Mutual Funds Blogs Videos

No results found

did not match any result. Please try again.

Clear Search BackGround
Need Help?
0

Edelweiss Aggressive Hybrid Fund vs UTI Aggressive Hybrid Fund compare

Link copied to clipboard!

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

Invest Now

tortoise-icon UTI Aggressive Hybrid Fund- Regular Plan - Growth

Invest Now

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) ₹2749 Cr ₹6254 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 2.88% 2.31%
6 Month 3.13% 2.3%
1 Year 8.67% 6.91%
3 Year 21.39% 20.26%
5 Year 21.39% 21.72%

SIP Return Analysis

Scheme Name Edelweiss Aggressive Hybrid Fund - Regular Plan - Growth Option UTI Aggressive Hybrid Fund- Regular Plan - Growth
6 Month 8.56% 7.07%
1 Year 13.11% 9.65%
3 Year 19.39% 18.22%
5 Year 18.63% 18.01%

Rolling Lumpsum Returns

Scheme Name Edelweiss Aggressive Hybrid Fund - Regular Plan - Growth Option UTI Aggressive Hybrid Fund- Regular Plan - Growth
1 Year 10.25% 13.56%
3 Year 12.61% 12.62%
5 Year 11.94% 11.76%

Risk Management

Scheme Name Edelweiss Aggressive Hybrid Fund - Regular Plan - Growth Option UTI Aggressive Hybrid Fund- Regular Plan - Growth
Standard Deviation 10.35% 9.01%
Sharp 1.10% 1.15%
Beta 1.04% 1.05%
Alpha 3.45% 3.88%

Still Confused Which Fund To Select? Don’t worry! We’re just a call away.

Get Free Experts Guidance
fund-icons

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 26.46 33.26
Large Cap 49.27 42.54
Mid Cap 17.37 13.26
Small Cap 6.9 10.94

Sector Allocation

Scheme Name

Edelweiss Aggressive Hybrid Fund - Regular Plan - Growth Option

UTI Aggressive Hybrid Fund- Regular Plan - Growth

Others 25.18 31.55
Communication Services 3.05 4.93
Energy 2.76 5.45
Utilities 3.16 1.59
Technology 7.83 6.34
Consumer Cyclical 7.79 7.34
Industrials 9.06 5.04
Consumer Defensive 4.08 4.57
Basic Materials 5.01 5.36
Financial Services 23.36 22.79
Healthcare 8.38 4.26
Real Estate 0.34 0.78

Top Comparisons

LIC MF Equity Hybrid Fund-Growth LIC MF Equity Hybrid Fund-Growth

3Y Returns16.78%

VS

Mirae Asset Aggressive Hybrid Fund -Regular Plan-Growth Mirae Asset Aggressive Hybrid Fund -Regular Plan-Growth

3Y Returns16.95%

Compare Now

Tata Infrastructure Fund-Regular Plan- Growth Option Tata Infrastructure Fund-Regular Plan- Growth Option

3Y Returns27.14%

VS

Sundaram Infrastructure Advantage Fund Regular Plan - Growth Sundaram Infrastructure Advantage Fund Regular Plan - Growth

3Y Returns28.43%

Compare Now

DSP Banking & PSU Debt Fund - Regular Plan - Growth DSP Banking & PSU Debt Fund - Regular Plan - Growth

3Y Returns7.54%

VS

Canara Robeco Banking and PSU Debt Fund- Regular Plan- Growth Option Canara Robeco Banking and PSU Debt Fund- Regular Plan- Growth Option

3Y Returns0%

Compare Now

Mahindra Manulife Large Cap Fund - Regular Plan - Growth Mahindra Manulife Large Cap Fund - Regular Plan - Growth

3Y Returns18.49%

VS

Nippon India Large Cap Fund- Growth Plan Bonus Option Nippon India Large Cap Fund- Growth Plan Bonus Option

3Y Returns18.29%

Compare Now
Add to Cart Successfully