Aditya Birla Sun Life Equity Hybrid 95 Fund vs UTI Aggressive Hybrid Fund compare
Aditya Birla Sun Life Equity Hybrid 95 Fund - Regular Plan-Growth
UTI Aggressive Hybrid Fund- Regular Plan - Growth
Chart Comparison
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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