LIC MF Equity Hybrid Fund vs Edelweiss Aggressive Hybrid Fund compare

LIC MF Equity Hybrid Fund vs Edelweiss Aggressive Hybrid Fund compare

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Edelweiss Aggressive Hybrid Fund - Regular Plan - Growth Option

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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)	₹3413 Cr	₹538 Cr
Min Investment	₹100	₹5000
Min SIP Invesment	₹100	₹200
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	0.54%	1.45%
6 Month	2.49%	2.23%
1 Year	6.18%	5.47%
3 Year	17.54%	14.44%
5 Year	16.68%	11.09%

SIP Return Analysis

Scheme Name	Edelweiss Aggressive Hybrid Fund - Regular Plan - Growth Option	LIC MF Equity Hybrid Fund-Growth
6 Month	0.25%	0.56%
1 Year	7.72%	9.05%
3 Year	13.49%	11.58%
5 Year	14.91%	11.32%

Rolling Lumpsum Returns

Scheme Name	Edelweiss Aggressive Hybrid Fund - Regular Plan - Growth Option	LIC MF Equity Hybrid Fund-Growth
1 Year	9.86%	10.5%
3 Year	13.4%	10.19%
5 Year	12.1%	9.97%

Risk Management

Scheme Name	Edelweiss Aggressive Hybrid Fund - Regular Plan - Growth Option	LIC MF Equity Hybrid Fund-Growth
Standard Deviation	9.65%	8.96%
Sharp	0.94%	0.68%
Beta	1.08%	1.14%
Alpha	2.94%	0.49%

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	29.1	30.21
Large Cap	47.01	40.37
Mid Cap	14.77	15.26
Small Cap	9.12	14.16

Sector Allocation

Scheme Name	Edelweiss Aggressive Hybrid Fund - Regular Plan - Growth Option	LIC MF Equity Hybrid Fund-Growth
Others	23.18	25.02
Communication Services	4.59	1.88
Energy	4.15	2.27
Utilities	2.75	0.95
Technology	6.27	9.77
Consumer Cyclical	10.44	10.35
Industrials	5.69	10.76
Consumer Defensive	3.57	7.65
Basic Materials	5.6	2.84
Healthcare	7.69	6.97
Financial Services	25.18	20.83
Real Estate	0.89	0.71

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