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) | ₹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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