Edelweiss Aggressive Hybrid Fund vs Aditya Birla Sun Life Equity Hybrid 95 Fund compare
Aditya Birla Sun Life Equity Hybrid 95 Fund - Regular Plan-Growth
Edelweiss Aggressive Hybrid Fund - Regular Plan - Growth Option
Chart Comparison
Overview
Scheme Name | Aditya Birla Sun Life Equity Hybrid 95 Fund - Regular Plan-Growth | Edelweiss Aggressive Hybrid Fund - Regular Plan - Growth Option |
---|---|---|
Fund | Aditya Birla Sun Life Equity Hybrid 95 Fund - Regular Plan-Growth | Edelweiss Aggressive Hybrid Fund - Regular Plan - Growth Option |
Investment Plan | Growth | Growth |
Level of Risk | Very High Risk | Very High Risk |
Asset Size (Cr) | ₹7313 Cr | ₹2371 Cr |
Min Investment | ₹100 | ₹100 |
Min SIP Invesment | ₹1000 | ₹100 |
Min Addl Investment | ₹100 | ₹100 |
Launch Date | 10 Feb 1995 | 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 | 85% | 81% |
Expense Ratio | 1.85 | 1.95 |
Manager | Dhaval Joshi | Dhawal Dalal |
ISIN Code | INF209K01BT5 | INF754K01202 |
Exits Load | Aditya Birla Sun Life Equity Hybrid 95 Fund - Regular Plan - Growth charges 1.0% 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 | Aditya Birla Sun Life Equity Hybrid 95 Fund - Regular Plan-Growth | Edelweiss Aggressive Hybrid Fund - Regular Plan - Growth Option |
---|---|---|
1 Month | -2.55% | -2.38% |
6 Month | -7.1% | -5.98% |
1 Year | 6.49% | 8.5% |
3 Year | 8.47% | 14.97% |
5 Year | 12.81% | 15.94% |
SIP Return Analysis
Scheme Name | Aditya Birla Sun Life Equity Hybrid 95 Fund - Regular Plan-Growth | Edelweiss Aggressive Hybrid Fund - Regular Plan - Growth Option |
---|---|---|
6 Month | - | - |
1 Year | -3.68% | -1.58% |
3 Year | 10.95% | 15.44% |
5 Year | 12.72% | 17.1% |
Rolling Lumpsum Returns
Scheme Name | Aditya Birla Sun Life Equity Hybrid 95 Fund - Regular Plan-Growth | Edelweiss Aggressive Hybrid Fund - Regular Plan - Growth Option |
---|---|---|
1 Year | 16.33% | 10.27% |
3 Year | 16.28% | 12.41% |
5 Year | 16.39% | 11.84% |
Risk Management
Scheme Name | Aditya Birla Sun Life Equity Hybrid 95 Fund - Regular Plan-Growth | Edelweiss Aggressive Hybrid Fund - Regular Plan - Growth Option |
---|---|---|
Standard Deviation | 9.21% | 9.903% |
Sharp | 0.38% | 0.882% |
Beta | 1.02% | 1.029% |
Alpha | 0.16% | 3.399% |
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Fund Managers
Scheme Name | Aditya Birla Sun Life Equity Hybrid 95 Fund - Regular Plan-Growth | Edelweiss Aggressive Hybrid Fund - Regular Plan - Growth Option |
---|---|---|
Name | Dhaval Joshi | Dhawal Dalal |
Total AUM | ₹361932 Cr | ₹25974 Cr |
Fund Manage | 55 | 12 |
Aditya Birla Sun Life Equity Hybrid 95 Fund - Regular Plan-Growth | Edelweiss Aggressive Hybrid Fund - Regular Plan - Growth Option |
Market Cap
Scheme Name |
Aditya Birla Sun Life Equity Hybrid 95 Fund - Regular Plan-Growth |
Edelweiss Aggressive Hybrid Fund - Regular Plan - Growth Option |
---|---|---|
Others | 21.41 | 28.81 |
Large Cap | 55.4 | 51.83 |
Small Cap | 14.47 | 6.1 |
Mid Cap | 8.86 | 13.26 |
Sector Allocation
Scheme Name |
Aditya Birla Sun Life Equity Hybrid 95 Fund - Regular Plan-Growth |
Edelweiss Aggressive Hybrid Fund - Regular Plan - Growth Option |
---|---|---|
Others | 21.41 | 6.92 |
Telecom - Services | 3.04 | - |
Realty | 1.23 | - |
Petroleum Products | 3.52 | - |
Electrical Equipment | 2.19 | - |
IT - Software | 8.15 | - |
Construction | 3.64 | 2.83 |
Diversified FMCG | 1.61 | - |
Non - Ferrous Metals | 0.89 | - |
Banks | 16.22 | - |
Pharmaceuticals & Biotechnology | 4.86 | - |
Industrial Manufacturing | 1.47 | - |
Healthcare Services | 1.42 | - |
Auto Components | 2.86 | - |
Cement & Cement Products | 2.1 | - |
Ferrous Metals | 0.29 | - |
Retailing | 1.8 | - |
Consumer Durables | 3.49 | - |
Chemicals & Petrochemicals | 1.7 | - |
Automobiles | 4.06 | - |
Personal Products | 0.88 | - |
Industrial Products | 0.44 | - |
Finance | 3.68 | - |
IT - Services | 0.74 | - |
Insurance | 0.86 | - |
Transport Infrastructure | 1.59 | - |
Agricultural Food & other Products | 0.85 | - |
Power | 1.07 | - |
Fertilizers & Agrochemicals | 0.48 | - |
Aerospace & Defense | 1.36 | - |
Transport Services | 0.5 | - |
Leisure Services | 0.29 | - |
Beverages | 1.22 | - |
Textiles & Apparels | 0.23 | - |
Sovereign | - | 7.46 |
Automobile | - | 8.32 |
Energy | - | 9.81 |
Technology | - | 4.88 |
Healthcare | - | 7.78 |
Financial | - | 23.63 |
Materials | - | 0.63 |
Metals & Mining | - | 2.95 |
Services | - | 5.42 |
Capital Goods | - | 4.4 |
Consumer Staples | - | 3.58 |
Consumer Discretionary | - | 1.3 |
Communication | - | 3.94 |
Unclassified | - | 6.15 |
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