Aditya Birla Sun Life Aggressive Hybrid Fund vs Edelweiss Aggressive Hybrid Fund
Direct Plan, Growth option · Data as on 30-10-2026
Aditya Birla Sun Life Aggressive Hybrid Fund and Edelweiss Aggressive Hybrid Fund are both Aggressive Hybrid funds. In the 3 years to 30-10-2026, Aditya Birla Sun Life Aggressive Hybrid Fund (Direct) returned 9.5% a year and Edelweiss Aggressive Hybrid Fund (Direct) returned 12.8% a year. Aditya Birla Sun Life Aggressive Hybrid Fund charges 1.17% a year and Edelweiss Aggressive Hybrid Fund 0.69% (Direct plans). Their portfolios overlap 32.7%: they hold 25 of the same securities.
Aditya Birla Sun Life Aggressive Hybrid Fund
Aggressive Hybrid
- 3 year return
- 9.5%
- Expense ratio
- 1.17%
- NAV
- ₹1,673.78
Edelweiss Aggressive Hybrid Fund
Aggressive Hybrid
- 3 year return
- 12.8%
- Expense ratio
- 0.69%
- NAV
- ₹73.75
Which is better, Aditya Birla Sun Life Aggressive Hybrid or Edelweiss Aggressive Hybrid? Key differences
It depends on what you want from the fund. These are the differences in numbers, from the data on this page.
- Edelweiss Aggressive Hybrid returned more over 5 years: 12.6% a year against 7.3%.
- Edelweiss Aggressive Hybrid returned more over 3 years: 12.8% a year against 9.5%.
- Edelweiss Aggressive Hybrid costs less: 0.69% a year against 1.17% (Direct plans).
- Aditya Birla Sun Life Aggressive Hybrid swung less over 3 years: a standard deviation of 10.3% a year against 10.6%.
- Edelweiss Aggressive Hybrid fell less in its worst fall since 08-01-2013: −28.6% against −32.0%.
- Aditya Birla Sun Life Aggressive Hybrid is the larger fund: ₹6,831 Cr against ₹3,875 Cr.
- Their portfolios overlap 32.7%: 25 of the same holdings.
Past returns do not promise future returns. This page is information, not investment advice.
Key facts
From each fund's scheme summary document and AMFI
| Fact | Aditya Birla Sun Life Aggressive Hybrid Fund | Edelweiss Aggressive Hybrid Fund |
|---|---|---|
| Fund house | Aditya Birla Sun Life Mutual Fund | Edelweiss Mutual Fund |
| Category | Aggressive Hybrid | Aggressive Hybrid |
| AUM | ₹6,831 Cr (30-09-2026) | ₹3,875 Cr (30-09-2026) |
| NAV | ₹1,673.78 (Direct) | ₹73.75 (Direct) |
| Expense ratio (Direct) | 1.17% | 0.69% |
| Expense ratio (Regular) | 1.90% | 2.07% |
| Riskometer | Very High | Very High |
| Benchmark | CRISIL Hybrid 35+65 - Aggressive Index | CRISIL Hybrid 35+65 - Aggressive Index |
| Launch date | 10-02-1995 | 12-08-2009 |
| Minimum investment | ₹100 | ₹100 |
| Lock in | None | None |
| Fund managers | Chanchal Khandelwal, Harshil Suvarnkar | Bharat Lahoti, Bhavesh Jain, Kedar Karnik, Rahul Dedhia |
| Exit load | Exit load of 1%, if redeemed within 90 days. | Exit Load for units in excess of 10% of the investment,1% will be charged for redemption within 90 days. |
Aditya Birla Sun Life Aggressive Hybrid vs Edelweiss Aggressive Hybrid: Returns Comparison
Returns as on 30-10-2026. Up to one year they are absolute returns. Longer periods are a rate per year.
