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)	₹7465 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	1.86	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	1.98%	1.32%
6 Month	-0.79%	-1.34%
1 Year	5.57%	7.92%
3 Year	15.81%	19.85%
5 Year	18.73%	22.21%

Scheme Name	Aditya Birla Sun Life Equity Hybrid 95 Fund - Regular Plan-Growth	UTI Aggressive Hybrid Fund- Regular Plan - Growth
6 Month	6.36%	5.24%
1 Year	6.88%	5.62%
3 Year	14.28%	16.75%
5 Year	13.41%	17.17%

Scheme Name	Aditya Birla Sun Life Equity Hybrid 95 Fund - Regular Plan-Growth	UTI Aggressive Hybrid Fund- Regular Plan - Growth
1 Year	16%	13.56%
3 Year	16.05%	12.62%
5 Year	16.41%	11.76%

Scheme Name	Aditya Birla Sun Life Equity Hybrid 95 Fund - Regular Plan-Growth	UTI Aggressive Hybrid Fund- Regular Plan - Growth
Standard Deviation	9.7%	9.01%
Sharp	0.8%	1.15%
Beta	1.07%	1.05%
Alpha	-0.94%	3.88%

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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	23.37	31.3
Large Cap	58.53	44.79
Small Cap	8.55	10.46
Mid Cap	9.49	13.35

Scheme Name	Aditya Birla Sun Life Equity Hybrid 95 Fund - Regular Plan-Growth	UTI Aggressive Hybrid Fund- Regular Plan - Growth
Others	20.46	31.3
Petroleum Products	4.33	2.98
Electrical Equipment	1.61	-
IT - Software	6.9	6.07
Retailing	2.36	0.24
Construction	2.16	1.77
Diversified FMCG	1.51	3.02
Non - Ferrous Metals	1.06	-
Banks	19.12	17.16
Pharmaceuticals & Biotechnology	4.56	3.99
Industrial Manufacturing	1.12	-
Healthcare Services	1.16	-
Auto Components	2.53	0.66
Cement & Cement Products	2.29	0.33
Realty	1.21	1.28
Consumer Durables	2.88	0.65
Transport Infrastructure	1.93	-
Chemicals & Petrochemicals	1.18	0.72
Automobiles	3.85	3.93
Personal Products	0.91	1.25
Finance	4.44	2.7
IT - Services	0.5	-
Insurance	1.56	1.91
Agricultural Food & other Products	1.04	-
Diversified Metals	0.55	1.93
Power	1.05	1.72
Fertilizers & Agrochemicals	0.45	0.81
Aerospace & Defense	1.29	-
Industrial Products	0.19	0.28
Telecom - Services	3.12	4.27
Transport Services	0.5	2.69
Ferrous Metals	0.3	-
Leisure Services	0.37	0.62
Beverages	1.22	-
Textiles & Apparels	0.23	1.53
Oil	-	2.28
Capital Markets	-	1.35
Other Consumer Services	-	0.65
Minerals & Mining	-	0.71
Entertainment	-	0.44
Paper, Forest & Jute Products	-	0.66