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Edelweiss Aggressive Hybrid Fund vs UTI Aggressive Hybrid Fund compare

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tortoise-icon Edelweiss Aggressive Hybrid Fund - Regular Plan - Growth Option

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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 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) ₹2371 Cr ₹5956 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 2.13% 2.88%
6 Month 0.08% -1.22%
1 Year 9.94% 10.5%
3 Year 16.77% 16.99%
5 Year 21.03% 22.38%

SIP Return Analysis

Scheme Name Edelweiss Aggressive Hybrid Fund - Regular Plan - Growth Option UTI Aggressive Hybrid Fund- Regular Plan - Growth
6 Month 2.04% 1.58%
1 Year 1.85% 1.24%
3 Year 17.09% 16.79%
5 Year 17.58% 17.57%

Rolling Lumpsum Returns

Scheme Name Edelweiss Aggressive Hybrid Fund - Regular Plan - Growth Option UTI Aggressive Hybrid Fund- Regular Plan - Growth
1 Year 10.27% 13.82%
3 Year 12.41% 12.4%
5 Year 11.84% 11.66%

Risk Management

Scheme Name Edelweiss Aggressive Hybrid Fund - Regular Plan - Growth Option UTI Aggressive Hybrid Fund- Regular Plan - Growth
Standard Deviation 9.903% 9.01%
Sharp 0.882% 0.76%
Beta 1.029% 1.05%
Alpha 3.399% 4.53%

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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 28.42 34.57
Large Cap 50.97 42.47
Small Cap 5.21 9.75
Mid Cap 15.41 13.21

Sector Allocation

Scheme Name

Edelweiss Aggressive Hybrid Fund - Regular Plan - Growth Option

UTI Aggressive Hybrid Fund- Regular Plan - Growth

Others 28.01 32.58
Energy 4.7 3.43
Utilities 3.93 1.57
Technology 7.17 6.73
Consumer Cyclical 8.63 8.28
Healthcare 11.34 4.02
Industrials 5.43 4.42
Consumer Defensive 3.77 4.69
Basic Materials 2.49 6.04
Financial Services 21.01 22.79
Communication Services 2.7 4.5
Real Estate 0.82 0.94

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