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UTI Aggressive Hybrid Fund vs Aditya Birla Sun Life Equity Hybrid 95 Fund compare

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tortoise-icon Aditya Birla Sun Life Equity Hybrid 95 Fund - Regular Plan-Growth

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tortoise-icon 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 Aditya Birla Sun Life Equity Hybrid 95 Fund - Regular Plan-Growth UTI Aggressive Hybrid Fund- Regular Plan - Growth
Fund Aditya Birla Sun Life Equity Hybrid 95 Fund - Regular Plan-Growth UTI Aggressive Hybrid Fund- Regular Plan - Growth
Investment Plan Growth Growth
Level of Risk Very High Very High
Asset Size (Cr) ₹7313 Cr ₹5956 Cr
Min Investment ₹100 ₹1000
Min SIP Invesment ₹1000 ₹500
Min Addl Investment ₹100 ₹1000
Launch Date 10 Feb 1995 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 85% 27%
Expense Ratio 1.85 1.89
Manager Dhaval Joshi V Srivatsa
ISIN Code INF209K01BT5 INF789F01323
Exits Load Aditya Birla Sun Life Equity Hybrid 95 Fund - Regular Plan - 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 Aditya Birla Sun Life Equity Hybrid 95 Fund - Regular Plan-Growth UTI Aggressive Hybrid Fund- Regular Plan - Growth
1 Month 4.58% 3.99%
6 Month 3.61% 3.9%
1 Year 9.78% 12.95%
3 Year 15.08% 19.98%
5 Year 20.44% 24.44%

SIP Return Analysis

Scheme Name Aditya Birla Sun Life Equity Hybrid 95 Fund - Regular Plan-Growth UTI Aggressive Hybrid Fund- Regular Plan - Growth
6 Month 5.43% 4.82%
1 Year 6.6% 6.89%
3 Year 14.95% 18.06%
5 Year 13.92% 18.02%

Rolling Lumpsum Returns

Scheme Name Aditya Birla Sun Life Equity Hybrid 95 Fund - Regular Plan-Growth UTI Aggressive Hybrid Fund- Regular Plan - Growth
1 Year 16.33% 13.82%
3 Year 16.28% 12.4%
5 Year 16.39% 11.66%

Risk Management

Scheme Name Aditya Birla Sun Life Equity Hybrid 95 Fund - Regular Plan-Growth UTI Aggressive Hybrid Fund- Regular Plan - Growth
Standard Deviation 9.21% 9.01%
Sharp 0.47% 1.01%
Beta 1.1% 1.05%
Alpha -1.49% 4.08%

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Fund Managers

Scheme Name Aditya Birla Sun Life Equity Hybrid 95 Fund - Regular Plan-Growth UTI Aggressive Hybrid Fund- Regular Plan - Growth
Name Dhaval Joshi V Srivatsa
Total AUM ₹361932 Cr ₹7921 Cr
Funds Managed 55 3
Aditya Birla Sun Life Equity Hybrid 95 Fund - Regular Plan-Growth UTI Aggressive Hybrid Fund- Regular Plan - Growth

Market Cap

Scheme Name

Aditya Birla Sun Life Equity Hybrid 95 Fund - Regular Plan-Growth

UTI Aggressive Hybrid Fund- Regular Plan - Growth

Others 23.31 30.52
Large Cap 57.59 45.41
Small Cap 9.57 10.35
Mid Cap 9.42 13.58

Sector Allocation

Scheme Name

Aditya Birla Sun Life Equity Hybrid 95 Fund - Regular Plan-Growth

UTI Aggressive Hybrid Fund- Regular Plan - Growth

Others 20.45 30.52
Petroleum Products 4.05 2.45
Electrical Equipment 1.63 -
IT - Software 7.27 6.17
Retailing 2.44 0.23
Construction 3.06 1.87
Diversified FMCG 1.47 3.01
Non - Ferrous Metals 1.14 -
Banks 17.76 17.2
Pharmaceuticals & Biotechnology 4.55 4.26
Industrial Manufacturing 1.13 -
Healthcare Services 1.16 -
Auto Components 2.65 0.62
Cement & Cement Products 2.3 0.63
Realty 1.21 1.31
Consumer Durables 2.87 0.7
Chemicals & Petrochemicals 1.6 0.53
Automobiles 4.2 4.51
Personal Products 0.85 1.13
Finance 4.63 2.87
IT - Services 0.54 -
Insurance 1.38 1.8
Transport Infrastructure 1.39 -
Agricultural Food & other Products 0.91 -
Diversified Metals 0.47 2.29
Power 1.09 1.68
Fertilizers & Agrochemicals 0.51 1.08
Aerospace & Defense 1.26 -
Industrial Products 0.22 0.3
Telecom - Services 3.06 3.98
Transport Services 0.59 2.79
Ferrous Metals 0.31 0.53
Leisure Services 0.38 0.59
Beverages 1.14 -
Textiles & Apparels 0.22 1.44
Oil - 1.57
Capital Markets - 1.23
Other Consumer Services - 0.67
Minerals & Mining - 0.78
Entertainment - 0.44
Paper, Forest & Jute Products - 0.68

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