LIC MF Equity Hybrid Fund vs Edelweiss Aggressive Hybrid Fund compare
Edelweiss Aggressive Hybrid Fund - Regular Plan - Growth Option
LIC MF Equity Hybrid Fund-Growth
Chart Comparison
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) | ₹2371 Cr | ₹508 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 | 1.95 | 2.48 |
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 | 4.85% | 5.95% |
6 Month | -7.65% | -9.58% |
1 Year | 8.45% | 5.81% |
3 Year | 15.12% | 9.93% |
5 Year | 23.2% | 15.68% |
SIP Return Analysis
Scheme Name | Edelweiss Aggressive Hybrid Fund - Regular Plan - Growth Option | LIC MF Equity Hybrid Fund-Growth |
---|---|---|
6 Month | -1.27% | -3.51% |
1 Year | -0.63% | -5.77% |
3 Year | 16.63% | 11.48% |
5 Year | 17.58% | 11.37% |
Rolling Lumpsum Returns
Scheme Name | Edelweiss Aggressive Hybrid Fund - Regular Plan - Growth Option | LIC MF Equity Hybrid Fund-Growth |
---|---|---|
1 Year | 10.27% | 11.04% |
3 Year | 12.41% | 9.45% |
5 Year | 11.84% | 9.61% |
Risk Management
Scheme Name | Edelweiss Aggressive Hybrid Fund - Regular Plan - Growth Option | LIC MF Equity Hybrid Fund-Growth |
---|---|---|
Standard Deviation | 9.903% | 8.96% |
Sharp | 0.882% | 0.24% |
Beta | 1.029% | 1.04% |
Alpha | 3.399% | -0.97% |
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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 |
Funds Managed | 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 | 28.42 | 30.63 |
Large Cap | 50.97 | 38.6 |
Small Cap | 5.21 | 19.73 |
Mid Cap | 15.41 | 11.04 |
Sector Allocation
Scheme Name |
Edelweiss Aggressive Hybrid Fund - Regular Plan - Growth Option |
LIC MF Equity Hybrid Fund-Growth |
---|---|---|
Others | 28.01 | 28.04 |
Energy | 4.7 | 3.55 |
Utilities | 3.93 | 0.99 |
Technology | 7.17 | 8.27 |
Consumer Cyclical | 8.63 | 12.53 |
Healthcare | 11.34 | 5.08 |
Industrials | 5.43 | 13.81 |
Consumer Defensive | 3.77 | 5.77 |
Basic Materials | 2.49 | 4.15 |
Financial Services | 21.01 | 15.08 |
Communication Services | 2.7 | 2.15 |
Real Estate | 0.82 | 0.57 |
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