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) ₹7688 Cr ₹6111 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 1.87
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 2.96% 2.64%
6 Month 13.1% 15.33%
1 Year 23.05% 26.76%
3 Year 12.51% 17.62%
5 Year 14.55% 19.17%

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 Year 12.14% 16.07%
3 Year 16.06% 21.09%
5 Year 16.1% 21.06%

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 16.32% 13.58%
3 Year 16.42% 12.27%
5 Year 16.49% 11.6%

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 0.45% 0.93%
Beta 1.02% 1.04%
Alpha 0.92% 5.57%

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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
Fund Manage 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 21.41 29.8
Large Cap 55.4 42.79
Small Cap 14.47 10.58
Mid Cap 8.86 16.79

Sector Allocation

Scheme Name

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

UTI Aggressive Hybrid Fund- Regular Plan - Growth

Others 21.41 29.8
Telecom - Services 3.04 3.66
Realty 1.23 0.96
Petroleum Products 3.52 2.59
Electrical Equipment 2.19 -
IT - Software 8.15 7.85
Construction 3.64 2.15
Diversified FMCG 1.61 3.39
Non - Ferrous Metals 0.89 -
Banks 16.22 17.36
Pharmaceuticals & Biotechnology 4.86 4.59
Industrial Manufacturing 1.47 -
Healthcare Services 1.42 0.68
Auto Components 2.86 0.84
Cement & Cement Products 2.1 1.21
Ferrous Metals 0.29 0.6
Retailing 1.8 -
Consumer Durables 3.49 0.72
Chemicals & Petrochemicals 1.7 0.67
Automobiles 4.06 2.82
Personal Products 0.88 0.48
Industrial Products 0.44 0.23
Finance 3.68 2.4
IT - Services 0.74 -
Insurance 0.86 2.82
Transport Infrastructure 1.59 -
Agricultural Food & other Products 0.85 -
Power 1.07 1.08
Fertilizers & Agrochemicals 0.48 0.62
Aerospace & Defense 1.36 -
Transport Services 0.5 2.44
Leisure Services 0.29 1.41
Beverages 1.22 -
Textiles & Apparels 0.23 2.42
Gas - 1.05
Diversified Metals - 1.81
Capital Markets - 1.46
Other Consumer Services - 0.66
Entertainment - 0.6
Paper, Forest & Jute Products - 0.59

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