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 2.16% 4.76%
6 Month 17.26% 14.68%
1 Year 36.9% 29.23%
3 Year 19.75% 12.46%
5 Year 20.14% 14.73%

SIP Return Analysis

Scheme Name Edelweiss Aggressive Hybrid Fund - Regular Plan - Growth Option LIC MF Equity Hybrid Fund-Growth
6 Month - -
1 Year 13.68% 13.51%
3 Year 35.39% 27.24%
5 Year 65.89% 43.87%

Rolling Lumpsum Returns

Scheme Name Edelweiss Aggressive Hybrid Fund - Regular Plan - Growth Option LIC MF Equity Hybrid Fund-Growth
1 Year 19.57% 13.59%
3 Year 51.09% 33.69%
5 Year 72.25% 48.61%

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 1.4% 0.75%
Beta 0.92% 0.95%
Alpha 6.68% 0.83%

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

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