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Edelweiss Aggressive Hybrid Fund vs UTI Aggressive Hybrid Fund compare
Edelweiss Aggressive Hybrid Fund - Regular Plan - Growth Option
UTI Aggressive Hybrid Fund- Regular Plan - Growth
Chart Comparison
Overview
| Scheme Name | Edelweiss Aggressive Hybrid Fund - Regular Plan - Growth Option | UTI Aggressive Hybrid Fund- Regular Plan - Growth |
|---|---|---|
| Fund | Edelweiss Aggressive Hybrid Fund - Regular Plan - Growth Option | UTI Aggressive Hybrid Fund- Regular Plan - Growth |
| Investment Plan | Growth | Growth |
| Level of Risk | Very High | Very High |
| Asset Size (Cr) | ₹2994 Cr | ₹6422 Cr |
| Min Investment | ₹100 | ₹1000 |
| Min SIP Invesment | ₹100 | ₹500 |
| Min Addl Investment | ₹100 | ₹1000 |
| Launch Date | 12 Aug 2009 | 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 | 81% | 27% |
| Expense Ratio | 1.95 | 1.89 |
| Manager | Dhawal Dalal | V Srivatsa |
| ISIN Code | INF754K01202 | INF789F01323 |
| Exits Load | Edelweiss Aggressive Hybrid Fund - 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 | Edelweiss Aggressive Hybrid Fund - Regular Plan - Growth Option | UTI Aggressive Hybrid Fund- Regular Plan - Growth |
|---|---|---|
| 1 Month | -1.14% | -2.36% |
| 6 Month | 11.01% | 8.3% |
| 1 Year | 0.13% | -1.8% |
| 3 Year | 17.12% | 15.9% |
| 5 Year | 18.72% | 18.6% |
SIP Return Analysis
| Scheme Name | Edelweiss Aggressive Hybrid Fund - Regular Plan - Growth Option | UTI Aggressive Hybrid Fund- Regular Plan - Growth |
|---|---|---|
| 6 Month | 0.55% | -0.56% |
| 1 Year | 4.62% | 0.77% |
| 3 Year | 14.72% | 13.29% |
| 5 Year | 15.88% | 15.02% |
Rolling Lumpsum Returns
| Scheme Name | Edelweiss Aggressive Hybrid Fund - Regular Plan - Growth Option | UTI Aggressive Hybrid Fund- Regular Plan - Growth |
|---|---|---|
| 1 Year | 10.16% | 13.42% |
| 3 Year | 12.85% | 12.7% |
| 5 Year | 11.99% | 11.82% |
Risk Management
| Scheme Name | Edelweiss Aggressive Hybrid Fund - Regular Plan - Growth Option | UTI Aggressive Hybrid Fund- Regular Plan - Growth |
|---|---|---|
| Standard Deviation | 9.81% | 9.01% |
| Sharp | 1.10% | 1.15% |
| Beta | 1.07% | 0.13% |
| Alpha | 3.82% | 9.74% |
Fund Managers
| Scheme Name | Edelweiss Aggressive Hybrid Fund - Regular Plan - Growth Option | UTI Aggressive Hybrid Fund- Regular Plan - Growth |
|---|---|---|
| Name | Dhawal Dalal | V Srivatsa |
| Total AUM | ₹25974 Cr | ₹7921 Cr |
| Funds Managed | 12 | 3 |
| Edelweiss Aggressive Hybrid Fund - Regular Plan - Growth Option | UTI Aggressive Hybrid Fund- Regular Plan - Growth |
Market Cap
| Scheme Name |
Edelweiss Aggressive Hybrid Fund - Regular Plan - Growth Option |
UTI Aggressive Hybrid Fund- Regular Plan - Growth |
|---|---|---|
| Others | 30.94 | 34.61 |
| Large Cap | 46.09 | 43 |
| Mid Cap | 15.34 | 11.98 |
| Small Cap | 7.62 | 10.41 |
Sector Allocation
| Scheme Name |
Edelweiss Aggressive Hybrid Fund - Regular Plan - Growth Option |
UTI Aggressive Hybrid Fund- Regular Plan - Growth |
|---|---|---|
| Others | 25.9 | 30.99 |
| Communication Services | 4.07 | 4.56 |
| Energy | 2.78 | 4.93 |
| Utilities | 2.44 | 1.64 |
| Industrials | 8.1 | 5.43 |
| Technology | 8.59 | 6.89 |
| Consumer Cyclical | 6.8 | 6.45 |
| Consumer Defensive | 4.76 | 4.54 |
| Basic Materials | 5.51 | 4.75 |
| Financial Services | 22.19 | 23.12 |
| Healthcare | 8.55 | 4.94 |
| Real Estate | 0.32 | 1.74 |
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