| Fund | 1M | 3M | 6M | 1Y | 3Y | 5Y | 10Y |
|---|---|---|---|---|---|---|---|
| Aditya Birla Sun Life Aggressive Hybrid Fund (Direct) | −0.51% | −4.27% | −0.10% | −4.78% | +9.52% | +7.26% | +9.55% |
| Edelweiss Aggressive Hybrid Fund (Direct) | −0.12% | −3.09% | +0.07% | −1.98% | +12.76% | +12.64% | +13.16% |
| Aggressive Hybrid average | −0.88% | −3.67% | −0.27% | −3.33% | +10.77% | +9.35% | +11.60% |
Category average: the average of the 29 Aggressive Hybrid funds, same plan type.
Aditya Birla Sun Life Aggressive Hybrid vs Edelweiss Aggressive Hybrid: Year-wise Returns
| Year | Aditya Birla Sun LifeAditya Birla Sun Life Aggressive Hybrid | EdelweissEdelweiss Aggressive Hybrid |
|---|---|---|
| 2026to date | −5.13% | −2.20% |
| 2025 | +8.01% | +7.61% |
| 2024 | +16.15% | +22.20% |
| 2023 | +22.23% | +27.70% |
| 2022 | −0.97% | +7.44% |
| 2021 | +25.12% | +29.45% |
Aditya Birla Sun Life Aggressive Hybrid vs Edelweiss Aggressive Hybrid: Rolling Returns
Every holding period of both funds
Rolling returns
Every 3-year holding period, 2,664 of them, one for each trading day from 08-01-2016 to 30-10-2026: the yearly return (CAGR) of each, plotted on the day it ended. One lucky or unlucky start day cannot flatter or hide a fund.
Aditya Birla Sun Life Aggressive Hybrid Fund (Direct)
Edelweiss Aggressive Hybrid Fund (Direct)
to
Nov 2016Sept 2015
to
Sept 2018Jul 2017
to
Jul 2020May 2019
to
May 2022Mar 2021
to
Mar 2024Dec 2022
to
Dec 2025
How the periods spread
| Fund | Below 0% | 0-5% | 5-10% | 10-15% | 15-20% | 20-25% | Above 25% | Mean | Median | Lowest | Highest |
|---|---|---|---|---|---|---|---|---|---|---|---|
| Aditya Birla Sun Life Aggressive Hybrid | 4.2 | 4.4 | 14.1 | 46.6 | 19.6 | 9.5 | 1.6 | 12.8% | 13.1% | −6.4% | 27.5% |
| Edelweiss Aggressive Hybrid | 0.2 | 4.9 | 17.9 | 24.3 | 34.4 | 17.0 | 1.3 | 14.7% | 15.6% | −1.8% | 28.8% |
The table shows the % of periods in each return band; a darker cell holds more of them. Lumpsum: the yearly rate (CAGR) from a period's first NAV to its last. SIP: the XIRR of the monthly instalments. Every fund is measured over the days all of them have, from 08-01-2013. Past returns do not promise future returns.
Aditya Birla Sun Life Aggressive Hybrid vs Edelweiss Aggressive Hybrid: SIP and Lumpsum Returns
What the same monthly or one-time investment would be worth in each fund today, from their own NAV history
Growth of an investment
₹10,000 on the first trading day of every month, from 02-01-2013 to 30-10-2026: 166 instalments, ₹16,60,000 in all.
| Investment | Invested | Value now | Gain | Return a year |
|---|---|---|---|---|
| Aditya Birla Sun Life Aggressive HybridAditya Birla Sun Life Aggressive Hybrid Fund (Direct) | ₹16,60,000 | ₹36,55,947 | ₹19,95,947 | 10.7% |
| Edelweiss Aggressive HybridEdelweiss Aggressive Hybrid Fund (Direct) | ₹16,60,000 | ₹45,80,679 | ₹29,20,679 | 13.6% |
Aditya Birla Sun Life Aggressive HybridAditya Birla Sun Life Aggressive Hybrid Fund (Direct)
Edelweiss Aggressive HybridEdelweiss Aggressive Hybrid Fund (Direct)
Amount invested
From each plan's published NAV (Growth option), over the same days. Return a year: XIRR for a SIP, CAGR for a lumpsum, shown for a year or more. It does not include exit load, stamp duty or tax. Past returns do not promise future returns.
