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) | ₹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 | 1.59% | 3.01% |
6 Month | 0.58% | -0.36% |
1 Year | 8.61% | 6.57% |
3 Year | 20.24% | 16.17% |
5 Year | 21.51% | 15.43% |
SIP Return Analysis
Scheme Name | Edelweiss Aggressive Hybrid Fund - Regular Plan - Growth Option | LIC MF Equity Hybrid Fund-Growth |
---|---|---|
6 Month | 5.8% | 8.24% |
1 Year | 7.41% | 9.14% |
3 Year | 17.38% | 14.8% |
5 Year | 17.48% | 13.01% |
Rolling Lumpsum Returns
Scheme Name | Edelweiss Aggressive Hybrid Fund - Regular Plan - Growth Option | LIC MF Equity Hybrid Fund-Growth |
---|---|---|
1 Year | 10.25% | 10.88% |
3 Year | 12.61% | 9.52% |
5 Year | 11.94% | 9.64% |
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% | 0.76% |
Beta | 1.029% | 1.09% |
Alpha | 3.399% | 0.34% |
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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 | 25.63 |
Large Cap | 50.97 | 38.66 |
Small Cap | 5.21 | 22.19 |
Mid Cap | 15.41 | 13.58 |
Sector Allocation
Scheme Name |
Edelweiss Aggressive Hybrid Fund - Regular Plan - Growth Option |
LIC MF Equity Hybrid Fund-Growth |
---|---|---|
Others | 28.01 | 25.63 |
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 | - | 2.85 |
IT - Software | - | 7.07 |
Auto Components | - | 3.66 |
Food Products | - | 3.33 |
Pharmaceuticals & Biotechnology | - | 4.36 |
Construction | - | 2.38 |
Finance | - | 3.75 |
Banks | - | 14.31 |
Electrical Equipment | - | 4.4 |
Diversified FMCG | - | 0.58 |
Cement & Cement Products | - | 1.79 |
Consumer Durables | - | 1.03 |
Automobiles | - | 2.6 |
Beverages | - | 0.87 |
Power | - | 1 |
Cigarettes & Tobacco Products | - | 1.44 |
Aerospace & Defense | - | 1.69 |
Capital Markets | - | 0.99 |
Industrial Products | - | 4.86 |
Telecom - Services | - | 1.2 |
Chemicals & Petrochemicals | - | 2.6 |
Healthcare Services | - | 2.16 |
Realty | - | 0.62 |
Industrial Manufacturing | - | 1.27 |
Retailing | - | 2.56 |
Entertainment | - | 1.06 |
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