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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) ₹2371 Cr ₹508 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 2.48
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 2.38% 4.33%
6 Month 5.18% 3.6%
1 Year 11.23% 8.74%
3 Year 19.18% 15.02%
5 Year 22.93% 16.46%

SIP Return Analysis

Scheme Name Edelweiss Aggressive Hybrid Fund - Regular Plan - Growth Option LIC MF Equity Hybrid Fund-Growth
6 Month 5.37% 6.2%
1 Year 8.07% 6.89%
3 Year 18.47% 14.82%
5 Year 18.16% 13%

Rolling Lumpsum Returns

Scheme Name Edelweiss Aggressive Hybrid Fund - Regular Plan - Growth Option LIC MF Equity Hybrid Fund-Growth
1 Year 10.27% 11.04%
3 Year 12.41% 9.45%
5 Year 11.84% 9.61%

Risk Management

Scheme Name Edelweiss Aggressive Hybrid Fund - Regular Plan - Growth Option LIC MF Equity Hybrid Fund-Growth
Standard Deviation 9.903% 8.96%
Sharp 0.882% 0.55%
Beta 1.029% 1.07%
Alpha 3.399% -0.39%

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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 28.42 24.97
Large Cap 50.97 38.17
Small Cap 5.21 23.16
Mid Cap 15.41 13.7

Sector Allocation

Scheme Name

Edelweiss Aggressive Hybrid Fund - Regular Plan - Growth Option

LIC MF Equity Hybrid Fund-Growth

Others 28.01 24.97
Energy 4.7 -
Utilities 3.93 -
Technology 7.17 -
Consumer Cyclical 8.63 -
Healthcare 11.34 -
Industrials 5.43 -
Consumer Defensive 3.77 -
Basic Materials 2.49 -
Financial Services 21.01 -
Communication Services 2.7 -
Real Estate 0.82 -
Petroleum Products - 3.06
IT - Software - 8.07
Auto Components - 4.4
Food Products - 3.47
Pharmaceuticals & Biotechnology - 3.46
Construction - 2.05
Finance - 3.55
Banks - 12.53
Electrical Equipment - 4.59
Diversified FMCG - 0.6
Cement & Cement Products - 1.13
Chemicals & Petrochemicals - 2.9
Consumer Durables - 1.67
Automobiles - 2.62
Beverages - 0.96
Power - 1.03
Cigarettes & Tobacco Products - 1.51
Aerospace & Defense - 1.72
Capital Markets - 0.95
Industrial Products - 5.16
Telecom - Services - 1.18
Healthcare Services - 2.43
Realty - 0.57
Industrial Manufacturing - 1.45
Retailing - 2.87
Entertainment - 1.1

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