Aditya Birla Sun Life Aggressive Hybrid vs Edelweiss Aggressive Hybrid: Risk and Drawdowns
How much each fund swings, and the worst fall over the same days
Risk and return
| Measure | Aditya Birla Sun Life Aggressive Hybrid Fund (Direct) | Edelweiss Aggressive Hybrid Fund (Direct) |
|---|---|---|
| Return (CAGR) | −4.78% | −1.98% |
| Standard deviation | 10.75% | 10.63% |
| Sharpe ratio | -0.93 | -0.68 |
| Sortino ratio | -1.25 | -0.91 |
| Maximum drawdown | −11.5% (30-03-2026) | −9.9% (30-03-2026) |
| Beta | -- | -- |
| Alpha | -- | -- |
From daily NAVs, 30-10-2025 to 30-10-2026. Standard deviation: how much the daily value swings, scaled to a year. Sharpe: return above the risk-free rate (NSE's overnight rate index) per unit of swing. Sortino: the same, counting only the falls. Beta and alpha compare each fund with its own benchmark's TRI.
| Measure | Aditya Birla Sun Life Aggressive Hybrid Fund (Direct) | Edelweiss Aggressive Hybrid Fund (Direct) |
|---|---|---|
| Return (CAGR) | +9.52% | +12.76% |
| Standard deviation | 10.27% | 10.61% |
| Sharpe ratio | 0.34 | 0.63 |
| Sortino ratio | 0.47 | 0.86 |
| Maximum drawdown | −13.3% (28-02-2025) | −12.0% (28-02-2025) |
| Beta | -- | -- |
| Alpha | -- | -- |
From daily NAVs, 30-10-2023 to 30-10-2026. Standard deviation: how much the daily value swings, scaled to a year. Sharpe: return above the risk-free rate (NSE's overnight rate index) per unit of swing. Sortino: the same, counting only the falls. Beta and alpha compare each fund with its own benchmark's TRI.
| Measure | Aditya Birla Sun Life Aggressive Hybrid Fund (Direct) | Edelweiss Aggressive Hybrid Fund (Direct) |
|---|---|---|
| Return (CAGR) | +7.26% | +12.64% |
| Standard deviation | 10.57% | 10.59% |
| Sharpe ratio | 0.14 | 0.65 |
| Sortino ratio | 0.19 | 0.88 |
| Maximum drawdown | −14.3% (20-06-2022) | −12.0% (28-02-2025) |
| Beta | -- | -- |
| Alpha | -- | -- |
From daily NAVs, 29-10-2021 to 30-10-2026. Standard deviation: how much the daily value swings, scaled to a year. Sharpe: return above the risk-free rate (NSE's overnight rate index) per unit of swing. Sortino: the same, counting only the falls. Beta and alpha compare each fund with its own benchmark's TRI.
| Measure | Aditya Birla Sun Life Aggressive Hybrid Fund (Direct) | Edelweiss Aggressive Hybrid Fund (Direct) |
|---|---|---|
| Return (CAGR) | +11.96% | +13.43% |
| Standard deviation | 11.70% | 12.38% |
| Sharpe ratio | 0.51 | 0.60 |
| Sortino ratio | 0.68 | 0.81 |
| Maximum drawdown | −32.0% (23-03-2020) | −28.6% (23-03-2020) |
| Beta | -- | -- |
| Alpha | -- | -- |
From daily NAVs, 02-01-2013 to 30-10-2026. Standard deviation: how much the daily value swings, scaled to a year. Sharpe: return above the risk-free rate (NSE's overnight rate index) per unit of swing. Sortino: the same, counting only the falls. Beta and alpha compare each fund with its own benchmark's TRI.
