Edelweiss Aggressive Hybrid Fund vs UTI Aggressive Hybrid Fund compare

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Edelweiss Aggressive Hybrid Fund - Regular Plan - Growth Option

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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)	₹3413 Cr	₹6718 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

Scheme Name	Edelweiss Aggressive Hybrid Fund - Regular Plan - Growth Option	UTI Aggressive Hybrid Fund- Regular Plan - Growth
1 Month	-0.68%	-0.62%
6 Month	0.68%	1.69%
1 Year	6.39%	7.02%
3 Year	16.53%	16.38%
5 Year	15.31%	15.71%

Scheme Name	Edelweiss Aggressive Hybrid Fund - Regular Plan - Growth Option	UTI Aggressive Hybrid Fund- Regular Plan - Growth
6 Month	0.35%	1.93%
1 Year	6.62%	8.87%
3 Year	12.09%	12.49%
5 Year	13.95%	13.97%

Scheme Name	Edelweiss Aggressive Hybrid Fund - Regular Plan - Growth Option	UTI Aggressive Hybrid Fund- Regular Plan - Growth
1 Year	9.82%	13.57%
3 Year	13.53%	13.39%
5 Year	12.11%	12.21%

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%

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

Scheme Name	Edelweiss Aggressive Hybrid Fund - Regular Plan - Growth Option	UTI Aggressive Hybrid Fund- Regular Plan - Growth
Others	25.54	32.56
Large Cap	52.13	45.25
Small Cap	11.01	10.35
Mid Cap	13.09	11.84

Scheme Name	Edelweiss Aggressive Hybrid Fund - Regular Plan - Growth Option	UTI Aggressive Hybrid Fund- Regular Plan - Growth
Others	25.53	27.04
Telecom - Services	4.58	-
Petroleum Products	3.47	-
IT - Software	3.64	-
Auto Components	3.15	-
Construction	1.47	-
Non - Ferrous Metals	0.86	-
Leisure Services	0.13	-
Pharmaceuticals & Biotechnology	5.58	-
Banks	17.98	-
Chemicals & Petrochemicals	1.63	-
Financial Technology (Fintech)	0.01	-
Healthcare Services	1.39	-
Commercial Services & Supplies	0.49	-
Cement & Cement Products	1.97	-
Electrical Equipment	2.99	-
Ferrous Metals	0.33	-
Industrial Products	0.8	-
Retailing	2.38	-
Realty	0.65	-
Automobiles	4.57	-
Agricultural Food & other Products	1.05	-
Capital Markets	1.32	-
Gas	0.36	-
Finance	5.05	-
Diversified FMCG	1.43	-
Fertilizers & Agrochemicals	0.8	-
Food Products	0.26	-
Oil	0.49	-
Cigarettes & Tobacco Products	0.61	-
Aerospace & Defense	1.11	-
Consumer Durables	0.7	-
Insurance	1.49	-
Transport Services	1.11	-
Power	2.39	-
Communication Services	-	4.33
Energy	-	6.16
Technology	-	8.04
Industrials	-	6.73
Basic Materials	-	4.97
Consumer Cyclical	-	7.64
Healthcare	-	4.25
Financial Services	-	21.59
Real Estate	-	2.71
Consumer Defensive	-	5.07
Utilities	-	1.46