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

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

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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	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)	₹7480 Cr	₹6422 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

Scheme Name	Aditya Birla Sun Life Equity Hybrid 95 Fund - Regular Plan-Growth	UTI Aggressive Hybrid Fund- Regular Plan - Growth
1 Month	-0.56%	-1.73%
6 Month	9.76%	6.8%
1 Year	2.88%	1.99%
3 Year	12.41%	15.74%
5 Year	16.38%	19.45%

Scheme Name	Aditya Birla Sun Life Equity Hybrid 95 Fund - Regular Plan-Growth	UTI Aggressive Hybrid Fund- Regular Plan - Growth
6 Month	2.84%	1.49%
1 Year	5.42%	2.55%
3 Year	12.68%	14.23%
5 Year	12.18%	15.43%

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%

Scheme Name	Aditya Birla Sun Life Equity Hybrid 95 Fund - Regular Plan-Growth	UTI Aggressive Hybrid Fund- Regular Plan - Growth
Standard Deviation	9.67%	9.01%
Sharp	0.70%	1.15%
Beta	1.06%	0.13%
Alpha	-0.14%	9.74%

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

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

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