Aditya Birla Sun Life Equity Hybrid 95 Fund vs UTI Aggressive Hybrid Fund compare

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Aditya Birla Sun Life Equity Hybrid 95 Fund - Regular Plan-Growth

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UTI Aggressive Hybrid Fund- Regular Plan - Growth

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Chart Comparison

Overview Trailing Returns SIP Returns Rolling Returns Risk Managers Market Cap Sectors

Overview

Scheme Name	Aditya Birla Sun Life Equity Hybrid 95 Fund - Regular Plan-Growth	UTI Aggressive Hybrid Fund- Regular Plan - Growth
Fund	Aditya Birla Sun Life Equity Hybrid 95 Fund - Regular Plan-Growth	UTI Aggressive Hybrid Fund- Regular Plan - Growth
Investment Plan	Growth	Growth
Level of Risk	Very High	Very High
Asset Size (Cr)	₹7313 Cr	₹5956 Cr
Min Investment	₹100	₹1000
Min SIP Invesment	₹1000	₹500
Min Addl Investment	₹100	₹1000
Launch Date	10 Feb 1995	25 Mar 2000
Category	Aggressive	Aggressive
Fund Type	Open Ended	Open Ended
Benchmark	CRISIL Hybrid 35+65 Aggressive TRI	CRISIL Hybrid 35+65 Aggressive Index
Turn Over	85%	27%
Expense Ratio	1.85	1.89
Manager	Dhaval Joshi	V Srivatsa
ISIN Code	INF209K01BT5	INF789F01323
Exits Load	Aditya Birla Sun Life Equity Hybrid 95 Fund - Regular Plan - Growth charges 1.0% of sell value; if fund sold before 90 days. There are no other charges./365	UTI Aggressive Hybrid Fund - Growth charges 1.0% of sell value; if fund sold before 365 days. There are no other charges./365

Scheme Name	Aditya Birla Sun Life Equity Hybrid 95 Fund - Regular Plan-Growth	UTI Aggressive Hybrid Fund- Regular Plan - Growth
1 Month	2.73%	2.88%
6 Month	-1.41%	-1.22%
1 Year	8.05%	10.5%
3 Year	10.98%	16.99%
5 Year	17.99%	22.38%

Scheme Name	Aditya Birla Sun Life Equity Hybrid 95 Fund - Regular Plan-Growth	UTI Aggressive Hybrid Fund- Regular Plan - Growth
6 Month	1.48%	1.58%
1 Year	-0.84%	1.24%
3 Year	13.02%	16.79%
5 Year	13.11%	17.57%

Scheme Name	Aditya Birla Sun Life Equity Hybrid 95 Fund - Regular Plan-Growth	UTI Aggressive Hybrid Fund- Regular Plan - Growth
1 Year	16.33%	13.82%
3 Year	16.28%	12.4%
5 Year	16.39%	11.66%

Scheme Name	Aditya Birla Sun Life Equity Hybrid 95 Fund - Regular Plan-Growth	UTI Aggressive Hybrid Fund- Regular Plan - Growth
Standard Deviation	9.21%	9.01%
Sharp	0.2%	0.76%
Beta	1.1%	1.05%
Alpha	-1.23%	4.53%

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Scheme Name	Aditya Birla Sun Life Equity Hybrid 95 Fund - Regular Plan-Growth	UTI Aggressive Hybrid Fund- Regular Plan - Growth
Name	Dhaval Joshi	V Srivatsa
Total AUM	₹361932 Cr	₹7921 Cr
Funds Managed	55	3
	Aditya Birla Sun Life Equity Hybrid 95 Fund - Regular Plan-Growth	UTI Aggressive Hybrid Fund- Regular Plan - Growth

Scheme Name	Aditya Birla Sun Life Equity Hybrid 95 Fund - Regular Plan-Growth	UTI Aggressive Hybrid Fund- Regular Plan - Growth
Others	25.08	34.57
Large Cap	56.45	42.47
Small Cap	9.32	9.75
Mid Cap	9.12	13.21

Scheme Name	Aditya Birla Sun Life Equity Hybrid 95 Fund - Regular Plan-Growth	UTI Aggressive Hybrid Fund- Regular Plan - Growth
Others	21.92	32.58
Petroleum Products	3.72	-
Electrical Equipment	1.59	-
IT - Software	7.91	-
Retailing	2.43	-
Construction	2.97	-
Diversified FMCG	1.48	-
Non - Ferrous Metals	1.11	-
Banks	16.91	-
Pharmaceuticals & Biotechnology	4.46	-
Industrial Manufacturing	1.13	-
Healthcare Services	1.09	-
Auto Components	2.71	-
Cement & Cement Products	2.11	-
Realty	1.26	-
Consumer Durables	2.97	-
Chemicals & Petrochemicals	1.62	-
Automobiles	4.3	-
Personal Products	0.77	-
Finance	4.42	-
IT - Services	0.57	-
Insurance	1.23	-
Transport Infrastructure	1.59	-
Agricultural Food & other Products	0.91	-
Diversified Metals	0.42	-
Power	1.03	-
Fertilizers & Agrochemicals	0.44	-
Aerospace & Defense	1.07	-
Industrial Products	0.21	-
Telecom - Services	3.09	-
Transport Services	0.54	-
Ferrous Metals	0.24	-
Leisure Services	0.42	-
Beverages	1.1	-
Textiles & Apparels	0.23	-
Communication Services	-	4.5
Energy	-	3.43
Technology	-	6.73
Basic Materials	-	6.04
Industrials	-	4.42
Consumer Cyclical	-	8.28
Healthcare	-	4.02
Financial Services	-	22.79
Utilities	-	1.57
Consumer Defensive	-	4.69
Real Estate	-	0.94