Drawdowns
How far below its previous high each one was on every day: the falls an investor had to sit through. 0% means it was at a new high.
Aditya Birla Sun Life Aggressive Hybrid Fund (Direct)
Edelweiss Aggressive Hybrid Fund (Direct)
| Fund | Worst fall | High before it | Bottom | Back at the high | Time to climb back | Below its high today |
|---|---|---|---|---|---|---|
| Aditya Birla Sun Life Aggressive Hybrid Fund (Direct) | −32.0% | 16-01-2020 | 23-03-2020 | 11-11-2020 | 8 months | −6.0% |
| Edelweiss Aggressive Hybrid Fund (Direct) | −28.6% | 20-02-2020 | 23-03-2020 | 09-11-2020 | 8 months | −4.7% |
From daily values since 08-01-2013, the first day every fund has.
Rolling standard deviation
Whether the swings have grown or calmed over time: the standard deviation of daily changes over every 1-year window, scaled to a year, plotted on the window's last day. Higher means a bumpier ride.
Aditya Birla Sun Life Aggressive Hybrid Fund (Direct)
Edelweiss Aggressive Hybrid Fund (Direct)
Whether the swings have grown or calmed over time: the standard deviation of daily changes over every 3-year window, scaled to a year, plotted on the window's last day. Higher means a bumpier ride.
Aditya Birla Sun Life Aggressive Hybrid Fund (Direct)
Edelweiss Aggressive Hybrid Fund (Direct)
Whether the swings have grown or calmed over time: the standard deviation of daily changes over every 5-year window, scaled to a year, plotted on the window's last day. Higher means a bumpier ride.
Aditya Birla Sun Life Aggressive Hybrid Fund (Direct)
Edelweiss Aggressive Hybrid Fund (Direct)
Aditya Birla Sun Life Aggressive Hybrid vs Edelweiss Aggressive Hybrid: Portfolio Overlap
From each fund's latest monthly portfolio: Aditya Birla Sun Life Aggressive Hybrid Fund, September 2026; Edelweiss Aggressive Hybrid Fund, September 2026
Holdings in common
- Overlap
- 32.7%
- Held by both
- 25
- Only in Aditya Birla Sun Life Aggressive Hybrid
- 126
- Only in Edelweiss Aggressive Hybrid
- 83
| Security | % of Aditya Birla Sun Life Aggressive Hybrid | % of Edelweiss Aggressive Hybrid |
|---|---|---|
| ICICI Bank Ltd. | 6.12% | 4.16% |
| HDFC Bank Ltd. | 4.88% | 3.05% |
| Bharti Airtel Ltd. | 2.98% | 3.05% |
| Reliance Industries Ltd. | 3.61% | 2.73% |
| State Bank of India | 2.65% | 2.64% |
| Infosys Ltd. | 1.74% | 1.62% |
| Larsen & Toubro Ltd. | 1.71% | 1.62% |
| Kotak Mahindra Bank Ltd. | 1.97% | 1.51% |
| Sun Pharmaceutical Industries Ltd. | 1.46% | 2.12% |
| Mahindra & Mahindra Ltd. | 1.67% | 1.39% |
| Bajaj Finance Ltd. | 1.93% | 1.27% |
| Eternal Ltd. | 1.64% | 0.90% |
| Hindalco Industries Ltd. | 1.38% | 0.88% |
| Axis Bank Ltd. | 2.63% | 0.78% |
| Tech Mahindra Ltd. | 0.77% | 1.79% |
| Meesho Ltd. | 1.04% | 0.76% |
| Avenue Supermarts Ltd. | 0.72% | 0.82% |
| Shriram Finance Ltd. | 1.02% | 0.71% |
| Titan Company Ltd. | 0.64% | 1.59% |
| Grasim Industries Ltd. | 0.64% | 0.69% |
| Apollo Hospitals Enterprise Ltd. | 0.72% | 0.46% |
| UNO Minda Ltd. | 0.82% | 0.43% |
| Ultratech Cement Ltd. | 0.24% | 0.74% |
| 7.48% National Bank for Agriculture and Rural Development (15/09/2028) | 0.18% | 0.64% |
| Interglobe Aviation Ltd. | 0.11% | 0.88% |
Overlap: for each holding both funds own, the smaller of its two weights, added up. 32.7% means 32.7% of each fund's money sits in positions the other also holds. Matched by ISIN. Cash and hedged positions are left out.
