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) ₹1856 Cr ₹544 Cr
Min Investment ₹100 ₹5000
Min SIP Invesment ₹100 ₹1000
Min Addl Investment ₹100 ₹500
Launch Date 12 Aug 2009 31 Mar 1991
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 1.99 2.47
Manager Dhawal Dalal Pratik Harish Shroff
ISIN Code INF754K01202 INF767K01030
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 12% of the investment,1% will be charged for redemption within 3 months./365

Trailing Lumpsum Returns

Scheme Name Edelweiss Aggressive Hybrid Fund - Regular Plan - Growth Option LIC MF Equity Hybrid Fund-Growth
1 Month -3.47% -4.94%
6 Month 11.25% 7.92%
1 Year 28.7% 23.44%
3 Year 15.83% 9.49%
5 Year 18.09% 12.72%

SIP Return Analysis

Scheme Name Edelweiss Aggressive Hybrid Fund - Regular Plan - Growth Option LIC MF Equity Hybrid Fund-Growth
6 Month - -
1 Year 18.27% 17.43%
3 Year 21.4% 17.2%
5 Year 20.67% 14.92%

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% 0.5%
Beta 0.35% 0.98%
Alpha 7.89% 1.36%

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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 25.24
Large Cap 51.83 48.98
Mid Cap 13.26 10.95
Small Cap 6.1 14.86

Sector Allocation

Scheme Name

Edelweiss Aggressive Hybrid Fund - Regular Plan - Growth Option

LIC MF Equity Hybrid Fund-Growth

Others 6.92 12.51
Sovereign 7.46 8.86
Automobile 8.32 9.04
Energy 9.81 5.42
Technology 4.88 6.61
Healthcare 7.78 3.74
Construction 2.83 4.11
Financial 23.63 21.67
Materials 0.63 0.67
Metals & Mining 2.95 1.47
Services 5.42 6.57
Capital Goods 4.4 9.19
Consumer Staples 3.58 6.47
Consumer Discretionary 1.3 1.16
Communication 3.94 1.59
Unclassified 6.15 -
Diversified - 0.95

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