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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) | ₹7368 Cr | ₹6379 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 | 1.57% | 1.51% |
| 6 Month | 6.98% | 4.04% |
| 1 Year | 5.47% | 3.39% |
| 3 Year | 14.23% | 16.9% |
| 5 Year | 15.83% | 19.56% |
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 | 2.32% | 0.84% |
| 1 Year | 11.88% | 7.15% |
| 3 Year | 13.48% | 13.91% |
| 5 Year | 12.47% | 15.04% |
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 | 15.6% | 13.28% |
| 3 Year | 15.9% | 12.78% |
| 5 Year | 16.47% | 11.88% |
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 | 0.77% | 1.06% |
| Beta | 0.12% | 0.17% |
| Alpha | 6.58% | 8.99% |
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 | 28.24 | 33.06 |
| Large Cap | 55.11 | 45.24 |
| Small Cap | 7.59 | 10.37 |
| Mid Cap | 9.06 | 11.32 |
Sector Allocation
| Scheme Name |
Aditya Birla Sun Life Equity Hybrid 95 Fund - Regular Plan-Growth |
UTI Aggressive Hybrid Fund- Regular Plan - Growth |
|---|---|---|
| Others | 21.2 | 28.29 |
| Energy | 3.85 | 5.47 |
| Industrials | 8.48 | 5.77 |
| Technology | 7.08 | 7.17 |
| Consumer Cyclical | 11.91 | 7.75 |
| Basic Materials | 5.94 | 5.02 |
| Financial Services | 25.03 | 22.18 |
| Healthcare | 5.71 | 4.98 |
| Real Estate | 1.59 | 2.96 |
| Consumer Defensive | 5.2 | 4.76 |
| Utilities | 1.04 | 1.59 |
| Communication Services | 2.96 | 4.05 |
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