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) | ₹3480 Cr | ₹6758 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 | -1.19% | -0.97% |
| 6 Month | 0.42% | 1.34% |
| 1 Year | 6.75% | 7.59% |
| 3 Year | 15.99% | 15.95% |
| 5 Year | 15.38% | 15.76% |
SIP Return Analysis
| Scheme Name | Edelweiss Aggressive Hybrid Fund - Regular Plan - Growth Option | UTI Aggressive Hybrid Fund- Regular Plan - Growth |
|---|---|---|
| 6 Month | -0.61% | 1.62% |
| 1 Year | 5.53% | 8.77% |
| 3 Year | 11.89% | 12.56% |
| 5 Year | 13.91% | 14.07% |
Rolling Lumpsum Returns
| Scheme Name | Edelweiss Aggressive Hybrid Fund - Regular Plan - Growth Option | UTI Aggressive Hybrid Fund- Regular Plan - Growth |
|---|---|---|
| 1 Year | 9.76% | 13.56% |
| 3 Year | 13.55% | 13.42% |
| 5 Year | 12.11% | 12.22% |
Risk Management
| Scheme Name | Edelweiss Aggressive Hybrid Fund - Regular Plan - Growth Option | UTI Aggressive Hybrid Fund- Regular Plan - Growth |
|---|---|---|
| Standard Deviation | 8.47% | 9.01% |
| Sharp | 1.1% | 1.13% |
| Beta | 1.11% | 1.1% |
| Alpha | 3.66% | 3.7% |
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 | 29.65 | 33.56 |
| Large Cap | 47.29 | 44.26 |
| Small Cap | 8.99 | 10.33 |
| Mid Cap | 14.07 | 11.85 |
Sector Allocation
| Scheme Name |
Edelweiss Aggressive Hybrid Fund - Regular Plan - Growth Option |
UTI Aggressive Hybrid Fund- Regular Plan - Growth |
|---|---|---|
| Others | 24.42 | 27.53 |
| Communication Services | 4.55 | 4.49 |
| Energy | 5.03 | 6.46 |
| Technology | 6.25 | 8.17 |
| Consumer Cyclical | 11.74 | 7.3 |
| Industrials | 4.13 | 6.08 |
| Basic Materials | 5.1 | 5.13 |
| Healthcare | 8.31 | 4.27 |
| Financial Services | 24.11 | 21.2 |
| Real Estate | 0.72 | 2.78 |
| Utilities | 2.37 | 1.49 |
| Consumer Defensive | 3.27 | 5.1 |
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