Axis 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 Axis Aggressive Hybrid Fund - Regular Plan - Growth Option

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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 Axis Aggressive Hybrid Fund - Regular Plan - Growth Option
Fund Edelweiss Aggressive Hybrid Fund - Regular Plan - Growth Option Axis Aggressive Hybrid Fund - Regular Plan - Growth Option
Investment Plan Growth Growth
Level of Risk Very High Average
Asset Size (Cr) ₹1856 Cr ₹1643 Cr
Min Investment ₹100 ₹500
Min SIP Invesment ₹100 ₹100
Min Addl Investment ₹100 ₹100
Launch Date 12 Aug 2009 08 May 2018
Category Aggressive Aggressive
Fund Type Open Ended
Benchmark CRISIL Hybrid 35+65 Aggressive TRI CRISIL Hybrid 35+65 Aggressive TRI
Turn Over 81% 0.0%
Expense Ratio 1.99 2.14
Manager Dhawal Dalal R Sivakumar
ISIN Code INF754K01202 INF846K01E90
Exits Load Exit Load for units in excess of 10% of the investment,1% will be charged for redemption within 90 days./365 Exit Load for units in excess of 10% of the investment,1% will be charged for redemption within 12 months./365

Trailing Lumpsum Returns

Scheme Name Edelweiss Aggressive Hybrid Fund - Regular Plan - Growth Option Axis Aggressive Hybrid Fund - Regular Plan - Growth Option
1 Month -3.46% 2.11%
6 Month 13.03% 17.53%
1 Year 31.67% 27.66%
3 Year 17.24% 10.59%
5 Year 18.9% 14.68%

SIP Return Analysis

Scheme Name Edelweiss Aggressive Hybrid Fund - Regular Plan - Growth Option Axis Aggressive Hybrid Fund - Regular Plan - Growth Option
6 Month - -
1 Year 13.68% 10.09%
3 Year 35.39% 18.75%
5 Year 65.89% 37.5%

Rolling Lumpsum Returns

Scheme Name Edelweiss Aggressive Hybrid Fund - Regular Plan - Growth Option Axis Aggressive Hybrid Fund - Regular Plan - Growth Option
1 Year 10.09% 13.3%
3 Year 12.09% 11.77%
5 Year 11.75% 12.01%

Risk Management

Scheme Name Edelweiss Aggressive Hybrid Fund - Regular Plan - Growth Option Axis Aggressive Hybrid Fund - Regular Plan - Growth Option
Standard Deviation 8.47% 10.51%
Sharp 1.3% 0.47%
Beta 0.35% 1.15%
Alpha 7.89% -2.21%

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Fund Managers

Scheme Name Edelweiss Aggressive Hybrid Fund - Regular Plan - Growth Option Axis Aggressive Hybrid Fund - Regular Plan - Growth Option
Name Dhawal Dalal R Sivakumar
Total AUM ₹25974 Cr ₹9709 Cr
Fund Manage 12 10
Edelweiss Aggressive Hybrid Fund - Regular Plan - Growth Option Axis Aggressive Hybrid Fund - Regular Plan - Growth Option

Market Cap

Scheme Name

Edelweiss Aggressive Hybrid Fund - Regular Plan - Growth Option

Axis Aggressive Hybrid Fund - Regular Plan - Growth Option

Others 28.81 26.04
Large Cap 51.83 51.78
Mid Cap 13.26 11.07
Small Cap 6.1 11.11

Sector Allocation

Scheme Name

Edelweiss Aggressive Hybrid Fund - Regular Plan - Growth Option

Axis Aggressive Hybrid Fund - Regular Plan - Growth Option

Others 6.92 1.05
Sovereign 7.46 9.3
Automobile 8.32 9.95
Energy 9.81 5.84
Technology 4.88 6.62
Healthcare 7.78 6.18
Construction 2.83 5.13
Financial 23.63 28.94
Materials 0.63 3.06
Metals & Mining 2.95 0.4
Services 5.42 6.64
Capital Goods 4.4 0.95
Consumer Staples 3.58 3.09
Consumer Discretionary 1.3 1.06
Communication 3.94 5.57
Unclassified 6.15 -
Chemicals - 4.79
Insurance - 1.04
Textiles - 0.39

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