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 | Very High |
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 | 4.59% | 4.81% |
6 Month | -4.81% | -3.59% |
1 Year | 8.56% | 11.04% |
3 Year | 9.48% | 15.5% |
5 Year | 18.2% | 21.31% |
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 | 0.27% | 1.01% |
1 Year | -1.84% | 1.21% |
3 Year | 12.49% | 16.74% |
5 Year | 12.85% | 17.43% |
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 | 0.2% | 0.882% |
Beta | 1.1% | 1.029% |
Alpha | -1.23% | 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 |
Funds Managed | 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 | 25.08 | 28.42 |
Large Cap | 56.45 | 50.97 |
Small Cap | 9.32 | 5.21 |
Mid Cap | 9.12 | 15.41 |
Sector Allocation
Scheme Name |
Aditya Birla Sun Life Equity Hybrid 95 Fund - Regular Plan-Growth |
Edelweiss Aggressive Hybrid Fund - Regular Plan - Growth Option |
---|---|---|
Others | 21.92 | 28.01 |
Petroleum Products | 3.72 | - |
Electrical Equipment | 1.59 | - |
IT - Software | 7.91 | - |
Retailing | 2.43 | - |
Construction | 2.97 | - |
Diversified FMCG | 1.48 | - |
Non - Ferrous Metals | 1.11 | - |
Banks | 16.91 | - |
Pharmaceuticals & Biotechnology | 4.46 | - |
Industrial Manufacturing | 1.13 | - |
Healthcare Services | 1.09 | - |
Auto Components | 2.71 | - |
Cement & Cement Products | 2.11 | - |
Realty | 1.26 | - |
Consumer Durables | 2.97 | - |
Chemicals & Petrochemicals | 1.62 | - |
Automobiles | 4.3 | - |
Personal Products | 0.77 | - |
Finance | 4.42 | - |
IT - Services | 0.57 | - |
Insurance | 1.23 | - |
Transport Infrastructure | 1.59 | - |
Agricultural Food & other Products | 0.91 | - |
Diversified Metals | 0.42 | - |
Power | 1.03 | - |
Fertilizers & Agrochemicals | 0.44 | - |
Aerospace & Defense | 1.07 | - |
Industrial Products | 0.21 | - |
Telecom - Services | 3.09 | - |
Transport Services | 0.54 | - |
Ferrous Metals | 0.24 | - |
Leisure Services | 0.42 | - |
Beverages | 1.1 | - |
Textiles & Apparels | 0.23 | - |
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 |
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