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UTI Aggressive Hybrid Fund vs Aditya Birla Sun Life Equity Hybrid 95 Fund compare
Aditya Birla Sun Life Equity Hybrid 95 Fund - Regular Plan-Growth
UTI Aggressive Hybrid Fund- Regular Plan - Growth
Chart Comparison
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) | ₹7372 Cr | ₹6302 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 | 1.86 | 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 | 2.42% | 1.82% |
| 6 Month | 13.13% | 10.69% |
| 1 Year | 0.91% | -0.55% |
| 3 Year | 13.42% | 16.29% |
| 5 Year | 16.04% | 19.57% |
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 | 3.38% | 1.86% |
| 1 Year | 10.2% | 6.48% |
| 3 Year | 13.49% | 14.51% |
| 5 Year | 12.46% | 15.39% |
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 | 15.74% | 13.42% |
| 3 Year | 16.02% | 12.7% |
| 5 Year | 16.5% | 11.82% |
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 | 0.67% | 0.95% |
| Beta | 0.09% | 0.13% |
| Alpha | 5.89% | 8.31% |
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 | 28.57 | 34.61 |
| Large Cap | 54.64 | 43 |
| Small Cap | 8.29 | 10.41 |
| Mid Cap | 8.5 | 11.98 |
Sector Allocation
| Scheme Name |
Aditya Birla Sun Life Equity Hybrid 95 Fund - Regular Plan-Growth |
UTI Aggressive Hybrid Fund- Regular Plan - Growth |
|---|---|---|
| Others | 21.39 | 30.99 |
| Energy | 3.86 | 4.93 |
| Industrials | 8.86 | 5.43 |
| Technology | 7.16 | 6.89 |
| Consumer Cyclical | 11.16 | 6.45 |
| Basic Materials | 5.81 | 4.75 |
| Financial Services | 24.83 | 23.12 |
| Healthcare | 6.12 | 4.94 |
| Real Estate | 1.53 | 1.74 |
| Consumer Defensive | 4.77 | 4.54 |
| Utilities | 1.53 | 1.64 |
| Communication Services | 2.97 | 4.56 |
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