LIC MF 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 LIC MF Equity Hybrid Fund-Growth

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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 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) ₹2195 Cr ₹535 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 1.97 2.46
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 -2.82% -4.03%
6 Month -1.13% -2.65%
1 Year 14.53% 11.14%
3 Year 14.98% 9.33%
5 Year 16.85% 10.44%

SIP Return Analysis

Scheme Name Edelweiss Aggressive Hybrid Fund - Regular Plan - Growth Option LIC MF Equity Hybrid Fund-Growth
6 Month - -
1 Year 7.14% 3.41%
3 Year 18.6% 13.68%
5 Year 19.07% 12.93%

Rolling Lumpsum Returns

Scheme Name Edelweiss Aggressive Hybrid Fund - Regular Plan - Growth Option LIC MF Equity Hybrid Fund-Growth
1 Year 10.06% 10.94%
3 Year 12.09% 9.39%
5 Year 11.74% 9.56%

Risk Management

Scheme Name Edelweiss Aggressive Hybrid Fund - Regular Plan - Growth Option LIC MF Equity Hybrid Fund-Growth
Standard Deviation 8.47% 8.96%
Sharp 1.3% 0.41%
Beta 0.35% 0.98%
Alpha 7.89% 1.06%

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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
Fund Manage 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 28.81 23.14
Large Cap 51.83 45.9
Mid Cap 13.26 8.42
Small Cap 6.1 22.56

Sector Allocation

Scheme Name

Edelweiss Aggressive Hybrid Fund - Regular Plan - Growth Option

LIC MF Equity Hybrid Fund-Growth

Others 6.92 23.14
Sovereign 7.46 -
Automobile 8.32 -
Energy 9.81 -
Technology 4.88 -
Healthcare 7.78 -
Construction 2.83 3.25
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 -
Petroleum Products - 3.45
Electrical Equipment - 5.47
IT - Software - 7.81
Auto Components - 5.16
Finance - 3.23
Banks - 12.71
Diversified FMCG - 3.47
Non - Ferrous Metals - 0.83
Pharmaceuticals & Biotechnology - 4.16
Realty - 1.7
Consumer Durables - 2.29
Automobiles - 3.83
Beverages - 1.19
Aerospace & Defense - 1.32
Industrial Products - 3.78
Telecom - Services - 1.11
Healthcare Services - 1.04
Food Products - 1.22
IT - Services - 0.47
Chemicals & Petrochemicals - 1.16
Power - 1.39
Retailing - 4.64
Industrial Manufacturing - 1.12
Entertainment - 1.08

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