PGIM India Hybrid Equity Fund vs Edelweiss Aggressive Hybrid Fund compare
PGIM India Aggressive Hybrid Equity Fund - Growth Option
Edelweiss Aggressive Hybrid Fund - Regular Plan - Growth Option
Chart Comparison
Overview
| Scheme Name | PGIM India Aggressive Hybrid Equity Fund - Growth Option | Edelweiss Aggressive Hybrid Fund - Regular Plan - Growth Option |
|---|---|---|
| Fund | PGIM India Aggressive Hybrid Equity Fund - Growth Option | Edelweiss Aggressive Hybrid Fund - Regular Plan - Growth Option |
| Investment Plan | Growth | Growth |
| Level of Risk | Average | Very High |
| Asset Size (Cr) | ₹216 Cr | ₹3161 Cr |
| Min Investment | ₹5000 | ₹100 |
| Min SIP Invesment | ₹1000 | ₹100 |
| Min Addl Investment | ₹1000 | ₹100 |
| Launch Date | 05 Feb 2004 | 12 Aug 2009 |
| Category | Aggressive | Aggressive |
| Fund Type | Open Ended | Open Ended |
| Benchmark | CRISIL Hybrid 35+65 Aggressive TRI | CRISIL Hybrid 35+65 Aggressive TRI |
| Turn Over | 62% | 81% |
| Expense Ratio | 2.33 | 1.95 |
| Manager | Puneet Pal | Dhawal Dalal |
| ISIN Code | INF663L01HC4 | INF754K01202 |
| Exits Load | PGIM India Hybrid Equity Fund - Growth charges 0.5% of sell value; if fund sold before 90 days. There are no other charges./365 | Edelweiss 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 | PGIM India Aggressive Hybrid Equity Fund - Growth Option | Edelweiss Aggressive Hybrid Fund - Regular Plan - Growth Option |
|---|---|---|
| 1 Month | 1.92% | 2.06% |
| 6 Month | 4.98% | 6.33% |
| 1 Year | 7.98% | 6.59% |
| 3 Year | 12.45% | 16.95% |
| 5 Year | 13.7% | 19.92% |
SIP Return Analysis
| Scheme Name | PGIM India Aggressive Hybrid Equity Fund - Growth Option | Edelweiss Aggressive Hybrid Fund - Regular Plan - Growth Option |
|---|---|---|
| 6 Month | 0.3% | 0.42% |
| 1 Year | 6.16% | 7.42% |
| 3 Year | 10.24% | 13.67% |
| 5 Year | 10.05% | 14.98% |
Rolling Lumpsum Returns
| Scheme Name | PGIM India Aggressive Hybrid Equity Fund - Growth Option | Edelweiss Aggressive Hybrid Fund - Regular Plan - Growth Option |
|---|---|---|
| 1 Year | 11.3% | 10.04% |
| 3 Year | 10.28% | 13.02% |
| 5 Year | 10.36% | 12.03% |
Risk Management
| Scheme Name | PGIM India Aggressive Hybrid Equity Fund - Growth Option | Edelweiss Aggressive Hybrid Fund - Regular Plan - Growth Option |
|---|---|---|
| Standard Deviation | 8.59% | 9.73% |
| Sharp | 0.70% | 1.03% |
| Beta | 0.90% | 1.09% |
| Alpha | 0.55% | 3.37% |
Fund Managers
| Scheme Name | PGIM India Aggressive Hybrid Equity Fund - Growth Option | Edelweiss Aggressive Hybrid Fund - Regular Plan - Growth Option |
|---|---|---|
| Name | Puneet Pal | Dhawal Dalal |
| Total AUM | ₹20950 Cr | ₹25974 Cr |
| Funds Managed | 19 | 12 |
| PGIM India Aggressive Hybrid Equity Fund - Growth Option | Edelweiss Aggressive Hybrid Fund - Regular Plan - Growth Option |
Market Cap
| Scheme Name |
PGIM India Aggressive Hybrid Equity Fund - Growth Option |
Edelweiss Aggressive Hybrid Fund - Regular Plan - Growth Option |
|---|---|---|
| Others | 35.31 | 30.22 |
| Large Cap | 46.1 | 48.14 |
| Mid Cap | 10.8 | 14.11 |
| Small Cap | 7.79 | 7.54 |
Sector Allocation
| Scheme Name |
PGIM India Aggressive Hybrid Equity Fund - Growth Option |
Edelweiss Aggressive Hybrid Fund - Regular Plan - Growth Option |
|---|---|---|
| Others | 33.44 | 25.1 |
| Energy | 4.99 | 2.59 |
| Technology | 7.07 | 7.77 |
| Industrials | 7.95 | 6.48 |
| Consumer Cyclical | 8.71 | 8.63 |
| Healthcare | 5.29 | 9 |
| Financial Services | 21.11 | 23.33 |
| Basic Materials | 2.82 | 5.79 |
| Consumer Defensive | 3.65 | 4.27 |
| Communication Services | 4.31 | 3.93 |
| Real Estate | 0.66 | 0.32 |
| Utilities | - | 2.79 |
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