Largest holdings only in Aditya Birla Sun Life Aggressive Hybrid Fund
| Security | % of fund |
|---|---|
| 8.92% Cholamandalam Investment & Finance Co. Ltd. (02/12/2034) | 2.09% |
| 7.30% Bharti Telecom Ltd. (01/12/2027) | 1.81% |
| IRB Invit Fund | 1.58% |
| United Spirits Ltd. | 1.17% |
| Sona Blw Precision Forgings Ltd. | 1.09% |
Largest holdings only in Edelweiss Aggressive Hybrid Fund
| Security | % of fund |
|---|---|
| EDELWEISS MONEY MARKET FUND - DIRECT PL | 5.20% |
| EDELWEISS ULTRA SHORT TERM FUND | 5.19% |
| NTPC Ltd. | 1.95% |
| 7.65% HDB FIN SERV NCD 10-09-27 | 1.93% |
| 7.92% ADITYA BIRLA CAP NCD RED 27-12-27 | 1.93% |
Asset and sector split
Share of each fund, from its latest monthly portfolio
Asset allocation
| Asset | Aditya Birla Sun Life Aggressive Hybrid | Edelweiss Aggressive Hybrid |
|---|---|---|
| Equity | 75.5% | 74.3% |
| Debt | 18.9% | 8.2% |
| Cash and others | 5.6% | 17.4% |
Market cap of stocks
| Market cap | Aditya Birla Sun Life Aggressive Hybrid | Edelweiss Aggressive Hybrid |
|---|---|---|
| Large Cap | 52.3% | 48.3% |
| Mid Cap | 14.8% | 13.9% |
| Small Cap | 8.4% | 10.7% |
| Not on AMFI's list | 0.0% | 1.5% |
Share of the whole fund. Groups follow AMFI's latest list: Large Cap is the 100 largest companies, Mid Cap the next 150, Small Cap the rest.
Largest sectors
| Sector | Aditya Birla Sun Life Aggressive Hybrid | Edelweiss Aggressive Hybrid |
|---|---|---|
| Banks | 19.2% | 12.8% |
| Pharmaceuticals & Biotechnology | 5.0% | 6.0% |
| Auto Components | 3.8% | 5.5% |
| Retailing | 5.1% | 4.0% |
| Finance | 4.9% | 4.6% |
| IT - Software | 4.7% | 4.5% |
The six largest sectors of each fund's stocks, % of the fund.
Aditya Birla Sun Life Aggressive Hybrid vs Edelweiss Aggressive Hybrid: Expense Ratio
What each plan charges a year, from AMFI's expense ratio file
| Charge | Aditya Birla Sun Life Aggressive Hybrid Fund | Edelweiss Aggressive Hybrid Fund |
|---|---|---|
| Total expense ratio (Direct) | 1.17% | 0.69% |
| Base expense ratio (Direct) | 0.92% | 0.36% |
| Total expense ratio (Regular) | 1.90% | 2.07% |
| Base expense ratio (Regular) | 1.55% | 1.55% |
The expense ratio comes out of the fund's assets every day, so every return on this page is already after it. Base expense ratio: the fund house's own fee. The total adds brokerage, transaction costs, and levies with GST.
