LIC MF Equity Hybrid Fund vs Edelweiss Aggressive Hybrid Fund compare
Edelweiss Aggressive Hybrid Fund - Regular Plan - Growth Option
LIC MF Equity Hybrid Fund-Growth
Chart Comparison
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) | ₹2926 Cr | ₹545 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 | -2.56% | -2.63% |
6 Month | 5.73% | 6.19% |
1 Year | 1.88% | 1.08% |
3 Year | 17.6% | 13.05% |
5 Year | 20.02% | 13.92% |
SIP Return Analysis
Scheme Name | Edelweiss Aggressive Hybrid Fund - Regular Plan - Growth Option | LIC MF Equity Hybrid Fund-Growth |
---|---|---|
6 Month | 4.2% | 5.07% |
1 Year | 7.68% | 7.4% |
3 Year | 16.99% | 13.85% |
5 Year | 17.24% | 12.53% |
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 | 9.99% | 8.96% |
Sharp | 1.36% | 1.02% |
Beta | 1.04% | 1.08% |
Alpha | 3.91% | 0.69% |
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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 | 28.49 | 23.29 |
Large Cap | 48.13 | 40.75 |
Mid Cap | 16.54 | 16.23 |
Small Cap | 6.84 | 19.73 |
Sector Allocation
Scheme Name |
Edelweiss Aggressive Hybrid Fund - Regular Plan - Growth Option |
LIC MF Equity Hybrid Fund-Growth |
---|---|---|
Others | 24.28 | 23.29 |
Communication Services | 4.41 | 2.06 |
Energy | 3.03 | 2.57 |
Utilities | 2.21 | 0.98 |
Industrials | 8.57 | 14.02 |
Technology | 9.35 | 8.29 |
Consumer Cyclical | 6.24 | 9.01 |
Consumer Defensive | 4.92 | 6.91 |
Basic Materials | 5.11 | 5.43 |
Financial Services | 23.41 | 21.38 |
Healthcare | 8.44 | 5.37 |
Real Estate | 0.01 | 0.7 |
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