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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) | ₹3161 Cr | ₹6379 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 | 0.84% | 0.59% |
| 6 Month | 8.32% | 5.73% |
| 1 Year | 4.14% | 1.42% |
| 3 Year | 17.8% | 16.89% |
| 5 Year | 19.89% | 19.78% |
SIP Return Analysis
| Scheme Name | Edelweiss Aggressive Hybrid Fund - Regular Plan - Growth Option | UTI Aggressive Hybrid Fund- Regular Plan - Growth |
|---|---|---|
| 6 Month | 2.41% | 0.84% |
| 1 Year | 12.15% | 7.15% |
| 3 Year | 15.77% | 13.91% |
| 5 Year | 16.23% | 15.04% |
Rolling Lumpsum Returns
| Scheme Name | Edelweiss Aggressive Hybrid Fund - Regular Plan - Growth Option | UTI Aggressive Hybrid Fund- Regular Plan - Growth |
|---|---|---|
| 1 Year | 10.04% | 13.28% |
| 3 Year | 13.02% | 12.78% |
| 5 Year | 12.03% | 11.88% |
Risk Management
| Scheme Name | Edelweiss Aggressive Hybrid Fund - Regular Plan - Growth Option | UTI Aggressive Hybrid Fund- Regular Plan - Growth |
|---|---|---|
| Standard Deviation | 9.73% | 9.01% |
| Sharp | 1.03% | 1.06% |
| Beta | 1.09% | 0.17% |
| Alpha | 3.37% | 8.99% |
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 | 30.22 | 33.06 |
| Large Cap | 48.14 | 45.24 |
| Mid Cap | 14.11 | 11.32 |
| Small Cap | 7.54 | 10.37 |
Sector Allocation
| Scheme Name |
Edelweiss Aggressive Hybrid Fund - Regular Plan - Growth Option |
UTI Aggressive Hybrid Fund- Regular Plan - Growth |
|---|---|---|
| Others | 25.1 | 28.29 |
| Communication Services | 3.93 | 4.05 |
| Energy | 2.59 | 5.47 |
| Utilities | 2.79 | 1.59 |
| Technology | 7.77 | 7.17 |
| Consumer Cyclical | 8.63 | 7.75 |
| Industrials | 6.48 | 5.77 |
| Consumer Defensive | 4.27 | 4.76 |
| Basic Materials | 5.79 | 5.02 |
| Healthcare | 9 | 4.98 |
| Financial Services | 23.33 | 22.18 |
| Real Estate | 0.32 | 2.96 |
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