15 |
| Construction | - | 1.47 |
| Non - Ferrous Metals | - | 0.86 |
| Leisure Services | - | 0.13 |
| Pharmaceuticals & Biotechnology | - | 5.58 |
| Banks | - | 17.98 |
| Chemicals & Petrochemicals | - | 1.63 |
| Financial Technology (Fintech) | - | 0.01 |
| Healthcare Services | - | 1.39 |
| Commercial Services & Supplies | - | 0.49 |
| Cement & Cement Products | - | 1.97 |
| Electrical Equipment | - | 2.99 |
| Ferrous Metals | - | 0.33 |
| Industrial Products | - | 0.8 |
| Retailing | - | 2.38 |
| Realty | - | 0.65 |
| Automobiles | - | 4.57 |
| Agricultural Food & other Products | - | 1.05 |
| Capital Markets | - | 1.32 |
| Gas | - | 0.36 |
| Finance | - | 5.05 |
| Diversified FMCG | - | 1.43 |
| Fertilizers & Agrochemicals | - | 0.8 |
| Food Products | - | 0.26 |
| Oil | - | 0.49 |
| Cigarettes & Tobacco Products | - | 0.61 |
| Aerospace & Defense | - | 1.11 |
| Consumer Durables | - | 0.7 |
| Insurance | - | 1.49 |
| Transport Services | - | 1.11 |
| Power | - | 2.39 |
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