More comparisons
Each fund against the others of its category
Compare Aditya Birla Sun Life Aggressive Hybrid with
Aditya Birla Sun Life Aggressive Hybrid Fund vs Edelweiss Aggressive Hybrid Fund: Frequently Asked Questions
What is the difference between Aditya Birla Sun Life Aggressive Hybrid Fund and Edelweiss Aggressive Hybrid Fund?
Both are Aggressive Hybrid funds, run by Aditya Birla Sun Life Mutual Fund and Edelweiss Mutual Fund. Their portfolios overlap 32.7%. Aditya Birla Sun Life Aggressive Hybrid Fund charges 1.17% a year and Edelweiss Aggressive Hybrid Fund 0.69%.
Which has given higher returns, Aditya Birla Sun Life Aggressive Hybrid Fund or Edelweiss Aggressive Hybrid Fund?
Over 1 year: Aditya Birla Sun Life Aggressive Hybrid Fund −4.78%, Edelweiss Aggressive Hybrid Fund −1.98%. Over 3 years: Aditya Birla Sun Life Aggressive Hybrid Fund +9.52% a year, Edelweiss Aggressive Hybrid Fund +12.76% a year. Over 5 years: Aditya Birla Sun Life Aggressive Hybrid Fund +7.26% a year, Edelweiss Aggressive Hybrid Fund +12.64% a year. As on 30-10-2026. Past returns do not promise future returns.
Which has the lower expense ratio, Aditya Birla Sun Life Aggressive Hybrid Fund or Edelweiss Aggressive Hybrid Fund?
Edelweiss Aggressive Hybrid Fund charges less: 0.69% a year against 1.17%. These are the Direct plans' total expense ratios reported to AMFI.
How much do Aditya Birla Sun Life Aggressive Hybrid Fund and Edelweiss Aggressive Hybrid Fund overlap?
32.7%. They hold 25 of the same securities, the largest shared ones being ICICIBANK, HDFCBANK, BHARTIARTL. From each fund's latest monthly portfolio.
Which is riskier, Aditya Birla Sun Life Aggressive Hybrid Fund or Edelweiss Aggressive Hybrid Fund?
On SEBI's riskometer, Aditya Birla Sun Life Aggressive Hybrid Fund is rated Very High and Edelweiss Aggressive Hybrid Fund Very High. Over 3 years, the standard deviation of daily returns was 10.27% and 10.61% a year.
Which is better for SIP, Aditya Birla Sun Life Aggressive Hybrid Fund or Edelweiss Aggressive Hybrid Fund?
Over the last 5 years, a monthly SIP of ₹10,000 from 01-10-2021 to 30-10-2026 grew to ₹7,31,466 in Aditya Birla Sun Life Aggressive Hybrid Fund (XIRR 7.1% a year) and ₹8,07,220 in Edelweiss Aggressive Hybrid Fund (XIRR 11.0% a year). Both received 61 instalments. Past returns do not promise future returns.
Can I invest in both Aditya Birla Sun Life Aggressive Hybrid Fund and Edelweiss Aggressive Hybrid Fund?
Yes. 32.7% of each fund's money sits in the same holdings, so some of the two investments would move together.
Who manages Aditya Birla Sun Life Aggressive Hybrid Fund and Edelweiss Aggressive Hybrid Fund?
Aditya Birla Sun Life Aggressive Hybrid Fund: Chanchal Khandelwal, Harshil Suvarnkar. Edelweiss Aggressive Hybrid Fund: Bharat Lahoti, Bhavesh Jain, Kedar Karnik, Rahul Dedhia.
Sources: NAV and expense ratio from AMFI. Holdings from each fund house's monthly portfolio statement. Fund facts from each scheme summary document.
This page is information, not investment advice. Mutual fund investments are subject to market risks; read all scheme related documents carefully. Past returns do not promise future returns. Figures come from AMFI, NSE, BSE and each fund house's own documents.