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LIC MF Equity Hybrid Fund vs Edelweiss Aggressive Hybrid Fund compare

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tortoise-icon Edelweiss Aggressive Hybrid Fund - Regular Plan - Growth Option

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tortoise-icon LIC MF Equity Hybrid Fund-Growth

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Chart Comparison

Overview Trailing Returns SIP Returns Rolling Returns Risk Managers Market Cap Sectors

Overview

Scheme Name Edelweiss Aggressive Hybrid Fund - Regular Plan - Growth Option LIC MF Equity Hybrid Fund-Growth
Fund Edelweiss Aggressive Hybrid Fund - Regular Plan - Growth Option LIC MF Equity Hybrid Fund-Growth
Investment Plan Growth Growth
Level of Risk Very High Very High
Asset Size (Cr) ₹2994 Cr ₹519 Cr
Min Investment ₹100 ₹5000
Min SIP Invesment ₹100 ₹1000
Min Addl Investment ₹100 ₹500
Launch Date 12 Aug 2009 31 Mar 1998
Category Aggressive Aggressive
Fund Type Open Ended Open Ended
Benchmark CRISIL Hybrid 35+65 Aggressive TRI CRISIL Hybrid 35+65 Aggressive TRI
Turn Over 81% %
Expense Ratio 1.95 2.49
Manager Dhawal Dalal Pratik Harish Shroff
ISIN Code INF754K01202 INF767K01030
Exits Load Edelweiss Aggressive Hybrid Fund - Growth charges 1.0% of sell value; if fund sold before 90 days. There are no other charges./365 LIC MF 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 Edelweiss Aggressive Hybrid Fund - Regular Plan - Growth Option LIC MF Equity Hybrid Fund-Growth
1 Month 1.51% 1.7%
6 Month 12.03% 13.93%
1 Year 1.65% -0.07%
3 Year 16.67% 12.73%
5 Year 19.64% 13.67%

SIP Return Analysis

Scheme Name Edelweiss Aggressive Hybrid Fund - Regular Plan - Growth Option LIC MF Equity Hybrid Fund-Growth
6 Month 3.06% 3.05%
1 Year 10.33% 10.11%
3 Year 15.89% 13.16%
5 Year 16.29% 11.93%

Rolling Lumpsum Returns

Scheme Name Edelweiss Aggressive Hybrid Fund - Regular Plan - Growth Option LIC MF Equity Hybrid Fund-Growth
1 Year 10.16% 10.77%
3 Year 12.85% 9.6%
5 Year 11.99% 9.67%

Risk Management

Scheme Name Edelweiss Aggressive Hybrid Fund - Regular Plan - Growth Option LIC MF Equity Hybrid Fund-Growth
Standard Deviation 9.86% 8.96%
Sharp 0.94% 0.61%
Beta 1.07% 0.09%
Alpha 3.98% 5.72%

Fund Managers

Scheme Name Edelweiss Aggressive Hybrid Fund - Regular Plan - Growth Option LIC MF Equity Hybrid Fund-Growth
Name Dhawal Dalal Pratik Harish Shroff
Total AUM ₹25974 Cr ₹2586 Cr
Funds Managed 12 10
Edelweiss Aggressive Hybrid Fund - Regular Plan - Growth Option LIC MF Equity Hybrid Fund-Growth

Market Cap

Scheme Name

Edelweiss Aggressive Hybrid Fund - Regular Plan - Growth Option

LIC MF Equity Hybrid Fund-Growth

Others 30.94 25.58
Large Cap 46.09 39.95
Mid Cap 15.34 16.14
Small Cap 7.62 18.33

Sector Allocation

Scheme Name

Edelweiss Aggressive Hybrid Fund - Regular Plan - Growth Option

LIC MF Equity Hybrid Fund-Growth

Others 25.9 23.99
Communication Services 4.07 2.04
Energy 2.78 2.45
Utilities 2.44 0.99
Industrials 8.1 13.37
Technology 8.59 8.86
Consumer Cyclical 6.8 9
Consumer Defensive 4.76 8.05
Basic Materials 5.51 4.33
Financial Services 22.19 20.47
Healthcare 8.55 5.74
Real Estate 0.32 0.7

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