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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