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)	₹7559 Cr	₹6596 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	1.14%	1.84%
6 Month	4.48%	4.26%
1 Year	4.28%	3.7%
3 Year	13.43%	15.89%
5 Year	13.82%	17.78%

Scheme Name	Aditya Birla Sun Life Equity Hybrid 95 Fund - Regular Plan-Growth	UTI Aggressive Hybrid Fund- Regular Plan - Growth
6 Month	3.17%	3.58%
1 Year	14.19%	12.84%
3 Year	13.49%	14.72%
5 Year	12.47%	15.43%

Scheme Name	Aditya Birla Sun Life Equity Hybrid 95 Fund - Regular Plan-Growth	UTI Aggressive Hybrid Fund- Regular Plan - Growth
1 Year	14.52%	13.69%
3 Year	14.31%	13.34%
5 Year	14.76%	12.16%

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	0.79%	1.05%
Beta	1.1%	1.09%
Alpha	0.68%	3.07%

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	22.88	30.43
Large Cap	59.69	46.13
Mid Cap	9.48	13
Small Cap	7.92	10.32

Scheme Name	Aditya Birla Sun Life Equity Hybrid 95 Fund - Regular Plan-Growth	UTI Aggressive Hybrid Fund- Regular Plan - Growth
Others	20.01	26.94
Petroleum Products	4.09	4.21
Electrical Equipment	0.7	-
IT - Software	6.98	7.77
Retailing	2.66	0.46
Construction	2.72	3.8
Non - Ferrous Metals	1.39	-
Banks	19.5	15.03
Pharmaceuticals & Biotechnology	4.5	4.27
Industrial Manufacturing	1	-
Commercial Services & Supplies	0.24	-
Auto Components	2.55	-
Cement & Cement Products	2.61	0.97
Consumer Durables	2.64	0.56
Realty	1.31	2.06
Chemicals & Petrochemicals	1.13	0.91
Automobiles	4.43	4.83
Personal Products	0.78	1.16
Finance	4.47	2.92
IT - Services	0.47	-
Diversified FMCG	1.28	3.13
Insurance	1.42	1.74
Transport Infrastructure	1.51	0.49
Agricultural Food & other Products	1.01	-
Diversified Metals	0.63	2.11
Power	1.43	1.58
Fertilizers & Agrochemicals	0.51	0.39
Aerospace & Defense	1.19	-
Industrial Products	0.32	0.31
Telecom - Services	3.15	3.32
Healthcare Services	0.66	-
Transport Services	0.37	2.49
Beverages	1.26	-
Ferrous Metals	0.35	-
Leisure Services	0.5	0.61
Textiles & Apparels	0.2	1.47
-	-	0.77
Oil	-	0.64
Capital Markets	-	1.39
Other Consumer Services	-	0.79
Gas	-	0.48
Diversified	-	0.45
Consumable Fuels	-	0.74
Entertainment	-	0.36
Paper, Forest & Jute Products	-	0.73