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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) ₹3317 Cr ₹6596 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 -0.66% 0.95%
6 Month 3.61% 4.38%
1 Year 5.1% 3.89%
3 Year 15.76% 15.73%
5 Year 17.31% 17.88%

SIP Return Analysis

Scheme Name Edelweiss Aggressive Hybrid Fund - Regular Plan - Growth Option UTI Aggressive Hybrid Fund- Regular Plan - Growth
6 Month 2.22% 3.58%
1 Year 11.73% 12.84%
3 Year 14.81% 14.72%
5 Year 15.63% 15.43%

Rolling Lumpsum Returns

Scheme Name Edelweiss Aggressive Hybrid Fund - Regular Plan - Growth Option UTI Aggressive Hybrid Fund- Regular Plan - Growth
1 Year 9.88% 13.69%
3 Year 13.33% 13.34%
5 Year 12.08% 12.16%

Risk Management

Scheme Name Edelweiss Aggressive Hybrid Fund - Regular Plan - Growth Option UTI Aggressive Hybrid Fund- Regular Plan - Growth
Standard Deviation 9.66% 9.01%
Sharp 1.01% 1.05%
Beta 1.08% 1.09%
Alpha 3.02% 3.07%

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 30.2 30.43
Large Cap 47.44 46.13
Mid Cap 13.91 13
Small Cap 8.45 10.32

Sector Allocation

Scheme Name

Edelweiss Aggressive Hybrid Fund - Regular Plan - Growth Option

UTI Aggressive Hybrid Fund- Regular Plan - Growth

Others 24.14 26.94
Communication Services 4.12 -
Energy 2.87 -
Utilities 2.65 -
Technology 8.47 -
Consumer Cyclical 8.29 -
Industrials 6.38 -
Consumer Defensive 4.12 -
Basic Materials 5.65 -
Healthcare 9.37 -
Financial Services 22.99 -
Real Estate 0.96 -
Telecom - Services - 3.32
Petroleum Products - 4.21
IT - Software - 7.77
Transport Services - 2.49
Construction - 3.8
Chemicals & Petrochemicals - 0.91
Textiles & Apparels - 1.47
Pharmaceuticals & Biotechnology - 4.27
Banks - 15.03
Cement & Cement Products - 0.97
Realty - 2.06
Insurance - 1.74
Automobiles - 4.83
Diversified FMCG - 3.13
Transport Infrastructure - 0.49
- - 0.77
Diversified Metals - 2.11
Personal Products - 1.16
Oil - 0.64
Capital Markets - 1.39
Consumer Durables - 0.56
Other Consumer Services - 0.79
Gas - 0.48
Industrial Products - 0.31
Diversified - 0.45
Consumable Fuels - 0.74
Fertilizers & Agrochemicals - 0.39
Finance - 2.92
Entertainment - 0.36
Power - 1.58
Paper, Forest & Jute Products - 0.73
Retailing - 0.46
Leisure Services - 0.61

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