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

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

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tortoise-icon 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) ₹7372 Cr ₹6302 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

Trailing Lumpsum Returns

Scheme Name Aditya Birla Sun Life Equity Hybrid 95 Fund - Regular Plan-Growth UTI Aggressive Hybrid Fund- Regular Plan - Growth
1 Month 0.49% 0.59%
6 Month 9.14% 6.57%
1 Year 1.35% -0.04%
3 Year 14.16% 17.07%
5 Year 15.9% 20.02%

SIP Return Analysis

Scheme Name Aditya Birla Sun Life Equity Hybrid 95 Fund - Regular Plan-Growth UTI Aggressive Hybrid Fund- Regular Plan - Growth
6 Month 1.67% 0.96%
1 Year 10.22% 7.42%
3 Year 12.88% 13.97%
5 Year 12.08% 14.99%

Rolling Lumpsum Returns

Scheme Name Aditya Birla Sun Life Equity Hybrid 95 Fund - Regular Plan-Growth UTI Aggressive Hybrid Fund- Regular Plan - Growth
1 Year 15.6% 13.28%
3 Year 15.9% 12.78%
5 Year 16.47% 11.88%

Risk Management

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 0.77% 1.06%
Beta 0.12% 0.17%
Alpha 6.58% 8.99%

Fund Managers

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

Market Cap

Scheme Name

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

UTI Aggressive Hybrid Fund- Regular Plan - Growth

Others 28.7 34.61
Large Cap 54.4 43.3
Small Cap 8.07 10.33
Mid Cap 8.83 11.75

Sector Allocation

Scheme Name

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

UTI Aggressive Hybrid Fund- Regular Plan - Growth

Others 21.26 30.14
Energy 3.83 4.66
Industrials 8.5 5.24
Technology 7.33 7.37
Consumer Cyclical 11.75 7.27
Basic Materials 5.9 4.84
Financial Services 24.59 22.17
Healthcare 5.88 4.83
Real Estate 1.51 2.67
Consumer Defensive 4.9 4.84
Utilities 1.58 1.58
Communication Services 2.97 4.39

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